Confluent Results Presentation Deck

FY'24 Preliminary Outlook (¹) Total Revenue Non-GAAP Operating Margin(²) Free Cash Flow Margin FY'24 ~22% YOY 0%, +9 pts YOY 0% Commentary: (1) Our FY'24 preliminary outlook assumes the impact of a continued volatile macroeconomic and geopolitical environment, the dynamics mentioned earlier for Q4 continuing into 2024, and risk associated with our transformation to a fully consumption-oriented business (2) Despite a 2-3 point headwind associated with our move to a consumption-based sales commissions plan resulting in higher upfront expense recognition 31

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