2025 Q4 Earnings Presentation

CyberArk

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

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 18 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides · 2 hits 100% 1/1 slides Solution 4 slides 100% 4/4 slides 100% 4/4 slides · 25 hits

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25% 1/4 slides 25% 1/4 slides 100% 4/4 slides

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Market Size 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides · 2 hits 100% 1/1 slides Financials 12 slides 100% 12/12 slides 100% 12/12 slides · 75 hits

— 0/12 slides

8.3% 1/12 slides 100% 12/12 slides 33.3% 4/12 slides

Slide inventory

every slide · same image gating as the playbook

front_matter

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other

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Includes TAM, Rule of 40 mention, and ARR growth chart.quantify_impact

Open slide detailBeat · Solution

summarize

Open slide detailBeat · Solution

The slide uses a grid layout to group metrics by 'Topline/ARR' and 'Profitability/Cash Flow'.summarize

Open slide detailBeat · Solution

summarize

Open slide detailBeat · Solution

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 · ProblemLoop · Cost Of Inaction

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

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transition

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The chart highlights the shift in revenue mix towards subscription models, noting the impact of the Zilla acquisition.quantify_impact

Open slide detailBeat · FinancialsLoop · Iceberg

The slide includes specific disclaimers regarding the acquisition of Venafi and Zilla affecting the comparability of the data.analyze_data

Open slide detailBeat · FinancialsLoop · Iceberg

Includes financial contributions from Venafi and Zilla acquisitions.quantify_impact

Open slide detailBeat · FinancialsLoop · Iceberg

The chart includes financial contributions from acquisitions of Venafi and Zilla.analyze_data

Open slide detailBeat · FinancialsLoop · Iceberg

Includes acquisition impacts from Venafi and Zilla.analyze_data

Open slide detailBeat · Financials

The slide uses two side-by-side bar charts to illustrate financial performance trends.quantify_impact

Open slide detailBeat · Financials

Data as of December 31, 2025. Includes acquisitions of Venafi and Zilla.decompose_segments

Open slide detailBeat · Financials

appendix

Open slide detailBeat · Financials

The slide highlights the increasing share of subscription revenue in total revenue, noting the impact of acquisitions.analyze_data

Open slide detailBeat · Financials

Includes acquisition impacts from Venafi and Zilla.quantify_impact

Open slide detailBeat · Financials

The slide highlights the increasing share of subscription revenue in the total revenue mix.quantify_impact

Open slide detailBeat · Financials

The chart highlights the shift in revenue composition over three fiscal years, with specific callouts for SaaS and Self-Hosted Subscription growth rates.quantify_impact

Open slide detailBeat · Financials

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

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analyze_data

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The table provides a detailed breakdown of non-cash and non-recurring items such as share-based compensation, amortization, and acquisition-related expenses.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