Confluent Results Presentation Deck

GAAP to Non-GAAP Reconciliations (in thousands, except percentages) Total revenue Total gross profit on a GAAP basis Add: Stock-based compensation expense Add: Employer taxes on employee stock transactions Add: Amortization of acquired intangibles Non-GAAP total gross profit Non-GAAP total gross margin Subscription revenue Subscription gross profit on a GAAP basis Add: Stock-based compensation expense Add: Employer taxes on employee stock transactions Add: Amortization of acquired intangibles Non-GAAP subscription gross profit Non-GAAP subscription gross margin Q3'22 $151,732 $98,552 8,997 144 $107,693 71.0% Q3'22 $ 138,730 $100,313 6,313 82 $106,708 76.9% Q3'23 $200,181 $143,632 8,790 305 129 $152,856 76.4% Q3'23 $189,270 $145,166 6,171 179 129 $151,645 80.1% 36

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