#1CONFLUENT Introducing Confluent May 5, 2022#2Disclaimer This presentation includes express and implied forward-looking statements. All statements contained in this presentation other than statements of historical facts, including expectations of Confluent, Inc. ("we," "us," "our," or "Confluent") regarding our revenue, revenue mix, expenses and other results of operations; future financial performance, business strategy and plans; potential market and growth opportunities; competitive position; technological or market trends; addressable market opportunity; and our objectives for future operations, are forward-looking statements. The words "anticipate," believe," "continue," "estimate," "expect," "intend," "may," "will" and similar expressions are intended to identify forward-looking statements. We have based these forward-looking statements largely on our current expectations and projections about future events and trends that we believe may affect our financial condition, results of operations, business strategy, short-term and long-term business operations and objectives, and financial needs. These forward-looking statements are subject to a number of known and unknown risks, uncertainties and other factors, including but 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, and (xiii) general market, political, economic, and business conditions. Moreover, we operate in very competitive and rapidly changing environments, and new risks may emerge from time to time. It is not possible for our management to predict all risks, nor can we assess the impact of all factors on our business or the extent to which any factor, or combination of factors, may cause actual results to differ materially from those contained in any forward-looking statements we may make. You should not rely upon the forward-looking statements as predictions of future events. The future events and trends discussed in this presentation may not occur and actual results could differ materially and adversely from those anticipated or implied in the forward-looking statements. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee that future results, levels of activity, performance, achievements or events and circumstances reflected in the forward-looking statements will occur. Except to the extent required by law, we do not undertake to update any of these forward-looking statements after the date of this presentation to conform these statements to actual results or revised expectations. In addition, statements that "we believe" and similar statements reflect our beliefs and opinions on the relevant subject. These statements are based on information available to us as of the date of this presentation. While we believe such information provides a reasonable basis for these statements, such information may be limited or incomplete. Our statements should not be read to indicate that we have conducted an exhaustive inquiry into, or review of, all relevant information. These statements are inherently uncertain, and investors are cautioned not to unduly rely on these statements. This presentation also contains statistical data, estimates and forecasts made by independent parties and by us relating to market size and growth, as well as other data about our industry and business. These data involve a number of assumptions and limitations, and we have not independently verified the accuracy or completeness of these data. Neither we nor any other person makes any representation as to the accuracy or completeness of such data or undertakes any obligation to update such data after the date of this presentation. In addition, projections, assumptions and estimates of our future performance and the future performance of the markets in which we operate are necessarily subject to a high degree of uncertainty and risk. The Gartner content described herein (the "Gartner Content") represents research opinions or viewpoints published, as part of a syndicated subscription service, by Gartner, Inc. ("Gartner"), and are not representations of fact. The Gartner Content speaks as of its original publication date (and not as of the date of this presentation), and the opinions expressed in the Gartner Content are subject to change without notice. This presentation includes certain non-GAAP financial measures as defined by Securities and Exchange Commission ("SEC") rules. Because not all companies calculate non-GAAP financial information identically (or at all), the presentations herein may not be comparable to other similarly titled measures used by other companies. Further, such non-GAAP financial information of Confluent should be considered in addition to, and not as superior to or as a substitute for, the historical consolidated financial statements of Confluent prepared in accordance with GAAP. Refer to the slides in the section titled "GAAP to Non-GAAP Reconciliations" at the end of this presentation for a reconciliation of our non-GAAP financial metrics to the most directly comparable GAAP financial metrics. AN 2#3Confluent Momentum-at-a-Glance Founded in 2014 by the Original Creators of Apache Kafka Total Revenue Confluent Cloud Revenue Dollar-Based Net Retention Rate Total Customers Customers with ≥ $100K in ARR -$50B Total Addressable Market¹ Q1'22 TTM $437M / 66% YoY $119M/205% YoY >130% -4,120 791 Note: Financials and metrics other than TAM data are as of or for stated period ended March 31, 2022; revenue based on trailing twelve months as of March 31, 2022. ¹ TAM calculations performed by Confluent; source: Gartner, Forecast: Enterprise Infrastructure Software, Worldwide, 2018-2024, 4Q20 Update, December 2020; Source: Gartner, Forecast: Enterprise Application Software, Worldwide, 2018-2024, 4Q20 Update, December 2020. See Definitions page for "Dollar-Based Net Retention Rate", Total Customers," and "Customers with $100,000 or greater in ARR" definitions. AN 3#4Confluent is on a mission to set data in motion AN#5The digital realm is as important as the physical world in how business is transacted AN 5#6Businesses are Becoming Software 12:46 1 LA PE Cafe 8 oz) B O LE PLATEAU- Tan $18-24 CONFIRM STAY HOME WE DELIVER AN 6#7re PANTANO Amount Today, Software Is the Business OLD WAY Slow Batch processing Siloed NEW WAY Online Banking Fast Personal Account Account Details Mobile Payment Real-time stream processing Deposites Connected $55,678.99 Current Balance 2022-02-20 ages $5.678.99 Current Balance Curren $5,678.99 Current Balance $2,678.99 Log Out AN#8Browse Top Picks for Joshua Trending Now Breaking Bad Schitts shameless Creek SURVIVING ESCOBAR ALIAS JJ New Releases SING Because you watched Narcos BEYOND STRANGER THINGS FREE FORM GOMORRAN FOSTERS MEANA ORANGE Rich front-end New Girl customer experiences SUBURRA ALIAS JJ. BLOOD ON ROME PABLO ESCOBAR EL PATRON DEL MAL New Girl THE MISTA FOX 311 are you here FORME THE BABYSITTER LA CELEBRIDAD DEL MAL RIVERDALE Q Search FOX BABY DADDY NEW EPISODES FRE Joshua STRANGER THINGS ANTHONY BOURDAIN PARTS JOWN ON FORM THE RA DOCTOR нате STRANGE Bac off NEW E 8#9Real-time back-end operations 9#10New use cases need new capabilities This requires total connectivity and instant reaction, all the time, in real-time AN 10