#1CLOUDERA CORPORATE OVERVIEW December 2020#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, and our "Business Outlook" for our fourth quarter of fiscal 2021 and our full year fiscal 2021 operating results. 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 all 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 December 3, 2020, 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 October 31, 2020. 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 Ⓒ2020 Cloudera, Inc. All rights reserved. 2#3INVESTMENT HIGHLIGHTS $756M 91% Q3 FY21 ARR 12% Annualized Recurring Revenue (ARR) Y/Y Growth Notes: 1. 179 Customers $1M+ Software ARR 2. Gross Margin Q3 FY21 Non-GAAP Subscription Gross Margin 23% Operating Margin Q3 FY21 Non-GAAP Operating Margin Annualized value of all 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. CLOUDERA Customers > $1M-Q1 FY20 to Q3 FY21: 138, 138, 145, 154, 164, 172, 179 • 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 Ⓒ2020 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 Ⓒ2020 Cloudera, Inc. All rights reserved. 4#5NEWS Headlines • Cloudera Machine Learning recognized as a Leader • CDP Data Engineering on AWS • CDP Data Visualization • Acquired Eventador, a leader in SQL streaming Next up • CDP Operational Database GA CLOUDERA 111 Breaking news! LUT 11 Ⓒ2020 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 Ⓒ2020 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 Ⓒ2020 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 etwork 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) Ⓒ2020 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 ● ● ● ● Ⓒ2020 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 © 2019 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 © 2020 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 © 2020 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 Ⓒ2020 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 COMMODITY INFRASTRUCTURE 333333333 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) 電電電電電電電 COMMODITY INFRASTRUCTURE 888888888 Machine Learning 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) © 2020 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 TUT 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 9 DO-O Base Cluster CDP Private Cloud Data Science Workbench * Expected to be available in FY22 © 2020 Cloudera, Inc. All rights reserved. 15#16CLOUDERA DATA PLATFORM CDP manages and secures the data lifecycle in any cloud or datacenter SECURE THE DATA CLOUD Ensure consistent data security, governance, lineage and control, optimized for any cloud CLOUDERA OUTPERFORM SHADOW IT Deliver cloud native data services and agility the business wants without putting the business at risk ENABLE CLOUD EVERYWHERE Accelerate adoption of cloud native data services for private, hybrid and public cloud CONNECT THE DATA LIFECYCLE Collect, enrich, report, serve and model enterprise data for any business use case in any cloud BUILD AN AI FACTORY Industrialize Al to automate, secure and standardize data-driven decision making Ⓒ2020 Cloudera, Inc. All rights reserved. 16#17CLOUDERA DATA PLATFORM THE POWER OF "AND" CLOUDERA Management Console Dashboard Amir G 2x User Management Data Hub Clusters Data Warehouses ML Workspaces Classe Clusters Dashboard CLOUDERA • Private and public cloud Multi-cloud and multi-function Simple to use and secure by design Manual and automated Open and extensible For data engineers and data scientists Ⓒ2020 Cloudera, Inc. All rights reserved. 17#18CLOUDERA DATA PLATFORM • View one pane of glass across hybrid and multi-clouds • Scale to petabytes of data and 1,000s of diverse users Control cloud costs with auto scale, suspend and resume • Optimize workloads based on analytics and machine learning • Inspect data lineage across clouds and clusters CLOUDERA DATA CENTER & PRIVATE CLOUD Q CLOUDERA SDX DOD 0 DATA HUB HYBRID CLOUD DATA FLOW & STREAMING METADATA/SCHEMA/MIGRATION SECURITY GOVERNANCE DATA DATA ENGINEERING WAREHOUSE MULTI PUBLIC CLOUD CLOUDERA RUNTIME OPERATIONAL DATABASE MACHINE LEARNING [10][0] » CONTROL PLANE DATA CATALOG REPLICATION MANAGER 11 WORKLOAD MANAGER MANAGEMENT CONSOLE Ⓒ2020 Cloudera, Inc. All rights reserved. 18#19CLOUDERA DATA PLATFORM An Enterprise Data Cloud for any data, anywhere, from the Edge to Al CONTROL PLANE ● Single-pane of glass View and manage across public and private cloud Manage upgrades from current HDP and CDH platforms CLOUDERA EXPERIENCES 5 analytic workloads ● ● ● Containerized services Easy, self-service consumption Faster expansions OPEN SOURCE ● ● ● Complete, familiar open source software For IT & complex requirements Flexibility, control and customization Protects renewals SDX ● One model for security, governance & metadata Different users and workloads work on same data Key for de-coupled compute & storage MULTI & HYBRID 2 public clouds, private and hybrid Support the clouds customers want Workload portability Expands market Ⓒ2020 Cloudera, Inc. All rights reserved. 19#20ONE PLATFORM - TWO FORM FACTORS Common architecture, operations and analytics experiences for private and public cloud CDP Private Cloud CLOUDERA Experiences Analytics & Control Plane K8S Containers - OCP, OKE, etc. Base Storage & SDX Bare Metal Servers Experiences Analytics & Control Plane K8S Containers - EKS, AKS, etc. Base Storage & SDX Virtual Servers CDP Public Cloud Ⓒ2020 Cloudera, Inc. All rights reserved. 20#21CDP HYBRID CLOUD Consistent operations and analytics experiences across private and public clouds CDP Private Cloud CLOUDERA Ž DF Analytic Experiences DE MANAGEMENT CONSOLE DATA CATALOG | REPLICATION MANAGER | WORKLOAD MANAGER DW OD K8S Containers - OCP, OKE, etc. Base FILE & OBJECT STORE HDFS | OZONE Bare Metal Servers ML BASE CLUSTER SDX Analytic Experiences ę DF DE DW OD ML K8S Containers - EKS, AKS, etc. OBJECT STORE Base S3 | ADLS Virtual Servers DATA HUB CDP Public Cloud Ⓒ2020 Cloudera, Inc. All rights reserved. 21#22CDP PRIVATE CLOUD Cloud-native architecture with containerized Experiences and Base cluster foundation Admin and user experience is consistent across CDP Private & CDP Public for true hybrid cloud CLOUDERA CDP Private Cloud Analytic Experiences MANAGEMENT DATA CONSOLE CATALOG DF DE DW OD ML Base REPLICATION MANAGER K8S Containers - OCP, OKE, etc. SDX FILE & OBJECT STORE WORKLOAD MANAGER HDFS | OZONE Bare Metal Servers DO-D BASE CLUSTER Analytic Experiences • 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 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 Ⓒ2020 Cloudera, Inc. All rights reserved. 22#23HYBRID 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 Ⓒ2020 Cloudera, Inc. All rights reserved. 23#24ENTERPRISES 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 Ⓒ2020 Cloudera, Inc. All rights reserved. 24#25CDP PUBLIC CLOUD Cloud-native architecture with containerized Experiences and Base cluster foundation Admin and user experience is consistent across CDP Private & CDP Public for true hybrid cloud CLOUDERA CDP Public Cloud Analytic Experiences MANAGEMENT DATA CONSOLE CATALOG DF DE OBJECT STORE REPLICATION MANAGER DW OD ML K8S Containers - EKS, AKS, etc. Base SDX WORKLOAD MANAGER S3 | ADLS Virtual Servers 0-0-0 O DATA HUB Analytic Experiences • 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 Base 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 © 2020 Cloudera, Inc. All rights reserved. 25#26KEY PUBLIC AND PRIVATE CLOUD SERVICES S Machine Learning Data Engineering Data Visualization Q -O-Data Hub d 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 Ⓒ2020 Cloudera, Inc. All rights reserved. 26#27MACHINE LEARNING FOR THE ENTERPRISE • Open platform • Open algorithms • Team collaboration • Enterprise ready • Runs anywhere CLOUDERA DATA APPS PRODUCTION EXPLORATORY ANALYSIS COMPUTE STORAGE SOLUTIONS | USE CASES | UX DATA SCIENCE WORKBENCH DATA SCIENCE WORKBENCH S3 SPARK | IMPALA GPUs | CPUs CLOUD ADLS ON-PREMISES HDFS KUDU ALGORITHMS OPEN SOURCE & VENDOR ECOSYSTEM Ⓒ2020 Cloudera, Inc. All rights reserved. 27#28The 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 Ⓒ2020 Cloudera, Inc. All rights reserved. 28#29CLOUDERA DATAFLOW Real-time streaming analytics and data management EDGE MANAGEMENT Edge data collection, routing and monitoring, featuring MiNiFi CLOUDERA FLOW MANAGEMENT Enterprise data ingestion, transformation and enrichment, featuring Apache NiFi STREAM MANAGEMENT Real-time stream processing, messaging & replication at loT scale, featuring Apache Kafka STREAMING ANALYTICS Predictive analytics and real-time insights, featuring Apache Flink Simplifies building streaming apps with analytics for the real-time data lifecycle Ⓒ2020 Cloudera, Inc. All rights reserved. 29#30CDP DATA ENGINEERING Quickly orchestrate, automate, and optimize complex data pipelines for analytic excellence Stage-12 on DAG: ingestion-ETL-job-1 ●Graph View Tree View Bil Refresh ingestion-ETL-job-1 Toggle wrap CLOUDERA 2 from datetime isport 4 9 30 Delete 6 = { 'Airflow depends on past" 'wait for downstre 11 12 13 14 from dateutil import perser from airflow import D from cde_job_run_oper Ther start_date': part 'end_date': parse Thon3f710f 'connection_id': job_name': inge 'user': 'sahradia 'ingestion-ETL-10 T OPTk12sompared with Ange CPU for the Task Duration 40M Task Tries * Landing Times Applications/ETU-jobs/163 **** PART Gantt Details + Code 3420120EN 33.5MB Securely deliver quality datasets everywhere Managed, serverless Spark on Kubernetes with zero set up time Native Apache Airflow orchestration for streamlined pipeline automation Visual performance profiling for fast pipeline troubleshooting & optimization Rich APIs to automate and integrate with existing workflows like CI/CD pipelines Ⓒ2020 Cloudera, Inc. All rights reserved. 30#31CLOUDERA DATA WAREHOUSE Cloud data warehouse with a scale-up architecture that handles 50PB and 1,000+ users CDP Public Cloud DW experience Cloud-native service Runs on AWS or Azure container services Single-service cluster (Impala or Hive LLAP) Auto: resume / suspend/ resize (scale) Shared data and catalog with other CDP experiences CLOUDERA CDP Private Cloud Plus Cloud-native service Runs in Red Hat OCP containers Distro form-factor Deployed on AWS or Azure VMs via control plane Pre-configured cluster definition (Data Mart) with Hue, Impala Multi-tenant service model Shared data and catalog with other CDP experiences Top use cases: optimize EDW, Operations & Events (IoT) DW, and Research & Discovery DW Single-service cluster (Impala or Hive LLAP) Auto: resume / suspend / resize (scale) CDP Public Cloud Data Hub Shared data and catalog with other CDP experiences CDP Private Cloud Base Distro form-factor Deployed to bare metal Cloudera Manager driven install & operations Multi-tenant service model Best of both CDH/HDP (Formerly CDP Data Center) © 2020 Cloudera, Inc. All rights reserved. 31#32CDP DATA VISUALIZATION Easily explore data and share explainable insights through rich, interactive visualizations CLOUDERA IRA MARKET ANALYSIS Mching Vi Mar Ⓒmapbox Tex A Sam Valley Thousand Oaks Correlation of colon aggression CLOUDERA 3.45 2.10 4.85 S Tarina Correlation-acceleration strake replacement $500k 9900 Real-time custom dashboards native in CDP Intuitive drag & drop Ul with over 30 visual types and custom extensions Built-in visual recommendations and natural language search Easily build explainable predictive dashboards directly from machine learning models Fast, self-service reporting accessible to everyone across the data lifecycle Ⓒ2020 Cloudera, Inc. All rights reserved. 32#33CDP OPERATIONAL DATABASE Cloud-native, easy-to-use database for faster development of business critical applications Provision a new database within minutes Eliminate management complexity with auto-scale, auto-tune and auto-heal Achieve high resilience with consistent writes and reads Attain near-infinite scalability with HBase Future-proof apps with flexible schema design Easily integrate with other CDP services to maintain consistent security and governance CLOUDERA Ⓒ2020 Cloudera, Inc. All rights reserved. 33#34CDP DATA HUB Data lifecycle management cloud service for building custom data-driven applications M M Enviaments List Cluster Templates pm-dataeng2 Data Hubeidatang2 Event History aws Dronment Details Service Evints 21-Sch 11110 CLOUDERA 323-y g 11/33/20, 08:43 AM P 147 + s BEBAN s! 722 122-lag Apache park, Apache wand Ove award 123722575 Simpler "traditional" big data service, built for flexibility, performance and control Manage workloads including streaming, ETL, data marts, operational databases and machine learning Easily provision clusters with pre-set templates or customize multi-function analytic workloads Powered by Cloudera Runtime: integrated open source technologies including Apache Spark, Hive, Impala, HBase, NiFi, Kafka, Flink & more Ⓒ2020 Cloudera, Inc. All rights reserved. 34#35CLOUDERA SHARED DATA EXPERIENCE Common security, governance and metadata management from the Edge to Al CLOUDERA SDX DATA CENTER & PRIVAT CLOUD CLOUDERA SDX D 0-0-0 D DATA HUB 3000 HYBRID CLOUD METADATA/SCHEMA/ MIGRATION SECURITY / GOVERNANCE DATA FLOW & DATA DATA STREAMING ENGINEERING WAREHOUSE CLOUDERA MULTI PUBLIC CLOUD CLOUDERA RUNTIME OPERATIONAL MACHINE DATABASE LEARNING CONTROL PLANE E PATA CATALOO m REPLICATION MANAGER WORD MANAGEMENT CONSOLE Security: protects sensitive data with consistent controls for both transient and recurring workloads Governance: enables safe self-service access to all relevant data and increases compliance Catalog: defines and preserves structure and business context of data for new applications and partner solutions Data lifecycle: aggregates a single copy of all data, provides disaster recovery and data migration services Simplifies development and deployment of multi-function applications in the cloud without sacrificing centralized security, governance, and metadata management © 2020 Cloudera, Inc. All rights reserved. 35#36LEADING 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 PHARMA TECHNOLOGY © 2020 Cloudera, Inc. All rights reserved. 36#37KEY INDUSTRY VERTICALS & USE CASES USE CASES CUSTOMERS CLOUDERA ● BANKING • Anti-money laundering Spend analytics Fraud detection ● 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 (IoT) • Genomics research ● ● ● HEALTHCARE / PHARMA ● Regulatory compliance GlaxoSmithKline Symphony Health Sharp Healthcare . e Predictive maintenance (loT) • Supply chain optimization Remote monitoring ● 4 ● 00000 MANUFACTURING Navistar Faurecia Sikorsky Ⓒ2020 Cloudera, Inc. All rights reserved. 37#38PARTNER 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) alik Q + ableau IBM Cloud IBM Microsoft Azure SYSTEM INTEGRATORS accenture Atos Capgemini wipro) redhat CISCO Cognizant Deloitte. TATA Ⓒ2020 Cloudera, Inc. All rights reserved. 38#39BENEFITTING FROM MULTIPLE GROWTH VECTORS CLOUDERA EXPAND LAND | 0.o.o New use cases New products Cloud Partner leverage (()) Explosion of data International growth New logos OSS market seeding Ⓒ2020 Cloudera, Inc. All rights reserved. 39#40CLOUDERA LEADERSHIP TEAM CLOUDERA Robert Bearden President & Chief Executive Officer Scott Aronson Chief Revenue Officer Bob Mahan Chief Human Resources Officer Jim Frankola Chief Financial Officer Arun C. Murthy Chief Product Officer Mick Hollison Chief Marketing Officer Sarah Shin Chief Diversity Officer David Howard Chief Legal Officer Anupam Singh Chief Customer Officer Ⓒ2020 Cloudera, Inc. All rights reserved. 40#41Cloudera, Inc. Three Months Ended October 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 25,243 87 % 16,804 18 % 175,852 81 % 56,306 97,952 33,923 (12,329) (6) % (13,945) (0.04) (0.04) $ $ Stock-based compensation expense (3,384) 2% (2,372) 12 % 5,756 3% (16,372) (11,806) (7,922) 41,856 19 % 41,856 0.13 0.13 Amortization of acquired intangible assets $ $ (3,144) $ 2% 3,144 (16,605) 1% 19,749 (¹) See below for a reconciliation of weighted-average shares outstanding used to calculate non-GAAP net income per share % 19,749 0.06 0.06 9% $ Non-GAAP 18,715 91% 14,432 30 % 184,752 85 % 39,934 69,541 26,001 49,276 23 % 47,660 0.15 0.15#42Cloudera, Inc. Three Months Ended October 31, 2019 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 from operations Operating margin Net loss Net loss per share, basic and diluted $ $ GAAP 30,224 82% 27,404 13 % 140,664 71% 66,657 117,783 38,691 (82,467) (42) % (82,122) (0.29) $ $ Stock-based compensation expense (4,306) 3% (4,620) 15 % 8,926 5 % (19,697) (17,400) (8,191) 54,214 27 % 54,214 0.19 Amortization of acquired intangible assets $ $ (2,761) 2% 2,761 1% (17,264) 20,025 % 10% 20,025 0.07 $ $ Non-GAAP 23,157 86% 22,784 27 % 152,351 77 % 46,960 83,119 30,500 (8,228) (4) % (7,883) (0.03)#43Cloudera, 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 October 31, 2020 2019 311,009 7,647 318,656 283,267 283,267