Confluent Investor Presentation Deck

Investing Prudently for Growth Total Opex as % of Revenue (Non-GAAP) 110.9% 101.4% 110.7% 95.3% FY'21 FY'22 Q1' Q1'23 -41.4% -30.2% -41.0% -23.1% Non-GAAP Operating Margin 28.5% R&D as % of Revenue (Non-GAAP) 27.3% 29.0% 26.2% FY'21 FY'22 Q1'22 Q1'23 66.9% S&M as % of Revenue (Non-GAAP) 60.5% 67.4% 56.2% FY'21 FY'21 Q1'22 Q1'23 15.5% FY'2 Note: Refer to the slides in the section titled "GAAP to Non-GAAP Reconciliations" at the end of this presentation for a reconciliation of our non-GAAP financial metrics to the most directly comparable GAAP financial metrics. R&D, S&M, and G&A as a % of Revenue may not sum to the Total Opex as % of Revenue due to rounding. G&A as % of Revenue (Non-GAAP) 13.6% FY'22 AN 14.4% 13.0% Q1'23 40

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