Currently at all-time peak NRR of 114%.
Confluent is below the AI Infrastructure Public median by -12pp (cell median: 126%)
Confluent (CFLT) is a ai infrastructure company at the public stage. As of its most recent disclosure (FY2025-Q1), Confluent reported a Net Revenue Retention rate of 114% - a mid-pack result for B2B SaaS at this segment.
Confluent is currently at or near its all-time NRR peak.
Within its peer set (ai infrastructure companies at public stage in the $500k+ acv band), Confluent's NRR is meaningfully below the cell median of 126%. Compare against the full peer cell aggregate for distribution and top performers.
Contract shape and forward-booked revenue.
Revenue, ARR, and team-size denominators for the productivity ratios.
Forward-booked revenue by maturity. Renewal pipeline visibility.
CS team segments: Strategic · Enterprise · Mid-Market · SMB
Education programs: Education services
Named CS initiatives across recent disclosures (newest first).
Shift to a consumption-oriented sales model for Confluent Cloud to align with customer usage patterns.
"our shift to a consumption-oriented sales model for Confluent Cloud"
Challenges acknowledged by management. Useful peer signals - your team is probably not alone.
Longer sales cycles, reduced IT budgets, and scrutiny on spending due to inflationary pressures and geopolitical events.
"impact of, and our ability to operate our business... under evolving and uncertain macroeconomic conditions"
Larger enterprise customers focusing on near-term cloud cost controls and driving efficiencies.
"continued customer focus on near-term cloud cost controls and driving efficiencies"
Side-by-side NRR, customer cohorts, commercial structure, and CS motion.
Free to embed on your blog or board deck. Includes a small backlink to cust.co.
Or grab the data: JSON API →
| Period | NRR | GRR | Source type | Filing |
|---|---|---|---|---|
| FY2025-Q1 | 114% | - | 10-K | source ↗ |
Generate a live retention report against Confluent and your full peer cell. Ungated. Downloadable as PDF.