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. Buyers have greater transparency to correlate usage and cost, with added flexibility in trimming or expanding services and use cases based on consumption.
  2. Allows for a cheaper entry price point to explore the solution before committing to additional services and scale
  3. 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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