Cloudera Investor Presentation Deck
INVESTMENT HIGHLIGHTS
$756M 91%
Q3 FY21 ARR
12% Annualized Recurring
Revenue (ARR) Y/Y Growth
Notes:
1.
179
Customers
$1M+ Software ARR
2.
Gross Margin
Q3 FY21 Non-GAAP
Subscription Gross Margin
23%
Operating Margin
Q3 FY21 Non-GAAP
Operating Margin
Annualized value of all recurring subscription contracts with active entitlements as of the end of the period. ARR does
not reflect non-recurring partner revenue, subscription revenue with certain related parties, custom engineering,
remote operation and management services, or premium add-on support.
CLOUDERA
Customers > $1M-Q1 FY20 to Q3 FY21: 138, 138, 145, 154, 164, 172, 179
• Large addressable market - big data,
streaming, loT, data warehouse, ML/AI
• Category leader with differentiated hybrid,
multi-cloud solutions built for the enterprise
• Global, marquee customer base
Strong recurring revenue, attractive margin
profile and increasing operating income
Ⓒ2020 Cloudera, Inc. All rights reserved.
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