Confluent IPO Presentation Deck

Key Takeaways Category Creating Company Founded by the Creators of Kafka 17 Strong Growth and Long-Term Margin Profile -$50 Billion 2021 Total Addressable Market¹ ITAM calculations performed by Confluent; source: Gartner, Forecast: Enterprise Infrastructure Software, Worldwide, 2018-2024, 4Q20 Update, December 2020; source: Gartner, Forecast Enterprise Application Software, Worldwide, 2018-2024, 4020 Update, December 2020. Expansion Driven by Network Effects $ Positioned to Capitalize on the Large and Growing Shift to Cloud 52

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