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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