2024 Q3 Earnings

CyberArk
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

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Slide inventory

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every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Attention
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other
Open slide detailBeat · Attention
03
Includes TAM, customer count, ARR, and regional revenue split.summarize
Open slide detailBeat · Attention
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summarize
Open slide detailBeat · Attention
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front_matter
Open slide detailBeat · Attention
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The slide uses a high-impact visual style with circular imagery representing the three themes.transition
Open slide detailBeat · Need
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frame_problem
Open slide detailBeat · NeedLoop · Cost Of Inaction
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frame_problem
Open slide detailBeat · NeedLoop · Cost Of Inaction
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summarize
Open slide detailBeat · NeedLoop · Cost Of Inaction
10
The slide uses a visual grouping of four distinct identity categories, each represented by a person or robot within a triangle.present_solution
Open slide detailBeat · NeedLoop · Cost Of Inaction
11
The diagram uses a concentric circle/hub-and-spoke hybrid layout to represent platform architecture.present_framework
Open slide detailBeat · Satisfaction
12
The slide uses a horizontal flow layout to represent the ecosystem components.present_framework
Open slide detailBeat · Satisfaction
13
The slide features a standard Gartner Magic Quadrant 2x2 matrix.compare_peers
Open slide detailBeat · Satisfaction
14
CyberArk branding present.front_matter
Open slide detailBeat · Satisfaction
15
The slide uses a hub-and-spoke style diagram to illustrate the integration of two companies' product portfolios.present_solution
Open slide detailBeat · Satisfaction
16
The slide uses a gradient-based maturity or complexity model to categorize different identity types.present_framework
Open slide detailBeat · Satisfaction
17
The slide uses a simple additive diagram to illustrate market expansion.size_opportunity
Open slide detailBeat · SatisfactionLoop · Why Now
18
The slide uses a '3-pillar' structure to frame the market problem.frame_problem
Open slide detailBeat · SatisfactionLoop · Why Now
19
The slide uses a dark blue background with a subtle digital grid pattern, typical of cybersecurity marketing materials.frame_problem
Open slide detailBeat · SatisfactionLoop · Why Now
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summarize
Open slide detailBeat · SatisfactionLoop · Why Now
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transition
Open slide detailBeat · Visualization
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summarize
Open slide detailBeat · Visualization
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summarize
Open slide detailBeat · Visualization
24
The chart illustrates the shift in revenue mix towards subscription-based models.summarize
Open slide detailBeat · Visualization
25
The chart uses a stacked bar approach where the total is labeled at the top, and the components (Subscription and Maintenance) are labeled within the segments.analyze_data
Open slide detailBeat · Visualization
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The chart uses a waterfall-like bridge to show growth percentages between periods.quantify_impact
Open slide detailBeat · Visualization
27
The slide uses a 'flywheel' concept to explain the financial performance.quantify_impact
Open slide detailBeat · Visualization
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The slide includes a disclaimer regarding the transition from perpetual maintenance to one-year subscription terms.quantify_impact
Open slide detailBeat · Visualization
29
summarize
Open slide detailBeat · Action
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transition
Open slide detailBeat · Action
31
The slide presents financial projections for CyberArk, highlighting growth in revenue, operating income, EPS, ARR, and free cash flow.summarize
Open slide detailBeat · Action
32
appendix
Open slide detailBeat · Action
33
The slide includes a formal definition of ARR and a specific formula for calculation.present_framework
Open slide detailBeat · Action
34
The chart uses a stacked bar format to visualize the components of total revenue (Subscription, Recurring Maintenance, Perpetual License, Professional Services)quantify_impact
Open slide detailBeat · Action
35
The chart tracks revenue in millions across five categories: Professional Services, Perpetual License, Recurring Maintenance, Self-Hosted Subscription, and SaaSanalyze_data
Open slide detailBeat · Action
36
The chart tracks both absolute dollar value (in millions) and the percentage of total revenue that is recurring.quantify_impact
Open slide detailBeat · Action
37
The slide uses two separate bar charts to illustrate financial performance improvements.quantify_impact
Open slide detailBeat · Action
38
analyze_data
Open slide detailBeat · Action
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Includes two main sections: GAAP operating loss to Non-GAAP operating income and GAAP net income to Non-GAAP net income.analyze_data
Open slide detailBeat · Action
40
analyze_data
Open slide detailBeat · Action
41
The table details the numerator (net income/loss) and denominator (shares) adjustments to arrive at diluted EPS.analyze_data
Open slide detailBeat · Action
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summarize
Open slide detailBeat · Action