Confluent Results Presentation Deck

Consumption Transformation Expect to enhance our ability to drive growth and profitability in a $60B TAM • Shifting revenue guidance to subscription revenue (the best indicator of our success) starting Q1'24 next year RPO and cRPO less relevant going forward given the greater emphasis on consumption over ACV-based commits for cloud • Maintaining 5-10% mid-term and >25% long-term targets for non-GAAP operating margin (OM), and FCFM to continue to trend along with OM 32

View entire presentation