Logotype for Confluent Inc

Confluent (CFLT) investor relations material

Confluent Proxy Filing summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Logotype for Confluent Inc
Proxy Filing summary11 Dec, 2025

Executive summary

  • Proposed acquisition of Confluent, Inc. by IBM under an Agreement and Plan of Merger dated December 7, 2025, with a special stockholder meeting to vote on the transaction.

  • Strategic rationale centers on integrating Confluent’s real-time data streaming with IBM’s hybrid cloud and AI platforms, aiming to create a smart data platform for agentic architectures.

  • IBM expects significant market expansion, leveraging Confluent’s technology and IBM’s global reach to accelerate adoption of real-time data solutions.

  • The transaction is subject to regulatory approvals, stockholder consent, and other customary closing conditions.

Voting matters and shareholder proposals

  • Stockholders will be asked to approve the proposed acquisition at a special meeting, with proxy materials to be distributed upon SEC filing.

Board of directors and corporate governance

  • Directors and certain executive officers, including the CEO and CFO, are participants in the proxy solicitation and may have interests in the transaction.

  • Information on security holdings and compensation for directors and officers is available in the 2025 annual proxy statement and recent SEC filings.

Confluent's impact on IBM's AI ladder framework
IBM's remaining data foundation capabilities
First Confluent client benefit from IBM acquisition
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.

Next Confluent earnings date

Logotype for Confluent Inc
Q4 202510 Feb, 2026
Your earnings 
season toolkit.
Download
Free on both iOS & Android.

Next Confluent earnings date

Logotype for Confluent Inc
Q4 202510 Feb, 2026

The essential earnings season companion

The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.

Live calls and transcripts

Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.

Find what you need faster

Search for any keyword across all transcripts simultaneously.

Easily store key findings

Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Your watchlist. Your dashboard.

Follow the companies that matter to you. Get a personalized feed with real-time updates.

Be the first to know

Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.

Consensus estimates

Access analyst consensus estimates, valuation multiples, and revenue segments splits.

All IR material in one place

The easiest way to stay updated during earnings season.

Global coverage

All events from public companies. Live and recorded.

Just click and listen

No webcast links. No manual registrations.

Research anytime, anywhere

Built for professionals. Loved by everyone. Try our free mobile app.

excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
App-store-avatar.png play-store-avatar.png
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
play-store-avatar
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
App-store-avatar.png play-store-avatar.png
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
x-avatar
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
App-store-avatar.png play-store-avatar.png
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
x-avatar
@theshortbearx.com

Frequently asked questions

Confluent, Inc. provides a data streaming platform that enables its clients to transform their business by harnessing real-time data streams. The Confluent Platform manages the barrage of stream data and makes it available throughout an organization. It provides various industries with a stream-data platform that enables application builders to easily access data as real-time streams. The company’s platform helps companies to make their applications smarter, by feeding them the massive amounts of information generated by their users, sensor networks and machines.

Quartr provides global coverage of all investor relation material from public companies.

  • Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.

  • Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.

  • Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.

Yes, the Quartr mobile app is free on both iOS and Android.

Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.

Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.

Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.

Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.

Explore our global coverage