Confluent Investor Presentation Deck

GAAP to Non-GAAP Reconciliations (in thousands, except percentages) Total revenue Total gross profit on a GAAP basis Add: Stock-based compensation expense Add: Employer taxes on employee stock transactions Add: Amortization of acquired intangibles Non-GAAP total gross profit Non-GAAP total gross margin Subscription revenue Subscription gross profit on a GAAP basis Add: Stock-based compensation expense Add: Employer taxes on employee stock transactions Add: Amortization of acquired intangibles Non-GAAP subscription gross profit Non-GAAP subscription gross margin FY'21 $387,864 $250,572 17,989 1,013 $269,574 69.5% FY'21 $347,099 $252,239 12,571 636 $265,446 76.5% FY'22 $585,944 $383,529 32,389 1,173 $417,091 71.2% FY'22 $535,009 $388,685 23,136 569 $412,390 77.1% Q2'22 $139,407 $89,898 8,346 150 $98,394 70.6% Q2'22 $127,018 $91,410 6,018 70 $97,498 76.8% Q2'23 $189,285 $131,365 10,039 393 127 $141,924 75.0% Q2'23 $176,488 $132,300 6,914 265 127 $139,606 79.1% 53

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