{ "schemaVersion": "deck-intelligence.v1", "id": "019de070-e1ef-701b-a6e9-fc60c984f8bb", "slug": "34e2724c947c7d1b9ddf6cb7e012781b", "title": "eBay | Results Presentation Deck | 23 slides", "subtitle": "eBay · 2021-04", "author": "eBay", "date": "2021-04-01 00:00:00", "pageCount": 23, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de070-e1ef-701b-a6e9-fc60c984f8bb", "slug": "34e2724c947c7d1b9ddf6cb7e012781b", "title": "eBay | Results Presentation Deck | 23 slides", "rawTitle": "eBay | Results Presentation Deck | 23 slides", "authorId": "ebay", "authorName": "eBay", "authorDisplay": "eBay", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2021-04__ebay__results__34e2724c.pdf", "sourceUrl": "https://www.slidebook.io/company/ebay/presentation/34e2724c947c7d1b9ddf6cb7e012781b/", "sourceDate": "2021-04-28 00:00:00", "presentationDate": "2021-04-01 00:00:00", "ingestedAt": "2026-04-30 22:09:47.607624+00", "status": "ready", "pageCount": 23, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "internet-retail", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2021-04__ebay__results__34e2724c", "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": 23, "pagesIndexed": 23, "pagesWithImages": 23, "pagesWithMetadata": 23, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 79, "chartCount": 7, "metricSlides": 0, "toolMatches": 14, "documentToolMatches": 0, "frameworkMatches": 2, "arcMatches": 1, "beatMatches": 4, "loopMatches": 1, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "evidence": "The deck follows a sparkline narrative, starting with a highlight and then diving deeper", "isPrimary": true, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:13:10.061038+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 3, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 1, "name": "Setup", "beatId": "6531d817-15fe-4466-821e-2868ca7c8710", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "Introduction to the presentation", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 }, { "to": 13, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 4, "name": "Evidence", "beatId": "f0760e8c-0251-4503-a742-613505901aa1", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "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." }, "evidence": "Financial highlights and KPIs", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 }, { "to": 14, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 14, "name": "Development", "beatId": "f5992663-670e-43b1-b278-f9d3a68a4dad", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "evidence": "Q&A section", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 }, { "to": 23, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null, "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "from": 15, "name": "Appendix", "beatId": "5c72a3de-451b-43cc-a71c-72418311cbfa", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": null, "evidence": "Supporting data and reconciliations", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [ { "to": 12, "from": 12, "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": "a2b7d7da-0c84-436c-b935-6d8e94910666", "evidence": "The slide mentions 'significant returns & optionality'", "position": 0, "objective": "Highlighting the benefits of eBay's investments", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:13:10.236779+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": "6c224404-22a1-4639-9e96-293cdb430fcb", "evidence": "title/headline: Q1 2021 FINANCIAL HIGHLIGHTS", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:49.930648+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": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e83a5f64-9140-4c04-9a53-b5574d7516c8", "evidence": "title/headline: CFO COMMENTS", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:50.042781+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": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f7dbfe1c-cfcc-4c5e-b605-6dbdda864156", "evidence": "callout/primary: Q1 B2C GMV up 21% Y/Y and C2C GMV up 34% Y/Y on an FX-Neutral Basis", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:36:51.148369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "154aa659-b96e-4ceb-b9de-661eb8560226", "evidence": "table/data: Growth metrics and take rates table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 23:36:51.216388+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "271d059f-1410-4509-9e9e-d89878fe15fd", "evidence": "chart/waterfall-bridge: Waterfall chart showing $3.9B cash, $(7.0)B debt, and $(3.1)B net debt.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:51.37772+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "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": "749a5bac-5113-441a-ac75-d4d1aa2c08ae", "evidence": "list/bullet: ADEVINTA: Deal announced in July 2020... Value as of April 27, 2021 of $12.7B...", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:36:51.440351+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": "14e324cd-7e71-4bbc-89d7-3cf0e4d25e3d", "evidence": "Reconciliation table showing GAAP operating income, adjustments, and non-GAAP operating margin across six quarters.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:51.576678+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "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": "0b20d205-0291-43be-b58b-8b4de6fc5ec0", "evidence": "Reconciliation table showing GAAP income, adjustments (stock-based comp, amortization, etc.), and non-GAAP results across six quarters.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:51.644967+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "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": "513b79b4-276f-4304-beac-5915b269b641", "evidence": "Reconciliation table with columns for Reported, Non-GAAP Entries, and Non-GAAP for two periods.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:51.708843+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "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": "a2504b07-c6b9-4b61-8941-9e4eab8178ef", "evidence": "Net cash provided by continuing operating activities, Less: Purchases of property and equipment, net, Free cash flow from continuing operations", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:51.775966+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "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": "4f9d10a0-f88f-4684-928c-b9a8fc8e219a", "evidence": "Net Revenues by Type, Net Transaction Revenues, Marketing services and other revenues, Total net revenues, Hedge gain/(loss), Foreign currency impact", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:51.839122+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "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": "0ccb2fab-9a92-44c4-972f-f63447367258", "evidence": "Table showing As Reported Revenue Growth, Acquisition/Disposition Impact, Foreign Currency Impact, and Organic FX-Neutral Revenue Y/Y Growth for 6 periods.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:51.902806+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "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": "db7d94ce-7999-4cd8-a5a8-8ebe6bfeb7e6", "evidence": "Net Revenue and Diluted EPS GAAP vs Non-GAAP table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:51.965974+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "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": "c7a663b1-bc52-46ee-bee9-b46511f8f3f5", "evidence": "ebay", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:52.030208+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "805a1233-b39c-4d1d-9d72-c95fc4c24a9f", "evidence": "Section titled 'Capital Allocation Tenets' outlining strategic priorities for cash usage.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 13:43:07.259+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "capital-allocation-framework" }, { "matchId": "c3ad22b5-abfa-430b-9cb7-8b9f5f6d4cf5", "evidence": "Section titled 'Targets' outlining financial guardrails and leverage ratios.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 13:43:07.259+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "governance" } ], "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/vOwAYnxQ87ixrK1P1fjOsDfk6XD7yWguXzmAqLEbAIc/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zNGUyNzI0Yzk0N2M3ZDFiOWRkZjZjYjdlMDEyNzgxYi9wMDAxLmpwZw", "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": 10, "componentCount": 3, "textChars": 46, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:07.357+00", "seconds": 4.772, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/1", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-1", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.12, "x": 0.84, "y": 0.85 }, "kind": "image", "text": "ebay", "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 13:43:07.357+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c67b0b70-4169-4a2d-9c7b-d4404a6dc938", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.08, "y": 0.88 }, "kind": "paragraph", "text": "April 28, 2021", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:07.357+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "480e0ba9-b943-4484-91a9-42a1ebb67759", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.08, "y": 0.2 }, "kind": "title", "text": "Q1 2021 FINANCIAL HIGHLIGHTS", "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 13:43:07.357+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a15575d-3112-4df3-8fb5-6ec0a867687d", "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": "6c224404-22a1-4639-9e96-293cdb430fcb", "evidence": "title/headline: Q1 2021 FINANCIAL HIGHLIGHTS", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:49.930648+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": [ { "to": 3, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 1, "name": "Setup", "beatId": "6531d817-15fe-4466-821e-2868ca7c8710", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "Introduction to the presentation", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/b_yjShXdsXmLrT3m5YxqOEHTAU0lz2L2KtacrSoUWBo/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zNGUyNzI0Yzk0N2M3ZDFiOWRkZjZjYjdlMDEyNzgxYi9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/oSNlmSGmxeimqz0MxFMYmq5BqXv3JGjdn_mBJSkJBZE/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zNGUyNzI0Yzk0N2M3ZDFiOWRkZjZjYjdlMDEyNzgxYi9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/ApQ08ThxEywEJJeVLVKIBkrvWdRO7PrpRjfFkKhfyn8/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8zNGUyNzI0Yzk0N2M3ZDFiOWRkZjZjYjdlMDEyNzgxYi9wMDAxLnBuZw" }, { "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": "overcrowded", "densityScore": 75, "componentCount": 6, "textChars": 5142, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:08.31+00", "seconds": 5.633, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/2", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-2", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.355, "w": 0.926, "x": 0.037, "y": 0.419 }, "kind": "disclaimer", "text": "Our actual results could differ materially from those predicted or implied and reported results should not be considered as an indication of future performance. Other factors that could cause or contribute to such differences include, but are not limited to: changes in political, business and economic conditions, the duration of the COVID-19 pandemic and the effects of COVID-19 on our business and operations and on the general economy, including effects on our sellers and customers, any regional or general economic downturn or crisis and any conditions that affect ecommerce growth or cross-border trade; the company’s ability to realize expected growth opportunities in payments intermediation and advertising; fluctuations in foreign currency exchange rates; our need to successfully react to the increasing importance of mobile commerce and the increasing social aspect of commerce; an increasingly competitive environment for our business; changes to our capital allocation, including the timing, declaration, amount and payment of any future dividends or levels of the company’s share repurchases, or management of operating cash; our ability to increase operating efficiency to drive margin improvements and enable reinvestments; our ability to manage indebtedness, including managing exposure to interest rates and maintaining credit ratings; our need to manage an increasingly large enterprise with a broad range of businesses of businesses of varying degrees of maturity and in many different geographies; our ability to successfully intermediate payments on our marketplace platform; our need and ability to manage regulatory, tax, data security and litigation risks; our ability to timely upgrade and develop technology systems, infrastructure and customer service capabilities at reasonable cost while maintaining site stability and performance and adding new products and features; our ability to integrate, manage and grow businesses that have been acquired or may be acquired in the future; the possibility that regulatory and other approvals and conditions to the Transaction are not received or satisfied on a timely basis or at all; the possibility that the company may not fully realize the projected benefits of the Transaction; changes in the anticipated timing for closing the Transaction; business disruption during the pendency of or following the Transaction; diversion of management time on Transaction-related issues; the reaction of customers and other persons to the Transaction; and other events that could adversely impact the completion of the Transaction, including COVID-19 and industry or economic conditions outside of our control.", "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 13:43:08.31+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37a3af2c-7251-44ef-af03-5b1ca073fc71", "parentComponentId": null }, { "bbox": { "h": 0.175, "w": 0.926, "x": 0.037, "y": 0.241 }, "kind": "disclaimer", "text": "This presentation contains forward-looking statements relating to, among other things, the future performance of eBay Inc., and its consolidated subsidiaries that are based on our current expectations, forecasts and assumptions and involve risks and uncertainties. These statements include, but are not limited to, statements regarding the future performance of eBay Inc. and its consolidated subsidiaries, including management’s vision for the future of eBay and our ability to accomplish our vision, expected financial results for the second quarter and full year 2021 and the future growth in our business, the effects of COVID-19 on our business and operations and our ability to respond to such effects, operating efficiency and margins, reinvestments, dividends, share repurchases, internet sales tax headwinds, and the closing of the announced transaction with Adevinta ASA (the “Transaction”), the potential benefits of the Transaction and the impact of the Transaction on future results.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:08.31+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d8cfde6-eac2-4e53-8662-3757bd6908d1", "parentComponentId": null }, { "bbox": { "h": 0.085, "w": 0.926, "x": 0.037, "y": 0.815 }, "kind": "disclaimer", "text": "More information about factors that could affect our operating results is included under the captions “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in our most recent Annual Report on Form 10-K and subsequent quarterly reports on Form 10-Q, copies of which may be obtained by visiting our Investor Relations website at https://investors.ebayinc.com or the SEC’s website at www.sec.gov. All information in this presentation is as of April 28, 2021. Undue reliance should not be placed on the forward-looking statements in this presentation, which are based on information available to us on the date hereof. We assume no obligation to update such statements.", "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 13:43:08.31+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d7a7142-acd8-4258-a964-1ae155b44163", "parentComponentId": null }, { "bbox": { "h": 0.115, "w": 0.926, "x": 0.037, "y": 0.123 }, "kind": "disclaimer", "text": "This presentation contains non-GAAP measures relating to our performance. You can find the reconciliation of these measures, except for FX-Neutral basis, to the nearest comparable GAAP measures in the appendix at the end of this presentation. All growth rates represent year-over-year comparisons, except as otherwise noted. For numbers in this presentation provided on an “FX-Neutral” basis, we calculate the year-over-year impact of foreign currency movements using prior period foreign currency rates applied to current year transactional currency amounts.", "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 13:43:08.31+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c681bb3e-b5c8-449d-9efd-7de5f07778c8", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.926, "x": 0.037, "y": 0.778 }, "kind": "disclaimer", "text": "The forward-looking statements in this presentation do not include the potential impact of any acquisitions or divestitures that may be announced and/or completed after the date hereof.", "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 13:43:08.31+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eab8e3d0-428c-42d4-bd48-33e93228ed17", "parentComponentId": null }, { "bbox": { "h": 0.055, "w": 0.273, "x": 0.037, "y": 0.063 }, "kind": "title", "text": "DISCLOSURES", "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 13:43:08.31+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40a6f413-0a3b-4ec6-81c9-6c5ff3d5284c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 3, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 1, "name": "Setup", "beatId": "6531d817-15fe-4466-821e-2868ca7c8710", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "Introduction to the presentation", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 12, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:05.653+00", "seconds": 2.562, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/3", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-3", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.105, "w": 0.525, "x": 0.038, "y": 0.198 }, "kind": "title", "text": "CFO COMMENTS", "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 13:43:05.653+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec74f0d2-d520-47cf-b0d8-52cf0218798f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "e83a5f64-9140-4c04-9a53-b5574d7516c8", "evidence": "title/headline: CFO COMMENTS", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:50.042781+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 Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 1, "name": "Setup", "beatId": "6531d817-15fe-4466-821e-2868ca7c8710", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "name": "Setup", "slug": "setup", "status": "active", "canonId": "019dd9b8-020e-7505-af9b-d9b9a4679bcc", "version": 1, "description": "Where the deck grounds the reader before doing anything else. Almost every arc opens here." }, "evidence": "Introduction to the presentation", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 3, "textChars": 540, "nDataPoints": 11, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:06.789+00", "seconds": 3.679, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/4", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-4", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.035, "w": 0.598, "x": 0.058, "y": 0.944 }, "kind": "disclaimer", "text": "Reconciliation of Non-GAAP figures, calculation of Free Cash Flow (FCF) and Organic FX-Neutral Revenue are included in the Appendix of this presentation\nAll reported results are from continuing operations", "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 13:43:06.789+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb5ccbb9-5a1c-472b-a3cb-b57afc0fb11d", "parentComponentId": null }, { "bbox": { "h": 0.66, "w": 0.924, "x": 0.038, "y": 0.00166 }, "kind": "list", "text": "Revenue of $3.0B, up 42% Y/Y (+38% Y/Y FX-Neutral)\nGAAP EPS of $0.82 and Non-GAAP EPS of $1.09\nGAAP operating margin of 28%, up 1pt Y/Y\nNon-GAAP operating margin of 33%, up 1pt Y/Y\nGenerated $938M of Operating Cash Flow and $855M of Free Cash Flow\nReturned $414M to shareholders through share repurchases and cash dividends", "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 13:43:06.789+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aef33dc7-1203-4675-b960-b166e8493aff", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.291, "x": 0.038, "y": 0.058 }, "kind": "title", "text": "Q1 HIGHLIGHTS", "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 13:43:06.789+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48b1be0d-44d9-449b-8aaf-262d35837b3c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 4, "name": "Evidence", "beatId": "f0760e8c-0251-4503-a742-613505901aa1", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "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." }, "evidence": "Financial highlights and KPIs", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 5, "type": "analysis", "title": "The chart tracks active buyers in millions and T12M Y/Y growth percentages.", "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": 44, "componentCount": 5, "textChars": 150, "nDataPoints": 12, "notes": "The chart tracks active buyers in millions and T12M Y/Y growth percentages.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:06.933+00", "seconds": 3.811, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/5", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-5", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.461, "w": 0.606, "x": 0.197, "y": 0.235 }, "kind": "chart", "text": "Bar chart showing active buyers from Q4 19 to Q1 21", "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 13:43:06.933+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8a01d1e-c2b5-411e-86ec-d172df067512", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.238, "x": 0.062, "y": 0.946 }, "kind": "source-note", "text": "All reported results are from continuing operations", "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 13:43:06.933+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "433804b6-0fde-43fe-983b-48494dae5880", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.098, "x": 0.037, "y": 0.133 }, "kind": "subtitle", "text": "(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 13:43:06.933+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40a5bc94-80ea-48e5-97fa-9c8c3d2ac5e2", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.723, "x": 0.08, "y": 0.765 }, "kind": "table", "text": "T12M Y/Y Growth table row", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:06.933+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b26721f-c68c-43fb-8578-7195bcf840df", "parentComponentId": null }, { "bbox": { "h": 0.044, "w": 0.299, "x": 0.037, "y": 0.064 }, "kind": "title", "text": "ACTIVE BUYERS", "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 13:43:06.933+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dcd8e85b-a281-4573-9013-0ca692484b9a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 4, "name": "Evidence", "beatId": "f0760e8c-0251-4503-a742-613505901aa1", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "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." }, "evidence": "Financial highlights and KPIs", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 6, "type": "analysis", "title": "The chart displays GMV in millions of dollars, with a table below showing various Y/Y growth percentages.", "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": "dense", "densityScore": 65, "componentCount": 6, "textChars": 326, "nDataPoints": 36, "notes": "The chart displays GMV in millions of dollars, with a table below showing various Y/Y growth percentages.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:06.01+00", "seconds": 2.65, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/6", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-6", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.18, "x": 0.79, "y": 0.335 }, "kind": "callout", "text": "Q1 B2C GMV up 21% Y/Y and C2C GMV up 34% Y/Y on an FX-Neutral Basis", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:06.01+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a947d54a-cdd6-49ac-b512-114fa26ab90c", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.56, "x": 0.229, "y": 0.26 }, "kind": "chart", "text": "Stacked bar chart of GMV by US and International segments", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:06.01+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7a7fbdc-0612-414e-ac0c-ceb7fc586666", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.32, "x": 0.058, "y": 0.94 }, "kind": "source-note", "text": "B2C = Business to Consumer sellers; C2C = Consumer to Consumer sellers. All reported results are from continuing operations", "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 13:43:06.01+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf1af449-cd92-44e9-a5d4-4f625f820dac", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.072, "x": 0.037, "y": 0.125 }, "kind": "subtitle", "text": "($ 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 13:43:06.01+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a05448f8-bd72-4b54-a6b9-8d23ac6252da", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.75, "x": 0.037, "y": 0.7 }, "kind": "table", "text": "Table of Y/Y growth metrics for US, Int'l, Total, and Sold Items", "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 13:43:06.01+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8e68643-609f-470c-b761-db6f9286371c", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.072, "x": 0.037, "y": 0.065 }, "kind": "title", "text": "GMV", "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 13:43:06.01+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab14f433-3203-4553-895a-bb88b791ba37", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f7dbfe1c-cfcc-4c5e-b605-6dbdda864156", "evidence": "callout/primary: Q1 B2C GMV up 21% Y/Y and C2C GMV up 34% Y/Y on an FX-Neutral Basis", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:36:51.148369+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 4, "name": "Evidence", "beatId": "f0760e8c-0251-4503-a742-613505901aa1", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "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." }, "evidence": "Financial highlights and KPIs", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 7, "type": "analysis", "title": "The chart displays revenue in millions. MS&O is the top segment, Transaction is the bottom segment.", "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": "dense", "densityScore": 62, "componentCount": 5, "textChars": 428, "nDataPoints": 36, "notes": "The chart displays revenue in millions. MS&O is the top segment, Transaction is the bottom segment.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:10.274+00", "seconds": 6.727, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/7", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-7", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.18, "x": 0.805, "y": 0.26 }, "kind": "callout", "text": "Q1 FX-Neutral Transaction Revenue up 40% Y/Y ... accelerating 9pts Q/Q. Q1 FX-Neutral MS&O Revenue up 22% Y/Y ... accelerating 19pts Q/Q", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:10.274+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ebdfed2-ebce-45a3-94bb-ce8234198102", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.58, "x": 0.208, "y": 0.18 }, "kind": "chart", "text": "Stacked bar chart of revenue by segment", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:10.274+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf699e40-4999-40d5-ba40-83d618489493", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.63, "x": 0.037, "y": 0.94 }, "kind": "source-note", "text": "Calculation of total Revenue and Organic FX-Neutral Revenue growth is included in the Appendix of this presentation; MS&O = Marketing Services & Other Revenue. All reported results are from continuing operations", "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 13:43:10.274+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c3958666-c9ae-477d-9dc1-327281cc059e", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.74, "x": 0.05, "y": 0.72 }, "kind": "table", "text": "Growth metrics and take rates 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 13:43:10.274+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a257025-da0b-45f0-aeeb-7a7c6d9d95cd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.19, "x": 0.037, "y": 0.065 }, "kind": "title", "text": "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 13:43:10.274+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58d8dfb3-5051-4647-a69e-2a3741270062", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "154aa659-b96e-4ceb-b9de-661eb8560226", "evidence": "table/data: Growth metrics and take rates table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 23:36:51.216388+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 4, "name": "Evidence", "beatId": "f0760e8c-0251-4503-a742-613505901aa1", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "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." }, "evidence": "Financial highlights and KPIs", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 8, "type": "analysis", "title": "The slide highlights the drivers behind the year-over-year changes in various expense categories.", "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": "dense", "densityScore": 63, "componentCount": 6, "textChars": 331, "nDataPoints": 10, "notes": "The slide highlights the drivers behind the year-over-year changes in various expense categories.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:10.512+00", "seconds": 6.948, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/8", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-8", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.35, "x": 0.406, "y": 0.205 }, "kind": "callout", "text": "Operating Expense at 40.1%, down ~5pts Y/Y", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:10.512+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81b5d0fd-3c8d-4bec-9706-4307ce40ccc0", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.92, "x": 0.038, "y": 0.27 }, "kind": "chart", "text": "Grouped bar chart showing Q1 20 vs Q1 21 for five expense categories", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:10.512+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0958964-a405-43bb-8fba-ae947b24c58a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.058, "y": 0.94 }, "kind": "source-note", "text": "Reconciliation of Non-GAAP operating expenses is included in the Appendix of this presentation. All reported results are from continuing operations", "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 13:43:10.512+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf7b9e41-b432-43d2-9dbd-250911bd5719", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.92, "x": 0.038, "y": 0.61 }, "kind": "subtitle", "text": "Explanatory notes for each expense category", "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 13:43:10.512+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85df712a-8b1b-4b93-bc7d-ade8ec58a713", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.25, "x": 0.038, "y": 0.06 }, "kind": "title", "text": "NON-GAAP EXPENSES", "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 13:43:10.512+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "daadfbf0-abf1-4ec6-b6a1-a1f079290590", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.08, "x": 0.038, "y": 0.13 }, "kind": "title", "text": "(% of 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": "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 13:43:10.512+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ac520c6-c2fa-4b96-950c-b4625de084c7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 4, "name": "Evidence", "beatId": "f0760e8c-0251-4503-a742-613505901aa1", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "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." }, "evidence": "Financial highlights and KPIs", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 9, "type": "analysis", "title": "The slide includes a callout box explaining the drivers for Q1 Non-GAAP Operating Margin and EPS growth.", "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": "dense", "densityScore": 64, "componentCount": 5, "textChars": 502, "nDataPoints": 24, "notes": "The slide includes a callout box explaining the drivers for Q1 Non-GAAP Operating Margin and EPS growth.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:07.368+00", "seconds": 3.445, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/9", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-9", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.19, "x": 0.795, "y": 0.18 }, "kind": "callout", "text": "Q1 Non-GAAP Operating Margin up 140bps Y/Y... Q1 Non-GAAP EPS Y/Y growth driven by higher revenue...", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:07.368+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eaf50886-4195-487f-b4f3-bc9f46c3ad98", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.565, "x": 0.217, "y": 0.21 }, "kind": "chart", "text": "Non-GAAP EPS quarterly performance", "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 13:43:07.368+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d73b72ef-48f5-41d1-9e85-7898bd586c33", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.76, "x": 0.037, "y": 0.94 }, "kind": "source-note", "text": "Reconciliation of Non-GAAP EPS and Non-GAAP Operating Margin is included in the Appendix of this presentation; ** 2018 consolidated financials statements not adjusted to reflect Classifieds transaction. All reported results are from continuing operations", "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 13:43:07.368+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5230dbe-fcba-4862-8211-41030df8484a", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.767, "x": 0.015, "y": 0.68 }, "kind": "table", "text": "Financial metrics table including Non-GAAP EPS growth, Operating Margin, GAAP EPS, and GAAP EPS growth", "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 13:43:07.368+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04ca8bc9-72c8-4392-ba1b-4cde713b927f", "parentComponentId": null }, { "bbox": { "h": 0.055, "w": 0.295, "x": 0.037, "y": 0.06 }, "kind": "title", "text": "NON-GAAP 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 13:43:07.368+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c6b153c6-2462-4ad2-8522-cda94790df88", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 4, "name": "Evidence", "beatId": "f0760e8c-0251-4503-a742-613505901aa1", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "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." }, "evidence": "Financial highlights and KPIs", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 10, "type": "analysis", "title": "Includes Y/Y growth, CapEx % of Revenue, and FCF % of Revenue metrics below the chart.", "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": "dense", "densityScore": 70, "componentCount": 6, "textChars": 442, "nDataPoints": 24, "notes": "Includes Y/Y growth, CapEx % of Revenue, and FCF % of Revenue metrics below the chart.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 15:32:26.592+00", "seconds": 3.322, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/10", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-10", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.22, "w": 0.18, "x": 0.79, "y": 0.32 }, "kind": "callout", "text": "Q1 FCF up 65% Y/Y primarily driven by higher earnings, increased working capital, and lower CapEx", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:32:26.592+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3861a46-57ac-4e22-8a21-ebc19eed524e", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.58, "x": 0.21, "y": 0.24 }, "kind": "chart", "text": "Quarterly Free Cash Flow bar chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:32:26.592+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c05a9e6a-de37-476c-9d31-36fe2f157ea6", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.038, "y": 0.94 }, "kind": "source-note", "text": "Calculation of Free Cash Flow (FCF) is included in the Appendix of this presentation, ** 2018 consolidated financials statements not adjusted to reflect Classifieds transaction. All reported results are from continuing operations", "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 15:32:26.592+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7ffb45e-7fa2-474b-bb2c-600b2426d836", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.038, "y": 0.13 }, "kind": "subtitle", "text": "($ 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 15:32:26.592+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42575185-1968-40da-adc2-01e2814bb155", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.73, "x": 0.06, "y": 0.68 }, "kind": "table", "text": "Y/Y Growth, CapEx % of Revenue, FCF % of Revenue metrics", "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 15:32:26.592+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d0600ad-7e7d-4e9d-9a7c-770636e305c5", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.22, "x": 0.038, "y": 0.06 }, "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 15:32:26.592+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17541c97-3fb0-4784-8c0e-269b35fe5763", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 4, "name": "Evidence", "beatId": "f0760e8c-0251-4503-a742-613505901aa1", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "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." }, "evidence": "Financial highlights and KPIs", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 11, "type": "analysis", "title": "Includes a waterfall-style chart showing cash, debt, and net debt.", "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": 48, "componentCount": 5, "textChars": 237, "nDataPoints": 6, "notes": "Includes a waterfall-style chart showing cash, debt, and net debt.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:07.259+00", "seconds": 3.067, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/11", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-11", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.45, "x": 0.05, "y": 0.15 }, "kind": "chart", "text": "Waterfall chart showing $3.9B cash, $(7.0)B debt, and $(3.1)B net debt.", "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": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:07.259+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4e2a99a-f7b9-4f26-9fc0-736151585ee8", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.45, "x": 0.52, "y": 0.6 }, "kind": "framework", "text": "Targets", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:07.259+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72184442-efe1-44f2-b315-889f871d7b6e", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.45, "x": 0.52, "y": 0.08 }, "kind": "framework", "text": "Capital Allocation Tenets", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:07.259+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "788cd716-30a6-4626-b8e2-37a2cf890bf5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.05, "y": 0.75 }, "kind": "list", "text": "Repurchased $292M of shares and paid cash dividends of $122M in Q1. $5.7B of share repurchase authorization remaining.", "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 13:43:07.259+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92bb0537-26b6-47a5-911d-ab1e85121c57", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.03, "y": 0.06 }, "kind": "title", "text": "2021 CASH & DEBT", "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 13:43:07.259+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ae9eb57-69b7-4f1f-830e-f2abe2066c49", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "271d059f-1410-4509-9e9e-d89878fe15fd", "evidence": "chart/waterfall-bridge: Waterfall chart showing $3.9B cash, $(7.0)B debt, and $(3.1)B net debt.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:51.37772+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "805a1233-b39c-4d1d-9d72-c95fc4c24a9f", "evidence": "Section titled 'Capital Allocation Tenets' outlining strategic priorities for cash usage.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 13:43:07.259+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "capital-allocation-framework" }, { "matchId": "c3ad22b5-abfa-430b-9cb7-8b9f5f6d4cf5", "evidence": "Section titled 'Targets' outlining financial guardrails and leverage ratios.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 13:43:07.259+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "governance" } ], "arcBeats": [ { "to": 13, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 4, "name": "Evidence", "beatId": "f0760e8c-0251-4503-a742-613505901aa1", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "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." }, "evidence": "Financial highlights and KPIs", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 12, "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": "dense", "densityScore": 51, "componentCount": 4, "textChars": 492, "nDataPoints": 7, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:07.227+00", "seconds": 2.993, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/12", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-12", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.115, "w": 0.872, "x": 0.064, "y": 0.751 }, "kind": "callout", "text": "Investments providing significant returns & optionality to maximize shareholder value", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:07.227+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15c7c3fc-8458-49b5-9cb4-956a917a3c5d", "parentComponentId": null }, { "bbox": { "h": 0.498, "w": 0.415, "x": 0.521, "y": 0.213 }, "kind": "list", "text": "ADYEN: Warrant acquired in Q2 2018... Value as of March 31, 2021 of $1.0B... Based on probability of delivering against 4 tranches... Strong partnership with aligned incentives", "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 13:43:07.227+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "468f33db-3f06-454f-a9e6-989e39dfa267", "parentComponentId": null }, { "bbox": { "h": 0.498, "w": 0.425, "x": 0.064, "y": 0.213 }, "kind": "list", "text": "ADEVINTA: Deal announced in July 2020... Value as of April 27, 2021 of $12.7B... Total cash consideration of $2.5B... $10.2B from 44% expected share ownership... Value of deal up $3.5B... Ability to participate in upside", "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 13:43:07.227+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d35eb5f-221e-4b76-87c8-ba47a8817321", "parentComponentId": null }, { "bbox": { "h": 0.055, "w": 0.27, "x": 0.037, "y": 0.058 }, "kind": "title", "text": "INVESTMENTS", "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 13:43:07.227+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "696761c5-64b9-4312-92fb-4e39bccc2e9b", "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": "749a5bac-5113-441a-ac75-d4d1aa2c08ae", "evidence": "list/bullet: ADEVINTA: Deal announced in July 2020... Value as of April 27, 2021 of $12.7B...", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:36:51.440351+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": 13, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 4, "name": "Evidence", "beatId": "f0760e8c-0251-4503-a742-613505901aa1", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "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." }, "evidence": "Financial highlights and KPIs", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [ { "to": 12, "from": 12, "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": "a2b7d7da-0c84-436c-b935-6d8e94910666", "evidence": "The slide mentions 'significant returns & optionality'", "position": 0, "objective": "Highlighting the benefits of eBay's investments", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:13:10.236779+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "analysis", "title": "Includes a table of financial metrics and a bulleted list of qualitative drivers.", "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": "dense", "densityScore": 56, "componentCount": 4, "textChars": 620, "nDataPoints": 12, "notes": "Includes a table of financial metrics and a bulleted list of qualitative drivers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:07.233+00", "seconds": 2.876, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/13", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-13", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.019, "w": 0.37, "x": 0.037, "y": 0.944 }, "kind": "disclaimer", "text": "Reconciliations of non-GAAP measures are included in the Appendix of this presentation", "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 13:43:07.233+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c430b29f-708e-4692-b1c1-584356915bc4", "parentComponentId": null }, { "bbox": { "h": 0.465, "w": 0.42, "x": 0.498, "y": 0.214 }, "kind": "list", "text": "Revenue growth driven by: Ongoing strong execution in managed payments, advertising and business initiatives; Partially offset by high negative single-digit to low negative double-digit volume decline driven by prior year lapping dynamics; Non-GAAP EPS decline driven by volume deleverage and continued investments in product and marketing ... partially offset by managed payments and lower share count; Non-GAAP effective tax rate of 16% - 18%", "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 13:43:07.233+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b488e37-bdb3-448f-906b-b392155a18fa", "parentComponentId": null }, { "bbox": { "h": 0.465, "w": 0.386, "x": 0.082, "y": 0.214 }, "kind": "table", "text": "Q2 21 Revenue, Y/Y Growth, Organic FX-Neutral Y/Y Growth, Non-GAAP EPS, Y/Y Growth", "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 13:43:07.233+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "abcecc1a-bf9e-4b02-bfc2-93696b6bd11c", "parentComponentId": null }, { "bbox": { "h": 0.056, "w": 0.218, "x": 0.037, "y": 0.056 }, "kind": "title", "text": "GUIDANCE", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:07.233+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4ad87a2-f968-4514-b8e4-a764a112240d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 4, "name": "Evidence", "beatId": "f0760e8c-0251-4503-a742-613505901aa1", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "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." }, "evidence": "Financial highlights and KPIs", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 14, "type": "setup", "function": "closing_ask", "rawType": "closing_ask", "block": null, "metadata": { "slideType": "closing_ask", "slideTypeCanon": { "name": "Closing ask", "slug": "closing_ask", "status": "active", "canonId": "019de52d-0aa4-750f-8aa1-8d622dd99f5c", "version": 1, "description": null }, "function": "closing_ask", "functionCanon": { "name": "Closing ask (contrarian)", "slug": "closing_ask", "status": "active", "canonId": "019de52d-18d2-7137-8c99-0a14eb350f0f", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 3, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:06.097+00", "seconds": 1.539, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/14", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-14", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.105, "w": 0.135, "x": 0.038, "y": 0.198 }, "kind": "title", "text": "Q&A", "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 13:43:06.097+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "073dbc79-3c97-4892-a43f-a2fa2418abfa", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 14, "name": "Development", "beatId": "f5992663-670e-43b1-b278-f9d3a68a4dad", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "evidence": "Q&A section", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 15, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 15, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:06.532+00", "seconds": 1.763, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/15", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-15", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.095, "w": 0.582, "x": 0.038, "y": 0.198 }, "kind": "title", "text": "RECONCILIATIONS", "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 13:43:06.532+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "297d08eb-2df4-43fd-b73b-e92eee686d28", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 15, "name": "Appendix", "beatId": "5c72a3de-451b-43cc-a71c-72418311cbfa", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": null, "evidence": "Supporting data and reconciliations", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 16, "type": "analysis", "title": "The table includes adjustments for stock-based compensation, amortization of acquired intangible assets, and other significant gains/losses.", "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": 23, "componentCount": 2, "textChars": 174, "nDataPoints": 66, "notes": "The table includes adjustments for stock-based compensation, amortization of acquired intangible assets, and other significant gains/losses.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:09.559+00", "seconds": 4.786, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/16", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-16", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.53, "w": 0.96, "x": 0.02, "y": 0.268 }, "kind": "table", "text": "Reconciliation table showing GAAP operating income, adjustments, and non-GAAP operating margin across six quarters.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:09.559+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c17197e-52d3-4cb5-9fc7-c90fb867de5c", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.926, "x": 0.037, "y": 0.065 }, "kind": "title", "text": "GAAP TO NON-GAAP QUARTERLY RECONCILIATIONS OPERATING MARGIN", "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 13:43:09.559+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef67300b-7f46-4313-a504-e41c062570e5", "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": "14e324cd-7e71-4bbc-89d7-3cf0e4d25e3d", "evidence": "Reconciliation table showing GAAP operating income, adjustments, and non-GAAP operating margin across six quarters.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:51.576678+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 15, "name": "Appendix", "beatId": "5c72a3de-451b-43cc-a71c-72418311cbfa", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": null, "evidence": "Supporting data and reconciliations", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 17, "type": "analysis", "title": "Standard financial disclosure table for non-GAAP reconciliation.", "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": 24, "componentCount": 2, "textChars": 194, "nDataPoints": 72, "notes": "Standard financial disclosure table for non-GAAP reconciliation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:07.21+00", "seconds": 2.353, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/17", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-17", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.94, "x": 0.03, "y": 0.25 }, "kind": "table", "text": "Reconciliation table showing GAAP income, adjustments (stock-based comp, amortization, etc.), and non-GAAP results across six quarters.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:07.21+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a1c71a8-fc15-4eba-9cf1-722df6120be5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.94, "x": 0.03, "y": 0.06 }, "kind": "title", "text": "GAAP TO NON-GAAP QUARTERLY RECONCILIATIONS NET INCOME / 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 13:43:07.21+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bb3e50c-73cc-4728-8a72-6e4f067cb526", "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": "0b20d205-0291-43be-b58b-8b4de6fc5ec0", "evidence": "Reconciliation table showing GAAP income, adjustments (stock-based comp, amortization, etc.), and non-GAAP results across six quarters.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:51.644967+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 15, "name": "Appendix", "beatId": "5c72a3de-451b-43cc-a71c-72418311cbfa", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": null, "evidence": "Supporting data and reconciliations", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 18, "type": "analysis", "title": "Standard financial disclosure table for quarterly earnings reconciliation.", "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": "balanced", "densityScore": 44, "componentCount": 3, "textChars": 465, "nDataPoints": 100, "notes": "Standard financial disclosure table for quarterly earnings reconciliation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:10.453+00", "seconds": 5.593, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/18", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-18", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.4, "x": 0.35, "y": 0.82 }, "kind": "paragraph", "text": "Notes: (a) Stock-based compensation expense and related employer payroll taxes (b) Amortization of acquired intangible assets (c) Income taxes associated with certain non-GAAP entries (d) Other significant gains, losses or charges (e) Gains or losses on investments (f) Change in fair market value of warrant", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:10.453+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ecb2d6d2-b357-4726-84cd-2be6a5ae596b", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.95, "x": 0.03, "y": 0.25 }, "kind": "table", "text": "Reconciliation table with columns for Reported, Non-GAAP Entries, and Non-GAAP for two periods.", "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 13:43:10.453+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d049e2f-e4e8-40a5-b2d4-7205f44efcc0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.03, "y": 0.06 }, "kind": "title", "text": "GAAP TO NON-GAAP QUARTERLY RECONCILIATIONS STATEMENT OF INCOME", "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 13:43:10.453+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c301d236-d7cf-48e2-ab19-ea22dca7da3c", "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": "513b79b4-276f-4304-beac-5915b269b641", "evidence": "Reconciliation table with columns for Reported, Non-GAAP Entries, and Non-GAAP for two periods.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:51.708843+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 15, "name": "Appendix", "beatId": "5c72a3de-451b-43cc-a71c-72418311cbfa", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": null, "evidence": "Supporting data and reconciliations", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 19, "type": "analysis", "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": 2, "textChars": 172, "nDataPoints": 18, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:08.84+00", "seconds": 3.958, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/19", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-19", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.125, "w": 0.986, "x": 0.014, "y": 0.215 }, "kind": "table", "text": "Net cash provided by continuing operating activities, Less: Purchases of property and equipment, net, Free cash flow from continuing operations", "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 13:43:08.84+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b43bdde-ecbb-4f42-ac49-db9a90c0d559", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.42, "x": 0.038, "y": 0.063 }, "kind": "title", "text": "CALCULATION OF 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 13:43:08.84+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1660e06f-943c-431b-be08-e3c61f55ba28", "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": "a2504b07-c6b9-4b61-8941-9e4eab8178ef", "evidence": "Net cash provided by continuing operating activities, Less: Purchases of property and equipment, net, Free cash flow from continuing operations", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:51.775966+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 15, "name": "Appendix", "beatId": "5c72a3de-451b-43cc-a71c-72418311cbfa", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": null, "evidence": "Supporting data and reconciliations", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 20, "type": "analysis", "title": "The table shows Net Transaction Revenues and Marketing services and other revenues, totaling to Net Revenues, with additional line items for Hedge gain/loss and", "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": 23, "componentCount": 2, "textChars": 180, "nDataPoints": 48, "notes": "The table shows Net Transaction Revenues and Marketing services and other revenues, totaling to Net Revenues, with additional line items for Hedge gain/loss and Foreign currency impact.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:07.475+00", "seconds": 2.586, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/20", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-20", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.535, "w": 0.982, "x": 0.018, "y": 0.185 }, "kind": "table", "text": "Net Revenues by Type, Net Transaction Revenues, Marketing services and other revenues, Total net revenues, Hedge gain/(loss), Foreign currency impact", "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 13:43:07.475+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97d453f4-83ef-4e15-900f-a5cf35575348", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.654, "x": 0.038, "y": 0.063 }, "kind": "title", "text": "RECONCILIATION OF TOTAL 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 13:43:07.475+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a2fdcff-a5ad-428b-a34c-6f04d71c8dac", "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": "4f9d10a0-f88f-4684-928c-b9a8fc8e219a", "evidence": "Net Revenues by Type, Net Transaction Revenues, Marketing services and other revenues, Total net revenues, Hedge gain/(loss), Foreign currency impact", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:51.839122+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 15, "name": "Appendix", "beatId": "5c72a3de-451b-43cc-a71c-72418311cbfa", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": null, "evidence": "Supporting data and reconciliations", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 21, "type": "analysis", "title": "The slide provides a financial bridge calculation for revenue growth metrics.", "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": "balanced", "densityScore": 49, "componentCount": 3, "textChars": 667, "nDataPoints": 24, "notes": "The slide provides a financial bridge calculation for revenue growth metrics.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 15:32:25.731+00", "seconds": 2.449, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/21", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-21", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "x": 0.26, "y": 430 }, "kind": "paragraph", "text": "Organic FX-Neutral Revenue Growth. The company defines Organic FX-Neutral Revenue Growth as Reported Revenue Growth excluding incremental revenue from acquisitions or dispositions for the twelve-month period following such acquisitions or dispositions and foreign exchange rate effects. The company believes this measure provides useful supplemental information regarding the company's underlying revenue trends by presenting revenue growth exclusive of these effects.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 15:32:25.731+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8d14113-fba5-4fcb-bf93-3cacc4a11846", "parentComponentId": null }, { "bbox": { "x": 0.07, "y": 205 }, "kind": "table", "text": "Table showing As Reported Revenue Growth, Acquisition/Disposition Impact, Foreign Currency Impact, and Organic FX-Neutral Revenue Y/Y Growth for 6 periods.", "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 15:32:25.731+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b93e40e-a611-42de-8ab1-b62b88af6e6a", "parentComponentId": null }, { "bbox": { "x": 0.038, "y": 0.065 }, "kind": "title", "text": "RECONCILIATION OF ORGANIC FX-NEUTRAL 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 15:32:25.731+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ff3a3fe-aa67-4566-93fe-3089deef2118", "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": "0ccb2fab-9a92-44c4-972f-f63447367258", "evidence": "Table showing As Reported Revenue Growth, Acquisition/Disposition Impact, Foreign Currency Impact, and Organic FX-Neutral Revenue Y/Y Growth for 6 periods.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:51.902806+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 15, "name": "Appendix", "beatId": "5c72a3de-451b-43cc-a71c-72418311cbfa", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": null, "evidence": "Supporting data and reconciliations", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 22, "type": "analysis", "title": "Includes a footnote explaining the specific adjustments made for stock-based compensation and tax impacts.", "function": "analyze_data", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 3, "textChars": 483, "nDataPoints": 8, "notes": "Includes a footnote explaining the specific adjustments made for stock-based compensation and tax impacts.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:07.991+00", "seconds": 2.491, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/22", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-22", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.088, "w": 0.569, "x": 0.215, "y": 0.4 }, "kind": "paragraph", "text": "(a) Estimated non-GAAP amounts above for the three months ending June 30, 2021 reflect adjustments that exclude the estimated stock-based compensation expense and associated employer payroll tax expense of approximately $140-$150 million and an adjustment that excludes the net deferred tax impact related to the step-up in the tax basis of intangible assets of approximately $45-$55 million.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:07.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a81e9c67-d041-4b18-926f-5ac5aa825b0c", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.569, "x": 0.215, "y": 0.237 }, "kind": "table", "text": "Net Revenue and Diluted EPS GAAP vs Non-GAAP 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 13:43:07.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40149430-1c57-4ec1-af2b-3f479a378519", "parentComponentId": null }, { "bbox": { "h": 0.181, "w": 0.699, "x": 0.037, "y": 0.065 }, "kind": "title", "text": "GAAP TO NON-GAAP RECONCILIATIONS GUIDANCE", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 13:43:07.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df55f2cd-996d-4166-8c3b-168269d82e25", "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": "db7d94ce-7999-4cd8-a5a8-8ebe6bfeb7e6", "evidence": "Net Revenue and Diluted EPS GAAP vs Non-GAAP table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:51.965974+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 15, "name": "Appendix", "beatId": "5c72a3de-451b-43cc-a71c-72418311cbfa", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": null, "evidence": "Supporting data and reconciliations", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 23, "type": "setup", "title": "The slide uses a vibrant, multi-colored block design typical of modern corporate branding.", "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": 0, "componentCount": 1, "textChars": 4, "nDataPoints": 0, "notes": "The slide uses a vibrant, multi-colored block design typical of modern corporate branding.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 13:43:07.919+00", "seconds": 2.126, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de070-e1ef-701b-a6e9-fc60c984f8bb/23", "deck": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb", "deckAnchor": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb#slide-23", "deckJson": "/decks/019de070-e1ef-701b-a6e9-fc60c984f8bb.json" }, "components": [ { "bbox": { "h": 0.075, "w": 0.125, "x": 0.539, "y": 0.635 }, "kind": "image", "text": "ebay", "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 13:43:07.919+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a32b6ad4-7013-4763-a126-ed18ecd35513", "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": "c7a663b1-bc52-46ee-bee9-b46511f8f3f5", "evidence": "ebay", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:36:52.030208+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 23, "arc": { "name": "The Sparkline", "slug": "sparkline", "status": "active", "bestFor": "Keynotes, TED-style talks", "canonId": "019dd956-606e-720c-905a-42607ac0bf50", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "What Is -> What Could Be -> What Is -> What Could Be -> New Bliss", "description": null, "familyLabel": null }, "from": 15, "name": "Appendix", "beatId": "5c72a3de-451b-43cc-a71c-72418311cbfa", "matchId": "060bf2b2-3ace-45ac-959d-180e682951a7", "beatType": null, "evidence": "Supporting data and reconciliations", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 3, "label": "Setup", "description": "Introduction to the presentation" }, { "from": 4, "to": 13, "label": "Evidence", "description": "Financial highlights and KPIs" }, { "from": 14, "to": 14, "label": "Development", "description": "Q&A section" }, { "from": 15, "to": 23, "label": "Appendix", "description": "Supporting data and reconciliations" } ], "loops": [ { "from": 12, "to": 12, "label": "Cost Of Inaction", "description": "Highlighting the benefits of eBay's investments" } ] }