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CFLT Transcript
Confluent, Inc. (CFLT) Presents at Global Technology, Internet, Media & Telecommunications Conference 2025 Transcript
Neutral11-18
Confluent, Inc. (CFLT) Q3 2025 Earnings Call Transcript
Positive10-27
The earnings call reflects strong growth in AI use cases and Flink, increased deal sizes, and positive momentum in cloud business despite some customer shifts. While management avoided some specifics, the overall sentiment from the Q&A is positive, emphasizing improved execution, strategic partnerships, and product traction. These factors, along with optimistic guidance, suggest a positive stock price movement.
Confluent, Inc. (CFLT) Presents At Goldman Sachs Communicopia + Technology Conference 2025 Transcript
Neutral9-8
Confluent, Inc. (CFLT) Q2 2025 Earnings Call Transcript
Positive7-30
The earnings call indicates strong growth in key areas like subscription and cloud revenue, along with significant customer additions and DSP adoption. Flink's rapid growth and strategic initiatives like CSP takeouts and sales compensation alignment suggest a positive outlook. Despite some pressure on NRR and GRR, optimistic guidance and operational enhancements provide a positive sentiment, likely leading to a stock price increase over the next two weeks.
CFLT Report
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