updates Updates: Confluent - Investors Are Betting On Agentic AI Too Early Summary * Confluent's 3Q24 results exceeded expectations, with 26% annualized QoQ
valuation Convequity's Valuation Update - Mid-Year Review 2024 Summary * This is a mid-year valuation review covering cybersecurity, data, productivity, semiconductors,
Confluent Confluent (Pt.3) - Stream Processing TAM Expansion Potential Related technologies and companies: Databricks, Snowflake, RisingWave, Alibaba Summary * Stream processing is
Confluent Confluent (Pt.2) - Assessing Open-Core Business Model & Prospects Summary * Confluent (CFLT) excels in executing the open-core business model, leveraging proprietary
Confluent Confluent (Pt.1) - Data Streaming Platform To Triumph The Middleware Industry Summary * Confluent is the category-defining vendor in the data streaming space with