Confluent (CFLT) Q2 2023 Earnings Review
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Description
After delivering favorable results in Q1, Confluent continued on largely the same trajectory in Q2. Sequential growth rates even imply stabilization around 30% annually, after almost 2 years of deceleration from Covid highs. This growth is being led by rapid adoption of Confluent Cloud, with the licensed Confluent Platform offering for on-premise deployments demonstrating surprising resiliency as well.  This is an audio summary of the original blog post. For more details go to softwarestackinvesting.com.
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