{ "schemaVersion": "deck-intelligence.v1", "id": "019de06f-367e-752f-a562-cc00c623292a", "slug": "0f5e718fef10a1c1b5ba54f5371ae9dd", "title": "Netflix | Results Presentation Deck | 15 slides", "subtitle": "Netflix · 2010-07", "author": "Netflix", "date": "2010-07-01 00:00:00", "pageCount": 15, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.2938006, "document": { "id": "019de06f-367e-752f-a562-cc00c623292a", "slug": "0f5e718fef10a1c1b5ba54f5371ae9dd", "title": "Netflix | Results Presentation Deck | 15 slides", "rawTitle": "Netflix | Results Presentation Deck | 15 slides", "authorId": "netflix", "authorName": "Netflix", "authorDisplay": "Netflix", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2010-07__netflix__results__0f5e718f.pdf", "sourceUrl": "https://www.slidebook.io/company/netflix/presentation/0f5e718fef10a1c1b5ba54f5371ae9dd/", "sourceDate": "2010-07-21 00:00:00", "presentationDate": "2010-07-01 00:00:00", "ingestedAt": "2026-04-30 22:07:58.181791+00", "status": "ready", "pageCount": 15, "orientation": "landscape", "aspectRatio": 1.2938006, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "entertainment", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2010-07__netflix__results__0f5e718f", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Results Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 15, "pagesIndexed": 15, "pagesWithImages": 15, "pagesWithMetadata": 15, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 46, "chartCount": 7, "metricSlides": 0, "toolMatches": 8, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 3, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "evidence": "The deck follows a clear structure, starting with an overview of the company's goals and then providing detailed financial metrics.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:04:45.00584+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 3, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 3, "name": "Problem", "beatId": "c48450cf-a453-4b30-99e3-3789b542e90f", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The deck starts by outlining Netflix's goals.", "position": 0, "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": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Financials", "beatId": "1b9f5af9-d5ca-432a-801b-27b8a7e51437", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial metrics, including subscriber growth, revenue, and net income.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 12, "name": "Solution", "beatId": "0add2a36-a24f-4e6b-a94c-e9c0cf44d632", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The deck provides an outlook on the company's future financial 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": [ { "to": 9, "from": 5, "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": "5fc63e59-ac53-4817-996b-67f7f9ae25e0", "evidence": "The deck highlights the importance of subscriber growth and the potential consequences of not meeting targets.", "position": 0, "objective": "What are the implications of not achieving subscriber growth targets?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:45.142254+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 11, "from": 4, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "13ec8cf5-77f4-434e-a8e1-898be289287e", "evidence": "The deck provides a detailed analysis of the financial metrics and their implications for the company's future performance.", "position": 1, "objective": "What do the financial metrics mean for the company's future performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:45.176032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "2f865381-4b5a-4265-9796-673f0c57b62d", "evidence": "title/subtitle: Q2'10 Financial Highlights | July 21, 2010", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:20:06.740354+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "75b034af-fb34-4a44-8ac8-5f68c40ca40b", "evidence": "list/bullet: Be a great Internet movie and TV show service by combining Internet streaming with DVD by mail list/bullet: Materially grow subscribers and EPS every year", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:06.857836+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "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": "16e663ae-06b4-45de-b26e-8508333570b7", "evidence": "table/data: Subscribers, Revenue, GAAP Net Income compared against Q2'10 Guidance and Actuals", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:20:06.934983+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "22694448-e96b-4654-a113-35c7673a3cf6", "evidence": "chart/bar-vertical: Quarterly Subscriber Acquisition Cost from 2Q08 to 2Q10", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:00.950507+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "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": "515edfc7-1c02-40e3-91e3-ae1c75f6a6dc", "evidence": "table/data: Non-GAAP Free Cash Flow Reconciliation table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:20:01.04132+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "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": "925d2266-726e-4b3a-ad64-a0fbb7a8e2bd", "evidence": "table/data: Subscribers, Revenue, GAAP Net Income, GAAP EPS for 3Q10, 4Q10, FY '10", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:20:01.135318+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "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": "f9f8a458-bb02-4af3-b8cf-e97a74f3857e", "evidence": "table/data: Table showing Subscribers, Revenue, Operating Profit, Net Income, EPS, and % of Subscribers Watching Instantly from 2005-2010.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:20:01.263759+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "1a00349c-d0d3-4244-885c-b185a6908295", "evidence": "title/subtitle: Q2'10 Financial Highlights | July 21, 2010", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:20:01.359419+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/fEV5qm8rTA5-ChHiOK7dXbPBAS7puiDB_RVWdbpknIY/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8wZjVlNzE4ZmVmMTBhMWMxYjViYTU0ZjUzNzFhZTlkZC9wMDAxLmpwZw", "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": 5, "componentCount": 2, "textChars": 54, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:19.256+00", "seconds": 1.859, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-367e-752f-a562-cc00c623292a/1", "deck": "/decks/019de06f-367e-752f-a562-cc00c623292a", "deckAnchor": "/decks/019de06f-367e-752f-a562-cc00c623292a#slide-1", "deckJson": "/decks/019de06f-367e-752f-a562-cc00c623292a.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.64, "x": 0.18, "y": 0.28 }, "kind": "image", "text": "Netflix logo", "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 14:29:19.256+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96e1b3e2-9cce-4827-851a-f9ba03d7ecc7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.68, "x": 0.16, "y": 0.75 }, "kind": "title", "text": "Q2'10 Financial Highlights | July 21, 2010", "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 14:29:19.256+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3258cf4f-c478-43ae-ae31-cb9bb7ab7b8f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "2f865381-4b5a-4265-9796-673f0c57b62d", "evidence": "title/subtitle: Q2'10 Financial Highlights | July 21, 2010", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:20:06.740354+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/yD3td9uhhgTyD7lL4qs_tR9IXCond1qoha9iRSRMU2A/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8wZjVlNzE4ZmVmMTBhMWMxYjViYTU0ZjUzNzFhZTlkZC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/ZJ-f3r74f5TWfSQWMHGGsWUzbbyYBfSePXx7BQKTXag/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8wZjVlNzE4ZmVmMTBhMWMxYjViYTU0ZjUzNzFhZTlkZC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/42cgqnC5cFAeGFfbr9OrR5gUNyIymPiHACoKbAov3N4/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8wZjVlNzE4ZmVmMTBhMWMxYjViYTU0ZjUzNzFhZTlkZC9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "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": 41, "componentCount": 3, "textChars": 715, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:20.48+00", "seconds": 3.022, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-367e-752f-a562-cc00c623292a/2", "deck": "/decks/019de06f-367e-752f-a562-cc00c623292a", "deckAnchor": "/decks/019de06f-367e-752f-a562-cc00c623292a#slide-2", "deckJson": "/decks/019de06f-367e-752f-a562-cc00c623292a.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.8, "x": 0.101, "y": 0.305 }, "kind": "disclaimer", "text": "This presentation contains forward-looking statements relating to future events or future financial performance that involve risks and uncertainties. Actual results may differ materially from those anticipated in these statements based on a number of factors, including those identified in the company’s annual report on Form 10-K filed with the SEC on February 22, 2010. This presentation also contains references to non-GAAP financial measures. A presentation of and reconciliation to the most directly comparable GAAP financial measure, where such can be done without unreasonable effort, can be found on our Web site at http://ir.netflix.com.", "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 14:29:20.48+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "930e1349-7dc4-4422-a711-8f69372e1be7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.805, "y": 0.875 }, "kind": "image", "text": "NETFLIX", "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 14:29:20.48+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5370a8af-0201-48a8-b27e-f1f3651973e0", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.65, "x": 0.101, "y": 0.185 }, "kind": "title", "text": "Forward-Looking Statements and Non-GAAP Financial Measurements", "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 14:29:20.48+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e412482-2cc0-4394-9f50-86fa32df1989", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "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": 17, "componentCount": 3, "textChars": 153, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:21.923+00", "seconds": 4.462, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-367e-752f-a562-cc00c623292a/3", "deck": "/decks/019de06f-367e-752f-a562-cc00c623292a", "deckAnchor": "/decks/019de06f-367e-752f-a562-cc00c623292a#slide-3", "deckJson": "/decks/019de06f-367e-752f-a562-cc00c623292a.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.75, "x": 0.12, "y": 0.33 }, "kind": "list", "text": "Be a great Internet movie and TV show service by combining Internet streaming with DVD by mail", "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 14:29:21.923+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b624f1fd-39c5-4bf5-b786-e8dbb0c36028", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.75, "x": 0.12, "y": 0.55 }, "kind": "list", "text": "Materially grow subscribers and EPS every year", "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 14:29:21.923+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fbe573b5-c216-4f58-b04e-77c8bbbdf5ca", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.12, "y": 0.2 }, "kind": "title", "text": "Netflix Goals", "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 14:29:21.923+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0728a8a6-737a-4749-833c-0f348e4798a7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "75b034af-fb34-4a44-8ac8-5f68c40ca40b", "evidence": "list/bullet: Be a great Internet movie and TV show service by combining Internet streaming with DVD by mail list/bullet: Materially grow subscribers and EPS every year", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:06.857836+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 3, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Problem", "beatId": "c48450cf-a453-4b30-99e3-3789b542e90f", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The deck starts by outlining Netflix's goals.", "position": 0, "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": 4, "type": "analysis", "title": "Uses a range-based visualization with actuals plotted as markers relative to the guidance bars.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 34, "componentCount": 4, "textChars": 159, "nDataPoints": 9, "notes": "Uses a range-based visualization with actuals plotted as markers relative to the guidance bars.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:20.086+00", "seconds": 2.613, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-367e-752f-a562-cc00c623292a/4", "deck": "/decks/019de06f-367e-752f-a562-cc00c623292a", "deckAnchor": "/decks/019de06f-367e-752f-a562-cc00c623292a#slide-4", "deckJson": "/decks/019de06f-367e-752f-a562-cc00c623292a.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.25, "x": 0.35, "y": 0.35 }, "kind": "chart", "text": "Guidance ranges for Subscribers, Revenue, and GAAP Net Income", "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": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:29:20.086+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f91a052-f73c-46dd-949a-8e7134452a5f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.8, "y": 0.87 }, "kind": "image", "text": "Netflix", "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 14:29:20.086+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34720bff-11f1-4f32-a94e-4112f97b282e", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.75, "x": 0.12, "y": 0.25 }, "kind": "table", "text": "Subscribers, Revenue, GAAP Net Income compared against Q2'10 Guidance and Actuals", "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 14:29:20.086+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c751623a-7d08-4ac7-9f4f-888b7953408c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.12, "y": 0.19 }, "kind": "title", "text": "Q2 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 14:29:20.086+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7de371b-366d-4ef2-93d6-b734152017ff", "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": "16e663ae-06b4-45de-b26e-8508333570b7", "evidence": "table/data: Subscribers, Revenue, GAAP Net Income compared against Q2'10 Guidance and Actuals", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:20:06.934983+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Financials", "beatId": "1b9f5af9-d5ca-432a-801b-27b8a7e51437", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial metrics, including subscriber growth, revenue, and net income.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 11, "from": 4, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "13ec8cf5-77f4-434e-a8e1-898be289287e", "evidence": "The deck provides a detailed analysis of the financial metrics and their implications for the company's future performance.", "position": 1, "objective": "What do the financial metrics mean for the company's future performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:45.176032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 17, "componentCount": 3, "textChars": 50, "nDataPoints": 9, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:19.759+00", "seconds": 2.268, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-367e-752f-a562-cc00c623292a/5", "deck": "/decks/019de06f-367e-752f-a562-cc00c623292a", "deckAnchor": "/decks/019de06f-367e-752f-a562-cc00c623292a#slide-5", "deckJson": "/decks/019de06f-367e-752f-a562-cc00c623292a.json" }, "components": [ { "bbox": { "h": 0.435, "w": 0.562, "x": 0.219, "y": 0.292 }, "kind": "chart", "text": "Netflix Subscribers", "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 14:29:19.759+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adf62977-6bbf-43ea-956c-89bc74690bc9", "parentComponentId": null }, { "bbox": { "h": 0.023, "w": 0.095, "x": 0.119, "y": 0.263 }, "kind": "subtitle", "text": "(in thousands)", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:29:19.759+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cbdd0a00-7bbc-4df1-b65b-6de7e2da834c", "parentComponentId": null }, { "bbox": { "h": 0.041, "w": 0.213, "x": 0.119, "y": 0.203 }, "kind": "title", "text": "Subscriber Growth", "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 14:29:19.759+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac567ca6-58ca-4616-b30d-7709863fd4dd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Financials", "beatId": "1b9f5af9-d5ca-432a-801b-27b8a7e51437", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial metrics, including subscriber growth, revenue, and net income.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 5, "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": "5fc63e59-ac53-4817-996b-67f7f9ae25e0", "evidence": "The deck highlights the importance of subscriber growth and the potential consequences of not meeting targets.", "position": 0, "objective": "What are the implications of not achieving subscriber growth targets?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:45.142254+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 11, "from": 4, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "13ec8cf5-77f4-434e-a8e1-898be289287e", "evidence": "The deck provides a detailed analysis of the financial metrics and their implications for the company's future performance.", "position": 1, "objective": "What do the financial metrics mean for the company's future performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:45.176032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 17, "componentCount": 3, "textChars": 51, "nDataPoints": 9, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:20.072+00", "seconds": 2.456, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-367e-752f-a562-cc00c623292a/6", "deck": "/decks/019de06f-367e-752f-a562-cc00c623292a", "deckAnchor": "/decks/019de06f-367e-752f-a562-cc00c623292a#slide-6", "deckJson": "/decks/019de06f-367e-752f-a562-cc00c623292a.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.76, "x": 0.12, "y": 0.28 }, "kind": "chart", "text": "Net Subscriber Additions", "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 14:29:20.072+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8fcd87ce-d84a-4799-9461-2cb6e60aa229", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.12, "y": 0.26 }, "kind": "subtitle", "text": "(in thousands)", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:29:20.072+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd5c1b89-3836-4966-a6f2-2d73bb1aef26", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.12, "y": 0.2 }, "kind": "title", "text": "Net Additions", "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 14:29:20.072+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26501e8b-5719-4c02-a61a-98998954189e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Financials", "beatId": "1b9f5af9-d5ca-432a-801b-27b8a7e51437", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial metrics, including subscriber growth, revenue, and net income.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 5, "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": "5fc63e59-ac53-4817-996b-67f7f9ae25e0", "evidence": "The deck highlights the importance of subscriber growth and the potential consequences of not meeting targets.", "position": 0, "objective": "What are the implications of not achieving subscriber growth targets?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:45.142254+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 11, "from": 4, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "13ec8cf5-77f4-434e-a8e1-898be289287e", "evidence": "The deck provides a detailed analysis of the financial metrics and their implications for the company's future performance.", "position": 1, "objective": "What do the financial metrics mean for the company's future performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:45.176032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "analysis", "title": "Includes a note about price reductions in July 2007.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 28, "componentCount": 4, "textChars": 91, "nDataPoints": 4, "notes": "Includes a note about price reductions in July 2007.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:23.684+00", "seconds": 6.039, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-367e-752f-a562-cc00c623292a/7", "deck": "/decks/019de06f-367e-752f-a562-cc00c623292a", "deckAnchor": "/decks/019de06f-367e-752f-a562-cc00c623292a#slide-7", "deckJson": "/decks/019de06f-367e-752f-a562-cc00c623292a.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.7, "x": 0.15, "y": 0.25 }, "kind": "chart", "text": "Total 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": "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 14:29:23.684+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4292f080-b40e-4541-8b82-329f5eca53d4", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.12, "y": 0.825 }, "kind": "source-note", "text": "Note: Netflix implemented price reductions in July 2007", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:29:23.684+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2d1cfac-7507-42ba-a5ff-75b3f96cb088", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.12, "y": 0.26 }, "kind": "subtitle", "text": "(in millions)", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:29:23.684+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63b75443-b84b-42e0-93c1-08f161173207", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.12, "y": 0.2 }, "kind": "title", "text": "Q2 Revenue", "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 14:29:23.684+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d35138c-b9b6-4c8a-bb52-b9912e08465a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Financials", "beatId": "1b9f5af9-d5ca-432a-801b-27b8a7e51437", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial metrics, including subscriber growth, revenue, and net income.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 5, "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": "5fc63e59-ac53-4817-996b-67f7f9ae25e0", "evidence": "The deck highlights the importance of subscriber growth and the potential consequences of not meeting targets.", "position": 0, "objective": "What are the implications of not achieving subscriber growth targets?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:45.142254+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 11, "from": 4, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "13ec8cf5-77f4-434e-a8e1-898be289287e", "evidence": "The deck provides a detailed analysis of the financial metrics and their implications for the company's future performance.", "position": 1, "objective": "What do the financial metrics mean for the company's future performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:45.176032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "analysis", "title": "The slide uses a dual-bar chart layout to show growth in both metrics over a four-year period.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 109, "nDataPoints": 8, "notes": "The slide uses a dual-bar chart layout to show growth in both metrics over a four-year period.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:19.963+00", "seconds": 2.262, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-367e-752f-a562-cc00c623292a/8", "deck": "/decks/019de06f-367e-752f-a562-cc00c623292a", "deckAnchor": "/decks/019de06f-367e-752f-a562-cc00c623292a#slide-8", "deckJson": "/decks/019de06f-367e-752f-a562-cc00c623292a.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.76, "x": 0.12, "y": 0.25 }, "kind": "chart", "text": "Net Income and Earnings per Share growth from 2Q07 to 2Q10", "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 14:29:19.963+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e2fcf06-50ef-4f49-8c06-a5ca354f5712", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.13, "y": 0.36 }, "kind": "legend", "text": "(in millions)", "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 14:29:19.963+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "236d18ba-4b82-49f5-87bd-42f72a64b95f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.12, "y": 0.18 }, "kind": "title", "text": "Q2 GAAP Net Income & Fully Diluted EPS", "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 14:29:19.963+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3066d49d-1114-4538-a992-334281d44393", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Financials", "beatId": "1b9f5af9-d5ca-432a-801b-27b8a7e51437", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial metrics, including subscriber growth, revenue, and net income.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 5, "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": "5fc63e59-ac53-4817-996b-67f7f9ae25e0", "evidence": "The deck highlights the importance of subscriber growth and the potential consequences of not meeting targets.", "position": 0, "objective": "What are the implications of not achieving subscriber growth targets?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:45.142254+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 11, "from": 4, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "13ec8cf5-77f4-434e-a8e1-898be289287e", "evidence": "The deck provides a detailed analysis of the financial metrics and their implications for the company's future performance.", "position": 1, "objective": "What do the financial metrics mean for the company's future performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:45.176032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 18, "componentCount": 3, "textChars": 56, "nDataPoints": 13, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:20.15+00", "seconds": 2.141, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-367e-752f-a562-cc00c623292a/9", "deck": "/decks/019de06f-367e-752f-a562-cc00c623292a", "deckAnchor": "/decks/019de06f-367e-752f-a562-cc00c623292a#slide-9", "deckJson": "/decks/019de06f-367e-752f-a562-cc00c623292a.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.72, "x": 0.14, "y": 0.35 }, "kind": "chart", "text": "Quarterly churn rate trend from 2Q07 to 2Q10", "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": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:29:20.15+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a115e795-ea80-42b3-936f-1fb8b093f901", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.8, "y": 0.87 }, "kind": "image", "text": "Netflix", "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 14:29:20.15+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6613d1ca-97c0-4e4a-b605-b80de320986e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.12, "y": 0.2 }, "kind": "title", "text": "Churn", "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 14:29:20.15+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bddbf654-22e4-43dc-9121-6cfb1923c02e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Financials", "beatId": "1b9f5af9-d5ca-432a-801b-27b8a7e51437", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial metrics, including subscriber growth, revenue, and net income.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 9, "from": 5, "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": "5fc63e59-ac53-4817-996b-67f7f9ae25e0", "evidence": "The deck highlights the importance of subscriber growth and the potential consequences of not meeting targets.", "position": 0, "objective": "What are the implications of not achieving subscriber growth targets?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:45.142254+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 11, "from": 4, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "13ec8cf5-77f4-434e-a8e1-898be289287e", "evidence": "The deck provides a detailed analysis of the financial metrics and their implications for the company's future performance.", "position": 1, "objective": "What do the financial metrics mean for the company's future performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:45.176032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 20, "componentCount": 3, "textChars": 89, "nDataPoints": 9, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:20.452+00", "seconds": 2.436, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-367e-752f-a562-cc00c623292a/10", "deck": "/decks/019de06f-367e-752f-a562-cc00c623292a", "deckAnchor": "/decks/019de06f-367e-752f-a562-cc00c623292a#slide-10", "deckJson": "/decks/019de06f-367e-752f-a562-cc00c623292a.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.76, "x": 0.12, "y": 0.3 }, "kind": "chart", "text": "Quarterly Subscriber Acquisition Cost from 2Q08 to 2Q10", "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 14:29:20.452+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "821c40ff-c510-40b6-afa8-ad7867a90173", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.08, "x": 0.8, "y": 0.88 }, "kind": "image", "text": "Netflix", "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 14:29:20.452+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60234eab-539e-4389-adff-86ab9461ff53", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.12, "y": 0.2 }, "kind": "title", "text": "Subscriber Acquisition Cost", "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 14:29:20.452+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c1a9a5c-df6d-468d-b466-cb83ab550d55", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "22694448-e96b-4654-a113-35c7673a3cf6", "evidence": "chart/bar-vertical: Quarterly Subscriber Acquisition Cost from 2Q08 to 2Q10", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:20:00.950507+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Financials", "beatId": "1b9f5af9-d5ca-432a-801b-27b8a7e51437", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial metrics, including subscriber growth, revenue, and net income.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 11, "from": 4, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "13ec8cf5-77f4-434e-a8e1-898be289287e", "evidence": "The deck provides a detailed analysis of the financial metrics and their implications for the company's future performance.", "position": 1, "objective": "What do the financial metrics mean for the company's future performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:45.176032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "analysis", "title": "The table reconciles net cash from operating activities to Non-GAAP Free Cash Flow by adjusting for capital expenditures and content library acquisitions.", "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": 72, "nDataPoints": 35, "notes": "The table reconciles net cash from operating activities to Non-GAAP Free Cash Flow by adjusting for capital expenditures and content library acquisitions.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:20.549+00", "seconds": 2.397, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-367e-752f-a562-cc00c623292a/11", "deck": "/decks/019de06f-367e-752f-a562-cc00c623292a", "deckAnchor": "/decks/019de06f-367e-752f-a562-cc00c623292a#slide-11", "deckJson": "/decks/019de06f-367e-752f-a562-cc00c623292a.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.15, "x": 0.12, "y": 0.25 }, "kind": "subtitle", "text": "(in thousands)", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:29:20.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b33971c9-2cb7-46dd-b959-b060900710fb", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.7, "x": 0.15, "y": 0.29 }, "kind": "table", "text": "Non-GAAP Free Cash Flow Reconciliation table", "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 14:29:20.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b3027d2-689a-4a10-a083-2ccb219434ea", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.12, "y": 0.2 }, "kind": "title", "text": "Free Cash Flow", "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 14:29:20.549+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a011fed9-3919-4427-8763-d014c03c8304", "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": "515edfc7-1c02-40e3-91e3-ae1c75f6a6dc", "evidence": "table/data: Non-GAAP Free Cash Flow Reconciliation table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:20:01.04132+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Financials", "beatId": "1b9f5af9-d5ca-432a-801b-27b8a7e51437", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial metrics, including subscriber growth, revenue, and net income.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 11, "from": 4, "loop": { "name": "41_so_what_cascade", "slug": "41-so-what-cascade", "status": "active", "bestFor": "Data presentations, executive summaries, driving to recommendations", "canonId": "019dd956-769f-7208-afbc-f28985c6f4fb", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)", "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion", "familyLabel": null }, "matchId": "13ec8cf5-77f4-434e-a8e1-898be289287e", "evidence": "The deck provides a detailed analysis of the financial metrics and their implications for the company's future performance.", "position": 1, "objective": "What do the financial metrics mean for the company's future performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:04:45.176032+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "analysis", "title": "The table provides ranges for key performance indicators including subscribers, revenue, net income, and EPS.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 100, "nDataPoints": 16, "notes": "The table provides ranges for key performance indicators including subscribers, revenue, net income, and EPS.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:22.871+00", "seconds": 4.658, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-367e-752f-a562-cc00c623292a/12", "deck": "/decks/019de06f-367e-752f-a562-cc00c623292a", "deckAnchor": "/decks/019de06f-367e-752f-a562-cc00c623292a#slide-12", "deckJson": "/decks/019de06f-367e-752f-a562-cc00c623292a.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.07, "x": 0.17, "y": 0.825 }, "kind": "source-note", "text": "*Fully Diluted", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:29:22.871+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10d28687-abc5-404b-a20f-111715ab68bf", "parentComponentId": null }, { "bbox": { "h": 0.48, "w": 0.62, "x": 0.19, "y": 0.318 }, "kind": "table", "text": "Subscribers, Revenue, GAAP Net Income, GAAP EPS for 3Q10, 4Q10, FY '10", "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 14:29:22.871+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e327448a-e33a-437c-b676-b654e991ac10", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.12, "y": 0.19 }, "kind": "title", "text": "Business Outlook", "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 14:29:22.871+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ad3929b-6bc7-4cd7-ae70-e83d190bc642", "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": "925d2266-726e-4b3a-ad64-a0fbb7a8e2bd", "evidence": "table/data: Subscribers, Revenue, GAAP Net Income, GAAP EPS for 3Q10, 4Q10, FY '10", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:20:01.135318+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Financials", "beatId": "1b9f5af9-d5ca-432a-801b-27b8a7e51437", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial metrics, including subscriber growth, revenue, and net income.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 12, "name": "Solution", "beatId": "0add2a36-a24f-4e6b-a94c-e9c0cf44d632", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The deck provides an outlook on the company's future financial 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": 13, "type": "analysis", "title": "The table tracks Subscribers, Revenue, Operating Profit, Net Income, EPS, and streaming engagement metrics.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 37, "componentCount": 4, "textChars": 171, "nDataPoints": 66, "notes": "The table tracks Subscribers, Revenue, Operating Profit, Net Income, EPS, and streaming engagement metrics.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:22.835+00", "seconds": 4.497, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-367e-752f-a562-cc00c623292a/13", "deck": "/decks/019de06f-367e-752f-a562-cc00c623292a", "deckAnchor": "/decks/019de06f-367e-752f-a562-cc00c623292a#slide-13", "deckJson": "/decks/019de06f-367e-752f-a562-cc00c623292a.json" }, "components": [ { "bbox": { "h": 0.035, "w": 0.085, "x": 0.805, "y": 0.875 }, "kind": "image", "text": "NETFLIX", "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 14:29:22.835+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c38e205-7518-43ef-99f4-31eda563dfa6", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.07, "x": 0.112, "y": 0.855 }, "kind": "source-note", "text": "*Fully Diluted", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:29:22.835+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "984d270e-3806-4afb-8c21-ec030a34dc82", "parentComponentId": null }, { "bbox": { "h": 0.585, "w": 0.776, "x": 0.112, "y": 0.265 }, "kind": "table", "text": "Subscribers (M), Revenue (M), Operating Profit (M), Net Income (M), EPS*, % of Subscribers Watching Instantly > 15 minutes", "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 14:29:22.835+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc058add-da2e-45f8-b307-f01e278d495d", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.415, "x": 0.118, "y": 0.195 }, "kind": "title", "text": "Quarterly Summary Financials", "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 14:29:22.835+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8294bec0-617c-4fc7-8811-6e6cbd858516", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Financials", "beatId": "1b9f5af9-d5ca-432a-801b-27b8a7e51437", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial metrics, including subscriber growth, revenue, and net income.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 12, "name": "Solution", "beatId": "0add2a36-a24f-4e6b-a94c-e9c0cf44d632", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The deck provides an outlook on the company's future financial 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": 14, "type": "analysis", "title": "Includes historical data and 2010 guidance mid-point.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "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": 27, "componentCount": 3, "textChars": 170, "nDataPoints": 60, "notes": "Includes historical data and 2010 guidance mid-point.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:20.407+00", "seconds": 2.007, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-367e-752f-a562-cc00c623292a/14", "deck": "/decks/019de06f-367e-752f-a562-cc00c623292a", "deckAnchor": "/decks/019de06f-367e-752f-a562-cc00c623292a#slide-14", "deckJson": "/decks/019de06f-367e-752f-a562-cc00c623292a.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.08, "x": 0.115, "y": 0.86 }, "kind": "source-note", "text": "*Fully Diluted", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 14:29:20.407+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e96e7cf2-cc05-462b-bf8e-91abef5477a1", "parentComponentId": null }, { "bbox": { "h": 0.62, "w": 0.78, "x": 0.11, "y": 0.26 }, "kind": "table", "text": "Table showing Subscribers, Revenue, Operating Profit, Net Income, EPS, and % of Subscribers Watching Instantly from 2005-2010.", "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 14:29:20.407+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7aae4c28-8a36-4fd1-9bf9-d500f2e0c28f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.42, "x": 0.118, "y": 0.195 }, "kind": "title", "text": "Fiscal Year Summary Financials", "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 14:29:20.407+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9bdcc74b-7f07-4171-aa8c-53a893d1b3b5", "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": "f9f8a458-bb02-4af3-b8cf-e97a74f3857e", "evidence": "table/data: Table showing Subscribers, Revenue, Operating Profit, Net Income, EPS, and % of Subscribers Watching Instantly from 2005-2010.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:20:01.263759+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Financials", "beatId": "1b9f5af9-d5ca-432a-801b-27b8a7e51437", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The deck provides detailed financial metrics, including subscriber growth, revenue, and net income.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 12, "name": "Solution", "beatId": "0add2a36-a24f-4e6b-a94c-e9c0cf44d632", "matchId": "e8c2e313-71df-4e1e-a749-299c167b5ad2", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The deck provides an outlook on the company's future financial 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": 15, "type": "setup", "function": "front_matter", "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": 5, "componentCount": 2, "textChars": 54, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 14:29:20.15+00", "seconds": 1.418, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de06f-367e-752f-a562-cc00c623292a/15", "deck": "/decks/019de06f-367e-752f-a562-cc00c623292a", "deckAnchor": "/decks/019de06f-367e-752f-a562-cc00c623292a#slide-15", "deckJson": "/decks/019de06f-367e-752f-a562-cc00c623292a.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.64, "x": 0.18, "y": 0.28 }, "kind": "image", "text": "Netflix logo", "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 14:29:20.15+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b4f6ecf-e098-4e9f-b311-c6c1a6b99df5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.68, "x": 0.16, "y": 0.75 }, "kind": "title", "text": "Q2'10 Financial Highlights | July 21, 2010", "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 14:29:20.15+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "258695e1-79f5-4f65-94bc-62890104e1c3", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "1a00349c-d0d3-4244-885c-b185a6908295", "evidence": "title/subtitle: Q2'10 Financial Highlights | July 21, 2010", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:20:01.359419+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 3, "to": 3, "label": "Problem", "description": "The deck starts by outlining Netflix's goals." }, { "from": 4, "to": 14, "label": "Financials", "description": "The deck provides detailed financial metrics, including subscriber growth, revenue, and net income." }, { "from": 12, "to": 14, "label": "Solution", "description": "The deck provides an outlook on the company's future financial performance." } ], "loops": [ { "from": 5, "to": 9, "label": "Cost Of Inaction", "description": "What are the implications of not achieving subscriber growth targets?" }, { "from": 4, "to": 11, "label": "So What Cascade", "description": "What do the financial metrics mean for the company's future performance?" } ] }