Confluent Investor Presentation Deck
The Power of Our Model
Fully-Managed
Confluent Cloud
42% of Q1'23 revenue | 89% y/y growth
Committed subscription or pay-as-you-go
Priced based on type of cluster, compute power,
data transfer, and storage used
Revenue recognized based on customer usage¹
Professional services and
education services
¹ For contracts that are not usage-based, revenue from Confluent Cloud is recognized ratably over the non-cancelable contractual term of the arrangement.
Self-Managed
Confluent Platform
50% of Q1'23 revenue | 16% y/y growth
Committed subscription
Services | 8% of Q1'23 revenue | 12% y/y growth
Priced on time-and-materials
basis; attached to
subscriptions sales
Priced per node running on physical or virtual
computing machines
Portion of upfront license revenue, substantial
majority ratable over contract term
Revenue recognized based on
completion and utilization
AN
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