2023 Investor Session 2 — playbook

2023 Investor Session 2

MongoDB

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Narrative range 13 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 8 hits

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100% 2/2 slides 100% 2/2 slides Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits

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100% 2/2 slides 50% 1/2 slides Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits

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50% 1/2 slides · 2 hits

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Financial Analysis 7 slides 100% 7/7 slides 100% 7/7 slides · 29 hits

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Slide inventory

36

every slide · same image gating as the playbook

01

front_matter

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02

other

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03

summarize

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04

summarize

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05

transition

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06

present_solution

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07

The slide uses a simple causal chain structure to explain growth drivers.summarize

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08

The chart uses two horizontal dashed lines to compare average growth rates before and after a 'Macro impact' event.diagnose

Open slide detailBeat · ProblemLoop · Cost Of Inaction

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summarize

Open slide detailBeat · ProblemLoop · Cost Of Inaction

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The slide uses two donut charts to visualize the shift in revenue composition over time.quantify_impact

Open slide detailBeat · SolutionLoop · Cost Of Inaction

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transition

Open slide detailBeat · Solution

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quantify_impact

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13

quantify_impact

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14

The slide uses a 2x3 grid layout to organize client logos by sector.illustrate_case

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15

present_solution

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16

The chart illustrates cohort expansion based on FY19, FY20, and FY21 data.quantify_impact

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17

The slide uses a bar chart to visualize cohort expansion over a 3-year period.quantify_impact

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size_opportunity

Open slide detailBeat · Market Size

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summarize

Open slide detailBeat · Market Size

20

size_opportunity

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21

The slide uses donut charts to visualize revenue distribution across different segments.summarize

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22

The slide uses two donut charts to break down the top 100 customer segment.analyze_data

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transition

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24

The chart includes a trend line indicating an 8x growth factor.quantify_impact

Open slide detailBeat · Financial Analysis

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The chart uses a baseline to show negative margins (blue) and positive margins (green).analyze_data

Open slide detailBeat · Financial Analysis

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quantify_impact

Open slide detailBeat · Financial Analysis

27

The slide uses stacked bar charts to illustrate operating leverage by showing the decline in the percentage of revenue consumed by major operating expense categquantify_impact

Open slide detailBeat · Financial Analysis

28

summarize

Open slide detailBeat · Financial Analysis

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summarize

Open slide detailBeat · Financial Analysis

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summarize

Open slide detailBeat · Financial Analysis

31

summarize

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appendix

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other

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34

The table shows adjustments for stock-based compensation, amortization of intangible assets, and acquisition costs.analyze_data

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35

The table reconciles GAAP operating expenses to Non-GAAP by subtracting stock-based compensation and amortization of intangible assets.analyze_data

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36

analyze_data

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