{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5e88-73ef-bd5e-1d08f62b1000", "slug": "9730e4b4d3da53d8", "title": "2025 Q4 Earnings Slides", "subtitle": "Alphabet", "author": "Alphabet", "pageCount": 12, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.777, "document": { "id": "019dd923-5e88-73ef-bd5e-1d08f62b1000", "slug": "9730e4b4d3da53d8", "title": "2025 Q4 Earnings Slides", "rawTitle": "2025 Q4 Earnings Slides", "authorId": "Alphabet", "authorName": "Alphabet", "authorDisplay": "Alphabet", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "strategy_consulting", "label": "Strategy consulting" }, "fileName": "2025-Q4-Earnings-Slides.pdf", "sourceUrl": null, "sourceDate": "2026-02-04 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-27 02:45:10+00", "status": "ready", "pageCount": 12, "orientation": "landscape", "aspectRatio": 1.777, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/9730e4b4d3da53d8", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 12, "pagesIndexed": 12, "pagesWithImages": 12, "pagesWithMetadata": 12, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 63, "chartCount": 11, "metricSlides": 0, "toolMatches": 42, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 5, "loopMatches": 3, "patternMatches": 0, "storymakersMatch": true, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Onion", "slug": "onion", "status": "active", "bestFor": "Root cause analysis, diagnostics", "canonId": "019dd956-627f-76b1-b286-0c575846d572", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Surface Observation -> First Layer -> Deeper Layer -> Core Insight -> Implications", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "matchId": "019dd95a-0543-7581-99b2-c279a1b8fd48", "evidence": "Drill-down from headline KPIs (p3) to income statement (p4) to drivers (p5-7) to segments (p8-9) to cash implications (p10-12).", "isPrimary": true, "confidence": 50, "extraction": { "at": "2026-04-29 13:07:28.977035+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "beats": [ { "to": 3, "arc": { "name": "The Onion", "slug": "onion", "status": "active", "bestFor": "Root cause analysis, diagnostics", "canonId": "019dd956-627f-76b1-b286-0c575846d572", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Surface Observation -> First Layer -> Deeper Layer -> Core Insight -> Implications", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "from": 3, "name": "Surface Observation", "beatId": "019dd95a-07a7-7579-bd62-c211e9024023", "matchId": "019dd95a-0543-7581-99b2-c279a1b8fd48", "beatType": { "name": "Surface Observation", "slug": "onion-surface-observation", "status": "active", "canonId": "019dd9b8-0b39-73c0-b415-6c4cf34cc343", "version": 1, "description": null }, "evidence": "Headline KPI cards: $400B revenue, +17% Search, 750M Gemini MAU.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. 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Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 50 }, { "to": 7, "arc": { "name": "The Onion", "slug": "onion", "status": "active", "bestFor": "Root cause analysis, diagnostics", "canonId": "019dd956-627f-76b1-b286-0c575846d572", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Surface Observation -> First Layer -> Deeper Layer -> Core Insight -> Implications", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "from": 5, "name": "Deeper Layer", "beatId": "019dd95a-07a7-7579-bd62-c9d222aafbca", "matchId": "019dd95a-0543-7581-99b2-c279a1b8fd48", "beatType": { "name": "Deeper Layer", "slug": "onion-deeper-layer", "status": "active", "canonId": "019dd9b8-0c69-7473-8222-610daa3e4df7", "version": 1, "description": null }, "evidence": "P&L drivers broken out: revenue, operating income, cost/opex composition.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 50 }, { "to": 9, "arc": { "name": "The Onion", "slug": "onion", "status": "active", "bestFor": "Root cause analysis, diagnostics", "canonId": "019dd956-627f-76b1-b286-0c575846d572", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Surface Observation -> First Layer -> Deeper Layer -> Core Insight -> Implications", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "from": 8, "name": "Core Insight", "beatId": "019dd95a-07a7-7579-bd62-cc7e778412c0", "matchId": "019dd95a-0543-7581-99b2-c279a1b8fd48", "beatType": { "name": "Core Insight", "slug": "onion-core-insight", "status": "active", "canonId": "019dd9b8-0d41-766a-8ad4-4ba6c6e72446", "version": 1, "description": null }, "evidence": "Segment-level breakdown: Google Services vs Google Cloud, with margin trajectories.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 50 }, { "to": 12, "arc": { "name": "The Onion", "slug": "onion", "status": "active", "bestFor": "Root cause analysis, diagnostics", "canonId": "019dd956-627f-76b1-b286-0c575846d572", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Surface Observation -> First Layer -> Deeper Layer -> Core Insight -> Implications", "description": null, "familyLabel": null, "categoryName": "Analysis & Information", "categorySlug": "analysis-information" }, "from": 10, "name": "Implications", "beatId": "019dd95a-07a7-7579-bd62-d1a3c24f2b34", "matchId": "019dd95a-0543-7581-99b2-c279a1b8fd48", "beatType": { "name": "Implications", "slug": "onion-implications", "status": "active", "canonId": "019dd9b8-0dda-7730-893d-deaac7e9c295", "version": 1, "description": null }, "evidence": "Capex, TTM free cash flow and GAAP-to-non-GAAP reconciliation.", "position": 5, "isPrimaryArc": true, "parentBeatType": { "name": "Reflection", "slug": "reflection", "status": "active", "canonId": "019dd9b8-0510-73fd-8d00-1c7e45f7bc98", "version": 1, "description": "The \"so what\" beat. Used by analytical arcs (Triple-take, Onion) and learning arcs (Voyage-return, Tragedy)." }, "alignedBlockIds": null, "matchConfidence": 50 } ], "loops": [ { "to": 7, "from": 3, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null, "categoryName": "Logical Reasoning", "categorySlug": "logical-reasoning" }, "matchId": "019dd95a-08f8-7619-ac2b-ca52f6f3a3de", "evidence": "Six KPI tiles plus four financial views (income statement, revenue, opincome, costs) all reinforce the same growth pattern.", "position": 1, "objective": "Stack consistent growth evidence from headline KPIs through the income statement", "confidence": 55, "extraction": { "at": "2026-04-29 13:07:29.779839+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 9, "from": 8, "loop": { "name": "34_segmentation_split", "slug": "34-segmentation-split", "status": "active", "bestFor": "Customer analysis, market research, resource allocation", "canonId": "019dd956-7398-77a8-9a5f-2e4d39589f42", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Aggregate View -> Segment A Behavior -> Segment B Behavior -> The Insight in the Difference", "description": "Divide a whole into meaningful segments to reveal hidden patterns", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "019dd95a-08f8-7619-ac2b-ce5919da8071", "evidence": "Two consecutive slides isolate Services (p8) and Cloud (p9), with margin going 17.5% to 30.1% on Cloud.", "position": 2, "objective": "Compare segment behavior - Services vs Cloud - to highlight Cloud margin expansion", "confidence": 75, "extraction": { "at": "2026-04-29 13:07:29.779839+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } }, { "to": 11, "from": 10, "loop": { "name": "02_pattern_hunter", "slug": "02-pattern-hunter", "status": "active", "bestFor": "Time-pressed audiences, building consensus, when data is strong", "canonId": "019dd956-6695-771a-be2e-f1748ef041a4", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion", "description": "Group multiple pieces of evidence that together point to a pattern or conclusion", "familyLabel": null, "categoryName": "Logical Reasoning", "categorySlug": "logical-reasoning" }, "matchId": "019dd95a-08f8-7619-ac2b-d06ab1862815", "evidence": "Capex bar chart (p10) plus TTM FCF bar chart (p11) presented as parallel evidence.", "position": 3, "objective": "Show capex and TTM free cash flow side-by-side as evidence of capital strength", "confidence": 50, "extraction": { "at": "2026-04-29 13:07:29.779839+00", "model": "claude-legacy", "runId": null, "seconds": null, "promptVersion": null } } ], "tools": [ { "tool": { "name": "Big Idea Formula", "slug": "big-idea-formula", "status": "active", "bestFor": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. 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title, big-idea framing, pyramid-principle answer-first, chunked KPI tiles. 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