{
  "docId": "019de513-08a3-7014-9175-38fefb1acc81",
  "docSlug": "5a84aa14c3c77f8fe3690917dfe6bdc0",
  "documentTitle": "Confluent | Investor Presentation Deck | 53 slides",
  "authorId": "confluent",
  "authorName": "Confluent",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-05-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 36,
  "pageCount": 53,
  "prevPage": 35,
  "nextPage": 37,
  "slideType": "business_model",
  "function": "present_solution",
  "density": "overcrowded",
  "nDataPoints": 6,
  "notes": "The slide uses a split-screen layout to contrast the two primary product offerings, with a footer section for services.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de513-08a3-7014-9175-38fefb1acc81/36",
  "deckHref": "/decks/019de513-08a3-7014-9175-38fefb1acc81",
  "deckJsonHref": "/decks/019de513-08a3-7014-9175-38fefb1acc81.json",
  "deckAnchorHref": "/decks/019de513-08a3-7014-9175-38fefb1acc81#slide-36",
  "components": [
    {
      "bbox": {
        "h": 0.15,
        "w": 0.35,
        "x": 0.58,
        "y": 0.43
      },
      "kind": "list",
      "text": "Committed subscription\nPriced per node running on physical or virtual computing machines\nPortion of upfront license revenue, substantial majority ratable over contract term",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1cfb5f60-62a2-4aed-a17b-8e290dc2c2b2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.35,
        "x": 0.09,
        "y": 0.43
      },
      "kind": "list",
      "text": "Committed subscription or pay-as-you-go\nPriced based on type of cluster, compute power, data transfer, and storage used\nRevenue recognized based on customer usage",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fb4eede4-bde8-407b-bb4f-5fa9900bd4e0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.35,
        "x": 0.09,
        "y": 0.33
      },
      "kind": "metric",
      "text": "31% of Q1'22 revenue | 180% y/y growth",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6e8f8f8d-ba1d-4f45-8c31-a5c31021dca6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.35,
        "x": 0.58,
        "y": 0.33
      },
      "kind": "metric",
      "text": "59% of Q1'22 revenue | 39% y/y growth",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d34fc230-e897-4775-b29c-43db7a8c2d35",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.3,
        "x": 0.61,
        "y": 0.27
      },
      "kind": "paragraph",
      "text": "Confluent Platform",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0df2e233-f46c-44ea-a1ff-4f59584fa12d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.25,
        "x": 0.14,
        "y": 0.27
      },
      "kind": "paragraph",
      "text": "Confluent Cloud",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6fec37bb-6318-42fb-87d1-6636c05c487b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.4,
        "x": 0.3,
        "y": 0.75
      },
      "kind": "paragraph",
      "text": "Services | 10% of Q1'22 revenue | 35% y/y growth",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9228d0af-e0ea-4470-9751-e3774f868b0b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.2,
        "x": 0.66,
        "y": 0.19
      },
      "kind": "paragraph",
      "text": "Self-Managed",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c304dbee-6b19-4a12-a136-454c1d970b31",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.2,
        "x": 0.16,
        "y": 0.19
      },
      "kind": "paragraph",
      "text": "Fully-Managed",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c439e30f-3552-4c03-908b-24b1ae6f37fc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.92,
        "x": 0.04,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "For contracts that are not usage-based, revenue from Confluent Cloud is recognized ratably over the non-cancelable contractual term of the arrangement. Effective Q3 2020, usage-based contract is the default offering for Confluent Cloud.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2aab6e04-b61d-4ac2-8b17-204738040729",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.72,
        "x": 0.14,
        "y": 0.79
      },
      "kind": "table",
      "text": "Professional services and education services | Priced on time-and-materials basis; attached to subscriptions sales | Revenue recognized based on completion and utilization",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6c082b32-d81c-4d14-a348-fb2a3e5769dc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.4,
        "x": 0.05,
        "y": 0.06
      },
      "kind": "title",
      "text": "The Power of Our Model",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f1aeb1e1-5663-46f5-aeb1-6fc6175f1893",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [
    {
      "to": 40,
      "from": 35,
      "name": "Quick Win Big Bet",
      "slug": "47-quick-win-big-bet",
      "bestFor": "Transformation planning, 100-day plans, resource allocation",
      "matchId": "22d96118-aae9-4fa0-af6c-608dc5493e84",
      "evidence": "The loop is opened on slide 35 and closed on slide 40, highlighting the potential for growth",
      "position": 1,
      "objective": "The potential for significant revenue growth",
      "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap",
      "confidence": 0.6,
      "description": "Separate initiatives into immediate wins and longer-term strategic bets"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}