Confluent Results Presentation Deck

Total Revenue Cloud Revenue Non-GAAP Operating Margin Guidance Non-GAAP Net Income (Loss) Per Share Weighted-Average Shares Outstanding Q3'23 $193.5M-$195.5M 28%-29% YoY ~$92.2M 62% YOY ~ (10%) $(0.01)-$0.00 304M Basic 350M Diluted FY'23 $767M-$772M 31%-32% YoY N/A ~ (10%) $(0.05)-$(0.02) 300M Basic Other • Q3'23 cloud revenue: Accounts for ~47% of total revenue at the midpoint and represents sequential add of approximately $8.5M • Q4'23 cloud as a % of total revenue: 48%-50%, likely at the lower end due to factors discussed in prepared remarks and strength in Confluent Platform impacting product mix shift • Q4'23 non-GAAP operating margin: Breakeven ● FCFM breakeven timing: To roughly mirror that of non-GAAP operating margin FY'23 non-GAAP gross margin: ~74% 36

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