{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5eff-723e-9be5-b43392fc72f4", "slug": "4f6b09ecd09d3a67", "title": "2024 Q3FY25 Earnings Presentation", "subtitle": "Veeva", "author": "Veeva", "pageCount": 21, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.778, "document": { "id": "019dd923-5eff-723e-9be5-b43392fc72f4", "slug": "4f6b09ecd09d3a67", "title": "2024 Q3FY25 Earnings Presentation", "rawTitle": "2024 Q3FY25 Earnings Presentation", "authorId": "Veeva", "authorName": null, "authorDisplay": "Veeva", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "strategy_consulting", "label": "Strategy consulting" }, "fileName": "2024-Q3FY25-Earnings-Presentation.pdf", "sourceUrl": null, "sourceDate": null, "presentationDate": null, "ingestedAt": "2026-04-27 02:45:20+00", "status": "ready", "pageCount": 21, "orientation": "landscape", "aspectRatio": 1.778, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/4f6b09ecd09d3a67", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 21, "pagesIndexed": 21, "pagesWithImages": 21, "pagesWithMetadata": 21, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 84, "chartCount": 8, "metricSlides": 0, "toolMatches": 3, "documentToolMatches": 0, "frameworkMatches": 1, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "095726ca-4f45-492d-a552-a661193200ce", "evidence": "The deck follows a structured sequence of attention, need, satisfaction, and action", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 21:27:51.107451+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 1, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Attention", "beatId": "a7fb7fd3-fb13-43fa-b968-e338b4981374", "matchId": "095726ca-4f45-492d-a552-a661193200ce", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The cover slide grabs attention with Q3'25 Quarterly Results", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 7, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Need", "beatId": "1d7dac2b-5e30-4309-b8c2-828ce67221cd", "matchId": "095726ca-4f45-492d-a552-a661193200ce", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The financial analysis slides highlight areas of focus", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 11, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 10, "name": "Satisfaction", "beatId": "dbb16818-7203-443f-94e6-ecfec7e969e7", "matchId": "095726ca-4f45-492d-a552-a661193200ce", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The guidance slides provide a outlook for future performance", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 21, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 20, "name": "Action", "beatId": "9c73b02f-3de6-4bf6-834c-f94116e2edd2", "matchId": "095726ca-4f45-492d-a552-a661193200ce", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The key takeaways and normalized results slides suggest next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 19, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "591cb0b8-ec82-4ab2-9881-2aadcf5fe52b", "evidence": "The Impact of TFC on Subscription Revenue Timing slide", "position": 0, "objective": "Highlighting the impact of not changing TFC rights", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:27:51.276867+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 21, "from": 20, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null, "categoryName": "Comparison", "categorySlug": "comparison" }, "matchId": "07cf16c6-1a8d-421a-b354-5ecf865a655b", "evidence": "The Key Takeaways - TFC Change and normalized results slides", "position": 1, "objective": "Comparing results with and without TFC changes", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:27:51.310611+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "451cab6f-6e35-4108-b704-60ebcc3ec0b8", "evidence": "table/data: Y/Y Growth table for Subscription, Services, and Total revenue", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:14:28.109555+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e03dfd84-3e48-4528-999d-9c47373ceae5", "evidence": "Financial reconciliation table showing GAAP to non-GAAP adjustments for Gross Margin, Operating Income, Operating Margin, and Operating Cash Flow from FY2020 to FY2024.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:14:37.504976+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1e6291e1-c648-463d-bc69-4e00cdacb7db", "evidence": "Historically vs As of February 1, 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:14:37.572347+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "603bfced-e152-4aa4-bdfa-f80232d9e6c7", "evidence": "The slide uses a side-by-side comparison of 'Historically' vs 'As of February 1, 2023' to illustrate a change.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 17:00:10.486+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "comparison-frame" } ], "patterns": [] }, "storymakers": null, "score": { "backend": "codex", "scoredAt": "2026-05-02 21:35:56.034+00", "subScores": { "scqa_arc": 35, "action_titles": 20, "mece_structure": 72, "closing_strength": 42, "evidence_quality": 88, "clarity_of_thesis": 38, "production_quality": 70, "visual_storytelling": 72 }, "totalScore": 55, "coveragePct": 100, "explanations": { "scqa_arc": "The sequence does not build a clear Situation-Complication-Question-Answer arc, with the TFC complication only emerging late on slides 18-21 after the core metrics and guidance.", "action_titles": "Most titles are topic labels rather than insights, for example slide 4 is titled \"Total Revenue - Annual\" instead of stating what changed or why it matters.", "mece_structure": "The deck is mostly organized into distinct financial blocks - revenue, operating income, billings, cash flow, guidance, reconciliations, and TFC - though annual/quarterly repetitions and appendix tables create some overlap.", "closing_strength": "Slide 20 provides useful TFC takeaways, but the deck ends on slide 21 with another normalization table rather than a clear recommendation, investor message, or next step.", "evidence_quality": "Claims are strongly backed by data tables, charts, reconciliations, and footnotes across slides 4-11 and 14-21.", "clarity_of_thesis": "The first five slides establish that this is a Q3'25 results deck and show revenue trends on slides 4-5, but they do not state a declarative central argument.", "production_quality": "The deck appears template-consistent with disciplined footnotes and reconciliations, but low action-title density and dense appendix tables limit Storymakers polish.", "visual_storytelling": "Charts and tables generally match the content, such as revenue bars on slides 4-5, guidance tables on slides 10-11, and a before/after TFC comparison on slide 18, but the visuals rarely carry a synthesized message." }, "slidesAnalyzed": 21 }, "review": { "backend": null, "verdict": "A conventional, compliant quarterly earnings deck that functions as a data reference but fails as a Storymakers exemplar — analytical dump with topic-label titles, no thesis, and no narrative arc.", "reviewedAt": "2026-05-01 21:57:10.261+00", "slidesSeen": 21, "suggestions": [ "Add a slide-2-or-3 \"Quarter at a glance\" thesis page with 3 declarative takeaways (e.g., \"Subscription revenue grew X%, margin expanded Y bps, FY25 guidance raised\") before any chart", "Rewrite body titles as action titles: \"Total Revenue – Annual\" → \"Subscription revenue compounds at X% through FY25 guidance\"; \"FY 2025 Guidance\" → \"FY25 outlook implies Y% top-line growth at Z% operating margin\"", "Introduce 2-3 MECE section dividers (e.g., Growth / Profitability / Outlook / Accounting Update) to replace the implicit metric-list structure", "Promote the TFC mini-arc (slides 18-21) ahead of the Appendix divider, since it materially affects how the headline numbers should be read", "Replace the closing reconciliation table with a forward-looking recap slide that mirrors the opening thesis and ends on a clear investor message" ], "closingScore": 40, "openingScore": 25, "topStrengths": [ "Slide 20 surfaces a genuine investor-relevant takeaway via callout (\"we do not expect an impact to: Cash flows, Billings, Expected total revenue\")", "TFC content is properly scaffolded across slides 18→19→20→21 (definition → mechanics chart → takeaway → normalized data), the only mini-arc in the deck", "Consistent visual grammar: lighter shading for guidance bars, paired annual/quarterly views, normalized growth disclosures" ], "topWeaknesses": [ "No opening thesis slide — slides 2-3 are disclaimers and slide 4 jumps straight to a chart, so the headline of the quarter is never stated", "Titles are uniformly noun phrases (\"Total Revenue – Annual\", \"Definitions\", \"Quarterly Information\") with no insight in the slug", "No MECE pillar structure or section dividers; body is a flat metric-by-metric march", "TFC explanation (a non-trivial accounting change) is placed after the Appendix divider on slide 12, signaling \"reference\" when it deserves spine treatment", "Closes on a reconciliation table (slide 21), not on a recommendation or next-quarter framing" ], "narrativeScore": 35, "pillarCritique": "There are no real section dividers beyond the lone \"Appendix\" page on slide 12 — the body is a sequential metric dump (revenue → income → billings → cash flow → guidance) rather than MECE pillars like Growth, Profitability, Outlook. The TFC content (slides 18-21) sits after the appendix divider, breaking even the basic main-vs-appendix taxonomy.", "closingCritique": "The deck ends on slide 21's normalized GAAP/non-GAAP table — a reference exhibit, not a close. Slide 20 (\"Key Takeaways - TFC Change\") is the closest thing to a takeaway, but it only resolves the TFC accounting question and offers no overall call to action or forward-looking message.", "openingCritique": "Slides 2-3 burn the opening on legal disclaimers, then slides 4-5 dive straight into stacked-bar revenue charts with no headline or quarter-in-review thesis. A reader cannot answer \"how did the quarter go?\" from the first five pages — there is no lead with the answer.", "extractionSeconds": 98.441, "narrativeCritique": "This is an analytical dump, not a narrative — slides 4-11 march through revenue, operating income, billings, cash flow, and guidance with no Situation/Complication framing or editorial through-line. The only attempt at a thesis appears in the TFC mini-arc (slides 18-21), which is buried after the appendix divider instead of serving as the deck's spine.", "titleQualityScore": 25, "titleQualityCritique": "Nearly every title is a topic label, not an action title: \"Total Revenue – Annual\" (4), \"Non-GAAP Operating Income – Quarterly\" (7), \"FY 2025 Guidance\" (10), \"Quarterly Information\" (14). Even the two slides flagged with action-title components (19, 21) use descriptive headers (\"Impact of TFC on Subscription Revenue Timing\") instead of stating the insight." }, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/_nfxlUOuzPOY2zSvpUAect-vLrDV64yituhMY-ng4Dk/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80ZjZiMDllY2QwOWQzYTY3L3AwMDEuanBn", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 6, "componentCount": 3, "textChars": 39, "nDataPoints": 0, "notes": null, "elementsJson": [ "logo_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:09.73+00", "seconds": 4.284, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/1", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-1", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.1, "x": 0.45, "y": 0.15 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.73+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "279dc223-2f2d-49da-a980-ee16548573b5", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.2, "y": 0.45 }, "kind": "title", "text": "Q3'25 Quarterly Results", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.73+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37da93af-55a4-4011-8ed9-040f72b8c5ce", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.3, "y": 0.55 }, "kind": "title", "text": "December 5, 2024", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.73+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c6fdf4a-4627-470f-a05a-87d9a9b31f36", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 1, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "a7fb7fd3-fb13-43fa-b968-e338b4981374", "matchId": "095726ca-4f45-492d-a552-a661193200ce", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The cover slide grabs attention with Q3'25 Quarterly Results", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/hMGGKyHeVpd-AOURoH0bUh1c0s346UilHLLBHoalkMg/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80ZjZiMDllY2QwOWQzYTY3L3AwMDEuanBn", "imagePathAlt": "https://imgproxy.kitesheet.com/t-pNohxPSGzK5nMbs0wXr9qdRIXDcRVjMDVtv06977c/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80ZjZiMDllY2QwOWQzYTY3L3AwMDEucG5n", "thumbSrcAlt": "https://imgproxy.kitesheet.com/ZZ6-JonZOReegG9tffM2BDmhMJVDmN7HzC0D2Q322SU/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80ZjZiMDllY2QwOWQzYTY3L3AwMDEucG5n" }, { "page": 2, "type": "setup", "function": "front_matter", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 12, "componentCount": 2, "textChars": 280, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:07.769+00", "seconds": 2.275, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/2", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-2", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.465, "w": 0.848, "x": 0.076, "y": 0.265 }, "kind": "disclaimer", "text": "This presentation and associated commentary contain forward-looking statements regarding Veeva’s expected future performance and, in particular, includes guidance, provided as of December 5, 2024, about Veeva’s expected future financial results...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:07.769+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9ed5f79-529c-402d-a4d2-90af6a64291c", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.592, "x": 0.204, "y": 0.048 }, "kind": "title", "text": "Safe Harbor and Other Information", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:07.769+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e9f4690-fbe3-46e9-b094-ea9df78bb10e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "other", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 2, "textChars": 1589, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:11.229+00", "seconds": 5.532, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/3", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-3", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.86, "x": 0.07, "y": 0.31 }, "kind": "disclaimer", "text": "We provide the following non-GAAP measures, which we define as financial information that has not been prepared in accordance with generally accepted accounting principles in the United States, or GAAP: Non-GAAP gross margin, non-GAAP operating income and margin, non-GAAP net income, non-GAAP net income per share, and non-GAAP operating cash flow. In addition to our GAAP measures, we use these non-GAAP financial measures internally for budgeting and resource allocation purposes and in analyzing our financial results. We believe that excluding stock-based compensation expense, amortization of purchased intangibles, litigation settlement costs, income tax effects of the same, and Excess Tax Benefit (as defined in the Appendix) provides information that is helpful in understanding our operating results, evaluating our future prospects, comparing our financial results across accounting periods, and comparing our financial results to our peers, many of which provide similar non-GAAP financial measures.\n\nNon-GAAP financial measures should not be considered in isolation from, or as a substitute for, financial information prepared in accordance with GAAP. We encourage our investors and others to review our financial information in its entirety, not to rely on any single financial measure to evaluate our business, and to view our non-GAAP financial measures in conjunction with the most directly comparable GAAP financial measures. A reconciliation of GAAP to non-GAAP financial measures has been provided in the Appendix.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:11.229+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2bcb3aa-1798-45e1-a40a-6642ccd78a24", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.52, "x": 0.24, "y": 0.035 }, "kind": "title", "text": "Statement Regarding Use of Non-GAAP Financial Measures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:11.229+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "faa04449-94f8-4f6a-a318-07d203907a34", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "analysis", "title": "Includes footnotes regarding acquisitions, TFC standardization, and guidance assumptions.", "function": "analyze_data", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 5, "textChars": 288, "nDataPoints": 36, "notes": "Includes footnotes regarding acquisitions, TFC standardization, and guidance assumptions.", "elementsJson": [ "bar_chart_stacked", "kpi_table", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:08.6+00", "seconds": 2.602, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/4", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-4", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.48, "w": 0.78, "x": 0.12, "y": 0.12 }, "kind": "chart", "text": "Stacked bar chart of Subscription and Services revenue", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.6+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50443959-015d-4e23-8312-ebe037ed8653", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.83 }, "kind": "disclaimer", "text": "Fiscal Year Ending January 31. Components of total revenue may not sum to total revenue due to rounding. Footnotes 1, 2, 3.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.6+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfe0ce84-d888-489c-beab-6efbb340daf1", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total Revenue: $2,722-2,725", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 07:22:53+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-880d-72b9-894c-9df9b05c3eaf", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.78, "x": 0.12, "y": 0.65 }, "kind": "table", "text": "Y/Y Growth table for Subscription, Services, and Total revenue", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.6+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4fd94152-2aca-45f4-ada6-fe4bf5fee503", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.4, "x": 0.3, "y": 0.03 }, "kind": "title", "text": "Total Revenue – Annual", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.6+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d4eb8fa-773e-4166-a1df-b03740587819", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 4, "name": "Need", "beatId": "1d7dac2b-5e30-4309-b8c2-828ce67221cd", "matchId": "095726ca-4f45-492d-a552-a661193200ce", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The financial analysis slides highlight areas of focus", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "analysis", "title": "Includes fiscal year context and specific guidance assumptions.", "function": "analyze_data", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 5, "textChars": 385, "nDataPoints": 36, "notes": "Includes fiscal year context and specific guidance assumptions.", "elementsJson": [ "bar_chart_stacked", "kpi_table", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:08.994+00", "seconds": 2.751, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/5", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-5", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.78, "x": 0.12, "y": 0.15 }, "kind": "chart", "text": "Stacked bar chart of Subscription and Services revenue", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.994+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b92b7942-a71d-4ef5-b040-1f3fcb4e74c0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.78, "x": 0.12, "y": 0.85 }, "kind": "disclaimer", "text": "Fiscal Year Ending January 31. Components of total revenue may not sum to total revenue due to rounding. 1 Y/Y revenue growth normalized for the estimated impact of TFC standardization. 2 Guidance issued on December 5, 2024.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.994+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c97d418-11a7-4cc5-86db-41618eb67b7c", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total Revenue: $699M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 07:22:53+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-880d-72b9-894c-f09bed4c28e5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.78, "x": 0.12, "y": 0.65 }, "kind": "table", "text": "Y/Y Growth table for Subscription, Services, and Total revenue", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.994+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c23beb7-4b8c-4631-93f9-e34f17b8f51c", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.46, "x": 0.27, "y": 0.03 }, "kind": "title", "text": "Total Revenue – Quarterly", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.994+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b8ec652-3456-4faa-a19c-f97f8d0e3300", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "451cab6f-6e35-4108-b704-60ebcc3ec0b8", "evidence": "table/data: Y/Y Growth table for Subscription, Services, and Total revenue", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:14:28.109555+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 4, "name": "Need", "beatId": "1d7dac2b-5e30-4309-b8c2-828ce67221cd", "matchId": "095726ca-4f45-492d-a552-a661193200ce", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The financial analysis slides highlight areas of focus", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 6, "type": "analysis", "title": "Includes fiscal year ending January 31 and specific disclaimers regarding TFC standardization and foreign currency exchange rates.", "function": "analyze_data", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 5, "textChars": 407, "nDataPoints": 12, "notes": "Includes fiscal year ending January 31 and specific disclaimers regarding TFC standardization and foreign currency exchange rates.", "elementsJson": [ "bar_chart_vertical", "data_table", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:08.873+00", "seconds": 2.598, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/6", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-6", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "chart", "text": "Annual Non-GAAP Operating Income in $millions", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.873+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad218751-f5cd-469c-84d3-de0456f63790", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.7, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "text": "Fiscal Year Ending January 31. A reconciliation of GAAP to non-GAAP measures is set forth in the Appendix. FY 2024 non-GAAP operating margin normalized for the estimated impact of TFC standardization is set forth in the Appendix. Guidance issued on December 5, 2024.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.873+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3ab8885-0e4c-41ee-a5bf-46736402377a", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Non-GAAP Operating Income: $1,120", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 07:22:54+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-880d-72b9-894d-3dfadcca3276", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.75 }, "kind": "table", "text": "Non-GAAP Operating Margin row", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.873+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3aa6f6ed-d0c8-4f03-8dcd-8c27d6d0cdf3", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.66, "x": 0.17, "y": 0.05 }, "kind": "title", "text": "Non-GAAP Operating Income – Annual", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.873+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a21c7827-f465-457a-9919-258a029a0654", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 4, "name": "Need", "beatId": "1d7dac2b-5e30-4309-b8c2-828ce67221cd", "matchId": "095726ca-4f45-492d-a552-a661193200ce", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The financial analysis slides highlight areas of focus", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 7, "type": "analysis", "title": "Includes a table row for Non-GAAP Operating Margin below the chart.", "function": "analyze_data", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 5, "textChars": 385, "nDataPoints": 12, "notes": "Includes a table row for Non-GAAP Operating Margin below the chart.", "elementsJson": [ "bar_chart_vertical", "kpi_table", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:08.776+00", "seconds": 2.38, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/7", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-7", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Quarterly Non-GAAP Operating Income in $million", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.776+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09af6580-6000-4772-9d6c-ff3070144ce3", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "text": "Fiscal Year Ending January 31. A reconciliation of GAAP to non-GAAP measures is set forth in the Appendix. Q1'24 through Q4'24 non-GAAP operating margin normalized for the estimated impact of TFC standardization is set forth in the Appendix.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.776+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "956da3a6-351f-4712-adaf-9560e45d3f56", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Non-GAAP Operating Income: $304", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 07:22:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-880d-72b9-894c-5958cea49e01", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.75 }, "kind": "table", "text": "Non-GAAP Operating Margin row", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.776+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "24a51505-4b54-4fce-bd6e-23dc5e5d1505", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.15, "y": 0.05 }, "kind": "title", "text": "Non-GAAP Operating Income – Quarterly", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.776+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28409d25-89a5-4f2e-b13c-60cdd05b7916", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 4, "name": "Need", "beatId": "1d7dac2b-5e30-4309-b8c2-828ce67221cd", "matchId": "095726ca-4f45-492d-a552-a661193200ce", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The financial analysis slides highlight areas of focus", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 8, "type": "analysis", "title": "The chart includes historical data for FY 2022-2024 and guidance for FY 2025.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 36, "componentCount": 5, "textChars": 351, "nDataPoints": 8, "notes": "The chart includes historical data for FY 2022-2024 and guidance for FY 2025.", "elementsJson": [ "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:09.124+00", "seconds": 2.716, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/8", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-8", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.88, "x": 0.06, "y": 0.12 }, "kind": "chart", "text": "Normalized Billings bar chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.124+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d87d6231-2459-4f3f-8058-5df8a5b66a1c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.91, "x": 0.06, "y": 0.85 }, "kind": "disclaimer", "text": "Fiscal Year Ending January 31. Normalized Billings is defined in the Appendix. Guidance issued on December 5, 2024. Normalized Billings growth reflects the current period Normalized Billings amount as compared to the year ago Calculated Billings amount.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.124+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2209c05-f61b-425f-9d9b-ae7a155639bd", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Normalized Billings: ~2,900", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 07:22:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-880d-72b9-894b-eea1a66be6a1", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.88, "x": 0.06, "y": 0.77 }, "kind": "table", "text": "Y/Y Growth row", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.124+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b79b7571-4046-40d3-b9c4-79866b6e1fa1", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.48, "x": 0.26, "y": 0.03 }, "kind": "title", "text": "Normalized Billings – Annual", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.124+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03f1ee3a-e117-4769-9c50-4c1be37ecf7a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 9, "type": "analysis", "title": "Includes footnotes regarding GAAP reconciliation, R&D tax legislation impact, and guidance definitions.", "function": "analyze_data", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 6, "textChars": 350, "nDataPoints": 18, "notes": "Includes footnotes regarding GAAP reconciliation, R&D tax legislation impact, and guidance definitions.", "elementsJson": [ "bar_chart_stacked", "kpi_table", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:08.782+00", "seconds": 2.327, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/9", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-9", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Stacked bar chart of Operating Cash Flow", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.782+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7dd8ae8-7354-47f0-8032-a626cd5a42f9", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.96, "x": 0.02, "y": 0.86 }, "kind": "disclaimer", "text": "Fiscal Year Ending January 31. A reconciliation of GAAP to non-GAAP measures is set forth in the Appendix. Footnotes 1 and 2 regarding R&D tax payments and guidance.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.782+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80799750-adbb-475a-9712-426f36eafc03", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.36, "x": 0.32, "y": 0.19 }, "kind": "legend", "text": "Non-GAAP Operating Cash Flow (excl ETB) and Excess Tax Benefit (ETB)", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.782+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1566f015-e078-4c07-b00f-e5bec79448de", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Non-GAAP OCF Margin: ~ 39%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 07:22:55+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-880d-72b9-894e-7758601d2f36", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.96, "x": 0.02, "y": 0.78 }, "kind": "table", "text": "Non-GAAP OCF Margin row", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.782+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f52d8bb0-a753-46bb-be9c-5bccdc81073d", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.52, "x": 0.24, "y": 0.05 }, "kind": "title", "text": "Operating Cash Flow – Annual", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.782+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81b4e087-c3be-4d09-8cd2-a0b6bd46afec", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 10, "type": "setup", "title": "Includes detailed disclaimer regarding non-GAAP measures and assumptions.", "function": "summarize", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 52, "componentCount": 4, "textChars": 1385, "nDataPoints": 8, "notes": "Includes detailed disclaimer regarding non-GAAP measures and assumptions.", "elementsJson": [ "data_table", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:12.564+00", "seconds": 6.081, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/10", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-10", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.55, "x": 0.41, "y": 0.78 }, "kind": "disclaimer", "text": "Guidance issued on December 5, 2024. Our FY 2025 guidance assumes foreign currency exchange rates will remain constant. FY 2025 normalized billings is expected to be about $18 million below calculated billings due to customer billing term changes in customer renewals. We are not able, at this time, to provide GAAP targets for operating income and fully diluted net income per share for the fiscal year ending January 31, 2025 because of the difficulty of estimating certain items excluded from non-GAAP operating income and non-GAAP fully diluted net income per share that cannot be reasonably predicted, such as charges related to stock-based compensation expense. Non-GAAP cash from operations excludes any potential impact of Excess Tax Benefit (as defined in the Appendix), due to the nature of equity compensation activity and related stock-based compensation expense. The effect of any of these excluded items may be significant.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:12.564+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5201de17-0557-4383-aca8-610b35f89d3c", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total Revenue: $2,722-2,725 million", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 07:22:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-880d-72b9-894c-45b46f33f03b", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.55, "x": 0.41, "y": 0.165 }, "kind": "table", "text": "Total Revenue $2,722-2,725 million; Subscription Revenue ~$2,272 million; Commercial Solutions Subscription Revenue ~$1,095 million; R&D Solutions Subscription Revenue ~$1,177 million; Services Revenue $450-453 million; Non-GAAP Operating Income ~$1,120 million; Non-GAAP Fully Diluted Net Income per Share ~$6.44; Normalized Billings ~$2,900 million; Non-GAAP Cash from Operations ~$1,060 million", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:12.564+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3fc34d13-b7df-4e66-bd67-87e8dbf54964", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.05, "y": 0.45 }, "kind": "title", "text": "FY 2025 Guidance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:12.564+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4ba1d5a-aa3e-4f8a-a3d4-c01aec59a491", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 11, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "dbb16818-7203-443f-94e6-ecfec7e969e7", "matchId": "095726ca-4f45-492d-a552-a661193200ce", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The guidance slides provide a outlook for future performance", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 11, "type": "setup", "title": "Includes a detailed disclaimer regarding the inability to provide GAAP targets due to the difficulty of estimating certain items.", "function": "summarize", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 4, "textChars": 527, "nDataPoints": 6, "notes": "Includes a detailed disclaimer regarding the inability to provide GAAP targets due to the difficulty of estimating certain items.", "elementsJson": [ "headline_text", "kpi_table", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:09.178+00", "seconds": 2.408, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/11", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-11", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.586, "x": 0.414, "y": 0.828 }, "kind": "disclaimer", "text": "Guidance issued on December 5, 2024. Our Q4'25 guidance assumes foreign exchange rates will remain constant. Q4'25 normalized billings is expected to be about $38 million below calculated billings due to billing term changes in customer renewals.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.178+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "417876fe-af7f-4b51-8ec6-01f489dee037", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total Revenue: $696-699 million", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 07:22:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-880d-72b9-894c-31c9ff2224e3", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.586, "x": 0.414, "y": 0.278 }, "kind": "table", "text": "Total Revenue: $696-699 million; Subscription Revenue: ~$596 million; Services Revenue: $100-103 million; Non-GAAP Operating Income: $275 million; Non-GAAP Fully Diluted Net Income per Share: ~$1.57; Normalized Billings: ~$1,184 million", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.178+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b38a13b9-6580-4bbf-aac7-25c5f255ae41", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.06, "y": 0.45 }, "kind": "title", "text": "Q4'25 Guidance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.178+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c0d87db-d9b0-4fe6-8ac9-d9f3725d35dd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 11, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "dbb16818-7203-443f-94e6-ecfec7e969e7", "matchId": "095726ca-4f45-492d-a552-a661193200ce", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The guidance slides provide a outlook for future performance", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 12, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 2, "textChars": 8, "nDataPoints": 0, "notes": null, "elementsJson": [ "other" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:08.416+00", "seconds": 1.587, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/12", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-12", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.1, "x": 0.45, "y": 0.2 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.416+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f137986-c8b7-4806-8474-78b4228f9639", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.22, "x": 0.39, "y": 0.47 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:08.416+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92f721dd-c31d-4e2f-b0f2-ab840723c485", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 13, "type": "setup", "function": "summarize", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 29, "componentCount": 2, "textChars": 709, "nDataPoints": 0, "notes": null, "elementsJson": [ "bullet_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:09.394+00", "seconds": 2.516, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/13", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-13", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.85, "x": 0.075, "y": 0.15 }, "kind": "list", "text": "Excess Tax Benefit (ETB) – The realized tax benefit related to employee equity compensation, including the vesting of restricted stock units and the exercising and selling of stock options.\nCalculated Billings – Revenue for the period plus the change in deferred revenue from the immediately preceding period minus the change in unbilled accounts receivable from the immediately preceding period.\nNormalized Billings – Reflects Calculated Billings, adjusted for the impact of customer term changes for renewal business during the period, such as timing (e.g., changing the renewal date of multiple products to be coterminous) or billing frequency (e.g., changing from annual to quarterly billings).", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.394+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0bce4664-1c36-4464-b522-69d5cd280dfc", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.11, "x": 0.445, "y": 0.045 }, "kind": "title", "text": "Definitions", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.394+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c1693d9-617e-4889-9f00-4b7dbf2e8812", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 14, "type": "analysis", "title": "Includes both GAAP and non-GAAP metrics; Y/Y growth columns provided for select metrics.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 29, "componentCount": 4, "textChars": 265, "nDataPoints": 250, "notes": "Includes both GAAP and non-GAAP metrics; Y/Y growth columns provided for select metrics.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:09.35+00", "seconds": 2.421, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/14", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-14", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.35, "x": 0.038, "y": 0.915 }, "kind": "disclaimer", "text": "Fiscal Year Ending January 31. A reconciliation of GAAP to non-GAAP measures is set forth in the Appendix.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.35+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52c92e02-435a-4760-a0a3-a4a85fea171d", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total Revenue: $699.2", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 07:22:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-880d-72b9-894c-20d0f7987719", "parentComponentId": null }, { "bbox": { "h": 0.775, "w": 0.816, "x": 0.092, "y": 0.125 }, "kind": "table", "text": "Financial and operational data table covering revenue, margins, cash flow, billings, and headcount across 8 quarters.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.35+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13d23bf8-5ade-4e77-909e-5d90c11cd1aa", "parentComponentId": null }, { "bbox": { "h": 0.055, "w": 0.374, "x": 0.313, "y": 0.025 }, "kind": "title", "text": "Quarterly Information", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.35+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3577c78c-35b1-4df3-92b7-7e28e158e12c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 15, "type": "analysis", "title": "Fiscal Year Ending January 31. Reconciliation note included at bottom.", "function": "summarize", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 4, "textChars": 229, "nDataPoints": 150, "notes": "Fiscal Year Ending January 31. Reconciliation note included at bottom.", "elementsJson": [ "data_table", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:12.007+00", "seconds": 4.996, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/15", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-15", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.042, "w": 0.305, "x": 0.038, "y": 0.905 }, "kind": "disclaimer", "text": "Fiscal Year Ending January 31. A reconciliation of GAAP to non-GAAP measures is set forth in the Appendix", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:12.007+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c6ed342-dc70-48e8-be35-db37204aa4cc", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total Revenue: 2,364", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 07:22:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-880d-72b9-894b-d9bc1f2b105a", "parentComponentId": null }, { "bbox": { "h": 0.785, "w": 0.744, "x": 0.128, "y": 0.111 }, "kind": "table", "text": "Financial data table with columns for FY 2020-2024 and Y/Y Growth for the same period.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:12.007+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3fdc2d76-83d7-4afb-93e3-5319a4e3e370", "parentComponentId": null }, { "bbox": { "h": 0.055, "w": 0.332, "x": 0.334, "y": 0.025 }, "kind": "title", "text": "Annual Information", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:12.007+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "faf45b1e-5522-41ae-b144-b17628dc06af", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 16, "type": "analysis", "title": "The table provides a detailed breakdown of adjustments (stock-based compensation, amortization, litigation settlement, excess tax benefit) to arrive at non-GAAP", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 3, "textChars": 169, "nDataPoints": 160, "notes": "The table provides a detailed breakdown of adjustments (stock-based compensation, amortization, litigation settlement, excess tax benefit) to arrive at non-GAAP figures.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:09.827+00", "seconds": 2.673, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/16", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-16", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Operating margin: 43.5%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 07:22:53+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-880d-72b9-894c-e2dfbeac03f5", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.82, "x": 0.09, "y": 0.15 }, "kind": "table", "text": "Financial reconciliation table showing GAAP to non-GAAP adjustments for margins, income, and cash flow.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.827+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0089bc5b-93bd-4ab3-ae6b-09d115257bf6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.79, "x": 0.105, "y": 0.04 }, "kind": "title", "text": "Reconciliation of GAAP to non-GAAP Measures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.827+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9646bcde-1c72-4f8c-86ee-1c1ea581a1cc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "type": "setup", "function": "summarize", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 3, "textChars": 234, "nDataPoints": 150, "notes": null, "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:09.116+00", "seconds": 1.82, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/17", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-17", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Operating margin: 35.6%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 07:22:52+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-880d-72b9-894c-7fffa14a64fc", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.65, "x": 0.175, "y": 0.125 }, "kind": "table", "text": "Financial reconciliation table showing GAAP to non-GAAP adjustments for Gross Margin, Operating Income, Operating Margin, and Operating Cash Flow from FY2020 to FY2024.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.116+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2838eb16-59c3-4022-a33a-fb32c67a99a6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.79, "x": 0.105, "y": 0.04 }, "kind": "title", "text": "Reconciliation of GAAP to non-GAAP Measures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.116+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d3655e3-86be-4274-b5f8-256a213127e4", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e03dfd84-3e48-4528-999d-9c47373ceae5", "evidence": "Financial reconciliation table showing GAAP to non-GAAP adjustments for Gross Margin, Operating Income, Operating Margin, and Operating Cash Flow from FY2020 to FY2024.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:14:37.504976+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "type": "setup", "title": "The slide uses a simple before-and-after comparison structure to highlight a shift in business policy.", "function": "compare_options", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_options", "functionCanon": { "name": "Compare options", "slug": "compare_options", "status": "active", "canonId": "019de52d-167f-7038-aebc-70a9d2e0e33b", "version": 1, "description": null }, "density": "balanced", "densityScore": 29, "componentCount": 5, "textChars": 345, "nDataPoints": 0, "notes": "The slide uses a simple before-and-after comparison structure to highlight a shift in business policy.", "elementsJson": [ "headline_text", "comparison_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:10.486+00", "seconds": 3.115, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/18", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-18", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.16, "w": 0.34, "x": 0.138, "y": 0.436 }, "kind": "list", "text": "Most customer orders had a one-year term, thus TFC rights were not meaningful; TFC rights differed customer to customer", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:10.486+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "788d9374-3879-451e-8984-0960ac409acc", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.31, "x": 0.545, "y": 0.436 }, "kind": "list", "text": "More orders are multi-year in duration; TFC rights standardized for customers with multi-year ramping deals", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:10.486+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff4c3ca5-da01-4631-90ac-db228b05e347", "parentComponentId": null }, { "bbox": { "h": 0.64, "w": 0.754, "x": 0.123, "y": 0.256 }, "kind": "table", "text": "Historically vs As of February 1, 2023", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": null, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:10.486+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "097d0188-28ed-421c-b4e5-66a0fe1a6ce1", "parentComponentId": null }, { "bbox": { "h": 0.062, "w": 0.504, "x": 0.248, "y": 0.044 }, "kind": "title", "text": "Customer Contracting Change", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:10.486+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88a99cb7-9d9a-4fc3-b6ae-42ff758344a5", "parentComponentId": null }, { "bbox": { "h": 0.042, "w": 0.672, "x": 0.164, "y": 0.172 }, "kind": "title", "text": "Standardizing Termination for Convenience (TFC) Rights", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:10.486+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71aeead2-f593-489f-975c-3e2daa03280a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1e6291e1-c648-463d-bc69-4e00cdacb7db", "evidence": "Historically vs As of February 1, 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:14:37.572347+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "603bfced-e152-4aa4-bdfa-f80232d9e6c7", "evidence": "The slide uses a side-by-side comparison of 'Historically' vs 'As of February 1, 2023' to illustrate a change.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 17:00:10.486+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "comparison-frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 19, "type": "analysis", "title": "TFC likely stands for 'Total Fee Commitment' or similar billing-related accounting treatment.", "function": "analyze_data", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 7, "textChars": 362, "nDataPoints": 16, "notes": "TFC likely stands for 'Total Fee Commitment' or similar billing-related accounting treatment.", "elementsJson": [ "action_title", "bar_chart_grouped", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:09.798+00", "seconds": 2.41, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/19", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-19", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Revenue is generally recognized consistent with customer billing terms", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 15:56:08+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-d9f3-716a-8f8e-ba975f67abfe", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.65, "x": 0.3, "y": 0.18 }, "kind": "chart", "text": "Example 1: Multi-Year Ramping Deal without TFC", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.798+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2aaa2ce5-e3ce-4701-a336-1805cdce3fd3", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.65, "x": 0.3, "y": 0.57 }, "kind": "chart", "text": "Example 2: Multi-Year Ramping Deal with TFC", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.798+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b576840c-7a31-43d3-8278-1f33cd45e4f9", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Subscription Revenue", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 15:56:08+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-d9f3-716a-8f8e-bfe47f4a6a42", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.05, "y": 0.7 }, "kind": "paragraph", "text": "Revenue is generally recognized consistent with customer billing terms", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.798+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "302dca7a-78e5-430d-b7e8-9d20ffc9968a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.05, "y": 0.31 }, "kind": "paragraph", "text": "Revenue is recognized ratably over the duration of the committed term", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.798+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8cfea1b-2e5f-4b83-910a-036c28522c2e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.8, "x": 0.1, "y": 0.05 }, "kind": "title", "text": "Impact of TFC on Subscription Revenue Timing", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.798+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6694ba68-9cfb-4cfa-96af-d900bb96e02b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 20, "from": 19, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "591cb0b8-ec82-4ab2-9881-2aadcf5fe52b", "evidence": "The Impact of TFC on Subscription Revenue Timing slide", "position": 0, "objective": "Highlighting the impact of not changing TFC rights", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:27:51.276867+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 20, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 19, "componentCount": 3, "textChars": 357, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "bullet_list" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:09.553+00", "seconds": 1.94, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/20", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-20", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "With continued execution, we do not expect an impact to: Cash flows, Billings, Expected total revenue on multi-year ramping deals.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 07:22:53+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-880d-72b9-894c-8e1a121b50a5", "parentComponentId": null }, { "bbox": { "h": 0.258, "w": 0.629, "x": 0.185, "y": 0.289 }, "kind": "list", "text": "Consistent TFC treatment of customers with multi-year ramping deals\nWith continued execution, we do not expect an impact to:\n- Cash flows\n- Billings\n- Expected total revenue on multi-year ramping deals", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8cc439b-ad4d-43c4-a8fd-7c2c02a766be", "parentComponentId": null }, { "bbox": { "h": 0.088, "w": 0.474, "x": 0.263, "y": 0.033 }, "kind": "title", "text": "Key Takeaways - TFC Change", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:09.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cbc2380c-d2c5-4cdb-808c-22fa59eff327", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 21, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 20, "name": "Action", "beatId": "9c73b02f-3de6-4bf6-834c-f94116e2edd2", "matchId": "095726ca-4f45-492d-a552-a661193200ce", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The key takeaways and normalized results slides suggest next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 20, "from": 19, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "591cb0b8-ec82-4ab2-9881-2aadcf5fe52b", "evidence": "The Impact of TFC on Subscription Revenue Timing slide", "position": 0, "objective": "Highlighting the impact of not changing TFC rights", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:27:51.276867+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 21, "from": 20, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "07cf16c6-1a8d-421a-b354-5ecf865a655b", "evidence": "The Key Takeaways - TFC Change and normalized results slides", "position": 1, "objective": "Comparing results with and without TFC changes", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:27:51.310611+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 21, "type": "analysis", "title": "TFC refers to Termination for Convenience rights. The table compares reported vs normalized Y/Y growth and operating margins.", "function": "analyze_data", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 5, "textChars": 1058, "nDataPoints": 88, "notes": "TFC refers to Termination for Convenience rights. The table compares reported vs normalized Y/Y growth and operating margins.", "elementsJson": [ "headline_text", "data_table", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:00:11.294+00", "seconds": 3.346, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5eff-723e-9be5-b43392fc72f4/21", "deck": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4", "deckAnchor": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4#slide-21", "deckJson": "/decks/019dd923-5eff-723e-9be5-b43392fc72f4.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.87 }, "kind": "disclaimer", "text": "1 Normalized subscription revenue growth rates and normalized total revenue growth rates for the fiscal 2024 quarters and full year reflect estimated fiscal 2024 revenue had TFC rights not been standardized compared to reported fiscal 2023 revenue. Normalized subscription revenue growth rates and normalized total revenue growth rates for the fiscal 2025 quarters and full year reflect estimated fiscal 2025 revenue had TFC rights always been in place. 2 Normalized non-GAAP operating income margin for the fiscal 2024 quarters and full year reflect estimated fiscal 2024 revenue and non-GAAP operating income had TFC rights not been standardized. TFC standardization will have no impact on non-GAAP operating income margin in fiscal 2025.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:11.294+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75c9ab25-55fd-47f2-a159-661337f489a0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.82 }, "kind": "disclaimer", "text": "Fiscal Year Ending January 31. Guidance issued on December 5, 2024. Growth reflects the high-end of our guidance ranges. A reconciliation of GAAP to non-GAAP measures is set forth in the Appendix.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:11.294+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae687951-3017-4aab-9c52-fc0a885c7641", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total Revenue Growth: 15%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 07:22:55+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-880d-72b9-894e-21c94c65accc", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "table", "text": "Reported and Normalized financial tables", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:11.294+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f857267a-8bd2-4210-bee5-c3a8a2876076", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.94, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Results and Guidance Normalized for Estimated TFC Impacts", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:00:11.294+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8ddcd42-43e5-469f-8175-17ff09579f4c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 21, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 20, "name": "Action", "beatId": "9c73b02f-3de6-4bf6-834c-f94116e2edd2", "matchId": "095726ca-4f45-492d-a552-a661193200ce", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The key takeaways and normalized results slides suggest next steps", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 21, "from": 20, "loop": { "name": "21_before_after", "slug": "21-before-after", "status": "active", "bestFor": "Product demos, process improvements, ROI justification", "canonId": "019dd956-6e68-73fd-a295-fe90145c2da8", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison", "familyLabel": null }, "matchId": "07cf16c6-1a8d-421a-b354-5ecf865a655b", "evidence": "The Key Takeaways - TFC Change and normalized results slides", "position": 1, "objective": "Comparing results with and without TFC changes", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:27:51.310611+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true } ], "arcBeats": [ { "from": 1, "to": 1, "label": "Attention", "description": "The cover slide grabs attention with Q3'25 Quarterly Results" }, { "from": 4, "to": 7, "label": "Need", "description": "The financial analysis slides highlight areas of focus" }, { "from": 10, "to": 11, "label": "Satisfaction", "description": "The guidance slides provide a outlook for future performance" }, { "from": 20, "to": 21, "label": "Action", "description": "The key takeaways and normalized results slides suggest next steps" } ], "loops": [ { "from": 19, "to": 20, "label": "Cost Of Inaction", "description": "Highlighting the impact of not changing TFC rights" }, { "from": 20, "to": 21, "label": "Before After", "description": "Comparing results with and without TFC changes" } ] }