On the Record · Confluent
Confluent competitors, on the record
The companies Confluent itself names as competitors in its annual reports, 2023 to 2025, each with the sentence it appears in and the filing it came from.
Who Confluent names
| Company | Named in |
|---|---|
| AWS | 2025 |
| Cloudera | 2025 |
| Fivetran | 2025 |
| 2025 | |
| Informatica | 2025 |
| Microsoft Corporation | 2025 |
| Oracle | 2025 |
| Red Hat | 2025 |
| TIBCO | 2025 |
In its own words
AWS
Word for word“Our principal competitors in the cloud are the well-established public cloud providers such as AWS that generally compete in all of our markets.” 10-K for 2025
Cloudera, Oracle, Red Hat, TIBCO
Word for word“On premise, there are a number of vendors with legacy products that have pivoted into this space including TIBCO Streaming, Cloudera Dataflow, Red Hat (IBM) AMQ Streams, and Oracle Cloud Infrastructure Streaming.” 10-K for 2025
Fivetran, Informatica
Word for word“We also compete with data integration and processing solutions in certain use cases, including ETL/ELT vendors like Fivetran and Informatica for data integration and batch processing frameworks like Apache Spark for data transformation.” 10-K for 2025
Google, Microsoft Corporation
Word for word“These enterprises are developing and have released fully-managed data ingestion and data streaming products, such as Azure Event Hubs (Microsoft Corporation), Amazon Managed Streaming for Apache Kafka, Amazon Kinesis, and Amazon Managed Service for Apache Flink (AWS), and Google Cloud Pub/Sub, Cloud Managed Service for Apache Kafka, and BigQuery Engine for Apache Flink (Google).” 10-K for 2025
Read from Confluent’s annual reports (10-K for 2025, 10-K for 2024, 10-K for 2023) and the financial data it files with the SEC, as of 2026-02-11. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.