Confluent Inc (NAS:CFLT)
$ 30.57 -0.72 (-2.3%) Market Cap: 10.03 Bil Enterprise Value: 9.28 Bil PE Ratio: 0 PB Ratio: 10.71 GF Score: 57/100
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Confluent Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) Transcript

Mar 09, 2022 / 05:45PM GMT
Release Date Price: $36.24 (+8.21%)
Sanjit Kumar Singh
Morgan Stanley, Research Division - VP

All right. Let's get started. I am Sanjit Singh, the infrastructure software analyst on the Morgan Stanley software team. We are super happy to have the management team of Confluent. We have CEO, Jay Kreps; CFO, Steffan Tomlinson. And we're going to talk about what I think is a really exciting story. They just went public last year and is putting up pretty exceptional growth. We're going to talk about the opportunity that they're going to go after.

Before I do that, let me just get through some disclosures super quick. For important disclosures, please see the Morgan Stanley research disclosure website at www.morganstanley.com/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

Questions & Answers

Sanjit Kumar Singh
Morgan Stanley, Research Division - VP

And with that, Jay, maybe to sort of frame out this conversation, can you give us

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