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Sep 30, 2022

Confluent Q3 2022 Earnings Report

Confluent's third quarter results demonstrated strong revenue growth and operating margin improvements.

Key Takeaways

Confluent reported a 48% year-over-year increase in total revenue, reaching $152 million, with Confluent Cloud revenue growing by 112% year-over-year. The company also saw a 39% increase in customers with $100k+ ARR and a 72% growth in remaining performance obligations.

Total revenue reached $152 million, a 48% increase year-over-year.

Confluent Cloud revenue grew by 112% year-over-year, reaching $57 million.

Remaining performance obligations increased by 72% year-over-year, totaling $664 million.

Customers with $100,000 or greater in ARR increased by 39% year-over-year, reaching 921.

Total Revenue
$152M
Previous year: $103M
+47.9%
EPS
-$0.13
Previous year: -$0.17
-23.5%
$100K+ ARR Customers
921
Previous year: 664
+38.7%
Gross Profit
$98.6M
Previous year: $65.3M
+51.0%
Cash and Equivalents
$503M
Previous year: $583M
-13.6%
Free Cash Flow
-$42.8M
Previous year: -$20.6M
+107.3%
Total Assets
$2.31B
Previous year: $1.31B
+76.6%

Confluent

Confluent

Confluent Revenue by Segment

Forward Guidance

For the fourth quarter of 2022, Confluent expects total revenue between $161 million and $163 million and a non-GAAP operating margin of approximately -28%.

Revenue & Expenses

Visualization of income flow from segment revenue to net income