imaginima Introduction & Investment Thesis Confluent (NASDAQ:NASDAQ:CFLT) is a data infrastructure platform focused on data in motion. The company has outperformed the S&P 500 and Nasdaq 100 YTD. It reported its Q4 FY23 earnings report in February, where revenue grew 33% YoY for the full fiscal year, while non-GAAP Operating Margin improved 2300 basis points to -7.4%, up from -30.4% a year earlier. The company expects to grow its revenue by 22.3% YoY to $950M, while breaking even on non-GAAP operating incom ...