Confluent, Inc. DEFA14A Filing

FAQ

Key Financial Figures

• $100 billion — al addressable market, we think this is $100 billion plus in terms of the near-term opportun

Filing Documents

• tm2532777d19_defa14a.htm (DEFA14A) — 57KB
• 0001104659-25-120092.txt ( ) — 58KB

From the Filing

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A PROXY STATEMENT PURSUANT TO SECTION 14(a) OF THE SECURITIES EXCHANGE ACT OF 1934 Filed by the Registrant  Filed by a Party other than the Registrant  Check the appropriate box: Preliminary Proxy Statement Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) Definitive Proxy Statement Definitive Additional Materials Soliciting Material Pursuant to §240.14a-12 Confluent, Inc. (Name of Registrant as Specified In Its Charter) (Name of Person(s) Filing Proxy Statement if other than the Registrant) Payment of Filing Fee (Check the appropriate box): No fee required. Fee paid previously with preliminary materials. Fee computed on table in exhibit required by Item 25(b) per Exchange Act Rule 14a-6(i)(1) and 0-11. This Schedule 14A filing consists of the following communications relating to the proposed acquisition of Confluent, Inc., a Delaware corporation (the “Company”) by International Business Machines Corporation, a New York corporation (“Parent”), pursuant to the terms of an Agreement and Plan of Merger, dated December 7, 2025, by and among the Company, Parent and Corvo Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent. The communications below were first used or made available on December 10, 2025. CFLT - IBM Transaction Industry Analyst Press Conference Transcript Participants: · Elizabeth Bamonte, VP of Analyst Relations at IBM · Jay Kreps, Co-founder and CEO of Confluent · Rob Thomas, SVP of Software and Chief Commercial Officer of IBM Elizabeth Bamonte: Hi everyone, I’m Elizabeth Bamonte, the VP of Analyst Relations at IBM, and thank you so much for joining us today. Following Monday’s announcements of IBM’s intent to acquire Confluent, we wanted to bring the analyst community together today to provide you some more context on the strategic rationale behind this acquisition. There’s a number of synergies, potential to accelerate business innovation. We’re going to address some of your feedback today and of course answer your outstanding questions. We’re very fortunate today to be joined by Rob Thomas, our Senior Vice President of Software and the Chief Commercial Officer at IBM, and Jay Kreps, the CEO and co-founder of Confluent. First, we’re going to hear from Rob. Then, we’re going to spend most of the time taking your questions, which you can start queuing up in the chat at any time. Any questions that we don’t cover today, please know that my team and of course myself are here to make sure that we address any of them in follow-up meetings or any emails that you would like to share through. And we’re really excited to bring this to you and also receive your feedback as we continue on this journey together. With that, I’ve got some housekeeping notes. This webinar is being recorded at the request of IBM and it will be published to our analyst portal along with the presentation slides following our webinar today. Remaining in the meeting, you are consenting to being recorded. If you do not wish to be identified or if you do not wish to be recorded, please indicate that and please leave the session. Please use the chat as a reminder to submit any of your questions. We’re going to address as many questions as possible during today’s Q&A. And again, if we don’t get to your questions today, I’m happy to personally follow up with you via email or schedule a session thereafter. All right, and without further ado, I’m going to turn over to Rob and Jay. And again, thank you to the analyst community for being here today. Rob Thomas: Thanks, Beth, and great to be with you all. Jay and I have probably five to ten minutes of comments here at the start. And then as Beth said, we’d love to take some questions. I’ll remind you that we’ve announced our intent to acquire them, Confluent, we haven’t actually acquired them. And so we are a little limited on what we can answer, but we will do our absolute best to hit any questions that we can. So let me kind of start with where, where’s IBM is today and then I’ll get into strategic rationale of the deal. I think IBM is a dramatically different company than 5 years ago. Many of you have followed us throughout that. 5 years ago we were 20% software. We were doing applications. We were doing infrastructure. We were doing a bunch of different things. You fast forward to now, we’ve really repositioned IBM as a software company. Nearly 50% of the revenue’s software and we’ve really refocused the portfolio. We have divested of healthcare applications, whether things that were, I’d say, outside of our core competence and we’ve really focused back on what we think we ar

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