Confluent, Inc.

CFLTsupplier

Confluent is the original creator of Apache Kafka and the leader in data streaming platforms. Its technology enables enterprises to set data in motion, powering real-time applications from fraud detection to supply chain optimization, serving as the central nervous system for event-driven architectures.

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产品与营收

产品营收占比

营收构成 ($0.9B)

静态数据（加载实时财务…）

Confluent Cloud (55%)

Confluent Platform (35%)

Services (10%)

业务板块构成与主要客户

产品详情

Confluent Cloud55%

Fully managed Apache Kafka service for real-time data streaming

Confluent Platform30%

Self-managed Kafka distribution with enterprise features

Stream Processing (Flink)15%

Managed Apache Flink for real-time stream processing and analytics

供应链关系

合作伙伴

Amazon.com (AWS)

Confluent Cloud on AWS

影响: Primary cloud platform

Microsoft Corporation

Confluent Cloud on Azure

影响: Growing cloud partner

MongoDB, Inc.

MongoDB Kafka connector for streaming pipelines

影响: Data pipeline integration

宏观与市场背景

AI / 클라우드行业新闻

하이퍼스케일러 AI 인프라 투자 급증 — 수혜 종목 선별 중요

AI 인프라 투자 (2026E)

$320B

AWS 성장률

+37% YoY

AI 소프트웨어 침투율

18%

GPU 리드타임

6~9개월

近期催化剂

◆Meta/GOOGL/MSFT/AMZN Q1 실적 (2026.04~05)◆OpenAI GPT-5 출시 영향◆NVIDIA GB300 기반 H200 교체 사이클

AI 分析

点击「获取 AI 分析」以获得 Confluent, Inc. 的 AI 供应链分析。

企业信息

总部

Mountain View, California, USA

成立时间

2014

员工人数

3,100+

官网

confluent.io

行业概况 — AI / 클라우드

行业新闻