It has been a year since I last wrote about Confluent shares for Seeking Alpha. In that time, the company’s shares have seen a fairBert Hochfeld graduated with a degree in economics from the University of Pennsylvania and received an MBA from Harvard. Mr. Hochfeld has enjoyed a long career in the tech world, working for IBM, Memorex/Telex, Raytheon Data Systems, and BMC Software. Starting in the 1990s, Mr. Hochfeld worked as a sell-side analyst and won awards from the Wall Street Journal for his coverage of ...

Investors looking for a growth stock may be tempted to buy this company, but they shouldn't ignore one key factor.Data streaming platform provider Confluent (CFLT -1.62%) is seeing a remarkable turnaround in its fortunes on the stock market of late. After rising rapidly earlier in 2024, the stock started going downhill and was underperforming the broader technology sector recently, but it has made a huge jump since the beginning of October.More specifically, Confluent stock is up 45% since Oct. 1 (as of thi ...

New offering intended to protect against projected $40 billion in AI-powered fraud by 2027.PALO ALTO, Calif., Nov. 14, 2024 /PRNewswire/ -- Oscilar, the AI Risk Decisioning™ pioneer, today unveiled its groundbreaking Cognitive Identity Intelligence Platform to combat the rising tide of AI-powered fraud. The platform's proprietary "Digital & Behavior Identification" technology fundamentally transforms digital identity verification in an era where traditional solutions are increasingly vulnerable to sophistic ...

Confluent TodayCFLTConfluent$27.70 +0.33 (+1.21%) 52-Week Range$17.26▼$35.07Price Target$30.88Add to WatchlistConfluent Inc. NASDAQ: CFLT is a leading data streaming platform provider. Data streaming is the continuous transmission of data, usually in real-time, like stock market data, social media feeds, and GPS navigation. This continuous flow of data is in contrast to batch processing, which collects and processes data in chunks like billing and payroll systems.Get Confluent alerts:The Complexities of Da ...

公司研究 - 8月对Confluent Inc (NASDAQ: CFLT)进行研究并给予买入评级 原因是公司在数据流市场有增长潜力且Q2财报指引保守导致股价下跌 [1] - 分析师无在提及公司的股票期权或类似衍生品头寸且72小时内无计划建立 文章为分析师独立撰写表达个人观点 未从除Seeking Alpha外获取报酬 与文章提及股票的公司无业务关系 [2] 行业相关 - 无相关内容

After reaching an important support level, Confluent (CFLT) could be a good stock pick from a technical perspective. CFLT surpassed resistance at the 200-day moving average, suggesting a long-term bullish trend.The 200-day simple moving average helps traders and analysts determine overall long-term market trends for stocks, commodities, indexes, and other financial instruments. The indicator moves higher or lower along with longer-term price moves, serving as a support or resistance level.CFLT could be on t ...

Data streaming represents a big opportunity for investors, especially as artificial intelligence adoption grows.E-commerce websites, sports betting apps, and even stock trading platforms constantly feed real-time data to their users to create live experiences. That requires a specialized technology called data streaming, and Confluent (CFLT 1.56%) is an industry-leading provider.Demand for data streaming is only going to grow over time, especially as more businesses adopt artificial intelligence (AI), which ...

财务数据和关键指标变化 - 订阅收入增长27%，达到2.4亿美元，总收入增长25%，达到2.5亿美元，超过10亿美元的年收入运行率 [6][22][30] - 非GAAP运营利润率扩大约12个百分点，达到6.3%，自由现金流利润率为3.7% [21][25][31] 各条业务线数据和关键指标变化 - Confluent Cloud收入增长42%，达到1.298亿美元，占订阅收入的54% [22][30] - Confluent Platform收入增长13%，达到1.101亿美元，占订阅收入的46% [22][30] 各个市场数据和关键指标变化 - 美国市场收入增长28%，达到1.524亿美元，国际市场收入增长21%，达到9780万美元 [24] - 数字原生客户群体的消费稳定，许多大型云客户开始实施新用例并采用DSP产品 [22][24] 公司战略和发展方向和行业竞争 - 公司致力于将数据流处理平台打造成一个完整的实时数据需求的一站式解决方案，正在进入第三波增长 [14][19] - 通过收购WarpStream，进一步丰富数据流平台的部署机制，增强市场竞争力 [26][56] 管理层对经营环境和未来前景的评论 - 管理层对未来的前景持乐观态度，认为数据流处理在生成AI领域的战略角色日益重要 [9][32] - 公司预计在2024年将实现正的非GAAP运营利润率和自由现金流利润率 [31][32] 其他重要信息 - 公司在Q3期间新增客户数量增长16%，达到约5680个客户 [27] - 预计2024年第四季度的订阅收入将在2.45亿到2.46亿美元之间，增长约21% [29] 问答环节所有提问和回答 问题: 数字原生客户的信心恢复情况 - 管理层表示，数字原生客户在新用例的实施上表现出更大的信心，消费增长趋势良好 [35] 问题: WarpStream的市场机会 - 管理层确认WarpStream的收购将帮助公司进入更多大型数字原生客户的对话 [48] 问题: NRR的变化 - 管理层指出，NRR略有下降，但整体健康状况良好，预计在Q4将保持稳定 [51] 问题: 财务服务行业的表现 - 管理层强调，财务服务行业的持续增长是由于对实时数据处理的需求增加 [99][100]

For the quarter ended September 2024, Confluent (CFLT) reported revenue of $250.2 million, up 25% over the same period last year. EPS came in at $0.10, compared to $0.02 in the year-ago quarter. The reported revenue represents a surprise of +2.55% over the Zacks Consensus Estimate of $243.98 million. With the consensus EPS estimate being $0.05, the EPS surprise was +100.00%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Stree ...

Confluent (CFLT) came out with quarterly earnings of $0.10 per share, beating the Zacks Consensus Estimate of $0.05 per share. This compares to earnings of $0.02 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 100%. A quarter ago, it was expected that this data infrastructure software maker would post earnings of $0.05 per share when it actually produced earnings of $0.06, delivering a surprise of 20%.Over the last four quarte ...