SCOTTSDALE, Ariz., Sept. 11, 2024 (GLOBE NEWSWIRE) -- Confluent Medical Technologies (Confluent) announced today that Dean Schauer, who has served as the company’s Chief Executive Officer for more than a decade, has assumed the role of Chairman in addition to his existing responsibilities as CEO and President. “I am honored by the trust our investors and employees have placed in me, allowing me the opportunity to take on the role of Chairman of the Board,” stated Schauer. “Over the past decade, I have witne ...

Confluent and Datadog deliver unique technologies to thousands of businesses. Now might be a great time to buy both stocks.Wall Street doesn't always get things right, and it probably isn't wise to base an investing decision on what one analyst says. But it can pay to listen when a large group of analysts reach a clear bullish consensus on a specific stock. Sometimes it's a sign there could be positive catalysts on the horizon that will help drive upward momentum.According to The Wall Street Journal, the ma ...

This data streaming specialist is growing at a robust pace and only scratching the surface of a huge end-market opportunity.Shares of Confluent (CFLT 0.14%) started 2024 on a positive note. They shot up nearly 50% in the first two months of 2024. But things have since been going downhill for the data streaming provider, as it has fallen 36% from its year-to-date high.Confluent stock is now down for the year, underperforming the Nasdaq-100 Technology Sector index. The stock received another hammering followi ...

Leading stock indexes like the Nasdaq Composite and Dow Jones Industrial Average saw massive drops last week. Traditionally, the stock market has been subject to external forces like inflation data, geopolitics and new technological advances. The market always goes through cycles of bear and bull markets. Long-term investors know that picking the right comeback stocks is the only way to earn big investment returns. These are stocks whose long-term performance will lead to huge returns. For investors, the be ...

文章核心观点 - 科技行业股票近期出现大幅下跌,主要原因包括宏观经济因素、公司自身挑战以及市场情绪变化 [1][2][3] - 本文将重点分析3家科技公司的股价下跌情况,这些公司的股价均下跌超过10% [3] Confluent - Confluent是实时数据流处理领域的一家公司,提供Confluent Cloud和Confluent Platform两大产品 [5] - Confluent股价近期大幅下跌,过去一个月下跌超过20%,今年以来下跌超过13% [6] - Confluent上市时估值较高,目前市盈率超过87倍,高于行业平均水平 [7] - 尽管Confluent客户和收入持续增长,但增速放缓,公司仍未实现盈利 [8] - Confluent面临来自亚马逊AWS和微软Azure等大型科技公司的竞争压力 [9] Pinterest - Pinterest是一家视觉搜索和发现平台,股价近期下跌超过10% [11] - Pinterest用户增长放缓,尤其是在最重要的美国市场,公司能否重拾增长存在不确定性 [12] - Pinterest在广告变现方面表现不佳,落后于Facebook和Instagram等大型社交平台 [13] - Pinterest内容形式相对单一,难以吸引用户和广告主,不利于长期发展 [14] Procore Technologies - Procore Technologies是一家云端建筑管理软件公司,近期股价下跌约25% [17][18] - 投资者对高增长但亏损的科技公司兴趣降低,更青睐盈利稳定的公司 [18][19] - Procore尚未实现盈利,加上建筑行业面临的挑战,引发投资者担忧 [19][20] - 但分析师认为Procore股价下跌已到尾声,预计未来有21%的上涨空间 [21]

These three stocks can be game-changing for your long-term portfolio.The U.S. stock market has been very volatile in the past decade and has been influenced by factors such as economic releases, geopolitical tensions, and technological advancements. With the market constantly cycling through bull and bear phases, long-term investors need to pick stakes in stocks with sustainable competitive advantages. Companies that are flexible and resource-rich enough to adapt to changing market conditions fare better th ...

文章核心观点 - 数据流传输正成为越来越多企业的关键技术 [1][2][3] - Confluent是数据流传输技术的领导者,为许多在线体验提供支持 [2][5][6][7][8] - 随着日常生活向数字化转移,对数据流传输的需求将不断增长 [3] - Confluent的股价目前较高点下跌79%,但多数分析师给予最高买入评级 [4] 数据流传输机会不断扩大 - Apache Kafka是一个广泛使用的开源数据流传输平台,由Confluent创始人开发 [5] - Confluent Cloud使Kafka云原生化,消除了企业管理自有服务器和基础设施的需求 [6] - Confluent的平台可以支持实时数据摄取,并帮助开发者构建大规模高吞吐量的数据管道 [8][9] - 数据是人工智能模型的关键,Confluent在该新兴行业中越来越重要 [8] Confluent的收入快速增长,得益于大客户的高支出 - Confluent第二季度总收入2.35亿美元,同比增长24.1% [10] - Confluent Cloud收入增长40%,占总收入的一半 [10] - 现有客户支出增长18%,新客户获取也保持强劲 [11] - 大客户(年支出超10万美元和100万美元)数量分别增长14%和20% [12] - 公司成本管控良好,非GAAP利润达2050万美元 [13][14] 华尔街看好Confluent股票 - 33名分析师中有20名给予最高买入评级,平均目标价31.13美元,较当前股价上涨57% [15][16] - 86%受访者将数据流传输视为IT投资的战略或重要优先事项 [17] - 84%受访者表示数据流传输投资回报率达2-10倍 [17] - Confluent认为数据流传输市场规模目前达600亿美元,公司仅触及了一小部分 [18] - 公司当前估值仅7.1倍销售,处于历史低位,是投资良机 [19]

财务数据和关键指标变化 - 订阅收入增长27%至2.247亿美元,超出指引上限 [6][27] - Confluent Cloud收入增长40%至1.174亿美元,占订阅收入52% [28] - 非GAAP经营利润率为0.6%,同比提升9.7个百分点 [29][31] - 每股非GAAP净收益为0.06美元 [31] - 自由现金流率为1.2%,同比提升约20个百分点 [32] 各条业务线数据和关键指标变化 - Confluent Platform收入增长16%至1.073亿美元,占订阅收入48% [27] - Confluent Cloud收入占订阅收入比重从上年同期47%提升至52% [28] - 100,000美元以上ARR客户数达1,306家,占收入超过85% [34] - 1,000,000美元以上ARR客户数达177家,包括能源、金融服务、制造等多个行业 [35] 各个市场数据和关键指标变化 - 美国市场收入增长26%至1.432亿美元 [28] - 美国以外市场收入增长22%至9,170万美元 [28] 公司战略和发展方向及行业竞争 - 公司完成向消费型业务模式的转型,新客户获取能力大幅提升 [7][8] - 公司推出"Build with Confluent"和"Accelerate with Confluent"合作计划,与系统集成商深化合作 [14][15] - 公司与Google和Microsoft保持密切合作,连续多年获得合作伙伴奖 [17] - 公司数据流平台在支持生成式AI应用中发挥关键作用,有助于提升AI和机器学习的进展 [18][19][20][22][24] 管理层对经营环境和未来前景的评论 - 公司在持续波动的宏观环境下仍保持良好业绩,展现了数据流平台的强大实力 [6] - 公司对长期增长前景充满信心,数据流市场将和数据库一样重要 [9][46][49] - 数字原生客户群体消费波动性增加,公司已将其纳入下半年指引考虑 [36][37][41][42] 其他重要信息 - 公司完成向消费型业务模式的转型,新客户获取能力大幅提升 [7][8] - 公司推出"Build with Confluent"和"Accelerate with Confluent"合作计划,与系统集成商深化合作 [14][15][16] - 公司与Google和Microsoft保持密切合作,连续多年获得合作伙伴奖 [17] - 公司数据流平台在支持生成式AI应用中发挥关键作用,有助于提升AI和机器学习的进展 [18][19][20][22][24] 问答环节重要的提问和回答 问题1 **Matt Hedberg 提问** 新客户获取能力提升是否意味着这些客户未来扩展使用的潜力更大 [52][53] **Jay Kreps 回答** 新客户获取的目标是加快客户获取,同时也更加针对性地获取高潜力客户,这些客户未来扩展使用的潜力更大 [53][54] 问题2 **Sanjit Singh 提问** 在消费型业务模式转型中,如何确保新获取客户的使用质量,而不仅是数量 [58][59] **Jay Kreps 回答** 公司着重获取高潜力客户,并希望这些客户未来能够成为大客户,带来更多使用 [60][61] 问题3 **Raimo Lenschow 提问** Flink产品的采用情况如何,用户使用场景如何 [65][66][67] **Jay Kreps 回答** Flink产品的采用情况良好,用户使用场景与Kafka类似,但Flink相对Kafka处于更早期阶段 [127][128][129]

For the quarter ended June 2024, Confluent (CFLT) reported revenue of $234.99 million, up 24.1% over the same period last year. EPS came in at $0.06, compared to $0.00 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $229.49 million, representing a surprise of +2.39%. The company delivered an EPS surprise of +20.00%, with the consensus EPS estimate being $0.05.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street ...

Investor Presentation July 31, 2024 Disclaimer This presentation includes express and implied forward-looking statements. All statements contained in this presentation other than statements of historical facts, including expectations of Confluent, Inc. ("we," "us," "our," or "Confluent") regarding our revenue, revenue mix, revenue growth, expenses and other results of operations; total customers; net dilution; operating margins and margin improvements, targeted or anticipated margin levels; future financial ...