2026 Q1 Investor Presentation

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arc beats above · slides in the middle · loops below · scroll → 6 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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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
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The slide uses a four-column layout to categorize business workflows.present_solution
Open slide detailBeat · Setup & StakesLoop · Pattern Hunter
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summarize
Open slide detailBeat · Setup & StakesLoop · Pattern Hunter
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Includes logos for Fast Company, Ethisphere, Glassdoor, and Where You Work Matters.summarize
Open slide detailBeat · Setup & StakesLoop · Pattern Hunter
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Includes detailed footnotes regarding non-GAAP adjustments and currency impact methodology.summarize
Open slide detailBeat · Rising ActionLoop · So What Cascade
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The slide provides specific basis point impacts for various financial metrics related to the Armis acquisition and regional geopolitical issues.summarize
Open slide detailBeat · Rising ActionLoop · So What Cascade
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The slide contains two distinct tables for Q2 and FY guidance, with detailed footnotes explaining non-GAAP adjustments and currency impacts.summarize
Open slide detailBeat · Rising ActionLoop · So What Cascade
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The slide uses a split waterfall chart format to compare two distinct time periods (Q1-26A and FY26G) against their respective previous guidance midpoints.analyze_data
Open slide detailBeat · Rising ActionLoop · Tale Two Worlds
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The chart compares growth metrics across five quarters (Q1-25A to Q1-26A) and the full fiscal year (FY25A).analyze_data
Open slide detailBeat · Rising ActionLoop · Tale Two Worlds
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The chart uses a grouped bar structure to show the delta between reported actuals and constant currency figures, with specific currency impact values annotated.quantify_impact
Open slide detailBeat · Rising ActionLoop · Tale Two Worlds
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Data is in $B. Includes constant currency (cc) adjustments.analyze_data
Open slide detailBeat · Rising ActionLoop · Pattern Hunter
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The chart illustrates the expansion of initial contract value over time for specific customer cohorts.quantify_impact
Open slide detailBeat · Rising ActionLoop · Pattern Hunter
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The chart tracks two metrics: count of customers (bars) and average ACV (line).quantify_impact
Open slide detailBeat · Rising ActionLoop · Pattern Hunter
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The slide includes a footnote explaining a specific adjustment for Q3 2025 and a general note on how renewal rates are adjusted for account mergers.summarize
Open slide detailBeat · Rising ActionLoop · Pattern Hunter
17
The chart illustrates a stable distribution of ACV contribution across three primary workflow categories over the trailing twelve-month periods.analyze_data
Open slide detailBeat · ClimaxLoop · Segmentation Split
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The data shows zero variance in revenue mix across the five reported quarters.analyze_data
Open slide detailBeat · ClimaxLoop · Segmentation Split
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analyze_data
Open slide detailBeat · ClimaxLoop · Segmentation Split
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The slide displays three distinct categories of gross margins over time, with a clear separation between quarterly and annual data points.analyze_data
Open slide detailBeat · ClimaxLoop · Pattern Hunter
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The slide uses a split-chart layout to compare quarterly performance (Q1-25 to Q1-26) against annual performance (FY24, FY25).analyze_data
Open slide detailBeat · ClimaxLoop · Pattern Hunter
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The slide compares quarterly performance (Q1-25 to Q1-26) against annual performance (FY24, FY25).analyze_data
Open slide detailBeat · ClimaxLoop · Pattern Hunter
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appendix
Open slide detailBeat · Resolution
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Contains detailed line items for SBC, amortization, and other adjustments.analyze_data
Open slide detailBeat · Resolution
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The table provides granular data on stock-based compensation, amortization, business combinations, impairment, severance, and contract termination costs.analyze_data
Open slide detailBeat · Resolution
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front_matter
Open slide detailBeat · Resolution