Confluent IPO Presentation Deck
Rapid Customer Growth & Large Customer Momentum
Total Customers and Mix
142%
y/y growth
1,050
2,540
Q1'20 Q2'20 Q3'20 Q4'20 Q1'21
Confluent Platform Only Confluent Cloud
Customers with 2 $100K in ARR
50%
y/y growth
374
Q1'20 Q2'20 Q3'20 Q4'20
561
Q1'21
Customers with ≥ $1M in ARR
82%
y/y growth
33
60
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Q1'20 Q2'20 Q3'20 Q4'20 Q1/21
Total customers represent the total number of customers at the end of each period. For purposes of determining our customer count, we treat all affiliated entities with the same parent organization as a single customer and include pay-as-you-go customers.
Our customer count is subject to adjustments for acquisitions, consolidations, spin-offs, and other market activity.
Customers with $100,000 or greater in ARR represent the number of customers that contributed $100,000 or more in ARR as of period end. 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.
Customers with $1,000,000 or greater in ARR represent the number of customers that contributed $1,000,000 or more in ARR as of period end.View entire presentation