Confluent Results Presentation Deck

1H Learnings & 2H Outlook Beginning of the Year Tough selling environment: . Additional budget scrutiny and changes in customer buying behavior, leading to sales cycle elongation 1H'23 Learnings Customers are more inclined to: • Sign shorter duration contracts • Start with smaller initial deal sizes • Consume more than commit Macro uncertainty to persist in 2H Subscription Revenue Confluent Platform (CP): • Remains resilient • Expected to outperform in 2H vs. expectations beginning the year Confluent Cloud (CC): • High NRR, product market fit, strong TCO and ROI • Expected to grow substantially faster than total revenue in 2H 35

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