Top Tweets for #CFlT
#CFLT went full volatility deity and everyone suddenly thought they were the main character. You’re not front running, you’re funding exits. | CFLT,#DayTrader #dayrade https://t.co/zkVQX0nZHq .
🚀 $CFLT soars 28% today, as IBM is set to acquire #Confluent for $31/share ($11B enterprise value), supercharging real-time data streaming.
YouTube: https://t.co/qbC2raTpTZ
Instagram: https://t.co/CNp4DczHZ8
Will $CFLT keep the momentum after IBM’s big bet? 👀
#CFLT #IBM


🚨| $CFLT Earnings
🟢Confluent beats estimates with EPS of $0.13 vs $0.10 expected (+34%) and revenue of $298.5M vs $292.9M expected (+19% YoY).
#CFLT #Earnings #Stocks #MarketNews #Trading

#Confluent vuelve a ganar tracción📈Tras varias semanas al alza, el valor se juega una posible ruptura de resistencias ¿Vuelve a por la parte alta del rango? Descubre el análisis completo y las claves del movimiento👉#CFLT $CFLT #ActivoTrading #Nasdaq
https://t.co/mM7l5KqoOn
YAZILIM FİRMASI CONFLUENT, KAYNAKLARIN DEDİĞİNE GÖRE DEVİR İLGİSİ ALDIKTAN SONRA SATIŞI İNCELEMEKTE $CFLT
#CFLT
Wave Outlook for #CFLT 🇺🇸 on the 1-Hour Timeframe
Is the correction still ongoing? 🤔
The current price trend remains corrective, as shown by the corrective movements within the previous downward waves. The price may see a recovery 📈 through a corrective wave in the upward direction, which could extend to the indicated Fibonacci levels to form wave B of a flat pattern, before another decline via wave C within the broader corrective wave (2)/(B).
This corrective outlook 〽️ may extend to the first reversal support zone or even reach the second zone, as shown on the chart. 👌
✨ The bias remains bearish as long as the price continues to trade within three-wave corrective structures, regardless of the patterns they take. A breakout above a key level through impulsive waves, while avoiding the formation of lower lows, would provide a green light for the bullish scenario through wave (3)/(C), potentially leading to new highs in the medium-term price path.
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#meta #CFLT

Butler scores on five-yard run to put Lions back ahead 20-14. #CFLT
8/8 – Craving deeper insights into CFLT and the data streaming revolution? 🌊
Join our live trading room at https://t.co/bdy8XKjrx7—we’ll dissect every earnings beat, risk factor, and growth path so you can trade smarter.
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#Confluent #CFLT #DataStreaming #Cloud #Earnings #TechStocks #Investing #Trading #MarketUpdate
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$CFLT #CFLT
Confluent outlines 21%-22% subscription revenue growth for FY25 driven by DSP adoption
Management View
CEO Jay Kreps highlighted that the company exceeded all guided metrics for Q4 2024, with subscription revenue up 24% to $251 million and Confluent Cloud revenue growing 38% to $138 million. He emphasized the success of the company’s transformation to a consumption-driven go-to-market model.
Kreps announced a significant expansion of Confluent’s partnership with Databricks, focusing on integrating Confluent’s Tableflow and Databricks Unity Catalog for real-time data use in AI-driven decision-making. This partnership includes joint go-to-market initiatives.
Tableflow was highlighted as a critical innovation enabling customers to bridge operational and analytical systems for real-time insights. Examples of successful implementations included a U.S. digital native transportation company and Zazzle, which achieved reduced costs and improved operational efficiency.
CFO Rohan Sivaram shared that fiscal year 2024 marked the company’s first non-GAAP profitable year, with a 26% annual increase in subscription revenue to $922.1 million and a non-GAAP operating margin of 2.9%.
Sivaram also mentioned geographic revenue growth, with U.S. revenue up 20% to $153.7 million and international revenue growing 26% to $107.5 million.
Outlook
Management provided guidance for Q1 and fiscal year 2025. Subscription revenue for Q1 2025 is expected to range between $253 million and $254 million, reflecting 22%-23% growth. Non-GAAP net income per share is anticipated to be $0.06-$0.07.
For fiscal year 2025, subscription revenue is projected to range between $1.117 billion and $1.121 billion, representing 21%-22% growth. The non-GAAP operating margin is expected to reach approximately 6%, with non-GAAP net income per diluted share of $0.35.
Factors driving the outlook include sustained adoption of DSP products, new product launches like Tableflow, and strategic partnerships with Databricks and Jio Platforms.
Financial Results
Q4 2024 subscription revenue was $250.6 million, with Confluent Cloud contributing 55% of this total. The cloud business saw stable consumption and increased adoption of DSP components, which represented 13% of cloud business.
Total gross margin reached 82%, driven by economies of scale in Confluent Cloud. Non-GAAP operating margin was 5.2%, surpassing guidance, while free cash flow margin hit 11.1%.
Net income per share was $0.09, based on 362.1 million diluted weighted average shares outstanding. The company ended the quarter with $1.91 billion in cash and equivalents.
The total customer count reached 5,800, with 1,381 customers generating at least $100,000 in ARR, representing 90% of subscription revenue. Customers exceeding $1 million in ARR grew 23% to 194.
Q&A
Matthew Hedberg, RBC: Asked about the expanded Databricks partnership and use cases for Confluent outside of analytic engines. CEO Kreps explained that the partnership enables real-time data integration for AI applications, emphasizing its role in bridging operational and analytical systems.
Michael Turrin, Wells Fargo: Inquired about Gen AI use cases for streaming. Kreps highlighted two primary patterns: using real-time ETL to supply data for AI models and applying language models directly to streaming data for operational use cases like claims processing.
Brad Zelnick, Deutsche Bank: Asked about adjustments in go-to-market strategy for 2025. Kreps noted only minor tuning adjustments following the broader transformation in 2024, emphasizing the team’s excitement following a recent sales kickoff.
Pinjalim Bora, JPMorgan: Questioned the assumed DSP mix in 2025 guidance. Sivaram confirmed that DSP consumption grew faster than overall cloud business, with its contribution expected to increase in 2025.
Sentiment Analysis
Analysts expressed a slightly positive tone, focusing on the expanded Databricks partnership and DSP adoption as growth drivers. Concerns were raised regarding the sustainability of recent momentum and customer stabilization.
Management maintained a confident tone throughout the prepared remarks, supported by phrases such as “we are incredibly excited” and “we feel very good.” During the Q&A, they addressed concerns with detailed explanations, reflecting confidence in their strategic direction.
Compared to the previous quarter, both analysts and management displayed greater optimism, particularly regarding DSP and partnerships.
Quarter-over-Quarter Comparison
Guidance language shifted positively, with a clear emphasis on the growing role of DSP products in driving 2025 growth compared to broader strategic adjustments discussed in Q3 2024.
Management maintained confidence in the consumption-driven model, reflecting stabilization in digital native customers.
Analysts concentrated more on partnerships and DSP adoption, whereas previous quarters saw more focus on consumption stabilization and macroeconomic pressures.
Risks and Concerns
Management acknowledged potential challenges in driving adoption of DSP products, which are still in the early stages of growth.
Analysts raised concerns about customer expansion rates and the impact of macroeconomic conditions on IT spending.
Management cited strategic partnerships and product innovation as key mitigation strategies.
Final Takeaway
Confluent’s Q4 2024 results showcased strong performance, with subscription revenue growth and increased DSP adoption standing out as highlights. The company’s expanded partnership with Databricks and new product innovations like Tableflow position it well for 2025. Management’s confident guidance reflects a focus on sustained growth through DSP products and strategic partnerships, while risks related to adoption rates and macroeconomic conditions remain areas to watch.
Technical Analysis: ...
https://t.co/k01vMZXtTV

I initiated a position on $CFLT. 🔍 $CFLT, the data streaming leader, is gaining traction with its cloud-native platform built on Apache Kafka. Strong market position in the real-time data space. #DataStreaming #CFLT

#PLTR、#MDB、#SNOW 和 #CFLT 在資料生態系統中發揮獨特的關鍵作用——透過以下方式相互補充🧐
• MongoDB 提供了資料儲存的基礎平台,透過其NoSQL 資料庫解決方案提供強大的可擴充性和靈活性。這使其成為需要高效儲存和管理大量多樣化資料集的企業的理想選擇,為進階資料操作奠定了堅實的基礎。
• Confluence 增強了管理資料流的能力,專門針對 Apache Kafka 的即時資料流——這允許無縫攝取、處理和分發資料流,使企業能夠即時存取資訊並對資訊做出反應。 Confluence 的平台對於需要建立響應式資料驅動應用程式的公司至關重要。
• Palantir 專注於將儲存和串流資料轉換為可操作的業務洞察。透過整合和分析從各種來源匯總的數據,Palantir 的高階分析平台提供了全面的視覺化和策略情報,為決策者提供支援。
• Snowflake 透過提供基於雲端的資料倉儲解決方案來補充這些功能,該解決方案透過可擴展、高效且易於管理的資料儲存和分析來支援資料生態系統。 Snowflake 獨特的架構允許在單一系統中儲存和分析處理數據,從而簡化資料工作流程並在整個組織內實現更統一的資訊視圖。
整合後,MongoDB 強大的資料管理、Confluence 的即時串流處理能力、Palantir 的分析能力和 Snowflake 的高效資料倉儲將創建協同資料策略——這種整合透過即時分析支援增強決策。
$PLTR, $MDB, $SNOW & $CFLT play a distinct, pivotal role in the data ecosystem -- complementing each other in the following ways 🧐
• MongoDB provides a foundational platform for data storage, offering robust scalability and flexibility with its NoSQL database solutions. This makes it ideal for businesses that require efficient storage and management of vast, diverse datasets, setting a solid groundwork for advanced data operations.
• Confluent enhances the capability to manage data flows, specializing in real-time data streaming with Apache Kafka -- this allows for the seamless ingestion, processing, and distribution of data streams, enabling businesses to access and react to information instantaneously. Confluent’s platform is critical for companies needing to build responsive, data-driven applications.
• Palantir focuses on transforming stored and streamed data into actionable business insights. By integrating and analyzing data aggregated from various sources, Palantir’s advanced analytics platforms provide comprehensive visualizations and strategic intelligence that empower decision-makers.
• Snowflake complements these capabilities by providing a cloud-based data warehousing solution that supports the data ecosystem with scalable, efficient, and easy-to-manage data storage and analytics. Snowflake's unique architecture allows for the storage and analytical processing of data in a single system, simplifying data workflows and enabling a more unified view of information across the organization.
When integrated, MongoDB’s strong data management, Confluent’s real-time streaming capabilities, Palantir’s analytical prowess, and Snowflake’s efficient data warehousing create a synergistic data strategy -- this integration supports enhanced decision-making through real-time analytics.

1) CONFLUENT
2014 yılında kurulan, veri analitiği alanında lider bir teknoloji şirketi. Apache Kafka üzerine inşa ettiği platformuyla sektörde iyi bir konumda.
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