{"schema_version":"secwatch.filing_event.v1","accession":"0000950170-23-037156","form_type":"8-K","ticker":null,"cik":"0001699838","company_name":"Confluent, Inc.","filed_at":"2023-08-02T23:59:59+00:00","discovered_at":"2026-05-14T18:03:34.901960+00:00","generated_at":"2026-06-12T14:03:18.078315+00:00","sec_items":["2.02","5.02","7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Confluent Q2 revenue $189M (+36% YoY); CFO Steffan Tomlinson departs, replaced by Rohan Sivaram","bullets":["Q2 revenue $189M (+36% YoY); Confluent Cloud revenue $84M (+78% YoY); RPO $791M (+34%).","GAAP net loss per share -$0.35 (improved $0.07 YoY); Non-GAAP net income per share $0.00 (vs -$0.16).","GAAP operating margin improved 21pts to -63.1%; Non-GAAP operating margin improved 24.3pts to -9.2%.","CFO Steffan Tomlinson resigns effective Aug 16; replaced by internal successor Rohan Sivaram.","Sivaram compensation: base $410k, bonus target $246k, RSU grant $5.45M; Tomlinson advisor through Sep 1."],"urls":{"canonical":"https://secwatch.observer/filing/0000950170-23-037156","json":"https://secwatch.observer/filing/0000950170-23-037156.json","markdown":"https://secwatch.observer/filing/0000950170-23-037156.md","text":"https://secwatch.observer/filing/0000950170-23-037156.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1699838/000095017023037156/0000950170-23-037156-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1699838/000095017023037156/cflt-20230727.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-12T14:03:18.078315+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"4048eca2e75f3ef5066e6d819e53f6c05f6c8f37","claim":"Confluent, Inc. reported second quarter of 2023, ended June 30, 2023 results: revenue $189.3, EPS $(0.35).","evidence_excerpt":"of driving durable and efficient growth.” Second Quarter 2023 Financial Highlights (In millions, except per share data and percentages) Q2 2023 Q2 2022 Y/Y Change Total Revenue $189.3 $139.4 36% Remaining Performance Obligations $791.4 $591.3 34% GAAP Operating Loss $(119.4) $(117.3) $(2.1) Non-GAAP Operating Loss $(17.3) $(46.8) $29.5 GAAP Operating Margin","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1699838/000095017023037156/0000950170-23-037156-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"second quarter of 2023, ended June 30, 2023"},{"label":"Revenue","value":"$189.3"},{"label":"EPS","value":"$(0.35)"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"19e5087cec","claim":"Rohan Sivaram was appointed as Chief Financial Officer at Confluent, Inc..","evidence_excerpt":"Rohan Sivaram, age 44, was appointed by Confluent’s board of directors on July 28, 2023 to succeed Mr. Tomlinson as Confluent’s new Chief Financial Officer, effective as of August 16, 2023.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1699838/000095017023037156/0000950170-23-037156-index.htm","confidence":1.0,"family_label":"Executive change","details":[{"label":"Action","value":"appointed"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"},{"claim_id":"812abf06a4","claim":"Steffan Tomlinson resigned as Chief Financial Officer at Confluent, Inc..","evidence_excerpt":"Steffan Tomlinson, Confluent’s Chief Financial Officer, informed Confluent that he will be resigning from his current position, effective as of August 16, 2023, to pursue another opportunity.","evidence_source":"SEC 8-K Item 5.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1699838/000095017023037156/0000950170-23-037156-index.htm","confidence":1.0,"family_label":"Executive change","details":[{"label":"Action","value":"resigned"},{"label":"Role","value":"Chief Financial Officer"}],"fact_type":"executive_change"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}