Confluent IPO Presentation Deck
The Power of Our Model
Fully-Managed
Confluent Cloud
18% of Q1'21 revenue | 124% y/y growth
Committed subscription or pay-as-you-go
Priced based on type of cluster, compute power,
data transfer, and storage used
Revenue recognized based on customer usage¹
Professional services and
education services
Self-Managed
Confluent Platform
70% of Q1'21 revenue | 43% y/y growth
Committed subscription
Priced per node running on physical or virtual
computing machines
Portion of upfront license revenue, substantial
majority ratable over contract term
Services | 12% of Q1'21 revenue | 30% y/y growth
Priced on time-and-materials basis;
attached to subscriptions sales
Revenue recognized based on
completion and utilization.
*For contracts that are not usage-based, revenue from Confluent Cloud is recognized ratably over the non-cancelable contractual term of the arrangement. Effective G3 2020, usoge-based contract is the default offering for Confluent Cloud.View entire presentation