#1CLOUDERA CORPORATE OVERVIEW August 2021#2SAFE HARBOR STATEMENT Statements in this press release that are not historical in nature are forward-looking statements that, within the meaning of the federal securities laws including the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, involve known and unknown risks and uncertainties. Words such as "may", "will", "expect", "intend", "plan", "believe", "seek", "could", "estimate", "judgment", "targeting", "should", "anticipate", "goal" and variations of these words and similar expressions, are also intended to identify forward-looking statements. The forward-looking statements in this press release address a variety of subjects, including statements about our short-term and long-term goals and targets, including expectations regarding the acceptance by our enterprise customers of enterprise data cloud and the Cloudera Data Platform. Readers are cautioned that actual results could differ materially from those implied by such forward-looking statements due to a variety of factors, including global economic conditions, competitive pressures and pricing declines, intellectual property infringement claims, and other risks or uncertainties that are described under the caption "Risk Factors" in our Annual Report on Form 10-K and our Quarterly Reports on Form 10-Q filed with the Securities and Exchange Commission (SEC), and in our other SEC filings. You can obtain copies of the company's SEC filings on the SEC's website at www.sec.gov. Although we believe the expectations reflected in such forward-looking statements are based upon reasonable assumptions, we can give no assurances that our expectations will be attained. We undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. We report all financial information required in accordance with U.S. generally accepted accounting principles (GAAP). To supplement our unaudited condensed consolidated financial statements presented in accordance with GAAP, we use certain non-GAAP measures of financial performance. The presentation of these non-GAAP financial measures is not intended to be considered in isolation from, as a substitute for, or superior to, the financial information prepared and presented in accordance with GAAP, and may be different from non-GAAP financial measures used by other companies. In addition, these non-GAAP measures have limitations in that they do not reflect all of the amounts associated with the results of our operations as determined in accordance with GAAP. We believe that these non-GAAP financial measures, when taken together with the corresponding GAAP financial measures, provide meaningful supplemental information regarding our performance by excluding certain items that may not be indicative of our core business, operating results or future outlook. Management uses, and believes that investors benefit from referring to, these non-GAAP financial measures in assessing our operating results, as well as when planning, forecasting and analyzing future periods. We use these non-GAAP financial measures in conjunction with traditional GAAP measures to communicate with our board of directors concerning our financial performance. These non-GAAP financial measures also facilitate comparisons of our performance to prior periods. Annualized Recurring Revenue ("ARR") is a performance metric, which we use to assess the health and trajectory of our business. ARR equals the annualized value of recurring subscription contracts with active entitlements as of the end of the period. ARR does not reflect non-recurring partner revenue, subscription revenue with certain related parties, custom engineering, remote operation and management services, or premium add-on support. Please see the slides entitled GAAP to Non-GAAP Reconciliation at the end of this presentation for a reconciliation of each of these measures to the most directly comparable GAAP financial measure. This reconciliation can also be found in the earnings press release issued August 30, 2021, which is available on www.cloudera.com or on the "Investor Relations" section of our website. Unless otherwise noted, the information in this presentation is as of July 31, 2021. Throughout this presentation, we have rounded numbers as appropriate. Cloudera and associated marks are trademarks or registered trademarks of Cloudera, Inc. All other company and product names may be trademarks of their respective owners. CLOUDERA Ⓒ2021 Cloudera, Inc. All rights reserved. 2#3INVESTMENT HIGHLIGHTS $832M 91% Q2 FY22 ARR 13% Annualized Recurring Revenue (ARR) Y/Y Growth 204 Customers $1M+ Software ARR Notes: 2. Gross Margin Q2 FY22 Non-GAAP Subscription Gross Margin 1. Annualized value of recurring subscription contracts with active entitlements as of the end of the period. ARR does not reflect non-recurring partner revenue, subscription revenue with certain related parties, custom engineering, remote operation and management services, or premium add-on support. 19% Operating Margin Q2 FY22 Non-GAAP Operating Margin CLOUDERA Customers > $1M-Q1 FY20 to Q2 FY22: 138, 138, 145, 154, 164, 172, 179, 190, 196, 204 Large addressable market - big data, streaming, loT, data warehouse, ML/AI • Category leader with differentiated hybrid, multi-cloud solutions built for the enterprise • Global, marquee customer base Strong recurring revenue, attractive margin profile and increasing operating income Ⓒ2021 Cloudera, Inc. All rights reserved. 32 3#4We believe that data can make what is impossible today, possible tomorrow CLOUDERA CLOUDERA THE ENTERPRISE DATA CLOUD COMPANY We empower people to transform complex data into clear and actionable insights We deliver cloud-native services to manage and secure the data lifecycle in any cloud or data center Ⓒ2021 Cloudera, Inc. All rights reserved. 4#5NEWS Headlines Announced agreement with Alibaba Cloud to enable GA of CDP on Alibaba Cloud in the Greater China Region • CDP Private Cloud 7.1.7 GA CDP Data Warehouse rated a Leader, Fast Mover in GigaOm Radar Report ● Cloudera DataFlow won a DBTA Readers' Choice Award for the "Best Data Integration Solution" • CDP DataFlow GA on AWS CLOUDERA Breaking news! ETT 11 Ⓒ2021 Cloudera, Inc. All rights reserved. 5#6MARKET OPPORTUNITY Projected to double 2019-2024 CLOUDERA $25.3B $1.7B Streaming Analytics $7.0B AI / ML / Data Science $4.5B Non-Relational DataStore $12.1B Analytic Data Platforms 2019 $51.6B $4.4B Streaming Analytics $17.5B Al/ML / Data Science $11.9B Non-Relational DataStore $17.8B Analytic Data Platforms 2024 Outlook Public cloud share will increase from 25% to more than 50% of market for Big Data & Analytics Cloud deployments expected to grow 23% CAGR IOT opportunity excluded from analysis Source: IDC 2020, management estimates Ⓒ2021 Cloudera, Inc. All rights reserved. 6#7MAJOR TECHNOLOGY SHIFTS UNDERWAY Public cloud innovation driving technology changes in the datacenter CLOUD EXPERIENCE Easy to use, self-service, on-demand, elastic, consumption CLOUDERA COMPUTE & STORAGE Separation in public and private clouds for increased performance KUBERNETES & CONTAINERS Adoption as standard operating environment for flexibility and agility STREAMING & ML/AI Multi-function analytics for the data-driven enterprise Ⓒ2021 Cloudera, Inc. All rights reserved. 7#8CONSIDERATIONS FOR DATA ARE EVOLVING The new realities of managing data and workloads across clouds Decade 1 On-prem and on the cloud • Need to efficiently store & process data • Batch process "big data" Co-locate compute and storage to use commodity hardware and avoid costly network transfers Deploy software in months and quarters Network perimeter & physical access controls are the norm Simplicity over robust mechanisms CLOUDERA USE CASES TECHNOLOGY INFRASTRUCTURE USER EXPERIENCE PRIVACY, SECURITY & GOVERNANCE Decade 2 Enterprise data clouds - hybrid & multi • Need to integrate the entire lifecycle • Industrialize data-driven decision making • High performance analytics with remote disaggregated storage with memory and SSD caching • Spin up services in minutes Security at the workload, data & metadata layer Solutions for new regulations (GDPR) © 2021 Cloudera, Inc. All rights reserved. 8#9THE ENTERPRISE DATA CLOUD CATEGORY IS HERE Customer demand is building - over 70% say they would consider adopting 451 Research The rise of the Enterprise Intelligence Platform Analysts - Matt Aslett Publication date: Thursday, December 5 2019 con peces 2 3018 CLOUDERA A single product or service that is a superset of multiple data management and analytics functions: • Ingest and integrate data Store and process data, typically in a data warehouse Analyze data, using BI, visualization or data science tools Aimed at data analysts, business analysts, data scientists and data management professionals and IT • Multiple deployment types - on-prem, public cloud, multi-cloud ● ● ● ● Ⓒ2021 Cloudera, Inc. All rights reserved. 9#10ENTERPRISE DATA CLOUD DEFINED Any Cloud CLOUDERA Collect 01 & ENGINEERING 02 Enrich Report 03 DATA WAREHOUSE OPERATIONAL DATABASE 04 Serve Data Lifecycle Predict 05 MACHINE LEARNING & AL CLOUDERA SDX Secure & Governed Open Ⓒ2021 Cloudera, Inc. All rights reserved. 10#11AN ENTERPRISE DATA CLOUD IS DIFFERENT THAN ANYTHING ENTERPRISES HAVE EVER EXPERIENCED HYBRID & MULTI-CLOUD Operates across all major public clouds and the private cloud with a public cloud experience everywhere CLOUDERA MULTI-FUNCTION ANALYTICS Integrates data management and analytic experiences from the Edge to Al for data anywhere SECURE & GOVERNED Meets enterprise security, compliance, migration and metadata management needs across all environments OPEN PLATFORM Open source, open integrations, extensible, open to multiple data stores (S3, ADLS) & compute architectures © 2021 Cloudera, Inc. All rights reserved. 11#12CAPTURING THE FULL DATA LIFECYCLE OPPORTUNITY Manage and secure the data lifecycle in any cloud or datacenter Collect 01 STREAMING & DATA FLOW CLOUDERA CLOUDERA SDX DATA ENGINEERING 02 Enrich Report 03 DATA WAREHOUSE OPERATIONAL DATABASE 04 Serve Predict 05 MACHINE LEARNING & AI SECURITY | GOVERNANCE | LINEAGE | MANAGEMENT | AUTOMATION © 2021 Cloudera, Inc. All rights reserved. 12#13BUSINESS USE CASES REQUIRE THE ENTIRE DATA LIFECYCLE An integrated lifecycle is required to use, manage and secure ENTERPRISE DATA REAL-TIME & TRANSACTIONAL CONNECTED PRODUCTION CONNECTED SUPPLY CHAIN Hio CLOUDERA ERP QMS CONNECTED MES PRODUCTS DW Maintenance Other CONNECTED CONSUMER Collect 01 STREAMING & DATA FLOW ENTERPRISE DATA CLOUD DATA ENGINEERING 02 Enrich DATA LIFECYCLE Report 03 DATA WAREHOUSE OPERATIONAL DATABASE 04 Serve Predict 05 MACHINE LEARNING & Al CLOUDERA SDX SECURITY | GOVERNANCE | LINEAGE | MANAGEMENT | AUTOMATION ENTERPRISE USE CASES USE CASES PROCESS MONITORING DASHBOARDS PREDICTIVE MAINTENANCE SUPPLY CHAIN OPTIMIZATION THROUGHPUT OPTIMIZATION COMPUTER VISION FOR QA Ⓒ2021 Cloudera, Inc. All rights reserved. 13#14EVOLUTION TO THE HYBRID ARCHITECTURE Disaggregated Storage/Compute + SaaS Experiences WORKLOADS SECURITY DARE METAL STORAGE Streaming & Data Flow On Premise Data Engineering Evolution Datal Warehouse CLOUDERA Operational Database METADATA | CATALOG | SCHEMA INFRASTRUCTURE 388388338 Co-located Storage/Compute Large, Shared Clusters (CDH / HDP) GEN 1 Machine Learning CLUSTERS STORAGE Streaming & Data Flow Streaming & Data Flow Streaming & Data Flow Public Cloud Data Engineering Data Engineering Data Engineering Data Warehouse Data Warehouse Data Warehouse VIRTUAL MACHINES Operational Database METADATA | CATALOG | SCHEMA Operational Database Operational Database GEN 2 Machine Learning Machine Learning Disaggregated Storage/Compute Multiple Clusters (EMR/HDInsight) Machine Learning 電電電電電電電 COMMODITY INFRASTRUCTURE 88888888888 Multi-Public/Private/Hybrid Cloud EXPERIENCES Streaming & Data Flow STORAGE Data Engineering Data Warehouse METADATA | CATALOG | SCHEMA I MIGRATION I CONTAINERS Operational Database Machine Learning. GEN 3 GOVERNANCE COMMODITY INFRASTRUCTURE 888388338 Disaggregated Storage/Compute Multi-Tenant, Containerized "SaaS Experiences" (CDP) © 2021 Cloudera, Inc. All rights reserved. 14#15CLOUDERA PRODUCT PORTFOLIO Managing the entire data lifecycle for all data across edge, private, public & hybrid cloud CLOUDERA CDP Public Cloud DataFlow CDF HDF Q 4-O-D Data Hub JUT Ž *Data Flow Cloudera Data Platform (CDP) Data Data Engineering Warehouse SDX HDP Enterpris Plus *Operational Database Data management and analytics from Edge to Al Machine Learning Cloudera Enterprise Data Hub Q DOE Base Cluster CDP Private Cloud Data Science Workbench * Expected to be available in FY22 © 2021 Cloudera, Inc. All rights reserved. 15#16Real-time Batch Structured Unstructured Data Sources CLOUDERA A HYBRID/MULTI-CLOUD DATA PLATFORM AND AN INTEGRATED SUITE OF SECURE ANALYTIC APPS Q DOD d Data Collection m Data Virtual Engineering Data Lake QÖ Data Lifecycle integration for better user productivity and faster time to value Data Warehouse aws A Azure Google Cloud SDX Cloudera Data Platform Operational Streaming Database Analytics Red Hat Hybrid & Multi-Cloud to leverage existing investments and reduce risk CLOUDERA SDX Secure & Governed to simplify data protection, sharing and compliance Machine Learning Data Visualization Open & Extensible to support more use cases faster and at lower cost Analysts Engineers Scientists Developers Data Users © 2021 Cloudera, Inc. All rights reserved. 16#17CLOUDERA DATA PLATFORM THE POWER OF "AND" CLOUDERA Data Platform 4 alter CLOUDERA Your Enterprise Data Cloud EQ 12 Control Plane utatione 8 88 Wy D ● ● ● Hybrid and multi-cloud Purpose-built and lifecycle analytics Simple to use and secure by design Open and extensible For data engineers and data scientists Faster time to value and better ROI/TCO The Data Cloud for Business and IT Ⓒ2021 Cloudera, Inc. All rights reserved. 17#18ONE PLATFORM - TWO FORM FACTORS Common architecture, operations and user experiences for private and public cloud CDP Private Cloud CLOUDERA Data Services Analytics & Control Plane K8S Containers - OCP, OKE, etc. Data Clusters Storage & SDX Bare Metal Servers Data Services Analytics & Control Plane K8S Containers - EKS, AKS, etc. Data Clusters Storage & SDX Virtual Servers CDP Public Cloud © 2021 Cloudera, Inc. All rights reserved. 18#19CDP HYBRID CLOUD Consistent operations and user experiences across private and public clouds CDP Private Cloud CLOUDERA Ž DF Data Services DE MANAGEMENT CONSOLE DATA CATALOG | REPLICATION MANAGER | WORKLOAD MANAGER DW OD ML K8S Containers - OCP, OKE, etc. Data Clusters FILE & OBJECT STORE HDFS | OZONE Bare Metal Servers. BASE CLUSTER SDX JTC ę Data Services DF DE DW OD K8S Containers - EKS, AKS, etc. Data Clusters OBJECT STORE S3 | ADLS Virtual Servers ML DATA HUB CDP Public Cloud © 2021 Cloudera, Inc. All rights reserved. 19#20CDP PRIVATE CLOUD Cloud-native architecture with containerized data services and base data cluster foundation Admin and user experience is consistent across CDP Private & CDP Public for true hybrid cloud CLOUDERA CDP Private Cloud Data Services MANAGEMENT CONSOLE DF DE DATA CATALOG DW OD REPLICATION WORKLOAD MANAGER MANAGER K8S Containers - OCP, OKE, etc. Data Clusters SDX FILE & OBJECT STORE HDFS | OZONE Bare Metal Servers ML 0-0-0 CO-O BASE CLUSTER Data Services • Ideal for new apps, bursty workloads and demanding users • Easier to operate, 10x faster ~50% less data center infrastructure Better analytics user experience, outperforms shadow IT Base Edition Storage management and SDX for CDP Private Cloud Supports existing apps and traditional workloads with best of HDP and CDH First step in transition for HDP and CDH environments Ⓒ2021 Cloudera, Inc. All rights reserved. 20#21HYBRID IS STRATEGIC AND PRACTICAL FOR ENTERPRISES 451 Research, now a part of S&P Global Market Intelligence 9% 58% 13% The Future is Hybrid-for Most Hybrid Cloud Intent and Strategy % of respondents Entirely on premises No strategy for hybrid 23% CLOUDERA 42% of enterprises are moving toward a hybrid IT environment that leverages both on-premises and public cloud in an integrated fashion (n=528). 15% On- and off-premises siloed Considering, no formal plan 17% 58% Entirely public cloud 25% Developing a plan Hybrid IT environment Actively executing 34% of enterprises indicate they are currently considering or developing a strategy to direct hybrid IT (n=544). Importance of Data Platform Support for Hybrid Cloud 9% 43% 6% 451 Research, Voice of the Enterprise: Data & Analytics, Data Platforms, 2020 451 Research, Voice of the Enterprise: Cloud, Hosting & Managed Services, Vendor Evaluations, 2019 42% 85% completely or mostly agree Completely Agree Mostly Agree Mostly Disagree Completely Disagree Ⓒ2021 Cloudera, Inc. All rights reserved. 21#22ENTERPRISES ARE EMBRACING PRIVATE CLOUD IDC Research - Cloud Growth, Migration, and Repatriation Continue to Gain Momentum 67% of enterprise workloads run on public and private cloud implementations CLOUDERA 84% of enterprises report repatriating some workloads from public cloud 52% of repatriated workloads move to private clouds "As enterprise customers gain cloud expertise they're placing investments in private cloud solutions for increased security, compliance, performance, control and cost savings. Private clouds often act as a stepping-stone in the hybrid cloud journey." IDC, Cloud Growth, Migration, and Repatriation Continue to Gain Momentum, Michelle Bailey, Chris Kanthan, March 2020 IDC, Cloud Pulse 1020: Survey Findings, Doc # US46396720, May 2020 Ⓒ2021 Cloudera, Inc. All rights reserved. 22#23CDP PUBLIC CLOUD Cloud-native architecture with containerized data services and base data cluster optionality Admin and user experience is consistent across CDP Private & CDP Public for true hybrid cloud CLOUDERA CDP Public Cloud Data Services MANAGEMENT CONSOLE DF DE DATA CATALOG REPLICATION WORKLOAD MANAGER MANAGER DW OD ML K8S Containers - EKS, AKS, etc. OBJECT STORE Data Clusters SDX S3 | ADLS Virtual Servers CO-O DO-D DATA HUB Data Services • Ideal for new apps, bursty workloads and demanding users • Easier to operate, 10x faster • Auto scale, suspend and resume • Better analytics user experience, outperforms shadow IT Data Hub Storage management and SDX for Analytic Experiences Supports existing apps and traditional workloads with Data Hub Data Hub offers cluster management for Flow, Streaming, Data Engineering, Data Warehouse & Operational Database © 2021 Cloudera, Inc. All rights reserved. 23#24KEY PUBLIC AND PRIVATE CLOUD SERVICES S Machine Learning Data Engineering Data Visualization DOD -O-Data Hub CLOUDERA Collaborative ML workspaces for data scientists to develop, experiment and deploy models into production with secure, self-service enterprise data access Schedule, monitor, and debug data pipelines to streamline ETL processes quickly and securely with built-in job scheduling and troubleshooting Curate fast, self-service dashboards, reports and charts to easily and quickly develop and share agile analytical insight across your business Easily manage data clusters across the data lifecycle running Apache Spark, Hive, Impala, HBase, Phoenix, NiFi, Kafka, Flink, and more DataFlow & Streaming Data Warehouse Operational Database CLOUDERA Shared Data SDX Experience Scalable, real-time streaming to ingest, curate, and analyze data with an easy no-code approach to developing sophisticated streaming applications Deploy easy-to-use data warehouses with high performance SQL engines for teams of business analysts that need sub-second query response times on petabyte scale data High-performance NoSQL database with unparalleled scale and performance for business critical operational applications Security, governance and metadata technologies that reduce security risks and operational costs through central policy controls that are automatically enforced across the analytics in public and private clouds For more product details and descriptions refer to our webpage - https://www.cloudera.com/products.html © 2021 Cloudera, Inc. All rights reserved. 24#25The Forrester Wave™. Notebook Based Predictive Analytics And Machine Learning Q3, 2020 "Cloudera is a machine learning Machine" The Forrester WaveTM: Notebook-Based Predictive Analytics And Machine Learning Q3, 2020 The Forrester Wave™ is copyrighted by Forrester Research, Inc. Forrester and Forrester Wave™ are trademarks of Forrester Research, Inc. The Forrester Wave™ is a graphical representation of Forrester's call on a market and is plotted using a detailed spreadsheet with exposed scores, weightings, and comments. Forrester does not endorse any vendor, product, or service depicted in the Forrester Wave™. Information is based on best available resources. Opinions reflect judgment at the time and are subject to change. CLOUDERA Challengers Stronger current offering Weaker current offering Contenders Weaker strategy Strong Performers Anaconda- Open Text- Civis Analytics MathWorks Databricks Market presence Cloudera RStudio Oracle Amazon Web Services Microsoft Domino Data Lab- Leaders Source: Forrester Research, Inc. Unauthorized reproduction, citation or distribution prohibited LGoogle Stronger strategy Ⓒ2021 Cloudera, Inc. All rights reserved. 25#26GIGAOM CLOUD DATA WAREHOUSE PERFORMANCE TESTING Cloudera Delivers Better Price Performance Based on the industry standard TPC Benchmark™ 20% lower than Amazon Redshift 40% lower than Microsoft Synapse 80% lower than Snowflake 550% lower than Google BigQuery More can be learned about the TPC-DS benchmark at http://www.tpc.org/tpcds/. CLOUDERA Cloud Data Warehouse Performance Testing - February 2021 Price-Performance Comparison (Lower is Better) $600 $500 $400 $300 $200 $100 $0 $93.43 Cloudera $110.73 Redshift $133.55 Synapse $166.87 Snowflake $511.09 BigQuery https://gigaom.com/report/cloud-data-warehouse-performance-testing-cloudera/ Ⓒ2021 Cloudera, Inc. All rights reserved. 26#27LEADING IN TOP INDUSTRIES 8/10 10/10 40+ 10/10 9/10 8/10 TOP GOVERNMENT TOP TOP TOP GLOBAL TOP GLOBAL GLOBAL GLOBAL GLOBAL BANKING CLOUDERA TELCO PUBLIC AUTOMOTIVE BIOMED TECHNOLOGY © 2020 Cloudera, Inc. Confidential, Subject to NDA. 27#28KEY INDUSTRY VERTICALS & USE CASES USE CASES CUSTOMERS CLOUDERA . BANKING Fraud detection Anti-money laundering Spend analytics Barclays Bank of America . Citi ● ● ● ● ● ● TECHNOLOGY Customer analytics Threat detection Predictive support Cisco Intel NetApp ● ● TELCO Churn analysis Customer care Network optimization Comcast British Telecom Bharti Airtel • Patient care (loT) ● ● • Genomics research ● e HEALTHCARE / PHARMA ● ● Regulatory compliance GlaxoSmithKline IQVIA Kaiser . ● 4 ● 00000 • Supply chain optimization Remote monitoring MANUFACTURING Predictive maintenance (IoT) Navistar Faurecia Sikorsky Ⓒ2020 Cloudera, Inc. Confidential, Subject to NDA. 28#29PARTNER ECOSYSTEM Strategic partnerships for: • Expanded reach • Integrated solutions • Broader technical & industry expertise CLOUDERA RESELLERS Hewlett Packard (DELL) Enterprise ORACLE TERADATA ISVS & SOLUTIONS informatica atscale ... Ssas CLOUDERA CLOUD & PLATFORM amazon Google NVIDIA (intel) IBM Cloud alik Q + ableau IBM Microsoft Azure SYSTEM INTEGRATORS accenture Atos Capgemini wipro) redhat CISCO Cognizant Deloitte. TATA Ⓒ2021 Cloudera, Inc. All rights reserved. 29#30BENEFITTING FROM MULTIPLE GROWTH VECTORS CLOUDERA EXPAND LAND 0.o.o New use cases New products Cloud Partner leverage ((o)) Explosion of data International growth New logos OSS market seeding © 2021 Cloudera, Inc. All rights reserved. 30#31CLOUDERA LEADERSHIP TEAM CLOUDERA Robert Bearden President & Chief Executive Officer David Howard Chief Legal Officer Scott Aronson Chief Operating Officer Bob Mahan Chief Human Resources Officer Jim Frankola Chief Financial Officer Arun C. Murthy Chief Product Officer Mick Hollison President Sarah Shin Chief Diversity Officer Ⓒ2021 Cloudera, Inc. All rights reserved. 31#32Cloudera, Inc. Three Months Ended July 31, 2021 GAAP Results Reconciled to Non-GAAP Results (in thousands, except percentage and per share amounts) (unaudited) Cost of revenue - Subscription Subscription gross margin Cost of revenue - Services $ Services gross margin Gross profit Total gross margin Research and development Sales and marketing General and administrative (Loss) income from operations Operating margin Net (loss) income Net (loss) income per share, basic Net (loss) income per share, diluted (¹) $ GAAP 25,457 88% 19,516 14% 191,084 81% 70,785 110,257 42,895 (32,853) (14)% (33,205) (0.11) (0.11) $ $ Stock-based compensation expense (4,162) 2% (2,518) 11% 6,680 3% (22,506) (16,024) (13,339) 58,549 25% 58,549 0.20 0.20 Amortization of acquired intangible assets (2,058) $ $ (1) See below for a reconciliation of weighted-average shares outstanding used to calculate non-GAAP net income per share 1% -% 2,058 1% (16,725) 18,783 8% 18,783 0.06 0.06 $ $ Non-GAAP 19,237 91% 16,998 25% 199,822 85% 48,279 77,508 29,556 44,479 19% 44,127 0.15 0.15#33Cloudera, Inc. Three Months Ended July 31, 2020 GAAP Results Reconciled to Non-GAAP Results (in thousands, except percentage and per share amounts) (unaudited) Cost of revenue - Subscription Subscription gross margin Cost of revenue - Services Services gross margin Gross profit Total gross margin Research and development Sales and marketing General and administrative (Loss) income from operations Operating margin Net (loss) income $ Net (loss) income per share, basic Net (loss) income per share, diluted (1) $ GAAP 27,929 85% 21,710 5% 164,697 77% 62,304 105,760 33,167 (36,534) (17)% (35,997) (0.12) (0.12) Stock-based compensation $ $ expense (3,684) 2% (3,004) 13% 6,688 3% (17,057) (14,031) (8,841) 46,617 22% 46,617 0.15 0.15 Amortization of acquired intangible assets (3,080) $ $ (1) See below for a reconciliation of weighted-average shares outstanding used to calculate non-GAAP net income per share 2% -% 3,080 1% (16,596) 19,676 9% 19,676 0.07 0.07 $ $ Non-GAAP 21,165 89% 18,706 18% 174,465 81% 45,247 75,133 24,326 29,759 14% 30,296 0.10 0.10#34Cloudera, Inc. Reconciliation of weighted-average shares used for non-GAAP net income per share (in thousands) (unaudited) Weighted-average shares, basic Effect of dilutive securities: Stock options, unvested restricted stock units and ESPP Weighted-average shares, diluted Three Months Ended July 31, 2021 2020 294,330 9,790 304,120 300,103 12,592 312,695