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Jun 30, 2022

Confluent Q2 2022 Earnings Report

Confluent's Q2 2022 financial results were announced, demonstrating strong growth and exceeding expectations.

Key Takeaways

Confluent announced strong Q2 2022 financial results, with total revenue up 58% year-over-year to $139 million and Confluent Cloud revenue up 139% year-over-year to $47 million. The company exceeded its guidance on all metrics and saw significant margin improvements.

Total revenue reached $139 million, a 58% increase year-over-year.

Confluent Cloud revenue grew by 139% year-over-year, reaching $47 million.

Remaining performance obligations increased by 81% year-over-year to $591 million.

The company had 857 customers with $100,000 or greater in ARR, a 39% increase year-over-year.

Total Revenue
$139M
Previous year: $88.3M
+57.8%
EPS
-$0.16
Previous year: -$0.31
-48.4%
$100K+ ARR Customers
857
Previous year: 617
+38.9%
Gross Profit
$89.9M
Previous year: $58.3M
+54.1%
Cash and Equivalents
$530M
Previous year: $860M
-38.4%
Free Cash Flow
-$36.9M
Previous year: -$44.2M
-16.5%
Total Assets
$2.32B
Previous year: $1.32B
+76.4%

Confluent

Confluent

Confluent Revenue by Segment

Forward Guidance

Confluent provided guidance for Q3 2022 with total revenue expected to be $143-$145 million and for fiscal year 2022 with total revenue expected to be $567-$571 million.

Revenue & Expenses

Visualization of income flow from segment revenue to net income