company
Recent IBM acquisition described in the letter as delivering strong performance within Software.
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Confluent Cloud now holds an OSPAR attestation, adding Singapore's bank-sector audit to the four reports already in its Trust Center. Singapore banks vetting Confluent as an outsourced provider can start from one audit built on the banking association's own control baseline.
Reality
Over 30 days Confluent's detection stack made about 4,700 alerts; the agent pipeline read every one, escalated roughly 5 percent, and reported more than 250 true positives with no human baseline published beside it.
Reality
Control Center 2.0 works against unchanged Confluent Platform 7.5 through 7.9 clusters. That compatibility line says the old limit was in the monitoring tier, not the data plane.
Reality
The Hatch tier buys capacity, not intelligence, and the alternative it answers runs free on a user's own machine. Whatever Meta finally charges becomes the ceiling everyone else gets priced against.
Reality
Preliminary second-quarter results show software up 5 percent, infrastructure down 7 percent and consulting flat, with Arvind Krishna citing capex reprioritization and deals that did not close.
Reality