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CORPORATE OVERVIEWSeptember 2019

© 2019 Cloudera, Inc. All rights reserved. 2

SAFE HARBOR STATEMENTStatements in this press release that are not historical in nature are forward-looking statements that, within the meaning of the federal securities laws including the safe harbor provisions of the Private Securities

Litigation Reform Act of 1995, involve known and unknown risks and uncertainties. Words such as "may", "will", "expect", "intend", "plan", "believe", "seek", "could", "estimate", "judgment", "targeting", "should",

"anticipate", "goal" and variations of these words and similar expressions, are also intended to identify forward-looking statements. The forward-looking statements in this press release address a variety of

subjects, including statements about our short-term and long-term goals and targets, including expectations regarding the acceptance by our enterprise customers of enterprise data cloud and the Cloudera Data

Platform, and our “Business Outlook” for our third quarter of fiscal 2020 and our full year fiscal 2020 operating results. Readers are cautioned that actual results could differ materially from those implied by such

forward-looking statements due to a variety of factors, including global economic conditions, competitive pressures and pricing declines, intellectual property infringement claims, and other risks or uncertainties

that are described under the caption “Risk Factors” in our Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission (SEC), and in our other SEC filings. You can obtain copies of the

company’s SEC filings on the SEC’s website at www.sec.gov. Although we believe the expectations reflected in such forward-looking statements are based upon reasonable assumptions, we can give no

assurances that our expectations will be attained. We undertake no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

We report all financial information required in accordance with U.S. generally accepted accounting principles (GAAP). To supplement our unaudited condensed consolidated financial statements presented in

accordance with GAAP, we use certain non-GAAP measures of financial performance. The presentation of these non-GAAP financial measures is not intended to be considered in isolation from, as a substitute

for, or superior to, the financial information prepared and presented in accordance with GAAP, and may be different from non-GAAP financial measures used by other companies. In addition, these non-GAAP

measures have limitations in that they do not reflect all of the amounts associated with the results of our operations as determined in accordance with GAAP.

We believe that these non-GAAP financial measures, when taken together with the corresponding GAAP financial measures, provide meaningful supplemental information regarding our performance by excluding

certain items that may not be indicative of our core business, operating results or future outlook. Management uses, and believes that investors benefit from referring to, these non-GAAP financial measures in

assessing our operating results, as well as when planning, forecasting and analyzing future periods. We use these non-GAAP financial measures in conjunction with traditional GAAP measures to communicate

with our board of directors concerning our financial performance. These non-GAAP financial measures also facilitate comparisons of our performance to prior periods.

Annualized Recurring Revenue (“ARR”) is a performance metric, which we use to assess the health and trajectory of our business. ARR equals the annualized value of all recurring subscription contracts with

active entitlements as of the end of the period, including pre-merger Hortonworks contracts. ARR does not reflect non-recurring partner revenue, subscription revenue with certain related parties, custom

engineering and premium add-on support.

Please see the slides entitled GAAP to Non-GAAP Reconciliation at the end of this presentation for a reconciliation of each of these measures to the most directly comparable GAAP financial measure. This

reconciliation can also be found in the earnings press release issued September 4, 2019, which is available on www.cloudera.com or on the “Investor Relations” section of our website.

Unless otherwise noted, the information in this presentation is as of July 31, 2019.

Cloudera and associated marks are trademarks or registered trademarks of Cloudera, Inc. All other company and product names may be trademarks of their respective owners.


INVESTMENT HIGHLIGHTS

• The enterprise data cloud company

• Large addressable market – big data,

Streaming, IoT, Data Warehouse, ML/AI

• Innovation driving substantial competitive

advantage and extending category

leadership

• Vast and growing ecosystem of solution

and service provider partners

• Strong growth and operating cash flow

Customers

$100K+ software ARR

recurring

Q2’FY20 subscription software revenue

gross margin

Q2’FY20 subscription software gross margin

Q2’FY20 ARR

16% Annualized Recurring Revenue (ARR) Y/Y growth

Notes:

1. Annualized value of all recurring subscription contracts with active entitlements as of the end of the period, including

pre-merger Hortonworks contract. ARR excludes non-recurring partner revenue, subscription revenue with certain

related parties, custom engineering and premium add-on support.

2. Q2’FY19 to Q1’FY20: 862, 904, 943, 929


OPPORTUNITY

“AI, IoT and Augmented

Reality are about to

reinvent how industries

utilize data—and could

drive an era of

productivity growth in our

cities, farms, factories

and hospitals.”

Morgan Stanley Research

ORGANIZATIONS STRUGGLE TO

REACH DATA MATURITY

Gartner

REALITY


THE ENTERPRISE DATA CLOUD COMPANY

We believe that datacan make what is impossible today, possible tomorrow

We empower peopleto transform complex data into clear and actionable insights

We deliver an enterprise data cloud

for any data, anywhere, from the Edge to AI


AN ENTERPRISE DATA CLOUD IS DIFFERENT THAN ANYTHING ENTERPRISES HAVE EVER EXPERIENCED

MULTI-FUNCTION

ANALYTICS

Integrates data

management and analytic

experiences from the

Edge to AI

for data anywhere

HYBRID &

MULTI-CLOUD

Operates across all

major public clouds

and the private cloud

with a public cloud

experience everywhere

SECURE &

GOVERNED

Meets enterprise security,

compliance, migration and

metadata management

needs across all

environments

OPEN

PLATFORM

Open source, open

integrations, extensible,

open to multiple data

stores (S3, ADLS) &

compute architectures


WE EMPOWER PEOPLE TO TRANSFORM COMPLEX DATA INTO CLEAR AND ACTIONABLE INSIGHTS

CONNECT BUSINESS (IoT)GROW BUSINESS PROTECT BUSINESS

Marketing automation

Personalized &

relevancy marketing

Customer experience

Churn prevention

Customer retention

Predictive

maintenance

Connected vehicles

Smart cities

Healthcare analytics

Industrial IoT

Regulatory compliance

Risk modeling & analysis

Financial crime

prevention

Fraud detection

Cybersecurity


POWERING DATA-DRIVEN CUSTOMERS

Making decisions 20x faster saves

patients’ lives through early detection

GROW CONNECT PROTECT

Doubling equipment utilization through

IoT and machine learning

Applying predictive analytics to retain

human capital & monetize data


KEY INDUSTRY VERTICALS & USE CASES

BANKING

• Fraud detection

• Anti-money

laundering

• Spend analytics

• Barclays

• Bank of America

• Citi

HEALTHCARE /

PHARMA

• Patient care (IoT)

• Genomics research

• Regulatory

compliance

• GlaxoSmithKline

• Symphony Health

• Sharp Healthcare

TECHNOLOGY

• Customer

analytics

• Threat detection

• Predictive support

• Cisco

• Intel

• NetApp

TELCO

• Churn analysis

• Customer care

• Network

optimization

• Comcast

• British Telecom

• Bharti Airtel

MANUFACTURING

• Predictive

maintenance (IoT)

• Supply chain

optimization

• Remote monitoring

• Navistar

• Faurecia

• Sikorsky

USE

CASES

CUSTOMERS


TOP GLOBAL

TOP GLOBAL

TOP GLOBAL

GOVERNMENT CUSTOMERS

TOP GLOBAL

TOP GLOBAL

ADOPTION DRIVEN BY LARGE ENTERPRISES

BANKING TELCO PHARMAPUBLIC TECHNOLOGYAUTOMOTIVE


MARKET DEVELOPMENT & PHASES OF GROWTH

BIG DATA

TECH

DATA

PLATFORM

CIO

& Data Admins

ML, ANALYTICS

& CLOUD

LOB

& Data ScientistsIT early

adopters &

Developers

ENTERPRISE DATA CLOUDDigital Transformation

C-suite &

Boards


MAJOR ARCHITECTURE & TECHNOLOGY SHIFTS UNDERWAY

Easy to use,

self-service, on-

demand, elastic,

consumption

Adoption as standard

operating environment

for flexibility and agility

Multi-function

analytics for the

data-driven enterprise

Separation in public

and private clouds for

increased performance

CLOUD

EXPERIENCE

COMPUTE

& STORAGE

KUBERNETES

& CONTAINERS

STREAMING

& ML/AI


ENTERPRISE DATA CLOUD ARCHITECTURE

• Multi-function analytics

• Hybrid and multi-cloud

• Secure and governed

• Open platform IOT, INGEST &

STREAMING

DATA

WAREHOUSING

SECURITY & GOVERNANCE

ML / AI

DATA SCIENCE

PUBLIC CLOUDS

compute & storage

DATACENTER

compute & storage


CLOUDERA DATA PLATFORM

• Hybrid & multi-cloud

• Shared data experience

• Analytics from Edge to AI

• Powered by open source

• Single pane of glass

Deliver secure, powerful data management and analytic experiences to diverse sets of

users – BI analysts, data scientists & developers – faster, safer and more cost effectively



Machine learning and analytics for any data, anywhere, from the Edge to AI

EXPERIENCES

• 5 analytic

workloads

• Containerized

services

• Easy, self-service

consumption

• Faster expansions

OPEN SOURCE

• Complete, familiar

open source

software

• For IT & complex

requirements

• Flexibility, control

and customization

• Protects renewals

SDX

• One model for

security, governance

& metadata

• Different users and

workloads work on

same data

• Key for de-coupled

compute & storage

MULTI & HYBRID

• 2 public clouds,

private and hybrid

• Support the clouds

customers want

• Workload portability

• Expands market

CONTROL PLANE

• Single-pane of

glass

• View and manage

across public and

private cloud

• Manage upgrades

from current HDP

and CDH platforms



Public cloud , private cloud, hybrid and CDH/HDP expansions

DW MLODDEDFEdge to AI

CDP – AWS, Azure, GCP

Storage ComputePublic

Multi-Cloud

CDP – Private Cloud

Datacenter

Storage

Container

CloudPrivate

CDP – Data Center

Storage &

Compute

SDX – security, governance & metadata

Control plane & Management console

Cloudera Runtime (distribution)

DH DW MLODDEDFEdge to AI DHEdge to AI DE | DW | OD | ML


CLOUDERA SHARED DATA EXPERIENCE

Common security, governance and metadata management from the Edge to AI

• Security: protects sensitive data with consistent controls for both

transient and recurring workloads

• Governance: enables safe self-service access to all relevant data and

increases compliance

• Catalog: defines and preserves structure and business context of data

for new applications and partner solutions

• Data lifecycle: aggregates a single copy of all data, provides disaster

recovery and data migration services

• Simplifies the development and deployment of multi-function

applications in the cloud without sacrificing centralized security,

governance, and metadata management traditionally associated with

on-premises deployments


WE DELIVER AN ENTERPRISE DATA CLOUD FOR ANY DATA ANYWHERE, FROM THE EDGE TO AI

Enterprise grade

Secure, performant and compliant

Scalable

Elastic, cost-effective and lower TCO

Runs anywhere

Public cloud, on-premises, multi, hybrid


CLOUDERA DATAFLOW

A real-time streaming data platform to collect, curate and analyze data-in-motion

• Continuous data ingestion, transformation and routing from any

streaming source or IoT device using 250+ pre-built processors

• Edge data collection, processing and content routing of sensor

data from edge and IoT devices

• Real-time stream processing and content syndication for massive

IoT infrastructures supporting millions of messages per second

• Simplifies building streaming apps and analytics from the edge to

the enterprise data warehouse

• Deliver actionable insights with pattern matching and complex

event processing from real-time streams


CLOUDERA DATA WAREHOUSE

Data warehouse with a scale-up architecture that handles 50PB

• Bring the warehouse to the data with zero copy simplicity

• Use your security policies with your data - no proprietary stacks

• Apply enterprise governance to transient workloads

• Shared Data Experience (SDX) for analytic, ML & real-time

workloads

• Ultimate hybrid choice - storage, compute & control

• Optimized for Azure & AWS


WHY IS DATA-DRIVEN SO DIFFICULT?

Data-driven means getting Machine Learning & AI into production

AI

MACHINE LEARNING

DATA SCIENCE

ANALYTICS

"BIG DATA"

DATA SCIENCE & MACHINE

LEARNING HIERARCHY OF NEEDS

• ML cannot be done without data science

• Data science cannot be done without

analytics

• Analytics cannot be done without Big Data

• They are all dependent on each other,

and must operate on the same platform


MACHINE LEARNING FOR THE ENTERPRISE

• Open platform

• Open algorithms

• Team collaboration

• Enterprise ready

• Runs anywhere

DATA SCIENCE WORKBENCH

CLOUD ON-PREMISES

SPARK | IMPALA |

GPUs | CPUs

ADLSS3 HDFSSTORAGE

COMPUTE

ALGORITHMS

OPEN SOURCE &

VENDOR

ECOSYSTEMEXPLORATORY

ANALYSIS

SOLUTIONS | USE CASES | UXDATA APPS

KUDU

DATA SCIENCE WORKBENCHPRODUCTION


HOW CLOUDERA HELPS CUSTOMERS INDUSTRIALIZE AIDeliver the platform to accelerate AI development at scale, anywhere

Manage pipelines + modelsDeploy models

Automate pipelines

Monitor performance

DEPLOYDEVELOPMake teams more productive

Explore data

Develop reports, pipelines, models

Collaborate with peers

TRAINScale resources efficiently

Train models

Tune parameters

Track performance

MANAGERun anywhere with a common architecture

Manage access and resources

Scale cost with usage


PARTNER ECOSYSTEM

• Strategic partnerships for

expanded reach, integrated

solutions and richer technical

and industry expertise

ISVs & SOLUTIONS

CLOUD & PLATFORM

SYSTEM

INTEGRATORSRESELLERS


BENEFITTING FROM MULTIPLE GROWTH VECTORS


CLOUDERA LEADERSHIP TEAM

Hilary MasonGM Machine Learning

Vikram MakhijaGM Data-in-Motion

THANK YOU


GAAP TO NON-GAAP RECONCILIATION

Three Months Ended – Jul 31, 2019

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