Software Stack Investing

Confluent (CFLT) Q2 2023 Earnings Review

September 01, 2023 Software Stack Investing Season 2 Episode 19
Confluent (CFLT) Q2 2023 Earnings Review
Software Stack Investing
More Info
Software Stack Investing
Confluent (CFLT) Q2 2023 Earnings Review
Sep 01, 2023 Season 2 Episode 19
Software Stack Investing

After delivering favorable results in Q1, Confluent continued on largely the same trajectory in Q2. Sequential growth rates even imply stabilization around 30% annually, after almost 2 years of deceleration from Covid highs. This growth is being led by rapid adoption of Confluent Cloud, with the licensed Confluent Platform offering for on-premise deployments demonstrating surprising resiliency as well. 

This is an audio summary of the original blog post. For more details go to softwarestackinvesting.com.

Show Notes

After delivering favorable results in Q1, Confluent continued on largely the same trajectory in Q2. Sequential growth rates even imply stabilization around 30% annually, after almost 2 years of deceleration from Covid highs. This growth is being led by rapid adoption of Confluent Cloud, with the licensed Confluent Platform offering for on-premise deployments demonstrating surprising resiliency as well. 

This is an audio summary of the original blog post. For more details go to softwarestackinvesting.com.