{
  "docId": "019de515-9d13-72a6-895b-7020fcc2faf4",
  "docSlug": "d7ed8c64fd95941a20f2faf22997acbb",
  "documentTitle": "Confluent | Investor Presentation Deck | 54 slides",
  "authorId": "confluent",
  "authorName": "Confluent",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-05-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 31,
  "pageCount": 54,
  "prevPage": 30,
  "nextPage": 32,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "dense",
  "nDataPoints": 10,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de515-9d13-72a6-895b-7020fcc2faf4/31",
  "deckHref": "/decks/019de515-9d13-72a6-895b-7020fcc2faf4",
  "deckJsonHref": "/decks/019de515-9d13-72a6-895b-7020fcc2faf4.json",
  "deckAnchorHref": "/decks/019de515-9d13-72a6-895b-7020fcc2faf4#slide-31",
  "components": [
    {
      "bbox": {
        "h": 0.68,
        "w": 0.3,
        "x": 0.63,
        "y": 0.17
      },
      "kind": "chart",
      "text": "2022-2025 TAM Growth (3) 19% CAGR ~$60B $100B 2022 2025",
      "attrs": {},
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ba20f64b-8030-41d0-a9c8-4aa7d62c6423",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.58,
        "w": 0.48,
        "x": 0.078,
        "y": 0.17
      },
      "kind": "chart",
      "text": "2022 Total Addressable Market (TAM) ~$60B(2) $37B Application Infrastructure & Middleware $9B Database $10B Analytics Platforms $5B Data Mgmt",
      "attrs": {},
      "subkind": "pie",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bb254351-105e-4182-bd09-38255ade8d31",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.408,
        "x": 0.08,
        "y": 0.77
      },
      "kind": "list",
      "text": "Represent 73% of the $50B application infrastructure & middleware market\nRepresent 10% of the $92B database management market\nRepresent 30% of the $32B analytics platform market\nRepresent 50% of the $10B data management market",
      "attrs": {},
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "937efd45-c169-4ce7-bf12-2d90da000fc9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.67,
        "x": 0.046,
        "y": 0.88
      },
      "kind": "source-note",
      "text": "(1) Market size based on Gartner estimates from\nForecast: Enterprise Infrastructure Software, Worldwide, 2020-2026, 2Q22 Update. Published 30 June 2022. Arunasree Cheparthi et al.\nForecast Analysis: Enterprise Application Software, Worldwide. Published 3 August 2022. Amarendra et al.\n(2) Confluent product share based on internal analysis of use cases in each Gartner market category addressable with generally available Confluent products\n(3) Confluent TAM based on estimated share of each Gartner market from 2022 to 2025, which is tied to our current product offering and planned product roadmap",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "60ba559a-aa0d-4c96-b548-14acd2a8646f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.78,
        "x": 0.046,
        "y": 0.07
      },
      "kind": "title",
      "text": "A New Data Category, A Large Market Opportunity",
      "attrs": {},
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fe1d09f0-36af-44af-a248-a78ddc09170b",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 33,
      "from": 31,
      "beatId": "e28defab-27e3-4e18-bd0a-f97716063394",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Market Size",
      "beatSlug": "sequoia-pitch-market-size",
      "evidence": "Slides 31-33 present market sizing and opportunity.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}