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  "authorName": "Confluent",
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      "text": "~$60B Total Addressable Market¹",
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      "text": "Q4'23 OM Guidance: 0-1%",
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      "text": "Founded in 2014 by the Original Creators of Apache Kafka",
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      "text": "1TAM calculations performed by Confluent; source: Gartner, Forecast: Enterprise Infrastructure Software, Worldwide, 2020-2026, 2Q22 Update, June 2022; source: Gartner, Forecast: Enterprise Application Software, Worldwide, August 2022.\n2 Q4'23 non-GAAP operating margin guidance of 0-1% is as of Confluent's Q3'23 earnings call dated November 1, 2023.\nNote: Financials and metrics other than TAM data are as of or for stated period ended September 30, 2023.\nRefer to the slides in the section titled \"GAAP to Non-GAAP Reconciliations\" at the end of this presentation for a reconciliation of our non-GAAP financial metrics to the most directly comparable GAAP financial metrics.\nSee Appendix for definitions for \"Dollar-Based Net Retention Rate\" and \"Customers with $100,000 or greater in ARR.\"",
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      "text": "Q3'23\nTotal Revenue $200M / +32% YoY\nConfluent Cloud Revenue $92M / +61% YoY\nNon-GAAP Operating Margin (OM) (5.5%) / +22pts YoY\nDollar-Based Net Retention Rate Just Under 130%\nCustomers with ≥ $100K in ARR 1,185 / +25% YoY",
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      "text": "Confluent Momentum-at-a-Glance",
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