Confluent Results Presentation Deck

Q4'23 Guidance Commentary Two Large Customers Expect to have a full quarter impact from the two large customers' company-specific events ● Accounts for roughly 50% of the expected consumption shortfall in Q4'23 Macro Macro uncertainty including the ongoing geopolitical tensions will likely persist, impacting new use case deployment and driving lower than expected consumption ● Macro has increased the misalignment between our subscription-based GTM and the new buying behavior of customers, impacting consumption growth 29

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