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,
202520242023
Geographic markets:
United States$665,315 57 %$576,760 60 %$464,857 60 %
International501,433 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 %
Subscription1,119,724 96 %922,091 96 %729,112 94 %
Services47,024 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,
20252024
Beginning balance$118,739 $119,752 
Capitalization of contract acquisition costs71,853 53,245 
Amortization of deferred contract acquisition costs(58,310)(54,258)
Ending balance$132,282 $118,739