CFLT · CIK 1699838
What Confluent, Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings — each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far — we surface every cited disclosure we’ve extracted for CFLT. More may follow as additional filings are processed.
In its own words
What could break it.
Supplier concentration
- third-party cloud providers hosting Confluent Cloud (54% of revenue)medium
Confluent Cloud — 54% of 2025 revenue — runs on third-party cloud providers and technology systems that Confluent relies on for hosted services and operations, so a disruption at those hyperscalers would directly impair its largest revenue stream.
“Additionally, we rely on third-party cloud providers and enterprise applications, technology systems, and our website for our development, marketing, operational support, hosted services, and sales activities.”
SEC filing →As of 2026
Geographic concentration
- workforce concentration — 20% of employees in Indialow
About 48% of Confluent's full-time employees are outside the U.S., with 20% concentrated in India, exposing its development and operations workforce to India-specific labor, political and regulatory conditions.
“As of December 31, 2025, approximately 48% of our full-time employees were located outside of the United States, with 20% and 7% of our full-time employees located in India and the UK, respectively.”
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