v3.25.4

Revenue | 12 Months Ended
--- | ---
Dec. 31, 2025
Revenue from Contract with Customer [Abstract] |
Revenue | Revenue Disaggregation of Revenue The following table sets forth revenue disaggregated by geographic markets based on the location of the customer and by subscription and service categories (dollars in thousands):
| Year Ended December 31,
| 2025 |  | 2024 |  | 2023
Geographic markets: |  |  |  |  |  |  |  |  |  |  |
United States | $ | 665,315 |  |  | 57 | % |  | $ | 576,760 |  |  | 60 | % |  | $ | 464,857 |  |  | 60 | %
International | 501,433 |  |  | 43 | % |  | 386,882 |  |  | 40 | % |  | 312,095 |  |  | 40 | %
Total revenue | $ | 1,166,748 |  |  | 100 | % |  | $ | 963,642 |  |  | 100 | % |  | $ | 776,952 |  |  | 100 | %
Subscriptions and services: |  |  |  |  |  |  |  |  |  |  |
Confluent Platform - License(1) | $ | 131,917 |  |  | 11 | % |  | $ | 97,360 |  |  | 10 | % |  | $ | 84,025 |  |  | 11 | %
Confluent Platform - PCS(1) | 364,174 |  |  | 31 | % |  | 332,860 |  |  | 35 | % |  | 296,245 |  |  | 38 | %
Confluent Cloud(2) | 623,633 |  |  | 54 | % |  | 491,871 |  |  | 51 | % |  | 348,842 |  |  | 45 | %
Subscription | 1,119,724 |  |  | 96 | % |  | 922,091 |  |  | 96 | % |  | 729,112 |  |  | 94 | %
Services | 47,024 |  |  | 4 | % |  | 41,551 |  |  | 4 | % |  | 47,840 |  |  | 6 | %
Total revenue | $ | 1,166,748 |  |  | 100 | % |  | $ | 963,642 |  |  | 100 | % |  | $ | 776,952 |  |  | 100 | %
(1)Includes revenue from Confluent Private Cloud, which was not material for the year ended December 31, 2025 (2)Includes revenue from Confluent WarpStream since the date of acquisition, which was not material for the years ended December 31, 2025 and 2024 Other than the United States, no individual country represented 10% or more of total revenue during the years ended December 31, 2025, 2024, and 2023. Remaining Performance Obligations (“RPO”) RPO represent the amount of contracted future revenue that has not yet been recognized as of the end of each period, including both deferred revenue that has been invoiced and non-cancelable committed amounts that will be invoiced and recognized as revenue in future periods. RPO exclude pay-as-you-go arrangements. As of December 31, 2025, the Company’s RPO was $1,459.7 million, approximately 57% of which is expected to be recognized as revenue over the next 12 months and the substantial majority of the remainder in the next 13 to 36 months. Actual amounts or timing of revenue recognized may differ due to subsequent contract modifications. Deferred Revenue Deferred revenue, including current and non-current balances as of December 31, 2025 and 2024, was $498.6 million and $409.2 million, respectively. For the years ended December 31, 2025, 2024, and 2023, revenue recognized from deferred revenue at the beginning of each year was $350.7 million, $331.2 million, and $285.6 million, respectively. Deferred Contract Acquisition Costs The following table summarizes the activity of deferred contract acquisition costs (in thousands):
| Year Ended December 31,
| 2025 |  | 2024
Beginning balance | $ | 118,739 |  |  | $ | 119,752 |
Capitalization of contract acquisition costs | 71,853 |  |  | 53,245 |
Amortization of deferred contract acquisition costs | (58,310) |  |  | (54,258) |
Ending balance | $ | 132,282 |  |  | $ | 118,739 |

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