Confluent Investor Presentation Deck

GAAP to Non-GAAP Reconciliations (in thousands, except percentages) Total revenue Operating expenses on a GAAP basis Less: Stock-based compensation expense Less: Employer taxes on employee stock transactions Less: Common stock charitable donation expense Le Acquisition-related expenses Less: Restructuring and other related charges Non-GAAP Operating expenses Non-GAAP Operating expenses as a % of total revenue Total revenue Research and development (R&D) expense on a GAAP basis Less: Stock-based compensation expense Less: Employer taxes on employee stock transactions Less: Acquisition-related expenses Non-GAAP R&D expense Non-GAAP R&D expense as a % of total revenue FY'21 $387,864 $590,192 137,635 9,076 13,290 $430,191 110.9% FY'21 $387,864 $161,925 49,051 2,278 $110,596 28.5% FY'22 $585,944 $846,203 245,267 5,837 1,104 $593,995 101.4% FY'22 $585,944 $264,041 101,499 2,632 $159,910 27.3% Q1'22 $126,139 $191,844 50,194 2,029 $139,621 110.7% Q1'22 $126,139 $57,661 20,085 1,039 $36,537 29.0% Q1'23 $174,302 $282,251 70,184 3,252 9,317 33,382 $166,116 95.3% Q1'23 $174,302 $84,890 30,015 1,669 7,680 $45,526 26.1% AN 51

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