Enterprise Software

Confluent

Medium80% confidenceProfile verified Jul 28, 2026

Confluent provides a commercial data streaming platform built around Apache Kafka, used by enterprises to move and process real-time data, including for AI applications. IBM completed its $11 billion acquisition of Confluent in mid-March 2026, expected to create about $600 million of dilution for IBM in FY2026; prior to the acquisition, Confluent reported FY2025 subscription revenue of $1.12 billion (up 21% year-over-year) and had introduced Confluent Intelligence and Streaming Agents for real-time orchestration between AI agents and enterprise data streams.

Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Earnings-call mentions

Mentioned by IBM

invested in the acquisition of Confluent

SEC 8-K exhibit (0000051143-26-000036) · Apr 22, 2026

Mentioned by IBM

Recent acquisitions including both HashiCorp and Confluent delivered strong performance

SEC 8-K exhibit (0000051143-26-000070) · Jul 14, 2026

Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

2 sources · 77% avg. source confidence

Dependency Map

What Confluent depends on below, and who depends on Confluent above — click any node to make it the new center, 2 levels deep.

Connection type

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Succession

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The Story So Far (last 6 months)

Feb 2026: Confluent launches Streaming Agents and Confluent Intelligence for real-time AI agent orc…Mar 2026: IBM completes $11B acquisition of Confluent following FY2025 subscription revenue growth…

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.