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IBM to Acquire Confluent

by abd12 on 12/8/2025, 1:43:59 PM

https://www.confluent.io/blog/ibm-to-acquire-confluent/

Comments

by: JSR_FDED

IBM have an absolutely stellar record of blowing acquisitions. The highly motivated newly acquired team will be in honeymoon phase for 3 months, and then it slowly dawns on them that they’ve joined an unbelievably rigid organization where things like customer satisfaction and great products don’t matter at all. Then they’ll be in shock and disbelief at the mind boggling Byzantine rules and internal systems they have to use, whose sole purpose is to make sure nobody does anything. Finally, the core IBM sales force will start to make demands on them and will short to ground any vestiges of energy, time, opportunity and motivation they might have left. The good team members will leave and join a former business partner, or decide to spend more time with the family. They’ll meet often at the beginning to relive the glory days of pre-acquisition and recount times where they went went above and beyond for that important early customer. But then these meetings will become fewer and fewer. Finally they’ll find a way of massaging their resumes to cast the last years as being “at the heart of AI infrastructure”.

12/8/2025, 3:03:05 PM


by: notepad0x90

This is so fascinating to me. I mean how IBM keeps taking over other companies, but they consistently deliver low quality&#x2F;bottom-tier services and products. Why do they keep doing the same thing again and again? How are they generating actual revenue this way?<p>Ok, so does anyone remember &#x27;Watson&#x27;? It was the chatgpt before chatgpt. they built it in house. Why didn&#x27;t they compete with OpenAI like Google and Anthropic are doing, with in-house tools? They have a mature PowerPC (Power9+? now?)setup, lots of talent to make ML&#x2F;LLMs work and lots of existing investment in datacenters and getting GPU-intense workloads going.<p>I don&#x27;t disagree that this acquisition is good strategy, I&#x27;m just fascinated (Schadenfreude?) to witness the demise of confluent now. I think economists should study this, it might help avert larger problems.

12/8/2025, 3:01:06 PM


by: theta_d

I worked for IBM Cloud about 6+ years ago. While there, we had to connect to a Softlayer VPN to get into our Jira instance. My VPN account and Jira account never got provisioned so I couldn&#x27;t connect nor see the Jira board. My team-mates couldn&#x27;t even assign a ticket to me b&#x2F;c of this. They would just put my initial&#x27;s in the ticket summary and send me a slack of the details.<p>It was right before I left that we got our own Jira instance. This was all around the time of the Red Hat acquisition. I remember the announcement b&#x2F;c we used SuSE for everything IIRC.

12/8/2025, 3:07:32 PM


by: hadrien01

Genuine question: how did the IBM acquisitions of Red Hat and HashiCorp turn out?<p>For Red Hat, there&#x27;s no longer an official &quot;public&quot; distribution of RHEL, but apart from that they seemingly have been left alone and able to continue to develop their own products. But that&#x27;s only my POV as a user of OSS Red Hat products at home and of RHEL and OpenShift at work.

12/8/2025, 2:48:00 PM


by: jhickok

“With the acquisition of Confluent, IBM will provide the smart data platform for enterprise IT, purpose-built for AI.”<p><a href="https:&#x2F;&#x2F;newsroom.ibm.com&#x2F;2025-12-08-ibm-to-acquire-confluent-to-create-smart-data-platform-for-enterprise-generative-ai" rel="nofollow">https:&#x2F;&#x2F;newsroom.ibm.com&#x2F;2025-12-08-ibm-to-acquire-confluent...</a><p>I don&#x27;t understand how this acquisition is relevant for AI.

12/8/2025, 2:44:13 PM


by: zkmon

Kafka is already past it&#x27;s prime time. Time for new solutions for the oldest problem - sending a message.

12/8/2025, 2:43:48 PM


by: b33f

Maybe a good time to consider alternatives <a href="https:&#x2F;&#x2F;www.redpanda.com&#x2F;compare&#x2F;redpanda-vs-kafka" rel="nofollow">https:&#x2F;&#x2F;www.redpanda.com&#x2F;compare&#x2F;redpanda-vs-kafka</a>

12/8/2025, 2:50:17 PM


by: ekropotin

Could anyone please explain what IBM is even doing these days? Where revenue is coming from?

12/8/2025, 3:21:08 PM


by: elcapitan

At least you can now safely buy into Kafka, as nobody ever got fired for buying IBM.

12/8/2025, 2:50:13 PM


by: shrubble

IBM is buying market share, not a surprise; at least one telecom has all their Kafka stuff on the Confluent cloud, and there must be 1000s of such customers.

12/8/2025, 3:07:04 PM


by: geodel

This is great news. Kafka (the messaging&#x2F;streaming platform) has finally found its natural home.

12/8/2025, 2:55:02 PM


by: rwmj

How is this different from Apache Qpid or RabbitMQ or IBM MQ (at least the first and third of those is already owned by IBM!)

12/8/2025, 3:17:48 PM


by: jituyadav

is it good or bad for confluent employees?

12/8/2025, 2:32:18 PM


by: leeoniya

previously...<p><a href="https:&#x2F;&#x2F;www.confluent.io&#x2F;blog&#x2F;confluent-acquires-warpstream&#x2F;" rel="nofollow">https:&#x2F;&#x2F;www.confluent.io&#x2F;blog&#x2F;confluent-acquires-warpstream&#x2F;</a>

12/8/2025, 2:49:08 PM


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12/8/2025, 2:35:26 PM


by: itsanaccount

And the enshittification treadmill continues. Great time to be a kafka alternative.<p>I&#x27;ll start.<p><a href="https:&#x2F;&#x2F;github.com&#x2F;tansu-io&#x2F;tansu" rel="nofollow">https:&#x2F;&#x2F;github.com&#x2F;tansu-io&#x2F;tansu</a>

12/8/2025, 2:39:36 PM


by: mistercheph

Another genius move from International Business Machines!

12/8/2025, 2:40:24 PM


by: udev4096

How is IBM still alive? Or is it trying to prove the same

12/8/2025, 2:47:51 PM