Confluent Investor Presentation Deck
Confluent Momentum-at-a-Glance
Founded in 2014 by the
Original Creators of Apache Kafka
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Total Revenue
Confluent Cloud Revenue
Dollar-Based Net Retention Rate
Total Customers
Customers with ≥ $100K in ARR
-$60B Total Addressable Market¹
Q1'23 TTM
$634M / 45% YoY
$246M/106% YoY
>130%
-4,690²
1,075
Note: Financials and metrics other than TAM data are as of or for stated period ended March 31, 2023; revenue based on trailing twelve months as of March 31, 2023.
¹ TAM calculations performed by Confluent; source: Gartner, Forecast: Enterprise Infrastructure Software, Worldwide, 2020-2026, 2Q22 Update, June 2022; source: Gartner, Forecast: Enterprise Application Software, Worldwide,
August 2022.
2 Includes the impact of paywall removal.
Commencing with the first quarter of 2023, we updated our methodology for calculating ARR using a consumption-based method for Confluent Cloud, which has been applied retroactively to prior year periods. See Appendix for the
updated definitions for "Dollar-Based Net Retention Rate" and "Customers with $100,000 or greater in ARR."
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