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 & Telecom Conference Transcript

Mar 06, 2023 / 06:25PM GMT
Release Date Price: $25.81 (-0.19%)
Sanjit Kumar Singh
Morgan Stanley, Research Division - VP

All right. Good morning, everyone. It's really great to see everyone at TMT 23 at Morgan Stanley. I'm Sanjit Singh, I'm the infrastructure software analyst at Morgan Stanley. We're super excited to have the management team from Confluent CEO, Jay Kreps; and Chief Financial Officer, Steffan Tomlinson.

Before we get started, let me go through the disclosures real quick. For important disclosures, PC, the Morgan Stanley research disclosure website at www.morganstanley.com/research disclosures. If you have any questions, please reach out to your Morgan Stanley sales representative. And with that, let's talk some Confluent.

So as the company, it started off or finished a 2022 that was successful, 50% plus growth. Cloud business grew 124%. I think the Cloud mix is approaching about 40% of the business. So a lot of real progress there.

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