Confluent introduced Confluent Intelligence, a fully managed platform that streams, processes, and governs data in real time to feed AI models and agents. The service runs on Confluent Cloud and uses Apache Kafka and Apache Flink for low‑latency, replayable data pipelines.
The platform addresses the AI context gap by continuously delivering historical and current data directly into generative AI models. Built‑in governance, security, and observability enable enterprises to train and deploy models with up‑to‑date, trustworthy data.
Confluent partnered with Anthropic to make Claude the default large‑language model for its Streaming Agents, allowing customers to combine real‑time data with Claude’s reasoning capabilities.
Confluent’s Q3 2025 earnings showed subscription revenue of $298.5 million, up 19% year‑over‑year, and non‑GAAP EPS of $0.13, beating analyst expectations. Confluent Cloud revenue grew 24% year‑over‑year. The company guided for continued growth in Q4 2025 and FY 2025.
The launch expands Confluent’s portfolio beyond core streaming infrastructure into the AI‑enabling layer, positioning the company to capture value in the rapidly growing AI market. Management expects the new platform to drive additional subscription revenue and deepen customer engagement on Confluent Cloud.
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