Confluent Results Presentation Deck

Confluent Cloud Revenue $91.6M +61% YOY 46% of Total Revenue Revenue by Product Modestly impacted by two large customers and select U.S. digital native customers(¹) • Notable impact in last few weeks of the quarter Expect a greater impact throughout Q4 and FY24 ● (1) One large customer moved workloads back to on prem, one of our largest customers ramped slower due to pending acquisition, and select digital native customers consumed lower than expected. Note: Financials are for the quarter ended September 30, 2023. 22

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