2025 Q3 Earnings

CyberArk

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

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Narrative range 12 total

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Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 13 hits

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100% 2/2 slides · 3 hits 50% 1/2 slides 100% 2/2 slides 100% 2/2 slides Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 21 hits

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100% 2/2 slides 100% 2/2 slides Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits

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50% 1/2 slides 100% 2/2 slides 100% 2/2 slides Financials 6 slides 100% 6/6 slides 100% 6/6 slides · 38 hits

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Slide inventory

every slide · same image gating as the playbook

front_matter

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other

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Includes TAM, customer count, Rule of 40, and recurring revenue percentage alongside a 5-year ARR growth chart.summarize

Open slide detailBeat · ProblemLoop · Why Now

summarize

Open slide detailBeat · ProblemLoop · Why Now

The slide highlights strong topline growth and robust profitability metrics for CyberArk.summarize

Open slide detailBeat · SolutionLoop · Why Now

The slide uses a visual metaphor of arrows converging to emphasize the central importance of identity.summarize

Open slide detailBeat · SolutionLoop · Why Now

summarize

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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

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The slide uses a structured matrix to categorize security offerings by entity type (Human, AI, Machine) and their corresponding resources and business value.present_framework

Open slide detailBeat · Market SizeLoop · Cost Of Inaction

The slide uses a hub-and-spoke visual metaphor to show the integration of two companies.summarize

Open slide detailBeat · Market SizeLoop · Cost Of Inaction

transition

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Includes acquisition impacts from Venafi and Zilla.analyze_data

Open slide detailBeat · Financials

The slide includes detailed footnotes regarding rounding, acquisition impacts (Venafi, Zilla), and definitions.quantify_impact

Open slide detailBeat · Financials

Includes a disclaimer about acquisitions of Venafi and Zilla impacting the Q3 2025 figures.quantify_impact

Open slide detailBeat · Financials

Includes financial contributions from Venafi and Zilla acquisitions.quantify_impact

Open slide detailBeat · Financials

The slide includes a disclaimer regarding the transition to one-year terms and the impact of acquisitions (Venafi and Zilla).analyze_data

Open slide detailBeat · Financials

The slide highlights financial performance metrics with margin percentages and dollar values in millions.quantify_impact

Open slide detailBeat · Financials

Data as of September 30, 2025. Includes acquisitions of Venafi and Zilla.analyze_data

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appendix

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The slide notes that Q3 2025 includes contributions from acquisitions (Venafi and Zilla) which were not present in prior periods.summarize

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The chart highlights significant YoY growth in SaaS and Self-Hosted subscription revenue.analyze_data

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Includes a disclaimer regarding rounding, definitions, and acquisition impacts (Venafi).analyze_data

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analyze_data

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The table presents two distinct reconciliation blocks: one for operating income and one for net income, covering fiscal years 2022-2024 and quarters Q3 2023-Q3 analyze_data

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analyze_data

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Includes a formula for ARR calculation and a detailed disclaimer regarding the metric's usage.summarize