2025 Q4 Investor Presentation

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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
01
Slide 1
front_matter
02
front_matter
03
establish_context
Open slide detailLoop · Logic Chain
04
establish_context
Open slide detailBeat · ProblemLoop · Logic Chain
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summarize
Open slide detailBeat · ProblemLoop · Logic Chain
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summarize
Open slide detailBeat · SolutionLoop · Logic Chain
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present_solution
Open slide detailBeat · SolutionLoop · Logic Chain
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The slide uses a flywheel/circular process diagram to explain the financial logic of the business.present_framework
Open slide detailBeat · SolutionLoop · Logic Chain
09
illustrate_case
Open slide detailLoop · Logic Chain
10
The slide uses a timeline structure to illustrate growth through M&A.summarize
Open slide detailLoop · Logic Chain
11
Includes annotations for AMC divesture and 10-yr/5-yr CAGR metrics.summarize
Open slide detailLoop · Logic Chain
12
The chart is a donut chart showing revenue distribution across 9 industry segments.summarize
Open slide detailLoop · Logic Chain
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The slide uses a visual hierarchy to map account segments to GTM strategies.present_solution
Open slide detailLoop · Logic Chain
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The model uses a custom acronym L.O.V.E. to structure the customer lifecycle.present_framework
Open slide detailLoop · Logic Chain
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The diagram uses a semi-circular, layered architecture to represent the product portfolio.present_framework
Open slide detailLoop · Logic Chain
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present_solution
Open slide detailLoop · Logic Chain
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Uses a comparison table structure to highlight customer success stories.illustrate_case
Open slide detailLoop · Logic Chain
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The slide uses a matrix-like structure to categorize business units and showcase representative clients.present_solution
Open slide detailBeat · Market SizeLoop · Logic Chain
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summarize
Open slide detailBeat · Market SizeLoop · Logic Chain
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The slide uses two industry analyst quadrant charts to demonstrate market leadership.compare_peers
Open slide detailBeat · Market SizeLoop · Logic Chain
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The slide uses a three-column layout to define the business unit's scope, product portfolio, and financial weight.establish_context
Open slide detailBeat · Market SizeLoop · Logic Chain
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The slide provides a snapshot of the 'Business Network' business unit within the broader company portfolio.establish_context
Open slide detailBeat · Market SizeLoop · Logic Chain
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The slide provides a business unit breakdown with a revenue table on the right.summarize
Open slide detailBeat · Market SizeLoop · Logic Chain
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Includes footnotes regarding business unit renaming and divestiture impacts.summarize
Open slide detailBeat · Market SizeLoop · Logic Chain
25
The slide uses a table to show revenue breakdown and lists to define product scope and competitive landscape.establish_context
Open slide detailBeat · Market SizeLoop · Logic Chain
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state_next_steps
Open slide detailLoop · Logic Chain
27
The slide uses a hierarchical structure with the CEO at the bottom, reporting to the functional groups above.other
Open slide detailBeat · TeamLoop · Logic Chain
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Includes a Canadian flag icon, likely indicating a regional focus or headquarters location.summarize
Open slide detailLoop · Logic Chain
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front_matter
31
The slide presents a breakdown of total debt by instrument and key leverage/interest metrics.summarize
32
The table excludes AMC business as noted in the title and footnotes.summarize
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Standard legal/financial disclosure slide for non-GAAP reporting.appendix
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Includes GAAP and Non-GAAP metrics, as well as constant currency (CC) adjustments.analyze_data
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The table provides a detailed breakdown of revenue streams, operating income, net income, EPS, EBITDA, and cash flows.analyze_data
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Standard financial disclosure slide for quarterly earnings reporting.analyze_data
37
The slide provides a clear bridge between GAAP and Non-GAAP financial metrics, typical for quarterly earnings disclosures.summarize
38
The table details specific line items like Cost of Revenues and Operating Expenses, applying adjustments to derive Non-GAAP metrics.analyze_data
39
The slide provides a bridge between GAAP and Non-GAAP financial metrics, specifically detailing adjustments for amortization, share-based compensation, special appendix
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The table details adjustments for cost of revenues, operating expenses, other income, and income taxes to derive non-GAAP metrics.analyze_data
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The slide provides a standard financial disclosure for non-GAAP metrics, specifically reconciling GAAP net income to non-GAAP net income.summarize
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The table includes line items for cost of revenues, operating expenses, income from operations, and net income, with specific footnotes (1-8) referencing the nasummarize
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The slide provides a bridge between GAAP and Non-GAAP financial metrics, specifically focusing on net income and per-share figures.summarize
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The slide presents two distinct reconciliation blocks: one for Adjusted EBITDA and one for Free Cash Flows.analyze_data
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Includes footnotes regarding accounting standard adoption and definition of capital expenditures.analyze_data