Confluent — An IPO breakdown where infrastructure IT happens

Source: adapted from Confluent
Source: Confluent S-1
Source: Confluent S-1
Source: Quora
Source: Confluent
  1. The ability to pay for customized offerings, avoiding the need to provision resources for peak usage
  2. Buyers have greater transparency to correlate usage and cost, with added flexibility in trimming or expanding services and use cases based on consumption.
  3. Allows for a cheaper entry price point to explore the solution before committing to additional services and scale
  4. Remove contract duration and upfront fees friction when negotiating large contracts
Source: Battery Ventures
Source: Author’s analysis based on Meritech Capital Comps Table; data as of 04/2021
‘The talent flywheel’
Source: Author’s analysis based on Meritech Capital Comps Table data as of 4/9/21
Source: Author’s analysis based on Meritech Capital Comps Table
Source: Author’s analysis based on Meritech Capital Comps Table
Confluent Enterprise Value
Source: Confluent S-1; author’s analysis

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