Confluent Inc. reported its financial results for the fourth quarter (Q4) and full fiscal year (FY) 2025, with Q4 total revenue reaching USD 314.8 million, representing a 21% increase. Subscription revenue for the quarter was USD 301.6 million, up 20%. GAAP operating loss for Q4 was USD 99.2 million, with a GAAP operating margin of negative 31.5%. Non-GAAP operating income for the quarter was USD 27.6 million, with a non-GAAP operating margin of 8.8%. GAAP net loss per share was USD 0.23, while non-GAAP net income per diluted share was USD 0.12. Management highlighted continued growth in Confluent Cloud, which saw 23% year-over-year growth in Q4. The company noted ongoing advancements in its AI product offerings and innovation across core products, reinforcing its focus on delivering a comprehensive data streaming platform. Confluent also emphasized margin expansion and the execution of its diversified growth strategy across core streaming, DSP, AI, and its partner ecosystem. In light of the pending transaction with IBM, Confluent will not hold a conference call to discuss Q4 2025 financial results or provide financial guidance.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Confluent Inc. published the original content used to generate this news brief via Business Wire (Ref. ID: 20260210008002) on February 11, 2026, and is solely responsible for the information contained therein.