Confluent Q2 subscription revenue $271M, up 21% YoY; Cloud revenue $151M, up 28%

Confluent, Inc.

2025-Q2 EPS reported -$0.44 revenue$553,405,000

Subscription revenue $270.8M (+21% YoY); total revenue $282.3M (+20% YoY).
GAAP operating loss $96.4M (improved from $108.3M); non-GAAP operating income $17.8M vs $1.3M.
Non-GAAP net income per diluted share $0.09 vs $0.06; adjusted free cash flow $11.0M vs $2.7M.
Confluent Cloud revenue $151M (+28% YoY); Flink ARR grew ~3x over the past two quarters.
Q3 guidance: subscription revenue $281-282M; FY25 subscription revenue $1.105-1.11B.

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