Confluent, Inc. (CFLT) Q2 2025 Earnings Call Transcript

Confluent, Inc. (NASDAQ:CFLT) Q2 2025 Earnings Conference Call July 30, 2025 4:30 PM ET

Company Participants

Edward Kreps – Co-Founder, Chairman & CEO
Rohan Sivaram – Chief Financial Officer
Shane Xie – Senior Director & Head-Investor Relations

Conference Call Participants

Brad Alan Zelnick – Deutsche Bank AG, Research Division
Gregg Steven Moskowitz – Mizuho Securities USA LLC, Research Division
James Derrick Wood – TD Cowen, Research Division
Jason Noah Ader – William Blair & Company L.L.C., Research Division
Matthew George Hedberg – RBC Capital Markets, Research Division
Michael Joseph Cikos – Needham & Company, LLC, Research Division
Peter Weed – Sanford C. Bernstein & Co., LLC., Research Division
Raimo Lenschow – Barclays Bank PLC, Research Division
Rudy Grayson Kessinger – D.A. Davidson & Co., Research Division
Sanjit Kumar Singh – Morgan Stanley, Research Division
William Miller Jump – Truist Securities, Inc., Research Division

Shane Xie

Welcome to the Confluent Second Quarter 2025 Earnings Conference Call. I’m Shane Xie from Investor Relations, and I’m joined by Jay Kreps, Co-Founder and CEO; and Rohan Sivaram, CFO.

During today’s call, management will make forward-looking statements regarding our business, operations, market and product positioning, growth strategies, financial performance and future prospects including statements regarding our financial guidance for the fiscal third quarter of 2025 and fiscal year 2025.

These forward-looking statements are subject to risks and uncertainties, which could cause actual results to differ materially from those anticipated by these statements. Further information on risk factors that could cause actual results to differ is included in our most recent Form 10-Q filed with the SEC. We assume no obligation to update these statements after today’s call, except as required by law.

Unless stated otherwise, certain financial measures used on today’s call are expressed on a non-GAAP basis, and all comparisons are made on a year-over-year basis. We