Confluent IPO Presentation Deck

The Power of Our Land and Expand Model $300M $200M $100M FY15 FY16 ARR by Annual Cohorts 4.1x ARR multiple for FY17 cohort FY17 FY18 FY19 FY20 FY20 FY19 FY18 FY17 FY16 FY15 Note: We define ARR as the subscription revenue we would contractually expect to receive from customers over the following 12 months assuming no increases or reductions in their subscriptions. ARR excludes services and pay-as-you-go arrangements. The cohort for a given year represents customers that acquired their initial subscription purchase from us in that year. For example, the fiscal year 2017 cohort represents all customers that made their initial subscription from us between January 1, 2017 and December 31, 2017

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