Confluent Investor Day Presentation Deck

Online Travel Provider $2.4 29x ¡l $1.5 $0.6 $0.1 Q3'16 Q2'19 Q3'21 Q2'22 Land Any Size, and Expand Rapidly Health Benefits Provider 8x $0.3 $0.5 $1.3 $2.4 Q4'18 Q4'19 Q4'20 Q2'22 Payment Card Provider 31x $0.2 $1.0 Q2'17 Q4'19 Note: ARR$ in millions. The expansion multiple is calculated based on the land ARR and the Q2'22 ending ARR, using actual unrounded numbers. The customer examples shown on this slide are illustrative only and may not be representative of growth of other customers within the same vertical(s). $1.5 $4.6 Q4'20 Q2'22 Fortune 50 Bank 9x $1.2 Q2'18 $4.8 $7.9 $10.7 Q2'19 Q2'21 Q2'22 64

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