#1CONFLUENT INVESTOR SESSION Welcome! The program will begin momentarily October 4, 2022 Current 2022 | THE NEXT GENERATION OF KAFKA SUMMIT#2Forward-Looking Statements This presentation and the accompanying oral presentation (together, the "presentation") contain forward-looking statements including, among other things, statements regarding our business, strategy, customers, technology, market opportunity, products, growth, and our overall future prospects. The words "believe," "may," "will," "estimate," "continue," "anticipate," "intend," "expect," "seek," "plan," "project," "target," "looking ahead," "look to," "move into," and similar expressions are intended to identify forward-looking statements. Forward-looking statements represent our current beliefs, estimates and assumptions only as of the date of this presentation and information contained in this presentation should not be relied upon as representing our beliefs, estimates and assumptions as of any subsequent date. These forward-looking statements are subject to risks, uncertainties, and assumptions. If the risks materialize or assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements. Risks include, but are not limited to: (i) the impact of the ongoing COVID-19 pandemic on our business, as well as our customers, prospects, partners, and service providers, (ii) our ability to sustain and manage our rapid growth, (iii) our limited operating history, (iv) our ability to attract new customers and retain and sell additional features and services to our existing customers, (v) our ability to increase consumption of our offering, including by existing customers and through the acquisition of new customers, and successfully add new features and functionality to our offering, (vi) our ability to achieve or sustain profitability and improve margins annually or at all, (vii) the estimated addressable market opportunity for our offering, (viii) our ability to compete effectively in an increasingly competitive market, including achieving market acceptance over competitors and open source alternatives, (ix) our ability to successfully execute our go-to-market strategy and initiatives, (x) our ability to attract and retain highly qualified personnel, (xi) breaches in our security measures or unauthorized access to our platform, our data, or our customers' or other users' personal data, (xii) our reliance on third-party cloud-based infrastructure to host Confluent Cloud, (xiii) inflationary conditions, economic uncertainty, recessionary risks, and exchange rate fluctuations, which may result in customer pullback in information technology spending, lengthening of sales cycles, reduced contract sizes, reduced consumption of Confluent Cloud or customer preference for open source alternatives and (ix) general market, political, economic, and business conditions. These risks are not exhaustive. Further information on these and other risks that could affect Confluent's results is included in our filings with the Securities and Exchange Commission ("SEC"), including our Quarterly Report on Form 10-Q for the quarter ended June 30, 2022, and our future reports that we may file from time to time with the SEC. Confluent assumes no obligation to, and does not currently intend to, update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.#3Data in Motion Video GOVERNMENT FINANCIAL SHOR HEALTH CARE TRANSPORTATION AUTOMOTIV TRAVEL AND LOGISTICS TECHNOLOGY GAMING MANUFACTURING 3#4CONFLUENT INVESTOR SESSION Opening Remarks Steffan Tomlinson, Chief Financial Officer Current 2022 | THE NEXT GENERATION OF KAFKA SUMMIT#52:00-5:00 PM, CT The Data Streaming Era Our Market-Leading Data Streaming Platform Capturing Our Market Opportunity Break (10 Min) Executive Q&A Agenda Customer Discussion 5:00-6:00 PM, CT In-Person Cocktail Reception with Product Demos Jay Kreps, Co-Founder & CEO Chad Verbowski, SVP of Engineering Erica Schultz, President of Field Ops Management Team Stephanie Buscemi, CMO#6CONFLUENT INVESTOR SESSION Welcome to the Data Streaming Era Jay Kreps, Co-Founder & CEO Current 2022 | THE NEXT GENERATION OF KAFKA SUMMIT#79:41 Pharmacy Today Data Streaming in Today's Modern Economy ج ا... Pharmacy Rx Hi Jay, your prescription is ready at the pharmacy. Pls pick it up. Check out i.rx.com/eblg EoD for more details. Txt HELP for Help N#8Old World ...for productivity tools at the edges of a company Software is... New World ...a platform for directly transacting business#9Data at Rest Databases Slow, daily batch processing Simple, static real-time queries Legacy Data Movement Tools ETL/Data Integration Batch Expensive Time Consuming 000 Messaging - Difficult to Scale - No Persistence Data Loss No Replay 000 000 000 000/000/000 000/000/000 000 000 000#10百 日 口 日 口 品 的 四 口 日 日 口 D 田 元 للما 日 的 F#11A New Paradigm is Required for Data in Motion Continuously Process Streams of Data in Real-time A Sale 1 01 1.00 Real-time 10100 Data 010100110 1 0100 011 10 I A Trade A Shipment A Customer Experience * Rich Front-End Customer Experiences 00 1 0010 1 0110010 10 0010 1 110 01 Real-Time Backend Operations 11#12Central Nervous System A 12#13+100,000s organizations using Kafka Note: Numbers are as of Q2'22 ended June 30, 2022. Originally Created by the Founders of Confluent APACHE k kafka® >65,000 Kafka meetup members >41,000 Kafka meetup attendees >32,000 stack overflow questions >200 Kafka global meetup groups 13#14Top Fortune 500 Companies Use Kafka Á OUT OF zó 10 OUT 10 OF Retail * 10 OUT 10 OF Technology 10 Banking 10 10 OUT OF 10 Healthcare 10 OUT OF Note: Top company count by industry and >75% are calculated using the 2022 Fortune 500 list, released in August 2022. 10 Insurance 9 OUT 10 OF Auto & Trans. >75% Fortune 500 Companies Estimated to be Using Kafka 10 OUT 10 OF Entertainment 7 о OUT OF Teleco 8 14#15Top Fortune 500 Companies Are Moving to Confluent zo A 8 OUT 10 OF Retail * OUT OF Technology 6 10 10 4 OUT OF 10 Banking + OUT OF 10 Healthcare 9 10 OUT OF Note: Confluent customer counts by Fortune 500 top industry and 34% are as of Q2'22 ended June 30, 2022, using the 2021 Fortune 500 list. As of the end of Confluent's Q2'22, the 2022 Fortune 500 list was not available. Insurance 6 OUT 10 OF Auto & Trans. 34% Fortune 500 Companies Are Using Confluent 6 OUT 10 OF Entertainment 5 о OUT OF Teleco 8 15#16Confluent is on a Mission to Set Data in Motion#17Major New Platform Around Data in Motion#18Zzoominfo JFrog ORACLE The New Data Infrastructure Category ORACLE IBM >bmc HashiCorp hp CISCO Data Analytics & Warehousing / OLAP Google Big Query snowflake teradata. amazon REDSHIFT SAP Pivotal databricks Microsoft Applications CLOUDFLARE vmware Developer Tools Data Infrastructure Data in Motion .monday.com CONFLUENT Infrastructure salesforce GitLab A Amplitude servicenow workday. A ATLASSIAN Google new relic MongoDB. ORACLE DATADOG Databases / DBaaS / OLTP amazon DynamoDB redis technologies Microsoft samsara Azure Cosmos DB aws 18#19|||||| CISCO ORACLE A Amplitude Confluent is Becoming the Central Nervous System of the Modern Technology Stack snowflake samsara- IBM Pivotal Microsoft SAP CLOUDFLARE teradata. databricks vmware® salesforce GitLab servicenow MongoDB. ORACLE — Google SES. DATADOG A ATLASSIAN Google Big Query Microsoft workday. ca technologies redislabs HOME OF REDIS aws 19#20Open Source Open Source Apache Kafka 8 Our Product Advantage Real-time Data Integration Elastic aws CONFLUENT Stream Processing Enterprise Security & Governance Infinite Multi-cloud SaaS & Private Cloud Microsoft Azure Built and supported by the Original Creators of Apache kafkaⓇ ...100s more features Resilient Complete: Go way beyond Kafka to build real-time apps quickly, reliably and securely Cloud-Native: Kafka fully managed and re- architected to harness the power of Cloud Everywhere: Flexible deployment options, across clouds and on- premises that sync in real-time 20#21Confluent Cloud Maximizes Our Customers' ROI with Reduced TCO and Accelerated Time-to-Value Better Frees up talent to move up the stack Confluent enables talented and experienced engineers out of operational toil and into how the data is used to drive new use cases Faster Accelerated time-to-value Customers can deploy and scale Kafka within 1 week of starting with Confluent Cheaper Reduced total cost of ownership Our customers operate significantly more efficiently with reduced infra costs, maintenance demands / overhead, and downtime risk 21#22Forrester Total Economic Impact Study LOWER TOTAL COST OF OWNERSHIP $2.5M DEVELOPMENT & OPERATIONS SAVINGS $1.4M 6 SCALABILITY & INFRASTRUCTURE SAVINGS $1.1M Note: Forrester's Total Economic Impact study was commissioned by Confluent. RETURN ON INVESTMENT 257% A payback period of less than six months 22#23Large Market Opportunity#24Technologist View of Our 2025 Addressable Market Online Transaction Processing(1) aws MongoDB. Google ■ Microsoft 2025 Market Size $110B(2) Data Streaming Leader CONFLUENT 2025 Opportunity $100B(4) (1) Vendors shown above have product capabilities that span both operational and analytical categories, above illustration based on common usage patterns (2) IDC Forecast: Worldwide Database Management Systems Software Forecast Update, 2022-2026. Published August 2022. Olofson, Carl (3) IDC Forecast: Worldwide Big Data and Analytics Software Forecast, 2021-2025. Published August 2022. Vesset, Gopal, Huo, Bond, Olofson, Machado, et al. (4) Confluent's 2025 opportunity is based on internal estimates tied to our current product offering and planned product roadmap, and based on Gartner market data. Analytical Tools and Data Warehousing(1) snowflake databricks aws Google - ‒‒ Microsoft 2025 Market Size $152B(3) 24#25Bottoms-up View of Our 2022 Addressable Market Number of Companies(¹) Estimated Average ARR per Company(2) Fortune 500 500 $10M+ (1) Source: Capital IQ. (2) Estimates based on evaluation of spending patterns across Confluent's customer base. Enterprise (LTM Revenue >$1B) -29,000 $1M+ $60B+ Commercial - Mid Market (LTM Revenue: $50M- $1B) -300,000 $100K+ 25#26A New Data Category, A Large Market Opportunity 2022 Total Addressable Market (TAM) $60B(²) 2022-2025 TAM Growth (3) 19% CAGR Addressed by Kafka and Cluster Linking (1) $37B Application Infrastructu & Middleware $9B Database $10B Analytics Platforms $5B Data Mgmt Represent 73% of the $50B application infrastructure & middleware market Represent 10% of the $92B database management market Represent 30% of the $32B analytics platform market Represent 50% of the $10B data management market Addressed by ksqlDB pull queries and Kafka Storage Addressed by ksqlDB push queries, Connect SMTs, and Stream Designer Addressed by Connectors and Stream Governance $60B 2022 (1) Market size based on Gartner estimates from Forecast: Enterprise Infrastructure Software, Worldwide, 2020-2026, 2022 Update. Published 30 June 2022. Arunasree Cheparthi et al. Forecast Analysis: Enterprise Application Software, Worldwide. Published 3 August 2022. Amarendra et al. (2) Confluent product share based on internal analysis of use cases in each Gartner market category addressable with generally available Confluent products (3) Confluent TAM based on estimated share of each Gartner market from 2022 to 2025, which is tied to our current product offering and planned product roadmap $100B 2025 26#27citi KeyBank Financial Services Goldman Sachs ING. AFFIN HWANG CAPITAL Asset Management Morgan Stanley RBC bank btpn PNC Wealthsimple Consumer & Retail ant Our Proven Success Across Industries SGX= Nationwide Building Society EURONEXT DEPOT HOME Walmart Boden MIGROS Shiptů Sainsbury's s.Oliver DICK'S PIC SPORTING GOODS nuuly ao.com Nic Domino's Technology DSquare ebay Q2 bank PayPal Care.com judo optimove WIX *instacart V Viewpoint. homepoint snagajob 10x Robinhood Automotive & Transportation Advance Auto Parts BMW GROUP DriveTime Lufthansa DriveCentric DB Communications & Media Telefónica sky ticketmaster NETFLIX Intrado TiVo alight 8x8 dish Healthcare BHG RECURSION surescripts Manufacturing BAADER BOSCH ENGEL Amway RODAN+FIELDS GENERALI Insurance Humana ge Ladder Vitality CENTENEⓇ Corporation 27#28D 1 Teleco Drive analytics & streamline operations Healthcare Provide patients better choices & doctors better insight Banking Combat fraud & remain competitive Automotive Amplify vehicle intelligence & safety Common in All Industries Infrastructure Use Cases 5G Networks Connected Health Records Capital Management Advanced Navigation Use Cases Across Industries Data Pipelines Data Security Data Confidentiality & Accessibility Early-On Fraud Detection Environmental Factor Processing Hybrid Cloud Integration Product Development & Introduction Dynamic Staff Allocation Optimization Market Risk Recognition & Investigation Fleet Management Microservices Sentiment Analysis Integrated Treatment Preventive Regulatory Scanning Predictive Maintenance Security and Fraud IOT Integration Proactive Patient Care Real-Time What- If Analysis Threat Detection & Real-Time Response Customer 360 Systems of Scale for High Traffic Periods Real-Time Monitoring Trade Flow Monitoring Traffic Distribution Optimization Streaming ETL 28#29Empowering Endless Possibilities for Applications and Use Cases Product Development & Introduction Teleco Drive analytics and streamline operations 5G Network Migration to the Cloud Dynamic Sales Prediction Model Legacy IT Modernization Edge Computing Automating Operations Data Security Fraud Detection & Analysis Regulatory Reporting & Compliance Customer Dispute Resolution Real-time Network Monitoring Response Monitoring Predictive/Preventative Maintenance Product Quality Monitoring Efficiency/Waste Reduction Logistics Telemetry Real-Time Collaboration Across Teams Sentiment Analysis Customer Data Aggregation Intelligence Visualization & Transformation Machine Learning Training Real-Time Associate feedback Responsive Model Correction 29#30RE#31VALUE Confluent Accelerates the Data in Motion Journey Experimentation / Early Interest 1 Early Production Usage 2 Projects Mission Critical, But Disconnected Use Cases 3 Mission Critical Cross-Company Platform Platforms Central Nervous System 5 INVESTMENT & TIME 31#32口 Web Custom Apps Microservices Monitoring Network Effects Drive Further Expansion Applications Bring Data In Motion Analytics ...and more Data In Motion Brings New Applications any source NoSQL Oracle any destination Mainframes Salesforce Marketo Twitter AWS, Azure, GCP Data Warehouse ddd 32#33Hybrid- & Multi- Cloud Data Flow Customer Data & Personalization Opportunities Up the Stack with New Product Lines and Capabilities Internet of Things Streaming ETL Data Warehouse Ingestion Real-Time Analytics Intercompany Data Exchange Mainframe Offload Confluent Data Streaming Platform Real-Time Logistics Cybersecurity 33#34Key Takeaways Data streaming represents a genuine new paradigm in data processing On track to lead a major data category addressing a $60B TAM Confluent is a deeply differentiated data streaming platform with a compelling ROI Unique expansion driven by network effects within and across companies Additional growth opportunities as we productize use cases up the stack#35CONFLUENT INVESTOR SESSION Our Market-Leading Data Streaming Platform Chad Verbowski, SVP, Engineering Current 2022 | THE NEXT GENERATION OF KAFKA SUMMIT#36CONFLUENT 77 Chad Verbowski Senior Vice President Engineering Microsoft Azure Previously with G₂ Google BigQuery Azure SQL Data SQL Warehouse ebay bing Research 36#37Apps DB WW SaaS App LINE OF BUSINESS 01 Apps DB DB Data Warehouse Data Architecture App DB SaaS App DB Rigid, Complicated and Expensive W SaaS App DB Apps DB App Apps App DB DB App LINE OF BUSINESS 02 SaaS SaaS Apps Apps DB Has Become DB DB App App App DB SaaS DB App DB XX SaaS App DB PUBLIC CLOUD SaaS Apps DB SaaS DB DB App Data Warehouse DB Apps SaaS Apps DB App 37#38|||||| CISCO ORACLE AAmplitude Confluent is Becoming the Central Nervous System of the Modern Technology Stack snowflake samsara- IBM Pivotal Microsoft SAP CLOUDFLARE teradata. databricks vmware® salesforce GitLab servicenow MongoDB. ORACLE — Google SES. DATADOG A ATLASSIAN Google Big Query Microsoft workday. ca technologies redislabs HOME OF REDIS aws 38#39A Top 10 Bank in the U.S. Improving Customer Satisfaction through Real-Time Engagement Challenge: Assess suspicious account with accuracy and at the moment when it matters most with real-time fraud detection. Solution: Deploy Confluent to enable an event-driven architecture that underpins real-time fraud detection service that combines real-time account data with historical context. Results: Save $150/customer and greatly increased customer satisfaction by identifying activity in question and triggering real-time, actionable alerts. "We look at events as running our business. Business people within our organization want to be able to react to events-and oftentimes it's a combination of events." - VP of Streaming Data Engineering Account Current Account ****8388 $ 97,340.50 Transactions p 1 James H. # Fashion World Japan Express Transport B $500.00 Fresh Supermarket $1020.00 $560.00 16 $660.00 $560.00 ww 11 39#40The Confluent Product Advantage Cloud-Native Re-imagined Kafka experience for the Cloud Complete Enable developers to reliably & securely build next-gen apps faster Everywhere Be everywhere our customers want to be 40#41Cloud-Native Apache Kafka Re-architected for the Cloud Serverless • Elastic scaling up & down from 0 to GBps • Auto capacity mgmt, load balancing, and upgrades DevOps Automation • API-driven and/or point-and- click ops • Service portability & consistency across cloud providers and on-prem Infinite Storage • Store data cost-effectively at any scale without growing compute High Availability 99.99% SLA • Multi-region / AZ availability across cloud providers • Patches deployed in Confluent Cloud before Apache Kafka Network Flexibility Public, VPC, and Private Link • Seamlessly link across clouds and on-prem with Cluster Linking 41#42Provider managed features Confluent Cloud: The Only Fully Managed, Cloud-Native Kafka Service Apache Kafka In-house development and maintenance without support Scaling Load Balancing Monitoring Partition Placement Logical Storage Broker Settings Kafka Patching JVM O/S VMs Servers Months Other Kafka Services Manual operations with basic tooling and/or support Scaling Load Balancing Monitoring Partition Placement Logical Storage Broker Settings Kafka Patching JVM O/S VMs Servers Product ease of use Weeks Confluent Cloud Fully managed, elastic, and automated product capabilities with zero overhead Scaling Load Balancing Monitoring Partition Placement Logical Storage Broker Settings Kafka Patching JVM O/S VMs Servers Days Care.com "Offloading that day-to-day burden of operations has been a huge help. A lot of overall operations-type work gets offloaded when you move to Confluent Cloud... Where we're saving time now is on the DevOps side of maintenance of all those systems - patching underlying systems or upgrading (them) - those were big things to be able to offload." You Manage Provider Managed 42#43Serverless Kafka and Reduced TCO Never worry about servers or storage. Quickly scale or shrink your cluster with zero downtime. No more overprovisioning. Fit your cluster to match your workload, even throughout the day. Automated data balancing makes sure you get the most out of your cluster at all times. Cluster settings General Capacity CKU limits 2 CKUS Fixed limits Storage Partitions. Connection attempts Guidelines O *Ingress *Egress *Requests *Client connections. Security Cluster & Partition limits unlimited up to 9,000 up to 500/s -100 MB/s -300 MB/s -30,000/s -6,000 *Limits marked with an asterisk (*) are approximate values based on our benchmarking. Actual capacity subject to implementation and usage patterns. Learn more Cluster load 37% HI Adjust capacity See historical data for this metric 43#44THROUGHPUT AK capacity planning Confluent Cloud CKU capacity Actual throughput TIME 44#45Serverless Kafka Infinite Storage Infinite Storage lets you retain as much data as you want without worrying about cluster storage limits. Store as much as you need. Pay for only what you store. All managed with Kafka-native topic configs. Separate Compute (CKU) from Storage 8 Storage Storage 1.20PB- 600TB- OB 8:28 AM Storage 1.10PB Time 8:30:00 AM 45#46Downtime (mins / week) 12 10 8 6 4 2 O The smallest difference in SLA means exponentially more downtime for your customers SLA 99.9% 99.95% Cloud-hosted Kafka Services Have lower and/or incomplete SLAs that result in further operational burden on the user 99.99% Confluent Cloud Industry's best and most complete SLA 46#47BETTER THAN APACHE KAF KAⓇ See why Confluent Cloud is the only truly cloud-native service for Apache Kafka 47#48Complete Confluent Completes Apache Kafka Stream Governance Stream Designer Enterprise Security Connectors ksqlDB & Stream Processing Management & Monitoring 48#49We Make Connecting Sources and Destinations Easy mongoDB. & Atlas Azure Cosmos DB redis Microsoft® SQL Server JDBC MQTT Amazon DynamoDB Google Cloud Spanner Google BigTable APPDYNAMICS Azure Cognitive Search elastic ORACLE PostgreSQL MySQL hadoop RabbitMQ cassandra IBM MQ | splunk> DATADOG 120+ pre-built connectors O+ +0 ACTIVEMO Solace. servicenow. salesforce PagerDuty O Amazon Redshift Amazon S3 Azure Functions Cloud Pub/Sub snowflake Ⓡ Google BigQuery !! Google Cloud Storage databricks GitHub % zendesk Azure Synapse Analytics 10 01 Azure Blob Storage Azure Data Lake A 49#50KSQL at a Glance What is it? KSQL is Confluent's Declarative Language for working with streams and tables of data. All the key features of a modern streaming solution. Aggregations Windowing Event-Time Exactly-Once Semantics Joins Dual Query Support Out-of-Order Handling User-Defined Functions KSQL Compute CREATE TABLE active Promotions AS SELECT rideId, Kafka FROM locations GROUP BY rideId EMIT CHANGES og Storage qualifyPromotion (distanceToDst) AS promotion How does it work? It separates compute from storage, and scales elastically in a fault-tolerant manner. It remains highly available during disruption, even in the face of failure to a quorum of its servers. 50#51Reimagine Data Pipelines for the Streaming Era Announcing Stream Designer • Round trip Changes made in the UI are reflected in SQL and vice versa • Future-proof Easily add or replace data systems or edit stream processing logic without needing to rebuild pipelines • Troubleshoot View built-in alerts and pipeline validations for end-to-end testing • Security RBAC for pipelines on Stream Designer with enterprise-grade security CONFLUENT HOME > ENVIRONMENT CLUSTER ORDER > Components (2₂) Sink Connector Y 8 Join ¹0 Assets (2) Connector R Group By 9 # Table 86 Topic 59 Having # CONNECTOR Datagen TOPIC Users € <SQL> query 1 Y FILTER filter 1 pavi pageviews STREAMS pageviews 51#52Launching Stream Governance Advanced Enterprise-grade governance with point-in-time lineage insights, rich context cataloging, and globally available quality controls Where did data come from? Where is it going? Where, when, and how was it transformed? What is the current state of the stream? CONFLUENT HOME > ENVIRONMENTS > BIKESHARING-USA NEW YORK CITY > Last 10 minutes. Last 10 minutes Last 30 minutes Last 1 hour Last 4 hours Last 8 hours Last 12 hours Last 24 hours Single-click export of event streams to simplify audits and reporting Customize date and time > TOPIC DO station.clean Start time Sep 27, 2022 3:00 PM Select a date T W Th F 20 21 22 23 Select time <12:00 13:00 End time Sep 27, 2022 Now S S M 24 25 26 14:00 15:00 16:00 Cancel T 17:00> Apply K Stream 2 CONNECTOR Object...e (backup) KSTREAMS APP branch-...ion-status Stream 3 See all streams Hide internal topics OL 00 TOPIC out of service TOPIC OL DO active 52 q#53Everywhere Seamlessly Connect Data and Apps Everywhere They Reside Public Cloud Leverage a fully managed service with Confluent Cloud across AWS, GCP, and Azure Private Cloud & On-Prem Deploy on premises with Confluent Platform on Kubernetes, VMS, or bare metal Hybrid Cloud & Multicloud Seamlessly build a persistent bridge from datacenter to cloud and across clouds with Cluster Linking 1 Microsoft Azure aws 53#54Build Real-time Data Mesh with Cluster Linking Cluster Linking provides an easy-to-use, secure, and cost-effective geo-replication solution to seamlessly and reliably bridge clusters across your cloud and on-prem environments • Real-time data bridge Securely connect applications and data systems across regions, hybrid cloud & multicloud in real time • Simple cluster migrations Facilitate smooth migrations to Confluent with no data loss and minimal downtime • Multi-region HA/DR Create a DR strategy to stay available during a regional outage or disaster • Share data, aggregate data, and more Cluster Linking's operational simplicity solves for many use cases 1 Microsoft Azure aws 54#55Demo - Cloud Native | Complete | Everywhere Real-time data events Kafka clients, connectors, REST Connect data silos 120+ connectors Real-time data experiences Stream processing & pipelines Real-time data governance Stream quality, catalog & lineage Share everywhere Hybrid/Multicloud 0 9 O Custom Apps Legacy Apps SAP ORACLE SaaS Apps wider Databases mong Data Warehouses AWS, Azure, GCP Google Cloud Legacy Infra/Mainframes IEM welz @ 09 o 8₂ Q 000 0₂0 ES do O O OFO QO Custom Apps D Q Legacy Apps splunk> M Saas Apps Databases ORACLE O Data Warehouses teada → Zde servic AWS, Azure, GCP A Anure aws Legacy Infra /Mainframes solace TIBCO 8 55 0 A B#56CONFLUENT HOME ENVIRONMENTS SHARING-USA NEW YORK CITY TOPIC station.clean Qartal Menahin St &Centralve Centrale & Woodbine St Centrale & Wereld St Centrale & St Centrale & Mot Centralive & Himrod St Centrale & Flushing Ave Centrale & Decatur Centralive & Covert St 7A&Central South Stream 3 CONNECTOR Object...e (backup) KKSTREAMS APP branch-...ion-status. Hide internal topics QStream Catalog CONFLUENT QAR Topics LEARN Recent 4 11 D 1 10 1 Product Demo C BIKESHARING-USA LKC-2MMO bike Topik This topic contains events for all the bike rides in NYC with latitude, longitude, bike id, etc. Because this data ontains the precise location of the user on a bike, it's considered sensitive data. Sensitive ChiBike BikesData BIKESHARING-USA AVAILABILITY RATE-VALUE (.. SCHEMA ID: 100000 (UNTITLED) CAPACITY Private Public SensitivePl MISCDEMOS STATION-STATUS-HIGH-QUALI SCHEMA ID: 100351 STATION STATUS station manager contact The station manager phone number that is on call Pc Sensitive MISODEMOS SALES (VERSION) SCHEMA ID: 100365 SALES customerName Schild Private Sensitive MISCDEMOS STOCKS-VALUE (VERSION 2) SCHEMA ID: 100357 STOCKTRADE side A simulated trade side buy or sell or short) Sensitive CONFLUENT HOME ENVIRONMENTS BIKESHANG-USA NEW YORK CITY TORICS Cluster Overview Dashboard Networking API Keys Cluster Settings Stream Lineage Stream Designer Topics k Clients Schema Registry Cuando Support bike Overview Messages Production 206 Bytes per second Configuration Consumption 1.00K Bytes per second I See in Streamlineage Description This topic contains events for all the bike ndes in NYC with bude longitude beid, etc Because this data contains the precise location of the user on a be considered sensitive date Tags Contact Person AME lancebkesharing.com Tears Data Serative mechanics mak [email protected] mechanics-people Add business metadata Mack Date created Sep 27 2022 123 FM Date modified Sep 27 2022 1:36 PM 1 week Retention sa infinite Number of partitions 56#57Key Takeaways Our market-leading platform provides the central nervous system for data in motion Confluent is not just 10x better than Kafka, the de facto standard of data streaming Confluent also drives significantly lower total cost of ownership than Kafka Stream Designer and Governance expand our addressable users and up-the-stack use cases#58CONFLUENT INVESTOR SESSION Capturing Our Market Opportunity Erica Schultz, President of Field Operations Current 2022 | THE NEXT GENERATION OF KAFKA SUMMIT#59APACHE k kafka Ⓡ +100,000s organizations are using Kafka today#60Bottoms-up View of Our 2022 Addressable Market Number of Companies(¹) Estimated Average ARR per Company(2) Fortune 500 500 $10M+ (1) Source: Capital IQ. (2) Estimates based on evaluation of spending patterns across Confluent's customer base. Enterprise (LTM Revenue >$1B) -29,000 $1M+ $60B+ Commercial - Mid Market (LTM Revenue: $50M- $1B) -300,000 $100K+ 60#61citi KeyBank Financial Services Goldman Sachs ING. AFFIN HWANG CAPITAL Asset Management Morgan Stanley RBC bank btpn PNC Wealthsimple Consumer & Retail ant Our Proven Success Across Industries SGX= Nationwide Building Society EURONEXT DEPOT HOME Walmart Boden MIGROS Shiptů Sainsbury's s.Oliver DICK'S PIC SPORTING GOODS nuuly ao.com Nic Domino's Technology Square ebay Q2 PayPal Care.com judo bank optimove WiX instacart V Viewpoint. homepoint snagajob 10x Robinhood Automotive & Transportation Advance Auto Parts BMW GROUP DriveTime Lufthansa DriveCentric DB Communications & Media Telefónica sky ticketmaster NETFLIX Intrado TiVo alight 8x8 dish Healthcare BHG RECURSION surescripts Manufacturing BAADER BOSCH ENGEL Amway RODAN+FIELDS GENERALI Insurance Humana ge Ladder Vitality CENTENEⓇ Corporation 61#62Including The World's Largest Companies Fortune 500 Advance Auto Parts Goldman Sachs DICK'S PayPal SPORTING GOODS CENTENEⓇ Corporation Humana Morgan Stanley Square Note: Sample Confluent customers from the 2021 Fortune 500 list as of Q2'22 ended June 30, 2022. dish C Nationwide Building Society THE HOME DEPOT citi KeyBank T ebay NETFLIX Walmart X 62#63Growing Our Large Customer Counts Fortune 500 (1) Customers 172 +31 YOY >$1M ARR Customers 107 +37 YOY >$100K ARR Customers Note: Confluent customer counts are as of Q2'22 ended June 30, 2022. (1) Fortune 500 customer count is based on the 2021 Fortune 500 list. As of the end of Confluent's Q2'22, the 2022 Fortune 500 list was not available. 857 +240 YOY Including a number of $5M+ and $10M+ ARR Customers 63#64Online Travel Provider $2.4 29x ¡l $1.5 $0.6 $0.1 Q3'16 Q2'19 Q3'21 Q2'22 Land Any Size, and Expand Rapidly Health Benefits Provider 8x $0.3 $0.5 $1.3 $2.4 Q4'18 Q4'19 Q4'20 Q2'22 Payment Card Provider 31x $0.2 $1.0 Q2'17 Q4'19 Note: ARR$ in millions. The expansion multiple is calculated based on the land ARR and the Q2'22 ending ARR, using actual unrounded numbers. The customer examples shown on this slide are illustrative only and may not be representative of growth of other customers within the same vertical(s). $1.5 $4.6 Q4'20 Q2'22 Fortune 50 Bank 9x $1.2 Q2'18 $4.8 $7.9 $10.7 Q2'19 Q2'21 Q2'22 64#65Our Customer Growth Go-To-Market Model Product Led Product-led growth at early stages of the journey Consumption Oriented Use case driven expansion and consumption Purpose Built for Data in Motion Expertise & product capabilities for every stage of adoption 65#66VALUE Experimentation / Early Interest 1 The Data in Motion Journey Projects to Platforms Early Production Usage Projects Mission Critical, But Disconnected Use Cases 3 Mission Critical Cross-Company Platform Platforms Central Nervous System 5 INVESTMENT & TIME 66#67VALUE Experimentation / Early Interest 1 The Data in Motion Journey Expertise and Product Capabilities at Every Stage • Low friction • Developer love Early Production Usage Mission Critical, But Disconnected Use Cases 3 Operational SLAS • Security capabilities Mission Critical Cross-Company Platform Central Nervous System Senior executive buy-in • Cross-organizational understanding and adoption 5 • Company-wide governance INVESTMENT & TIME 67#68VALUE The Data in Motion Journey "Confluent sits at the very core of our entire platform and modern payments business, serving as the underlying data mesh for everything we do today and anything we may want to do in the future." -Flow Networks INVESTMENT & TIME 68#69Use Case-Based Approach to Driving Growth Corporate and Investment Banking, Capital Markets Finance, Risk, Compliance, IT & Cyber Financial Services Reshape customer experience and streamline operations Real-time Payments Risk Analytics Market, Reference, & Security Master Data Distribution Trade System Integration & Automation Trade Processing Operational Log Hub IT Observability Cyber Security / SIEM Modernization Credit & Market Risk Fraud Detection Retail Banking, Wealth & Asset Management Customer 360 Omni-channel Banking Fraud Detection Client Advisor Workstations Data & Analytics Service (*) Technology Modernization Mainframe Modernization Bridge to Cloud Streaming Analytics Event-driven Microservices CDC Patterns from System of Records 69#70Real-Time Digital Transformation at a Fortune 50 Bank What started as a single use case, has expanded into an enterprise-wide standard to become a connected and streamlined banking enterprise ARR Experimentation / Early Interest 1 Started with OS Kafka $0 Early Production Usage Chose Confluent for Banking Relationship Management and Faster Client Onboarding $1M+ Q2'18 Mission Critical, But Disconnected Use Cases 3 Expanded to Additional LOBS e.g. Personal Banking capturing all digital interactions in real-time $5M+ Q4'19 Mission Critical Cross-Company Platform Building a Unified Data Layer... with 20+ Programs across LOBS $10M+ Q2'22 Central Nervous System 5 Data in Motion Standardized Across All LOBS Globally $20M+ In Sight 70#71Web Use Case Expansion Aided by Network Effects Applications Bring Data In Motion Custom Apps Microservices Monitoring Analytics ...and more Data In Motion Brings New Applications any source NoSQL Oracle any destination Mainframes Salesforce Marketo Twitter AWS, Azure, GCP Data Warehouse ddd 71#72Product-Led Complementary Awareness of Solution Evaluation Development and Enterprise Sales Motions are and Serve our Stakeholder Personas Product Led Pay as you go Confluent Cloud Enterprise Sales Master contract, Success Plan, Governance Mission Critical T Production 米 Central Nervous System 72#73Market Segmentation Strategy Drives Focus ENTERPRISE (Annual Rev> $1B) COMMERCIAL (Annual Rev < $1B) Land Across All Segments 4,120 Total Customers Strategic Named Geo Mid-Market SMB Note: Confluent customer counts are as of Q2'22 ended June 30, 2022. (1) Fortune 500 customer count is based on the 2021 Fortune 500 list. As of the end of Confluent's Q2'22, the 2022 Fortune 500 list was not available. Expand Within All Segments 172 Fortune 500(1) 107 Customers ≥ $1M ARR 857 Customers ≥ $100K ARR 73#74Partners Play a Critical Role in our GTM Strategy Cloud aws Microsoft Azure Global SI accenture Deloitte. tcs TATA CONSULTANCY SERVICES "The new streaming architecture we built with Confluent and Microsoft Azure enables our product teams to dream up new products and exciting new ideas, instead of simply making existing products less costly to operate and keeping the lights on." -Bankers Health Group Regional SI* slower SVA VESS LIMEPOINT LOGICALIS *Representative only, not exhaustive ISV* -Amway databricks snowflake MongoDB. elastic *Representative only, not exhaustive "With Confluent and AWS, we are getting more value out of our data because it's moving seamlessly between applications, not waiting in a database to be processed in batch." 74#75Cloud Partners: Why They Want to Work with Us Ready Market & OS Credibility Confluent / Kafka has broad enterprise customer traction and a growing developer base Construct Joint Solutions Confluent helps cloud partners create net new solutions and data- rich use cases across multiple sectors Migrate Customers to Cloud Offload legacy data assets and migrate to cloud using Confluent hybrid capability. “Data-led” migration Burn Down CSP Commits Burn down customers' CSP commits via Marketplace, leveraging Confluent Increase Data Consumption for CSP Confluent drives greater data volume and analytics to CSPs by leveraging our extensive connector ecosystem 75#76Building Out Our Customer Growth GTM Model... 8 Self-Serve Motion Partner Ecosystem Commercial Segment Industry Focus Strategic Enterprise Global Expansion 76#77...To Drive Our Business Performance Product Led Signups; Total Customer Count Consumption Oriented Confluent Cloud Revenue Purpose Built for Data in Motion RPO; NRR; Large Customer Count 77#78|~ Do ...and Increased Leverage in Our GTM Model Improvement in YoY productivity per tenured rep Expecting to exit FY'22 with >50% fully-ramped sales reps Faster ramp (~6 months) to target consumption run rate Note: Data and estimates are as of Q2'22 ended June 30, 2022. O >70% new subscription commits start as pay-as-you-go >50% of Confluent Cloud transactions via cloud marketplaces 130%+ NRR with cloud and hybrid leading the way 78#79Key Takeaways Confluent is not an evangelistic sale given the Kafka adoption by +100,000s organizations We are building out our unique and differentiated GTM model to capture market share Large customers continue to show strong growth with a long runway for expansion Early days in growing and harnessing our partner ecosystem Increasing leverage in the model paves the way for durable and efficient growth#80CONFLUENT INVESTOR SESSION Q&A Current 2022 THE NEXT GENERATION OF KAFKA SUMMIT#81Andrew Hartnett VP, Software Engineering New Relic Customer Discussion Brian Mengwasser VP, Head of Marketplace & App Design DISH Network MODERATED BY Stephanie Buscemi CMO Confluent#82CONFLUENT INVESTOR SESSION Thank You Current 2022 THE NEXT GENERATION OF KAFKA SUMMIT