Confluent | Investor Presentation Deck | 53 slides

Confluent · 2022-05
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

53
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
Includes company origin and TAM context alongside performance KPIs.show_traction
Open slide detailBeat · Traction
04
inspire_vision
Open slide detailBeat · Traction
05
establish_context
06
The slide uses three photographic examples to illustrate the digital transformation of physical services.establish_context
07
Uses a contrast-pairs framework to highlight the shift from legacy to modern operations.compare_peers
08
The slide uses a screenshot of a streaming platform UI to illustrate the concept of a 'rich' user experience.present_solution
09
transition
10
transition
11
The slide uses a visual metaphor of cylinders (databases) containing binary data to represent the 'Data at Rest' concept.frame_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
12
The diagram uses a 'spaghetti' metaphor to illustrate architectural complexity.frame_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
13
transition
Open slide detailLoop · Cost Of Inaction
14
The slide establishes credibility by linking the founders to the creation of a widely used technology.show_traction
Open slide detailLoop · Cost Of Inaction
15
The diagram uses a hub-and-spoke style flow to represent data ingestion and processing.present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
16
Uses a 'spaghetti diagram' to illustrate complexity and technical debt.frame_problem
Open slide detailBeat · SolutionLoop · Cost Of Inaction
17
The central icon represents the company's platform, acting as a hub-and-spoke model for data integration.present_solution
18
The slide uses a layered architecture diagram to show Confluent's unique category placement relative to legacy infrastructure and application layers.establish_context
Open slide detailBeat · Market Size
19
The central icon is the Confluent logo. The diagram uses a hub-spoke layout to imply centrality.illustrate_case
Open slide detailBeat · Market Size
20
The slide uses a grid layout to map industries (Retail, Healthcare, Finance, Transportation, Common) to specific functional use cases.present_solution
21
show_traction
22
The slide uses bar charts with trend arrows to visualize ARR growth for four distinct customer segments.show_traction
23
The slide uses a 2x4 grid layout to organize logos by sector.show_traction
24
The slide uses a binary comparison framework to illustrate deployment flexibility.present_solution
25
present_solution
26
The slide uses a layered architecture diagram to show how Confluent builds upon and extends open-source Kafka.present_solution
27
The slide uses a growth curve to map stages of adoption from experimentation to a central nervous system.present_framework
28
Uses a flywheel/loop diagram to show the synergy between PLG and SLG motions.present_framework
29
The central icon is the company logo. The diagram uses a circular flow to represent the flywheel.present_framework
30
compare_peers
31
Uses circular icons to represent levels of capability (full, partial, empty).compare_peers
32
The slide uses a 2x3 grid layout to present strategic growth pillars.plan_implementation
33
Includes headshots, titles, and previous company logos for leadership, plus a list of board members.other
34
transition
35
size_opportunity
Open slide detailLoop · Quick Win Big Bet
36
The slide uses a split-screen layout to contrast the two primary product offerings, with a footer section for services.present_solution
Open slide detailLoop · Quick Win Big Bet
37
show_traction
Open slide detailLoop · Quick Win Big Bet
38
The slide highlights the growth of international revenue and the shift toward Confluent Cloud as a percentage of total revenue.show_traction
Open slide detailLoop · Quick Win Big Bet
39
The slide uses a combination of a bar chart with a trend arrow for annual data and a bar chart with a data table for quarterly data.show_traction
Open slide detailLoop · Quick Win Big Bet
40
The slide defines RPO and cRPO and explains their utility over billings metrics.show_traction
Open slide detailLoop · Quick Win Big Bet
41
The slide uses three bar charts to illustrate customer growth across different segments.show_traction
42
Includes non-GAAP financial metrics.analyze_data
43
The slide displays four bar charts side-by-side, each showing trends from FY'20 to Q1'22.analyze_data
44
summarize
45
summarize
49
The slide presents two distinct tables: one for total revenue and one for subscription revenue, detailing stock-based compensation and employer taxes as adjustmanalyze_data
50
The slide contains two distinct financial tables stacked vertically.analyze_data
51
Includes adjustments for stock-based compensation, employer taxes on stock transactions, and common stock charitable donations.analyze_data
52
Includes a footnote explaining specific stock-based compensation expenses related to tender offers.analyze_data
53
This is a standard branded slide used for transitions or as a placeholder in a deck.filler