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CORPORATE OVERVIEWJune 2018

2 © Cloudera, Inc. All rights reserved.

SAFE HARBOR STATEMENT

Statements in this presentation 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

presentation address a variety of subjects, including our belief that the enterprise machine learning and analytics market will quickly emerge and that we will continue to lead its direction through

technology and product innovation, our expectation that we will continue our momentum in machine learning, analytics and the cloud, and our “Progress Towards Our Long Term Model”. 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 Annual Report filed with the Securities and

Exchange Commission, or the SEC, on April 4, 2018, and in our other SEC filings. 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.

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 release dated June 6, 2018, 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 April 30, 2018.

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 modern platform for machine learning

and analytics optimized for the cloud

• Large addressable market – big data,

cloud, IoT, ML/AI, digital transformation

• Innovation driving substantial competitive

advantage and extending category

leadership

• Vast and growing ecosystem of solution

and service provider partners

• Rapid growth with powerful land and

expand economics

net expansion

Driven by data and new use cases

recurring

Subscription software revenue

TTM revenue

44% TTM subscription revenue growth

Customers

$100K+ software annual recurring revenue

Notes:

1. FQ1’18: 392, FQ2’18: 429, FQ3’18: 475, FQ4’18: 501.

2. Our quarterly net subscription revenue expansion rate equals: the subscription revenue in a given quarter from all customers that had

subscription revenue in the same quarter of the prior year, divided by the subscription revenue attributable to that same group of customers in

that prior quarter. Our net expansion rate equals the simple arithmetic average of our quarterly net subscription revenue expansion rate for the

four quarters ending with the most recently completed fiscal quarter.

(2)(1)


of unstructured data is analyzed or

used at all (3)

THE DATA-DRIVEN ENTERPRISE

connected devices

more data

(2)

AN UNTAPPED OPPORTUNITY

(1)

of structured data is actively used in making decisions (3)

1. IDC estimates that there will be 30B IoT and connected devices in 2020

2. IDC estimates that there will be 440x more data in 2020 than 2005

3. Harvard Business Review 2017

THE DATA ECONOMY


WE DELIVER THE MODERN PLATFORM FOR MACHINE LEARNING AND ANALYTICS OPTIMIZED FOR THE CLOUD

SCALABLEENTERPRISE GRADE RUNS ANYWHERE

✓ Elastic

✓ Cost-effective

✓ Lower TCO

✓ Secure

✓ Performant

✓ Compliant

✓ Cloud

✓ Multi-cloud

✓ On-premises


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

CONNECT PRODUCTS &

SERVICES (IoT)

GROW BUSINESS PROTECT BUSINESS


ENABLING THE DATA-DRIVEN ENTERPRISE

Using deeper customer insights

to personalize customer solutions

GROW BUSINESS

Reducing manufacturing costs and

•improving product quality with IoT analytics

CONNECT PRODUCTS &

SERVICES (IoT)

Uncovering zero-day attacks and stopping

advanced persistent threats more quickly

PROTECT BUSINESS


ENABLING THE DATA-DRIVEN ENTERPRISE

•Enhancing customer experience

with network visibility and tailored offers•Predicting electrical energy demand

with machine learning•Identifying deposit fraud

•with machine learning

GROW BUSINESS CONNECT PRODUCTS &

SERVICES (IoT)

PROTECT BUSINESS


LARGE AND GROWING MARKET

Source: IDC. Note: Transformative markets represented $10.6B in 2016 and $27.7B in 2021, approximately broken down into $13.3B for Cognitive/AI Systems and Content Analytics Software, $9.7B for Dynamic Data

Management Systems, $4.7B for Advanced and Predictive Analytics Software

2016 2021

$10B Dynamic data mgmt

$5B Advanced analytics

$13B Cognitive / AI$11B

$28B

Relational and

non-relational

DBMSs

$45B

TAM

$73B

+ =21%CAGR


MARKET DEVELOPMENT & PHASES OF GROWTH

BIG DATA

TECH

DATA

PLATFORM

CIO

& Data Admins

ML, ANALYTICS

& CLOUD

LOB

& Data ScientistsIT early

adopters &

Developers

DIGITAL

TRANSFORMATIONpowered by data

C-suite &

Boards


INNOVATIONS IN ML, ANALYTICS & CLOUD

Cloudera Data Science

Workbench (CDSW)

Secure, collaborative data

science at scale to speed

workflows from research to

production

Cloudera Fast

Forward Labs

Applied ML/AI research and

advisory services that enable

data science in the enterprise

Apache

Kudu

Real-time database for

fast analytics on fast changing

data to support ML & IoT

Recent announcement

CDSW 1.4

Cloudera Altus

Data Engineering

Multi-cloud PaaS for

processing large-scale data

sets in AWS and Azure

Cloudera Altus

Analytic DB

Multi-cloud PaaS data

warehouse for self-service BI

and SQL analytics

Shared Data

Experience

Powerful software framework

for multi-function data apps

on-premises and in the cloud

Recent announcement

available on Azure (beta)

Recent announcement

generally available on Azure

Cloudera Altus

SDX

PaaS that provides and retains

business context for shared

cloud-based data

Recent announcement

Cloudera Altus SDX on Azure (beta)


MODERN DATA ARCHITECTURE ML / AI

(DATA SCIENCE)ANALYTICS

CLOUD STORAGE ON-PREMISES STORAGE

MANAGEMENT & SECURITY

DATA

ENGINEERING


CLOUDERA ENTERPRISE DATA PLATFORM

The modern platform for

machine learning & analytics

optimized for the cloud

WORKLOADS 3RD PARTY

SERVICES

DATA

ENGINEERING

DATA

SCIENCE

ANALYTIC

DATABASE

OPERATIONAL

DATABASE

DATA CATALOG

GOVERNANCESECURITY LIFECYCLE

MANAGEMENT

STORAGE Microsoft

ADLS

COMMON SERVICES

HDFS

Amazon

S3

CONTROL

PLANE

KUDU


• Data Catalog: a comprehensive catalog of all data sets, spanning on-

premises, cloud object stores, structured, unstructured, and semi-

structured. Includes technical schemas from the Hive metastore, as well as

business glossary definitions, classifications, and usage guidance

• Security: role-based access control applied consistently across the

platform using Apache Sentry. Also includes full stack encryption and key

management

• Governance: enterprise-grade auditing, lineage, and other governance

capabilities applied universally across the platform with rich extensibility for

partner integrations

• Lifecycle Management: comprehensive ingest-to-purge management of

data set lifecycle activities

• Control Plane: multi-environment cluster provisioning, deployment,

management, and troubleshooting

SHARED DATA CONTEXT SERVICESBuilt for multi-function analytics anywhere


Lead machine

learning in the

enterprise

Disrupt the data

warehouse market

Capitalize on cloud

adoption

STRATEGIC GROWTH DRIVERS


ENTERPRISE MACHINE LEARNINGPLATFORM

• Open platform

• Complete lifecycle

• 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


ANALYZEWorkbench

TRAINExperiments

DEPLOYModels

SERVEJobs

SHAREReports

ENTERPRISE-READY PRODUCTION MACHINE LEARNING

• Complete machine

learning lifecycle

• Model governance

• Model lineage

• Model security

• Model access control

INGESTData

DataSecurity

Governance Metadata Catalog

ModelSecurity

Governance LineageAccess


HYBRID IS THE NEW NORMAL IN ML & ANALYTICS

CLOUD

• Elastic

• Transient

• IoT

• Dev / Test

• New locations

ON-PREMESIS

• Data sovereignty

• Persistent

• Legacy

• Cost

• Performance

+

Choice | Economics | Migration | Governance | Control


ANALYTIC DATABASE FOR DATA WAREHOUSE

DELIVERTARGET DIFFERENTIATE

Cloud-based, big data

app performance

service

• Monitor

• Analyze

• Onboard

• Optimize

Specific use cases for

mission critical data

warehousing

• Data warehouse

optimization

• Operational and

discovery data

marts

Features to expand

the opportunity and

enhance

competitiveness

• Interactive

• Scalable

• Versatile


EXTENSIVE INTEGRATION WITH PUBLIC CLOUD VENDORS

DATA

ENGINEERING

DATA

SCIENCE

ANALYTIC

DATABASE

OPERATIONAL

DATABASE

CLOUDERA ENTERPRISE

Private Cloud

Infrastructure-as-a-Service

CLOUDERA ALTUS

DATA ENGINEERING DATA SCIENCEANALYTIC DB

Platform-as-a-Service

beta

beta soon

Bare Metal


CLOUDERA ALTUS PAAS

• Multi-Cloud, Multi-Function

• Simple

• Self-service

• Auto-elastic

• Role specific

DATA ENGINEERING ANALYTIC DB DATA SCIENCE

DATA CATALOG

GOVERNANCESECURITY CONTROL

PLANE

LIFECYCLE

MANAGEMENT

beta soon

Amazon

S3

Microsoft

ADLS beta


Customer usage on AWS, Azure, and GCP

Notes for cloud-related metrics:

- Total Customers: all customers who share diagnostic data

- Cloud Customers: customers with utilization in prior six month

period on AWS, Azure and GCP

CLOUDERA IN THE CLOUD ERA

11%12%

14%

16% 17%18%

21% 21% 22%

24%25%

26% 26%

Q1 FY16 Q2 FY16 Q3 FY16 Q4 FY16 Q1 FY17 Q2 FY17 Q3 FY17 Q4 FY17 Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Q1 FY19

0%

3%

6%

9%

12%

15%

18%

21%

24%

27%

Cloud Customers (as % of Total)


PARTNER ECOSYSTEM

ISVs & SOLUTIONS

CLOUD & PLATFORM

SYSTEM

INTEGRATORSRESELLERS

Strategic partnerships

expand reach and accelerate

consumption


TOP GLOBAL

ADOPTION DRIVEN BY LARGE ENTERPRISES

TOP GLOBAL TOP GLOBAL TOP GLOBALCOUNTRIES WITH GOV

CUSTOMERS

BANKING TELCO HEALTHCARE TECHNOLOGYPUBLIC

Customers across

all verticals

539 Customers with

$100K+ Software ARR

Plant the flag

international strategy


TOP INDUSTRY VERTICALS

BANKING

• Fraud detection

• Anti-money

laundering

• Spend analytics

• Barclays

• Bank of America

• Citi

HEALTHCARE

• 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


BENEFITTING FROM MULTIPLE GROWTH VECTORS


TOM REILLY

CEO

MIKE OLSON

CO-FOUNDER & CSO

AMR AWADALLAH

CO-FOUNDER & CTO

DANIEL STURMAN

SVP ENGINEERING

CHARLES

ZEDLEWSKI

SVP EMERGING

BUSINESSES

DAVID MIDDLER

CHIEF LEGAL

OFFICER

JIM FRANKOLA

CHIEF FINANCIAL

OFFICER

MICK HOLLISON

CHIEF MARKETING

OFFICER

BRITT SELLIN

VP HUMAN

RESOURCES

AMY O’CONNOR

CHIEF DATA &

INFORMATION OFFICER

HILARY MASON

GM MACHINE LEARNING

ANUPAM SINGH

GM ANALYTICS

VIKRAM MAKHIJA

GM CLOUD

CLOUDERA LEADERSHIP TEAM

© Cloudera, Inc. All rights reserved.28 © Cloudera, Inc. All rights reserved.

Rapid revenue growth

Powerful land & expand

economics

Proven pathto profitability

Large market

opportunity

FINANCIAL HIGHLIGHTS


HISTORIC QUARTERLY REVENUE ($M) HISTORIC ANNUAL REVENUE ($M)

37%Y/Y growth

$38$44

$50$56

$64$67

$73

$80

$90$95

$103 $103

Q2FY16

Q3FY16

Q4FY16

Q1FY17

Q2FY17

Q3FY17

Q4FY17

Q1FY18

Q2FY18

Q3FY18

Q4FY18

Q1FY19

$109

$166

$261

$367$391

FY15 FY16 FY17 FY18 TTM atFQ1'19

Services Subscription

RAPID REVENUE GROWTH


STEADYCUSTOMER GROWTH

Customers With $100K+ Software Annual Recurring Revenue

392

429

475

501

539

Q1 FY18 Q2 FY18 Q3 FY18 Q4 FY18 Q1 FY19


Note: Our quarterly net subscription revenue expansion rate equals: the subscription revenue in a given

quarter from all customers that had subscription revenue in the same quarter of the prior year, divided by

the subscription revenue attributable to that same group of customers in that prior quarter. Our net

expansion rate equals the simple arithmetic average of our quarterly net subscription revenue expansion

rate for the four quarters ending with the most recently completed fiscal quarter.

132%net

expansion

rate*

SIGNIFICANT EXPANSION IN EVERY COHORT


5 PLATFORM PRODUCTS 3 NEW OFFERINGS SUBSCRIPTION PRICING

BY

CONSUMPTION

BY NODE

BY USER

DIVERSIFIED REVENUE MODEL


RAPID SOFTWARE GROWTH DRIVES GROSS MARGIN EXPANSION

• Software subscription

revenue growth

• Benefiting from cloud

deployment

• Machine learning powers

proactive support

60%

69%73% 73%

FY16 FY17 FY18 FQ1'19

78%82%

85% 85%

FY16 FY17 FY18 FQ1'19

OVERALL SOFTWARE

NON-GAAP GROSS MARGIN TRENDS

Note: Presented on a non-GAAP basis. Please see appendix for a Non-GAAP to

GAAP reconciliation


NON-GAAP FY16 FY17 FY18 FQ1’19 Long-term

model

Subscription Margin

Services Margin

Total Gross Margin

78%

14%

60%

82%

24%

69%

85%

17%

73%

85%

10%

73%

90%+

20%+

82% - 84%

R&D / Revenue

S&M / Revenue

G&A / Revenue

46%

84%

13%

37%

75%

10%

31%

56%

12%

33%

52%

12%

16% - 20%

30% - 34%

5%

Operating Income Margin

Operating Cash Flow Margin

(83%)

(55%)

(54%)

(45%)

(26%)

(12%)

(24%)

24%

30%

>30%

Note: Presented on a non-GAAP basis. Please see appendix for a Non-GAAP to

GAAP reconciliation

PROGRESS TOWARD LONG-TERM MODEL

© Cloudera, Inc. All rights reserved.

• Machine learning and analytics platform

• Cloud-native and cloud-differentiated

• Enterprise scale, security and performance

• Open-source innovation and efficiency

• World-class partner ecosystem


Three Months Ended – Apr 30, 2018

GAAP TO NON-GAAP RECONCILIATION


Three Months Ended – Apr 30, 2017



Twelve Months Ended – Jan 31, 2018


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