IBM Closes $11 Billion Deal for Confluent

Deal will help companies access their data for AI agents, says IBM CEO Arvind Krishna, as he brushes off AI's risk to IBM's business.

WSJ • Mar 17, 2026

IBM CEO Krishna on Confluent Deal, AI and Hiring

IBM CEO Arvind Krishna discusses the company's completion of its $11 billion acquisition of Confluent. Speaking with Caroline Hyde on "Bloomberg Open Interest," Krishna also says AI is a tailwind for the company and hasn't resulted in a net decrease in workers.

Bloomberg Markets and Finance • Mar 17, 2026

Confluent Cloud for Government Achieves FedRAMP Moderate Authorization

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Confluent, Inc. (Nasdaq:CFLT), the data streaming pioneer, today announced it has achieved Federal Risk and Authorization Management Program (FedRAMP) 20x Moderate Authorization to Operate (ATO) for Confluent Cloud for Government on Amazon Web Services (AWS) GovCloud (US). Government and private agencies can now adopt one of the leading cloud-native data streaming platforms, freeing teams from low-level operations so they can focus on transforming the way.

Business Wire • Mar 10, 2026

Forget BigBear.ai: This Cloud Platform Is Quietly Becoming Mission‑Critical for Fortune 500 AI Workloads

BigBear.ai provides AI-powered security and defense solutions for the U.S. military and intelligence services. The company is struggling to find a wider market for its products.

The Motley Fool • Mar 1, 2026

Confluent Intelligence Expands Real-Time Business Data to Enterprise AI

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Confluent, Inc. (Nasdaq: CFLT), the data streaming pioneer, today announced new Confluent Intelligence capabilities that connect artificial intelligence (AI) agents and uncover more accurate, intelligent data analysis. Confluent's Streaming Agents use the Agent2Agent (A2A) protocol to trigger and coordinate external AI agents using real-time data streams, making it easier to connect AI systems across an enterprise. Multivariate Anomaly Detection looks at.

Business Wire • Feb 26, 2026

Sell With Confluent Helps Partners Capture the $100B Data Streaming Platform Market

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Confluent, Inc. (Nasdaq: CFLT), the data streaming pioneer, today announced Sell With Confluent, a new reseller program that gives system integrators everything they need to drive sales and grow their businesses in the data streaming platform market. This streamlined program will empower partners with automated quotes, instant approvals, and co-marketing funds to fuel their growth. They can now rapidly scale their data streaming businesses and meet custom.

Business Wire • Feb 24, 2026

Confluent Announces Fourth Quarter and Fiscal Year 2025 Financial Results

MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Confluent, Inc. (NASDAQ: CFLT), the data streaming pioneer, today announced financial results for its fourth quarter and fiscal year 2025, ended December 31, 2025. “Confluent delivered a strong fourth quarter to close the year, including 23% year over year growth in Confluent Cloud,” said Jay Kreps, co-founder and CEO, Confluent. “Our AI product advancements and continued innovation across our core offerings further strengthened our category leadership th.

Business Wire • Feb 11, 2026

Confluent (CFLT) Surpasses Q4 Earnings and Revenue Estimates

Confluent (CFLT) came out with quarterly earnings of $0.12 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.09 per share a year ago.

Zacks Investment Research • Feb 11, 2026

Confluent (CFLT) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

The headline numbers for Confluent (CFLT) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • Feb 12, 2026

Countdown to Confluent (CFLT) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS

Besides Wall Street's top-and-bottom-line estimates for Confluent (CFLT), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

Zacks Investment Research • Feb 9, 2026