Latest news with #Tableflow
Techday NZ
30-06-2025
- Business
- Techday NZ
Confluent Cloud boosts agentic AI with enhanced data & security
Confluent has introduced new features in Confluent Cloud to support the development of secure and intelligent AI agents and analytics through unified access to real-time and historical data. The new capabilities for Confluent Cloud are centered around enhancing data quality, improving security, and simplifying networking for organisations deploying agentic artificial intelligence systems. The company has made these announcements as part of ongoing efforts to enable enterprises to better use their data assets for more effective decision making. Snapshot queries One of the key features highlighted is the availability of snapshot queries in Confluent Cloud for Apache Flink. This functionality brings together real-time and batch data processing, making it possible for artificial intelligence agents and analytics systems to work with historical and up-to-date information in a single environment. The objective is to deliver smarter and more informed business decisions by ensuring complete data context is always available. "Agentic AI is moving from hype to enterprise adoption as organizations look to gain a competitive edge and win in today's market," said Shaun Clowes, Chief Product Officer at Confluent. "But without high-quality data, even the most advanced systems can't deliver real value. The new Confluent Cloud for Apache Flink features make it possible to blend real-time and batch data so that enterprises can trust their agentic AI to drive real change." The integration allows teams to use one product and one programming language to manage both streaming and historical datasets, removing the need to run separate tools or manual workarounds. Through seamless Tableflow integration, snapshot queries offer teams the ability to explore and analyse data comprehensively, enabling analytics and agentic AI to be informed by both past and present trends. This feature is now in early access for users. Expert insights "The rise of agentic AI orchestration is expected to accelerate, and companies need to start preparing now," said Stewart Bond, Vice President of Data Intelligence and Integration Software at IDC. "To unlock agentic AI's full potential, companies should seek solutions that unify disparate data types, including structured, unstructured, real-time, and historical information, in a single environment. This allows AI to derive richer insights and drive more impactful outcomes." Agentic AI has been increasingly adopted by businesses seeking to optimise efficiency and obtain faster insights by analysing diverse sets of data. Access to both historical and streaming information is essential for use cases such as fraud detection, where banks need to examine both current activities and previous transaction records, and in healthcare, where clinicians rely on real-time patient data alongside medical histories for informed decisions. By enabling one platform to handle multiple data types seamlessly, Confluent aims to simplify workflows and reduce the operational complexity associated with managing separate data systems for AI and analytics initiatives. Networking and security improvements Addressing connectivity and security requirements, Confluent Cloud now includes the Confluent Cloud Network (CCN) routing feature. This improvement allows teams to repurpose existing CCNs, previously created for Apache Kafka clusters, to establish secure connections for Apache Flink workloads. CCN routing is now available on Amazon Web Services in all Flink-supported regions. This is intended to make it easier for organisations with strict internal network controls to deploy stream processing, AI agents, and analytics securely. Confluent has also rolled out IP Filtering for Flink to grant more precise access control for hybrid environments. Many organisations have strict policies governing public data access, and this feature enables teams to restrict internet traffic to specific, allowed IP addresses while providing better visibility into unauthorised access attempts. IP Filtering is now generally available for all Confluent Cloud users. The company's new features aim to help organisations transform their intended use of agentic AI into concrete benefits to their operations, offering additional options for private networking, expanded data source connectivity, and improved governance in stream processing environments. Follow us on: Share on:
Yahoo
14-05-2025
- Business
- Yahoo
CFLT Q1 Earnings Call: Confluent Raises Profit Outlook, Lowers Revenue Guidance Amid Cloud Optimization Trends
Data infrastructure software company, Confluent (NASDAQ:CFLT) reported revenue ahead of Wall Street's expectations in Q1 CY2025, with sales up 24.8% year on year to $271.1 million. On the other hand, next quarter's revenue guidance of $267.5 million was less impressive, coming in 3.8% below analysts' estimates. Its non-GAAP profit of $0.08 per share was 16.5% above analysts' consensus estimates. Is now the time to buy CFLT? Find out in our full research report (it's free). Revenue: $271.1 million vs analyst estimates of $264.3 million (24.8% year-on-year growth, 2.6% beat) Adjusted EPS: $0.08 vs analyst estimates of $0.07 (16.5% beat) Adjusted Operating Income: $11.59 million vs analyst estimates of $8.01 million (4.3% margin, 44.6% beat) The company dropped its revenue guidance for the full year to $1.11 billion at the midpoint from $1.12 billion, a 1.3% decrease Management raised its full-year Adjusted EPS guidance to $0.36 at the midpoint, a 2.9% increase Operating Margin: -37.3%, up from -51.3% in the same quarter last year Free Cash Flow was -$32.99 million, down from $29.12 million in the previous quarter Net Revenue Retention Rate: 117%, in line with the previous quarter Billings: $267.3 million at quarter end, up 26.1% year on year Market Capitalization: $7.87 billion Confluent's first quarter results were shaped by continued demand for its data streaming platform, with management pointing to strong customer adoption across both cloud and on-premise solutions. CEO Jay Kreps emphasized the critical role Confluent plays in mission-critical applications, citing real-time workloads in sectors like financial services and retail. Kreps highlighted that the addition of 340 net new customers, the highest in three years, was driven by both product-led initiatives and the ongoing shift from open-source Kafka to Confluent's managed offerings. The company also noted that new products such as Flink and Tableflow are gaining traction, particularly among enterprise customers looking to support generative AI initiatives. Looking ahead, Confluent's leadership adopted a cautious approach to guidance, lowering full-year revenue projections while raising profit expectations. CFO Rohan Sivaram attributed this to slower consumption growth among larger cloud customers, who are prioritizing cost optimization over expanding new use cases. Sivaram stated, 'We are not assuming an immediate near-term rebound in consumption patterns,' reflecting a more prudent outlook amid macroeconomic uncertainty. Management expects expansion in hybrid and on-premise deployments to help offset cloud headwinds, while ongoing investments in product innovation and go-to-market execution remain central to Confluent's long-term growth strategy. Management attributed the quarter's outperformance to a mix of product differentiation, customer expansion, and the ability to meet diverse deployment needs. The following points capture significant drivers discussed during the call: Mission-critical use cases: Confluent's platform is increasingly powering core business processes, such as fraud detection in banking and real-time inventory in retail. Gross retention rates above 90% reflect the dependence customers have on these workloads. Open-source conversion momentum: The company highlighted continued success in converting organizations from open-source Kafka to its managed platform, referencing recent wins with and Audacy. This conversion is seen as a long-term engine for growth. Hybrid and multi-cloud flexibility: With customers looking for both on-premise and cloud-based solutions, Confluent's ability to support hybrid deployments has become a competitive advantage. The Confluent Platform business posted its strongest first-quarter growth in three years, buoyed by international OEM partnerships. Product expansion and AI integration: New offerings such as Flink (for real-time data processing) and Tableflow (for data pipeline management) are seeing early adoption. Management cited growing demand from enterprises integrating generative AI, with Confluent acting as the connective tissue for real-time data flows. Leadership update: Ryan Mac Ban was promoted to Chief Revenue Officer, consolidating global sales and customer-facing functions. His experience at UiPath and other enterprise software firms is expected to drive further go-to-market execution. Management expects a more measured growth trajectory in the coming quarters, shaped by macroeconomic factors and evolving customer behavior. Cloud consumption headwinds: Larger enterprise customers are slowing the addition of new use cases and focusing on optimizing existing cloud workloads, which is expected to temper revenue growth in the near term. Expansion of on-premise and hybrid deployments: The company anticipates that growth in on-premise and hybrid solutions, supported by OEM and international partners, will help balance softer cloud trends and provide resilience. Product innovation and AI demand: Management views new product launches—especially those supporting generative AI and real-time analytics—as potential long-term catalysts, though their near-term revenue contributions are expected to be modest as adoption ramps. Pinjalim Bora (JPMorgan): Asked about the impact of cost optimization among large cloud customers on existing versus new use cases; management said optimization cycles are ongoing, with smaller customers showing steadier consumption. Matthew Hedberg (RBC): Inquired about the sequential progress of DSP (Data Streaming Platform) products like Flink and Tableflow; CEO Jay Kreps said these products are outpacing core cloud growth but are still in early adoption phases. Michael Turrin (Wells Fargo): Questioned the timeline for new product ramp and go-to-market productivity; Kreps noted that Tableflow is priced separately, with broader adoption expected as it is launched across more cloud providers. Sanjit Singh (Morgan Stanley): Sought comparison between current optimization trends and prior cycles; Kreps observed that the current base is tighter, with less unoptimized usage than in previous years, limiting downside risk. Brad Zelnick (Deutsche Bank): Asked about the durability of free cash flow goals after compensation-related changes; CFO Rohan Sivaram affirmed that no further adjustments are anticipated beyond the one-time impact already disclosed. In the quarters ahead, the StockStory team will be tracking (1) the rate of new customer additions and whether top-of-funnel momentum sustains, (2) adoption and revenue impact from recently launched products like Flink and Tableflow, and (3) the degree to which on-premise and hybrid solutions can offset moderation in cloud consumption among larger customers. The ability of management to achieve expanded profitability targets while balancing investment in product and go-to-market will also serve as a critical benchmark. Confluent currently trades at a forward price-to-sales ratio of 6.5×. At this valuation, is it a buy or sell post earnings? See for yourself in our free research report. Market indices reached historic highs following Donald Trump's presidential victory in November 2024, but the outlook for 2025 is clouded by new trade policies that could impact business confidence and growth. While this has caused many investors to adopt a "fearful" wait-and-see approach, we're leaning into our best ideas that can grow regardless of the political or macroeconomic climate. Take advantage of Mr. Market by checking out our Top 6 Stocks for this week. This is a curated list of our High Quality stocks that have generated a market-beating return of 176% over the last five years. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice (+354% five-year return). Find your next big winner with StockStory today. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
TECHx
19-03-2025
- Business
- TECHx
Confluent Enhances Tableflow with Apache Iceberg and Delta Lake Support News Desk - 19/03/2025 ShareConfluent, Inc., the data streaming company, has announced key advancements in its Tableflow platform, providing enhanced access to operational data from data lakes and warehouses. With these updates, including full support for Apache Iceberg™ and the launch of an Early Access Program for Delta Lake in partnership with Databricks, Tableflow enables businesses to unlock new possibilities for real-time analytics, artificial intelligence (AI), and next-generation applications.The new updates to Tableflow allow data engineers and data scientists to access streaming data in popular open table formats, empowering AI-driven decision-making and simplifying the integration of operational data into analytical systems. With the general availability of Apache Iceberg support, teams can now seamlessly represent Apache Kafka® topics as Iceberg tables for real-time and batch processing use cases. This development significantly reduces the maintenance burden of tasks like table compaction, giving data engineers more time to focus on driving business value.'At Confluent, we're all about making your data work for you, whenever you need it and in whatever format is required,' said Shaun Clowes, Chief Product Officer at Confluent. 'With Tableflow, we're bringing our expertise of connecting operational data to the analytical world. Now, data scientists and data engineers have access to a single, real-time source of truth across the enterprise, making it possible to build and scale the next generation of AI-driven applications.'Tableflow also introduces the Early Access Program for Delta Lake, a widely used open-format storage layer pioneered by Databricks. Delta Lake processes over 10 exabytes of data daily, making it a key enabler for AI-driven applications. Through this integration, customers can now access a unified view of real-time data across operational and analytic applications, speeding up AI-driven decision-making and allowing for smarter, more agile business processes. Interested users can apply for the Early Access Program to explore these capabilities.To offer more flexibility, Tableflow now supports the Bring Your Own Storage feature, enabling customers to store Iceberg or Delta tables once and reuse them multiple times with their preferred storage solutions. This added flexibility allows businesses to have full control over their data storage and compliance requirements, ensuring that data governance needs are met without sacrificing performance.Confluent has further enhanced Tableflow's capabilities with seamless integrations with AWS Glue Data Catalog and Snowflake's Open Catalog, ensuring easy management of Iceberg tables and providing access to popular analytical engines like Amazon Athena, AWS EMR, and RedShift. This integration streamlines data accessibility for a range of data lake and warehouse solutions, including Snowflake, Dremio, Imply, and others.With support from global and regional system integrators, including Tata Consultancy Services (TCS), Onibex, GoodLabs Studio, and Psyncopate, Confluent is positioning Tableflow as a critical tool for enterprises seeking to drive AI innovation and scale real-time analytics. The continued development of Tableflow underscores Confluent's commitment to providing cutting-edge tools that bridge the gap between operational data and analytical systems, enabling businesses to accelerate their AI-driven digital transformation.
Confluent Enhances Tableflow with Apache Iceberg and Delta Lake Support Confluent, Inc., the data streaming company, has announced key advancements in its Tableflow platform, providing enhanced access to operational data from data lakes and warehouses. With these updates, including full support for Apache Iceberg™ and the launch of an Early Access Program for Delta Lake in partnership with Databricks, Tableflow enables businesses to unlock new possibilities for real-time analytics, artificial intelligence (AI), and next-generation applications. The new updates to Tableflow allow data engineers and data scientists to access streaming data in popular open table formats, empowering AI-driven decision-making and simplifying the integration of operational data into analytical systems. With the general availability of Apache Iceberg support, teams can now seamlessly represent Apache Kafka® topics as Iceberg tables for real-time and batch processing use cases. This development significantly reduces the maintenance burden of tasks like table compaction, giving data engineers more time to focus on driving business value. 'At Confluent, we're all about making your data work for you, whenever you need it and in whatever format is required,' said Shaun Clowes, Chief Product Officer at Confluent. 'With Tableflow, we're bringing our expertise of connecting operational data to the analytical world. Now, data scientists and data engineers have access to a single, real-time source of truth across the enterprise, making it possible to build and scale the next generation of AI-driven applications.' Tableflow also introduces the Early Access Program for Delta Lake, a widely used open-format storage layer pioneered by Databricks. Delta Lake processes over 10 exabytes of data daily, making it a key enabler for AI-driven applications. Through this integration, customers can now access a unified view of real-time data across operational and analytic applications, speeding up AI-driven decision-making and allowing for smarter, more agile business processes. Interested users can apply for the Early Access Program to explore these capabilities. To offer more flexibility, Tableflow now supports the Bring Your Own Storage feature, enabling customers to store Iceberg or Delta tables once and reuse them multiple times with their preferred storage solutions. This added flexibility allows businesses to have full control over their data storage and compliance requirements, ensuring that data governance needs are met without sacrificing performance. Confluent has further enhanced Tableflow's capabilities with seamless integrations with AWS Glue Data Catalog and Snowflake's Open Catalog, ensuring easy management of Iceberg tables and providing access to popular analytical engines like Amazon Athena, AWS EMR, and RedShift. This integration streamlines data accessibility for a range of data lake and warehouse solutions, including Snowflake, Dremio, Imply, and others. With support from global and regional system integrators, including Tata Consultancy Services (TCS), Onibex, GoodLabs Studio, and Psyncopate, Confluent is positioning Tableflow as a critical tool for enterprises seeking to drive AI innovation and scale real-time analytics. The continued development of Tableflow underscores Confluent's commitment to providing cutting-edge tools that bridge the gap between operational data and analytical systems, enabling businesses to accelerate their AI-driven digital transformation.
Tahawul Tech
19-03-2025
- Business
- Tahawul Tech
'Tableflow makes it possible to build and scale the next generation of AI-driven applications.' – Shaun Clowes, Confluent
Confluent have formally announced the general availability of Tableflow, which brings real-time business context to analytical systems to make AI and next-generation applications enterprise-ready. With Tableflow, all streaming data in Confluent Cloud can be accessed in popular open table formats, unlocking limitless possibilities for advanced analytics, real-time artificial intelligence (AI), and next-generation applications. Support for Apache Iceberg™ is now generally available (GA). And as a result of an expanded partnership with Databricks, a new early access program for Delta Lake is now open. Additionally, Tableflow now offers enhanced data storage flexibility and seamless integrations with leading catalog providers, including AWS Glue Data Catalog and Snowflake's managed service for Apache Polaris™, Snowflake Open Catalog. 'At Confluent, we're all about making your data work for you, whenever you need it and in whatever format is required,' said Shaun Clowes, Chief Product Officer at Confluent. 'With Tableflow, we're bringing our expertise of connecting operational data to the analytical world. Now, data scientists and data engineers have access to a single, real-time source of truth across the enterprise, making it possible to build and scale the next generation of AI-driven applications.' Bridging the Data Gap for Enterprise-Ready AI Tableflow simplifies the integration between operational data and analytical systems. It continuously updates tables used for analytics and AI with the exact same data from business applications connected to Confluent Cloud. Within Confluent, processing and governance happen as data is generated, shifting these tasks upstream to ensure that only high-quality, consistent data is used to feed data lakes and warehouses. This is a breakthrough for AI, as it's only as powerful as the data that shapes it. Today, Confluent announces significant updates to Tableflow: ● Support for Apache Iceberg is ready for production workloads. Teams can now instantly represent Apache Kafka® topics as Iceberg tables to feed any data warehouse, data lake, or analytics engine for real-time or batch processing use cases. Expensive and error-prone table maintenance tasks, such as compaction, are automatically handled by Tableflow, giving time back to data engineers to deliver more business value. It also provides a single source of truth for one of the most widely adopted open-format storage options, enabling data scientists and data engineers to scale AI innovation and next-generation applications. ● New Early Access Program for Delta Lake is now open. This open-format storage layer, pioneered by Databricks, processes more than 10 exabytes of data daily and is used alongside many popular AI engines and tools. With this integration, customers will have a consistent view of real-time data across operational and analytic applications, enabling faster, smarter AI-driven decision-making. Apply for the Tableflow Early Access Program here. ● Increase flexibility through Bring Your Own Storage. Store fresh, up-to-date Iceberg or Delta tables once and reuse them many times with the freedom to choose a storage bucket. Customers now have full control over storage and compliance to meet their unique data ownership needs. ● Enhance data accessibility and governance with partners. Direct integrations with Amazon SageMaker Lakehouse via AWS Glue Data Catalog (GA) and Snowflake Open Catalog (GA) enable seamless catalog management for Tableflow's Iceberg tables. They also streamline access for analytical engines such as Amazon Athena, AWS EMR, and Amazon RedShift, and leading data lake and warehouse solutions including Snowflake, Dremio, Imply, Onehouse, and Starburst. Additionally, Confluent has strengthened enterprise adoption for Tableflow with support from global and regional system integrators, including GoodLabs Studio, Onibex, Psyncopate, and Tata Consultancy Services (TCS).
TECHx
17-02-2025
- Business
- TECHx
Confluent & Databricks Unite for AI-Ready Real-Time Data - TECHx Media Confluent & Databricks Unite for AI-Ready Real-Time Data
Confluent, Inc. (NASDAQ:CFLT), a data streaming company, and Databricks, the Data and AI company, have announced an expanded partnership aimed at accelerating AI-driven decision-making with real-time data. The integration of Confluent's Data Streaming Platform with Databricks' Data Intelligence Platform will enable enterprises to streamline data governance and build AI applications more efficiently. A key highlight of this collaboration is the bidirectional integration between Confluent's Tableflow and Databricks' Unity Catalog, ensuring seamless governance across operational and analytical systems. This enhancement allows businesses to access real-time, secure, and discoverable data for AI applications. 'Real-time data is the fuel for AI,' said Jay Kreps, co-founder and CEO of Confluent. 'Together with Databricks, we're ensuring businesses can harness the power of real-time data to build sophisticated AI-driven applications for their most critical use cases.' Databricks CEO and co-founder Ali Ghodsi emphasized the importance of integrating data, AI, analytics, and governance in a unified system. 'We are excited that Confluent has embraced Unity Catalog and Delta Lake as its open governance and storage solutions of choice, and we look forward to delivering long-term value for our customers.' With these new capabilities, businesses will benefit from a more connected data ecosystem. Tableflow's integration with Delta Lake ensures operational data is immediately available for AI tools such as Apache Spark, Trino, Polars, DuckDB, and Daft. Additionally, automatic metadata synchronization between Tableflow and Unity Catalog enhances AI application development by making operational data easily discoverable and actionable. This expanded partnership between Confluent and Databricks represents a major step in bridging the gap between enterprise applications, analytics, and governance—empowering organizations to drive AI innovation at scale.
