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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產品與營收

產品營收佔比

營收結構 ($0.9B)

靜態數據（加載即時財務…）

Confluent Cloud (55%)

Confluent Platform (35%)

Services (10%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

合作夥伴

Amazon.com (AWS)

Confluent Cloud on AWS

影響: Primary cloud platform

Microsoft Corporation

Confluent Cloud on Azure

影響: Growing cloud partner

MongoDB, Inc.

MongoDB Kafka connector for streaming pipelines

影響: Data pipeline integration

宏觀與市場背景

AI / 클라우드行業新聞

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

近期催化劑

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

AI 分析

點擊「取得 AI 分析」以獲得 Confluent, Inc. 的 AI 供應鏈分析。

企業資訊

總部

Mountain View, California, USA

成立時間

2014

員工人數

3,100+

官網

confluent.io

行業概況 — AI / 클라우드

行業新聞