Apparently the Confluent Cloud is not a Cluster*fook
Confluent's cloud revenue was a primary driver of growth in 2025, with Q3 2025 cloud revenue reaching $161 million, a 24% increase year-over-year.
Confluent reported its Q3 2025 earnings in October 2025, where total revenue surpassed Wall Street expectations.
The company was recently announced to be acquired by IBM in an $11 billion deal, a transaction expected to close by mid-2026.
Confluent's annual revenue for the trailing twelve months ending September 30, 2025, was $1.113 billion, a 21.58% increase year-over-year.
More detailed financial data is available through Confluent's investor relations website.
Confluent 2025 Revenue Breakdown
Fiscal Period Total Revenue Subscription Revenue
Q1 2025 $271.1 million $261.0 million
Q2 2025 $282.3 million $271.0 million
Q3 2025 $298.5 million $286.3 million
Q4 2025 Outlook N/A $295.5 - $296.5 million
FY 2025 (Total) ~$1.16 billion $1.1135 - $1.1145 billion