Confluent IPO Presentation Deck

Customer Expansion Journey ARR $ in millions One of the Largest Agencies in the Public Sector 36x $0.2 $0.4 $8.8 $7.0 $1.4 $0.9 ALALLA $0.5 Q3'16 Q3'17 Q3'19 Q1'21 Q4'17 Q4'18 Q4'19 Q1'21 One of the World's Largest Telecom Conglomerates Large scale deployment to build out a modern cyber threat detection platform in its global network. 21x $0.1 $0.5 Expansion of customer facing and back-end mission critical workloads to different business units worldwide. A Major Global Financial Institution 13x Note: The expansion multiple is calculated based on the land ARR and the G121 ending ARR, using actual unrounded ARR numbers The customer examples shown on this slide ore illustrative only and may not be representative of growth of other customers within the same vertical(s). $2.8 $7.0 $6.6 Q4'17 Q4'18 Q4'19 Q1'21 Fast adoption and expansion of use cases among different banking businesses across the globe. A Leading Health Benefits Provider 6x $0.3 $0.5 $1.0 $1.8 Q4'18 Q4'19 Q2'20 Q1'21 Migrated from OS Kafka for stability and reliability. Rapid expansion of use cases across systems and applications. 26

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