CFLT - Confluent: Shareholder Value Is Dependent On Wider Adoption

• Data-in-Motion is a compelling vision to sell investors, but Confluent’s customer base is still small and there is a long way to go to realize that vision.
• Confluent’s revenue growth is strong, but they are less efficient than best-in-class peers. The sustainability of this growth is key to Confluent’s valuation.
• Competition within the data streaming niche isn’t as fierce as other software segments, which should support growth and margins provided event streaming software becomes universal.

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