2025 Q1 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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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 ARR growth chart and key performance indicators.summarize
Open slide detailBeat · Attention
04
front_matter
Open slide detailBeat · Attention
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summarize
Open slide detailBeat · Attention
06
Includes financial contributions from Venafi and Zilla Security acquisitions.summarize
Open slide detailBeat · Need
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The slide uses a horizontal arrow spanning three distinct threat categories to emphasize that 'Identity' is the central focus.establish_context
Open slide detailBeat · Problem IdentificationLoop · Cost Of Inaction
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The slide uses a four-column layout with thematic imagery to represent market drivers.establish_context
Open slide detailBeat · Problem IdentificationLoop · Cost Of Inaction
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frame_problem
Open slide detailBeat · Problem IdentificationLoop · Cost Of Inaction
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summarize
Open slide detailBeat · NeedLoop · Cost Of Inaction
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The slide uses a visual metaphor of a 'privileged' access point leading to a chaotic, unmanaged web of connections to external services, highlighted by an exclaframe_problem
Open slide detailBeat · AgitationLoop · Cost Of Inaction
12
Uses an infinity symbol to represent the scale of machine identities.establish_context
Open slide detailBeat · AgitationLoop · Cost Of Inaction
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The chart uses a stacked area representation to show the compounding nature of risk over time.frame_problem
Open slide detailBeat · AgitationLoop · Cost Of Inaction
14
transition
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The diagram uses concentric circles to represent layers of security functionality, with CORA AI as the overarching intelligence layer.present_framework
Open slide detailBeat · SolutionLoop · Jobs To Be Done
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The slide uses a matrix-like structure to categorize security offerings by entity type.present_framework
Open slide detailBeat · SolutionLoop · Jobs To Be Done
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The slide uses a custom diagram to map threat vectors to specific components of an AI-enabled architecture.frame_problem
Open slide detailBeat · SolutionLoop · Jobs To Be Done
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Uses a causal chain structure to link machine identity characteristics to security outcomes.frame_problem
Open slide detailBeat · SolutionLoop · Jobs To Be Done
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establish_context
Open slide detailBeat · SolutionLoop · Jobs To Be Done
20
The slide uses a three-column layout to present value propositions with supporting data points.quantify_impact
Open slide detailBeat · SolutionLoop · Jobs To Be Done
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transition
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summarize
23
Includes financial contributions from acquisitions of Venafi and Zilla.summarize
24
The slide includes detailed footnotes regarding acquisition impacts (Venafi, Zilla) and rounding.quantify_impact
25
Includes financial contributions from Venafi and Zilla acquisitions in Q1 2025.quantify_impact
26
The chart highlights the impact of recent acquisitions on recurring revenue growth.quantify_impact
27
Includes financial contributions from acquisitions of Venafi and Zilla in Q1 2025.summarize
28
The slide highlights financial performance improvements over three years, noting the impact of recent acquisitions.quantify_impact
29
Data as of March 31, 2025. Includes contributions from Venafi and Zilla acquisitions.analyze_data
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transition
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Includes specific disclaimers regarding Zilla and Venafi contributions.summarize
33
The chart highlights the increasing proportion of subscription revenue in the total revenue mix.analyze_data
34
The chart highlights significant YoY growth in SaaS and Self-Hosted Subscription revenue.quantify_impact
35
The slide includes a disclaimer regarding rounding and the inclusion of Venafi in Q4 2024 results.analyze_data
36
summarize
37
The slide presents two distinct reconciliation blocks: one for operating income and one for net income.analyze_data
38
analyze_data
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Includes specific adjustments for IP transfer and new U.S. Headquarters capital expenditures.analyze_data
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analyze_data
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summarize
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summarize
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summarize