{ "schemaVersion": "deck-intelligence.v1", "id": "019de072-9044-74d9-a04c-232d9aa68cb9", "slug": "42df89ab507fc670046f55ece91afe4f", "title": "Snap Inc | Results Presentation Deck | 20 slides", "subtitle": "Snap Inc. · 2022-04", "author": "Snap Inc.", "date": "2022-04-01 00:00:00", "pageCount": 20, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de072-9044-74d9-a04c-232d9aa68cb9", "slug": "42df89ab507fc670046f55ece91afe4f", "title": "Snap Inc | Results Presentation Deck | 20 slides", "rawTitle": "Snap Inc | Results Presentation Deck | 20 slides", "authorId": "snap-inc", "authorName": "Snap Inc.", "authorDisplay": "Snap Inc.", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2022-04__snap-inc__results__42df89ab.pdf", "sourceUrl": "https://www.slidebook.io/company/snap-inc/presentation/42df89ab507fc670046f55ece91afe4f/", "sourceDate": "2022-04-21 00:00:00", "presentationDate": "2022-04-01 00:00:00", "ingestedAt": "2026-04-30 22:11:37.770366+00", "status": "ready", "pageCount": 20, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "internet-content-and-information", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2022-04__snap-inc__results__42df89ab", "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": 20, "pagesIndexed": 20, "pagesWithImages": 20, "pagesWithMetadata": 20, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 95, "chartCount": 22, "metricSlides": 0, "toolMatches": 11, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "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": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "evidence": "The presentation follows a sparkline narrative arc, showcasing Snap Inc.'s growth and momentum in a clear and concise manner.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:21:32.743806+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 2, "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": "dd5606a2-7f95-4c3d-9b49-cc9365820e6e", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "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": "The presentation begins with a cover slide and disclaimer, setting the stage for the rest of the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 11, "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": 3, "name": "Key Performance Indicators Overview", "beatId": "ce86579a-98f3-479f-bc90-ac607bbec090", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation provides an overview of Snap Inc.'s financial highlights, revenue by geography, and other key performance indicators.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 6, "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": "Key Takeaways", "beatId": "cd298ead-2d2b-4b5b-84c8-709bea002d31", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation highlights key takeaways and business highlights, providing insight into Snap Inc.'s performance.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 18, "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": 13, "name": "Appendix Data", "beatId": "f6820124-614f-4dd4-8827-3a7a1244416d", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation includes detailed financial data and reconciliations in the appendix.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 11, "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": "e121e8d9-3e0f-4ed4-917a-cc3d4c07c59f", "evidence": "The presentation highlights Snap Inc.'s continued investment in its business, implying that not doing so would have negative consequences.", "position": 0, "objective": "What are the consequences of not investing in Snap Inc.'s future?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:21:32.940595+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 10, "from": 3, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "28c47fdf-2974-462c-b249-acc4f165470d", "evidence": "The presentation provides a detailed overview of Snap Inc.'s financial performance, highlighting key drivers such as revenue growth and ARPU increase.", "position": 1, "objective": "What are the key drivers of Snap Inc.'s financial performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:21:32.980478+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "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": "ccb7606d-a7e2-446d-8f68-c6d2a64e3f36", "evidence": "list/bullet: Operating Performance: Operating margin improved to (26)% in Q1 2022, compared to (39)% in Q1 2021.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:59:20.989808+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": "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": "6487bf7d-0b4d-41f7-a5cc-9c2526597158", "evidence": "list/bullet: We invested and innovated in our augmented reality platform: Over 250 million Snapchatters engaged with augmented reality every day on average.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:59:21.071713+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "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": "d25d9c43-ef3a-48b7-80f9-c2f2b434c341", "evidence": "list/bullet: Total daily time spent by Snapchatters aged 25 and older engaging with shows and publisher content increased by more than 25% year-over-year.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:59:21.153983+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "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": "9a9f23f0-339c-437b-9b37-882f0837397c", "evidence": "list/bullet: Online retail platform GOAT uploaded two AR shoe try-on Lenses to its Public Profile, and saw over 1 million plays in the first week alone.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:59:21.236303+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "bdd78903-ad7a-4f91-a53b-f79a3c85d061", "evidence": "chart/bar-vertical: Rest of World revenue trend", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:59:21.3171+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "846abe15-802b-480d-8446-02e0c3982b1c", "evidence": "chart/bar-vertical: North America DAU chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:59:21.397847+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "8e839f02-6dee-4896-82b5-ae17becdbdff", "evidence": "chart/bar-vertical: North America ARPU trend", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:59:21.481085+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "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": "535e1043-07a8-414e-9bf0-87d2a6468331", "evidence": "chart/bar-stacked: COST OF REVENUE COMPOSITION", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:59:13.9263+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "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": "874f64a2-c99a-48cb-981c-3f4f9718dc0e", "evidence": "chart/bar-stacked: OPERATING EXPENSES COMPOSITION", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:59:14.014859+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": "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": "06c366bc-208a-42d9-837c-8b09d07b4c73", "evidence": "chart/bar-vertical: Net Income (Loss) chart with margin line\nchart/bar-vertical: Adjusted EBITDA chart with margin line", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:59:14.105268+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "efa6685d-16b2-4842-86f7-e64561852a75", "evidence": "chart/bar-vertical: Operating Cash Flow\nchart/bar-vertical: Free Cash Flow", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:59:14.258335+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/rwGu8wjywEgfy7cHh67smeU0rDPPMURVD4_2MuLJBtY/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80MmRmODlhYjUwN2ZjNjcwMDQ2ZjU1ZWNlOTFhZmU0Zi9wMDAxLmpwZw", "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 12:55:11.791+00", "seconds": 3.277, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/1", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-1", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.15, "x": 0.05, "y": 0.8 }, "kind": "paragraph", "text": "April 21, 2022", "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 12:55:11.791+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab7f5c54-b44b-4514-afae-a8a67ddc37c2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.25, "x": 0.05, "y": 0.55 }, "kind": "title", "text": "Snap Inc.", "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 12:55:11.791+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "321e3643-41d2-4910-bde2-5642d83e0afe", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.05, "y": 0.65 }, "kind": "title", "text": "Q1 2022 Earnings Slides", "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 12:55:11.791+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10ee9380-2ec7-4bd5-8df6-d9dd3a37b295", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 2, "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": "dd5606a2-7f95-4c3d-9b49-cc9365820e6e", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "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": "The presentation begins with a cover slide and disclaimer, setting the stage for the rest of the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/eRKuNYFOKvTR8forW7CSyKFZ_wIc5q-dIWk-aww7HQc/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80MmRmODlhYjUwN2ZjNjcwMDQ2ZjU1ZWNlOTFhZmU0Zi9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/IhgoPgYmP2YFlIk9DNKBagFe3XPcIHe4cncUBGZIRYc/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80MmRmODlhYjUwN2ZjNjcwMDQ2ZjU1ZWNlOTFhZmU0Zi9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/PrlIsDYVYBNb8ubVc-DRDXyBZiEcPGTNcawEeC2nZBA/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy80MmRmODlhYjUwN2ZjNjcwMDQ2ZjU1ZWNlOTFhZmU0Zi9wMDAxLnBuZw" }, { "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": 3203, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:13.132+00", "seconds": 4.223, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/2", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-2", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.18, "w": 0.88, "x": 0.06, "y": 0.59 }, "kind": "disclaimer", "text": "In addition, the forward-looking statements in this presentation relate only to events as of the date on which the statements are made and are based on information available to us as of the date of this presentation. We undertake no obligation to update any forward-looking statements made in this presentation to reflect events or circumstances after the date of this presentation or to reflect new information or the occurrence of unanticipated events, including future developments related to geo-political conflicts and the COVID-19 pandemic, except as required by law. We may not actually achieve the plans, intentions, or expectations disclosed in our forward-looking statements, and you should not place undue reliance on our forward-looking statements. Our forward-looking statements do not reflect the potential impact of any future acquisitions, mergers, dispositions, joint ventures, or investments.", "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 12:55:13.132+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f29c730-6b6c-424e-a478-3ea39cd27676", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.88, "x": 0.06, "y": 0.78 }, "kind": "disclaimer", "text": "This presentation includes certain non-GAAP financial measures. These non-GAAP financial measures, which may be different than similarly titled measures used by other companies, are presented to enhance investors' overall understanding of our financial performance and should not be considered a substitute for, or superior to, the financial information prepared and presented in accordance with GAAP. A reconciliation of GAAP to non-GAAP measures is provided 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 12:55:13.132+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6435d711-0e1f-4379-9389-fe0b914dd4de", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.88, "x": 0.06, "y": 0.27 }, "kind": "disclaimer", "text": "In some cases, you can identify forward-looking statements because they contain words such as \"anticipate,\" \"believe,\" \"contemplate,\" \"continue,\" \"could,\" \"estimate,\" \"expect,\" \"going to,\" \"intend,\" \"may,\" \"plan,\" \"potential,\" \"predict,\" \"project,\" \"should,\" \"target,\" \"will,\" or \"would\" or the negative of these words or other similar terms or expressions.", "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 12:55:13.132+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91038678-7338-426e-9438-3faac8435f7b", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.88, "x": 0.06, "y": 0.15 }, "kind": "disclaimer", "text": "This presentation contains forward-looking statements about us and our industry that involve substantial risks and uncertainties. All statements other than statements of historical facts contained in this presentation, including statements regarding guidance, our future results of operations or financial condition, business strategy and plans, user growth and engagement, product initiatives, and objectives of management for future operations, are forward-looking 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 12:55:13.132+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b0cd43a8-17f9-45a0-aa47-d891d3764e33", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.88, "x": 0.06, "y": 0.36 }, "kind": "disclaimer", "text": "You should not rely on forward-looking statements as predictions of future events. We have based the forward-looking statements contained in this presentation on our current expectations and projections about future events and trends, including our financial outlook, geo-political conflicts, and the COVID-19 pandemic, that we believe may affect our business, financial condition, results of operations, and prospects. These forward-looking statements are subject to risks, uncertainties, and other factors, including those described in the sections titled \"Risk Factors\" and elsewhere in our most recent periodic report filed with the SEC, which is available on the SEC's website at www.sec.gov. Additional information will be made available in our periodic report that will be filed with the SEC for the period covered by this presentation and other filings that we make from time to time with the SEC.", "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 12:55:13.132+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e27384b9-dc2b-41b7-bf5a-b02332541a9a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.55, "x": 0.06, "y": 0.07 }, "kind": "title", "text": "Forward-Looking Statements & Non-GAAP Financial Measures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:55:13.132+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed29a4f2-2e65-4240-a210-aa69f00c3ab3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 2, "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": "dd5606a2-7f95-4c3d-9b49-cc9365820e6e", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "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": "The presentation begins with a cover slide and disclaimer, setting the stage for the rest of the presentation.", "position": 0, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 3, "type": "setup", "title": "The slide uses a structured list format to present key financial KPIs.", "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": "dense", "densityScore": 73, "componentCount": 5, "textChars": 1255, "nDataPoints": 13, "notes": "The slide uses a structured list format to present key financial KPIs.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:12.999+00", "seconds": 3.873, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/3", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-3", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.8, "x": 0.06, "y": 0.0015 }, "kind": "list", "text": "Revenue: Revenue increased 38% year-over-year to $1,063 million in Q1 2022. Average revenue per user increased 17% YoY to $3.20 in Q1 2022.", "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 12:55:12.999+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52724d27-bf54-4c02-9349-fc3c9ec0b061", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.8, "x": 0.06, "y": 0.3 }, "kind": "list", "text": "Operating Performance: Operating margin improved to (26)% in Q1 2022, compared to (39)% in Q1 2021. Adjusted gross margin improved to 61% in Q1 2022, compared to 47% in Q1 2021. Net loss was $360 million, compared to $287 million in Q1 2021. Adjusted EBITDA was $64 million, compared to $(2) million in Q1 2021. Adjusted EBITDA margin improved to 6% in Q1 2022, compared to 0% in Q1 2021.", "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 12:55:12.999+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f53e2c3-6719-4b90-bbb7-8fd50ae2c7c9", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.8, "x": 0.06, "y": 0.7 }, "kind": "list", "text": "Cash: Operating cash flow was $127 million, compared to $137 million in Q1 2021. Free Cash Flow was $106 million, compared to $126 million in Q1 2021. Ending cash, cash equivalents, and marketable securities were $5.0 billion as of March 31, 2022.", "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 12:55:12.999+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b915cf2c-f6ba-4008-ad79-d2cd464b87ca", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.55, "x": 0.03, "y": 0.86 }, "kind": "source-note", "text": "Excludes stock-based compensation expense and other payroll related tax expense, depreciation and amortization, and certain other non-cash or non-recurring items impacting net income (loss) from time to time. We define Adjusted EBITDA margin as Adjusted EBITDA divided by GAAP revenue. See Appendix for reconciliation of net loss to Adjusted EBITDA. Quarterly information is unaudited. Numbers throughout presentation may not foot due to rounding.", "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 12:55:12.999+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8fd65c0e-9775-496d-8af4-525a5a8dd1d8", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.06, "y": 0.07 }, "kind": "title", "text": "First Quarter 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 12:55:12.999+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b459880-d60a-4a71-a4f5-33117954f9df", "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": "ccb7606d-a7e2-446d-8f68-c6d2a64e3f36", "evidence": "list/bullet: Operating Performance: Operating margin improved to (26)% in Q1 2022, compared to (39)% in Q1 2021.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:59:20.989808+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": 11, "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": 3, "name": "Key Performance Indicators Overview", "beatId": "ce86579a-98f3-479f-bc90-ac607bbec090", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation provides an overview of Snap Inc.'s financial highlights, revenue by geography, and other key performance indicators.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 3, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "28c47fdf-2974-462c-b249-acc4f165470d", "evidence": "The presentation provides a detailed overview of Snap Inc.'s financial performance, highlighting key drivers such as revenue growth and ARPU increase.", "position": 1, "objective": "What are the key drivers of Snap Inc.'s financial performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:21:32.980478+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 4, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 3, "textChars": 867, "nDataPoints": 3, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:14.18+00", "seconds": 4.943, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/4", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-4", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.115, "w": 0.865, "x": 0.068, "y": 0.155 }, "kind": "list", "text": "The Snapchat community is active, engaged, and growing: DAUs were 332 million in Q1 2022, an increase of 52 million, or 18%, year-over-year. DAUs increased sequentially and year-over-year in each of North America, Europe, and Rest of World.", "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 12:55:14.18+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "738e4589-9709-4f7d-b2c0-c0b6284910b9", "parentComponentId": null }, { "bbox": { "h": 0.485, "w": 0.925, "x": 0.068, "y": 0.301 }, "kind": "list", "text": "We invested and innovated in our augmented reality platform: Over 250 million Snapchatters engaged with augmented reality every day on average. Snapchatters engaged with Valentine’s Day Lenses over 9 billion times. Snapchatters played with Lenses created by our community more than twice as much compared with Q1 2021. We launched Custom Landmarkers in Lens Studio. In partnership with Tukwini Mandela and Black Cultural Archives, we released our “Hidden Black Stories” Local Lens. To celebrate Lunar New Year, we released an AR Lens showcasing the first independent Asian-American bookshop in New York City.", "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 12:55:14.18+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac4fb5c5-aa3e-4e30-b4f2-fef46c46deb2", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.233, "x": 0.068, "y": 0.075 }, "kind": "title", "text": "Business 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 12:55:14.18+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10ce9faf-46a6-4e52-9e2c-f1992d88c52c", "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": "6487bf7d-0b4d-41f7-a5cc-9c2526597158", "evidence": "list/bullet: We invested and innovated in our augmented reality platform: Over 250 million Snapchatters engaged with augmented reality every day on average.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:59:21.071713+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 11, "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": 3, "name": "Key Performance Indicators Overview", "beatId": "ce86579a-98f3-479f-bc90-ac607bbec090", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation provides an overview of Snap Inc.'s financial highlights, revenue by geography, and other key performance indicators.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 6, "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": "Key Takeaways", "beatId": "cd298ead-2d2b-4b5b-84c8-709bea002d31", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation highlights key takeaways and business highlights, providing insight into Snap Inc.'s performance.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 3, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "28c47fdf-2974-462c-b249-acc4f165470d", "evidence": "The presentation provides a detailed overview of Snap Inc.'s financial performance, highlighting key drivers such as revenue growth and ARPU increase.", "position": 1, "objective": "What are the key drivers of Snap Inc.'s financial performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:21:32.980478+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "setup", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 71, "componentCount": 5, "textChars": 1866, "nDataPoints": 4, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:12.415+00", "seconds": 3.102, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/5", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-5", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.355, "w": 0.864, "x": 0.068, "y": 0.001188 }, "kind": "list", "text": "Total daily time spent by Snapchatters aged 25 and older engaging with shows and publisher content increased by more than 25% year-over-year. We expanded our global content offering by partnering with News UK, TF1 and Le Monde in France, and MBC and Al Arabiya in the Middle East. We recently announced Dynamic Stories, a new Discover format that allows publishers to automatically create Stories based on news they publish online to help Snapchatters learn about the world as it happens—early partners include GQ, Vogue, CNN, ESPN, and The Wall Street Journal. Six Discover partners reached over 100 million global viewers each in Q1 2022. Over 10 million viewers have watched “Breakwater,” our new Snap Original about a dystopian future caused by climate change that featured episodic AR Lenses in partnership with Verizon, helping Snapchatters to immerse themselves in the show. We observed a 350% increase in the number of Spotlight submissions using creative tools or Lenses compared with Q1 2021.", "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 12:55:12.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5db89e74-ae84-49ff-b285-fabe6f6e0704", "parentComponentId": null }, { "bbox": { "h": 0.295, "w": 0.864, "x": 0.068, "y": 0.005719999999999999 }, "kind": "list", "text": "In Q1 2022, Snapchatters opened Places from the Snap Map more than twice as much as Q1 2021. We released Live Location, a new safety feature for our Snap Map that allows users to share their precise location with a chosen list of friends and family for a specified duration. We added several new features to our Communications platform, including Chat Replies, Bitmoji Reactions, and Poll Stickers. We partnered with Discover publisher Wave Sports + Entertainment to launch their Gym Heroes Mini, a social fitness experience on Snapchat that offers original daily fitness challenges and full workouts curated by experts. We introduced Outfit Sharing, making it easier for Snapchatters to share their Bitmoji outfits with friends directly from their Profile.", "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 12:55:12.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "70947b0d-413f-48da-b42e-123fadc80b36", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.235, "x": 0.068, "y": 0.155 }, "kind": "paragraph", "text": "We grew our content offerings:", "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 12:55:12.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "232c9e76-f7c8-4231-b90d-e388d5490388", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.355, "x": 0.068, "y": 0.00539 }, "kind": "paragraph", "text": "We expanded our product and partner ecosystem:", "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 12:55:12.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b2b1da6-1940-4e37-a18a-dd0bd4f8be7f", "parentComponentId": null }, { "bbox": { "h": 0.033, "w": 0.338, "x": 0.068, "y": 0.075 }, "kind": "title", "text": "Business Highlights (continued)", "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 12:55:12.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ddf315c-dff9-40f4-8ea5-ec7143905db0", "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": "d25d9c43-ef3a-48b7-80f9-c2f2b434c341", "evidence": "list/bullet: Total daily time spent by Snapchatters aged 25 and older engaging with shows and publisher content increased by more than 25% year-over-year.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:59:21.153983+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 11, "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": 3, "name": "Key Performance Indicators Overview", "beatId": "ce86579a-98f3-479f-bc90-ac607bbec090", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation provides an overview of Snap Inc.'s financial highlights, revenue by geography, and other key performance indicators.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 6, "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": "Key Takeaways", "beatId": "cd298ead-2d2b-4b5b-84c8-709bea002d31", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation highlights key takeaways and business highlights, providing insight into Snap Inc.'s performance.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 3, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "28c47fdf-2974-462c-b249-acc4f165470d", "evidence": "The presentation provides a detailed overview of Snap Inc.'s financial performance, highlighting key drivers such as revenue growth and ARPU increase.", "position": 1, "objective": "What are the key drivers of Snap Inc.'s financial performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:21:32.980478+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "setup", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 3, "textChars": 917, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:11.609+00", "seconds": 2.243, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/6", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-6", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.497, "w": 0.925, "x": 0.068, "y": 0.194 }, "kind": "list", "text": "Online retail platform GOAT uploaded two AR shoe try-on Lenses to its Public Profile, and saw over 1 million plays in the first week alone.\nRevenue from Dynamic Ads more than tripled year-over-year, as we have increasingly seen advertisers leverage their product catalogs to automatically create ads in real time.\nWe launched our first AR certification on Snap Focus, a five-part online course teaching advertisers how to build, scale, optimize, and measure AR Lens campaigns for a variety of marketing objectives.\nWe announced mid-roll ads in Snap Star Public Stories, allowing select Creators to participate in a mid-roll ad revenue sharing program in Stories.\nWe published our latest Snapchat Generation Report, providing advertisers with key insights into how Snapchatters are using the app, what makes them happy, and their shopping habits.", "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 12:55:11.609+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b98e3d13-fbbf-4562-82e2-6259fe690401", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.289, "x": 0.068, "y": 0.156 }, "kind": "paragraph", "text": "We expanded our offering for advertisers:", "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 12:55:11.609+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dfa4646d-0a2d-4c8c-89c9-93abbef1af2a", "parentComponentId": null }, { "bbox": { "h": 0.033, "w": 0.338, "x": 0.068, "y": 0.075 }, "kind": "title", "text": "Business Highlights (continued)", "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 12:55:11.609+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3099619-bee7-4bc5-8061-64a4f6d53a45", "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": "9a9f23f0-339c-437b-9b37-882f0837397c", "evidence": "list/bullet: Online retail platform GOAT uploaded two AR shoe try-on Lenses to its Public Profile, and saw over 1 million plays in the first week alone.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:59:21.236303+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 11, "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": 3, "name": "Key Performance Indicators Overview", "beatId": "ce86579a-98f3-479f-bc90-ac607bbec090", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation provides an overview of Snap Inc.'s financial highlights, revenue by geography, and other key performance indicators.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 6, "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": "Key Takeaways", "beatId": "cd298ead-2d2b-4b5b-84c8-709bea002d31", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation highlights key takeaways and business highlights, providing insight into Snap Inc.'s performance.", "position": 2, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 3, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "28c47fdf-2974-462c-b249-acc4f165470d", "evidence": "The presentation provides a detailed overview of Snap Inc.'s financial performance, highlighting key drivers such as revenue growth and ARPU increase.", "position": 1, "objective": "What are the key drivers of Snap Inc.'s financial performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:21:32.980478+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "analysis", "title": "The slide uses color-coding (yellow for Global, grey for regional) and includes YoY growth annotations for the latest quarter.", "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": 74, "componentCount": 7, "textChars": 402, "nDataPoints": 24, "notes": "The slide uses color-coding (yellow for Global, grey for regional) and includes YoY growth annotations for the latest quarter.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:12.873+00", "seconds": 3.312, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/7", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-7", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.08, "w": 1, "x": 0, "y": 0.92 }, "kind": "callout", "text": "Q1'22 REVENUE INCREASED 38% YOY TO $1,063 MILLION\nTRAILING TWELVE MONTHS REVENUE INCREASED 57% YOY TO $4,410 MILLION", "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 12:55:12.873+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05108cf5-2b9c-4308-95f9-d9fa5268e27a", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.52, "y": 0.55 }, "kind": "chart", "text": "Rest of World revenue trend", "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 12:55:12.873+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35362b40-eb22-4f98-a732-d6e4035d11ba", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.06, "y": 0.55 }, "kind": "chart", "text": "Europe revenue trend", "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 12:55:12.873+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d00c9ec-8a4b-4858-94f6-221be57e4776", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.52, "y": 0.15 }, "kind": "chart", "text": "North America revenue trend", "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 12:55:12.873+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7567ac0c-4743-428e-bc82-e1b37f7ca089", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.06, "y": 0.15 }, "kind": "chart", "text": "Global revenue trend", "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 12:55:12.873+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "921e4eb4-55c1-4cf9-8745-b290f535dffb", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.85, "x": 0.06, "y": 0.88 }, "kind": "disclaimer", "text": "Total revenue for geographic reporting is apportioned to each region based on our determination of the geographic location in which advertising impressions are delivered...", "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 12:55:12.873+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "06b71fda-6616-4ad2-ad66-9f604a4248b9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.25, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "Revenue by Geography", "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 12:55:12.873+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eba16179-acfb-4675-876a-bbd94e21c88a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "bdd78903-ad7a-4f91-a53b-f79a3c85d061", "evidence": "chart/bar-vertical: Rest of World revenue trend", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:59:21.3171+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 11, "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": 3, "name": "Key Performance Indicators Overview", "beatId": "ce86579a-98f3-479f-bc90-ac607bbec090", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation provides an overview of Snap Inc.'s financial highlights, revenue by geography, and other key performance indicators.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 3, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "28c47fdf-2974-462c-b249-acc4f165470d", "evidence": "The presentation provides a detailed overview of Snap Inc.'s financial performance, highlighting key drivers such as revenue growth and ARPU increase.", "position": 1, "objective": "What are the key drivers of Snap Inc.'s financial performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:21:32.980478+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "analysis", "title": "The slide uses color-coding to distinguish regions and highlights the year-over-year growth percentage for each.", "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": "overcrowded", "densityScore": 83, "componentCount": 7, "textChars": 653, "nDataPoints": 24, "notes": "The slide uses color-coding to distinguish regions and highlights the year-over-year growth percentage for each.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:17.946+00", "seconds": 8.035, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/8", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-8", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.06, "w": 1, "x": 0, "y": 0.94 }, "kind": "callout", "text": "GLOBAL DAU INCREASED 52 MILLION, OR 18%, YoY", "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 12:55:17.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9c311df-94ac-46bd-a494-bbb54ffd997e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.36, "x": 0.52, "y": 0.52 }, "kind": "chart", "text": "Rest of World DAU 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 12:55:17.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ef700ab-4178-49cd-8373-133d5b2a1f72", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.36, "x": 0.52, "y": 0.17 }, "kind": "chart", "text": "North America DAU 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 12:55:17.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "862f1a06-a3e0-431e-9300-ca0fd9dc7873", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.36, "x": 0.09, "y": 0.17 }, "kind": "chart", "text": "Global DAU 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 12:55:17.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c02e2840-0e41-4ac7-b275-0c4969177140", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.36, "x": 0.09, "y": 0.52 }, "kind": "chart", "text": "Europe DAU 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 12:55:17.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d75d73be-319c-4cb2-b6b0-1db96ec15f6d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.88, "x": 0.06, "y": 0.84 }, "kind": "disclaimer", "text": "We define a Daily Active User, or DAU, as a registered Snapchat user who opens the Snapchat application at least once during a defined 24-hour period. We calculate average Daily Active Users for a particular quarter by adding the number of DAUs on each day of that quarter and dividing that sum by the number of days in that quarter. ¹North America includes Mexico, the Caribbean, and Central America. ²Europe includes Russia and Turkey. Numbers throughout presentation may not foot due to rounding.", "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 12:55:17.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bff09701-4643-4b04-9270-bab748150729", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "Average Daily Active Users (DAU)", "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 12:55:17.946+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2e5d7fc-ea45-4893-a394-58aa0f7f7ef1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "846abe15-802b-480d-8446-02e0c3982b1c", "evidence": "chart/bar-vertical: North America DAU chart", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:59:21.397847+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 11, "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": 3, "name": "Key Performance Indicators Overview", "beatId": "ce86579a-98f3-479f-bc90-ac607bbec090", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation provides an overview of Snap Inc.'s financial highlights, revenue by geography, and other key performance indicators.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 3, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "28c47fdf-2974-462c-b249-acc4f165470d", "evidence": "The presentation provides a detailed overview of Snap Inc.'s financial performance, highlighting key drivers such as revenue growth and ARPU increase.", "position": 1, "objective": "What are the key drivers of Snap Inc.'s financial performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:21:32.980478+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "analysis", "title": "The slide includes a disclaimer about the definition of ARPU and regional inclusions.", "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": "overcrowded", "densityScore": 83, "componentCount": 7, "textChars": 668, "nDataPoints": 24, "notes": "The slide includes a disclaimer about the definition of ARPU and regional inclusions.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:13.056+00", "seconds": 3.099, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/9", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-9", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.07, "w": 1, "x": 0, "y": 0.93 }, "kind": "callout", "text": "GLOBAL ARPU INCREASED 17% YoY NORTH AMERICA ARPU INCREASED 31% YoY", "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 12:55:13.056+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11b26667-01a2-477b-99fb-df59b806022f", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.06, "y": 0.55 }, "kind": "chart", "text": "Europe ARPU trend", "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 12:55:13.056+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2cdf5341-5890-4716-ad33-e7ec15d0b7b8", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.06, "y": 0.18 }, "kind": "chart", "text": "Global ARPU trend", "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 12:55:13.056+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51691bd2-bee3-4303-880f-ff45711ff31f", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.52, "y": 0.18 }, "kind": "chart", "text": "North America ARPU trend", "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 12:55:13.056+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6bfde2a8-e90e-41ff-b550-b8dd5ecba605", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.52, "y": 0.55 }, "kind": "chart", "text": "Rest of World ARPU trend", "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 12:55:13.056+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f78945d7-0a55-41f2-b735-0c9a628e9bb5", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.88, "x": 0.06, "y": 0.84 }, "kind": "disclaimer", "text": "We define ARPU as quarterly revenue divided by the average Daily Active Users. For purposes of calculating ARPU, revenue by user geography is apportioned to each region based on our determination of the geographic location in which advertising impressions are delivered, as this approximates revenue based on user activity. ¹North America includes Mexico, the Caribbean, and Central America. ²Europe includes Russia and Turkey. Numbers throughout presentation may not foot due to rounding.", "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 12:55:13.056+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b47a781-254e-4997-bb4a-7e38c508333e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "Average Revenue Per User (ARPU)", "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 12:55:13.056+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0383ade-5ff4-4f61-9dec-fc4a6ce14ca5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "8e839f02-6dee-4896-82b5-ae17becdbdff", "evidence": "chart/bar-vertical: North America ARPU trend", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:59:21.481085+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 11, "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": 3, "name": "Key Performance Indicators Overview", "beatId": "ce86579a-98f3-479f-bc90-ac607bbec090", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation provides an overview of Snap Inc.'s financial highlights, revenue by geography, and other key performance indicators.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 3, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "28c47fdf-2974-462c-b249-acc4f165470d", "evidence": "The presentation provides a detailed overview of Snap Inc.'s financial performance, highlighting key drivers such as revenue growth and ARPU increase.", "position": 1, "objective": "What are the key drivers of Snap Inc.'s financial performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:21:32.980478+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "analysis", "title": "The slide compares Q1'21 to Q1'22 for the 14 PPT improvement metric.", "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": "overcrowded", "densityScore": 76, "componentCount": 6, "textChars": 570, "nDataPoints": 42, "notes": "The slide compares Q1'21 to Q1'22 for the 14 PPT improvement metric.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:16.824+00", "seconds": 6.859, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/10", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-10", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.4, "x": 0.52, "y": 0.25 }, "kind": "chart", "text": "COST OF REVENUE COMPOSITION", "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 12:55:16.824+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89e488d9-e976-4552-abca-7a2835aed114", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.06, "y": 0.25 }, "kind": "chart", "text": "ADJUSTED COST OF REVENUE AS A % OF REVENUE", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:55:16.824+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "00ac8ed5-0147-4df8-9ce9-4914f91e5db8", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.6, "x": 0.06, "y": 0.87 }, "kind": "disclaimer", "text": "Excludes stock-based compensation expense and other payroll related tax expense, depreciation and amortization, and certain other non-cash or non-recurring items impacting net income (loss) from time to time. In Q1 2021, we updated the presentation of our cost of revenue composition. Numbers throughout presentation may not foot due to rounding.", "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 12:55:16.824+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b92246f8-0848-47e6-9daa-3c44f15a7f24", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.52, "y": 0.2 }, "kind": "legend", "text": "Infrastructure Costs, Content & Developer Partner Costs, Advertising Partner & Other Costs", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:55:16.824+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8bfebef9-47e3-416a-b31b-8c220c76a3f1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 1, "x": 0, "y": 0.95 }, "kind": "title", "text": "ADJUSTED GROSS MARGIN IMPROVED 14 PPT YoY", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:55:16.824+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dcca55de-c7ce-4e9a-b0ed-ed6104fe0d1e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.25, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "Adjusted Cost 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": "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 12:55:16.824+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29794d10-f7e2-4aa6-9915-f6d745442de8", "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": "535e1043-07a8-414e-9bf0-87d2a6468331", "evidence": "chart/bar-stacked: COST OF REVENUE COMPOSITION", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:59:13.9263+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 11, "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": 3, "name": "Key Performance Indicators Overview", "beatId": "ce86579a-98f3-479f-bc90-ac607bbec090", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation provides an overview of Snap Inc.'s financial highlights, revenue by geography, and other key performance indicators.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 10, "from": 3, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "28c47fdf-2974-462c-b249-acc4f165470d", "evidence": "The presentation provides a detailed overview of Snap Inc.'s financial performance, highlighting key drivers such as revenue growth and ARPU increase.", "position": 1, "objective": "What are the key drivers of Snap Inc.'s financial performance?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:21:32.980478+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "analysis", "title": "Includes a table at the bottom showing Total Non-GAAP Exclusions and Total GAAP Operating Expenses.", "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": 73, "componentCount": 6, "textChars": 496, "nDataPoints": 30, "notes": "Includes a table at the bottom showing Total Non-GAAP Exclusions and Total GAAP Operating Expenses.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:12.831+00", "seconds": 2.613, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/11", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-11", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.06, "w": 1, "x": 0, "y": 0.94 }, "kind": "callout", "text": "CONTINUED INVESTMENT IN THE LONG-TERM FUTURE OF OUR BUSINESS", "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 12:55:12.831+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "490b6a01-c898-49b9-a46c-68cfa89c4289", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.52, "y": 0.15 }, "kind": "chart", "text": "OPERATING EXPENSES COMPOSITION", "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 12:55:12.831+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3a0ad3e-7b40-4c5d-8d6a-2c11506273ec", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.06, "y": 0.15 }, "kind": "chart", "text": "ADJUSTED OPERATING EXPENSES AS A % OF REVENUE", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:55:12.831+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88f95f51-3d94-46c1-a314-e5c0d5f055b5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.65, "x": 0.06, "y": 0.89 }, "kind": "disclaimer", "text": "Excludes stock-based compensation expense and other payroll related tax expense, depreciation and amortization and certain other non-cash or non-recurring items impacting net income (loss) from time to time. Numbers throughout presentation may not foot due to rounding.", "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 12:55:12.831+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15ea1a1d-85fd-42ff-b328-d7ee35dbf768", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.48, "x": 0.44, "y": 0.78 }, "kind": "table", "text": "Total Non-GAAP Exclusions and Total GAAP Operating Expenses 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 12:55:12.831+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81f44939-7392-4ec1-ad39-cabcedadbac7", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.25, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "Adjusted Operating 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 12:55:12.831+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "910e2212-03a0-4e0b-9196-e7d68b8abeb1", "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": "874f64a2-c99a-48cb-981c-3f4f9718dc0e", "evidence": "chart/bar-stacked: OPERATING EXPENSES COMPOSITION", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:59:14.014859+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": [], "arcBeats": [ { "to": 11, "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": 3, "name": "Key Performance Indicators Overview", "beatId": "ce86579a-98f3-479f-bc90-ac607bbec090", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation provides an overview of Snap Inc.'s financial highlights, revenue by geography, and other key performance indicators.", "position": 1, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 11, "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": "e121e8d9-3e0f-4ed4-917a-cc3d4c07c59f", "evidence": "The presentation highlights Snap Inc.'s continued investment in its business, implying that not doing so would have negative consequences.", "position": 0, "objective": "What are the consequences of not investing in Snap Inc.'s future?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:21:32.940595+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "analysis", "title": "Includes footnotes defining Adjusted EBITDA, margins, and leverage calculations.", "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": 73, "componentCount": 5, "textChars": 1055, "nDataPoints": 24, "notes": "Includes footnotes defining Adjusted EBITDA, margins, and leverage calculations.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 15:32:05+00", "seconds": 4.801, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/12", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-12", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.08, "w": 1, "x": 0, "y": 0.92 }, "kind": "callout", "text": "ADJUSTED EBITDA WAS $64 MILLION IN Q1 2022\nTRAILING TWELVE MONTHS ADJUSTED EBITDA WAS $683 MILLION", "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 15:32:05+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a354e1a5-dfe5-4d8e-bd57-7131e7725c48", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.42, "x": 0.52, "y": 0.15 }, "kind": "chart", "text": "Adjusted EBITDA chart with margin line", "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 15:32:05+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aad59a06-85a3-4554-88fd-30fc7d30a668", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.42, "x": 0.06, "y": 0.15 }, "kind": "chart", "text": "Net Income (Loss) chart with margin line", "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 15:32:05+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "efe1643d-45f5-405a-b578-3d73113d3c43", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.88, "x": 0.06, "y": 0.82 }, "kind": "source-note", "text": "1. We define Adjusted EBITDA as net income (loss), excluding interest income; interest expense; other income (expense), net; income tax benefit (expense); depreciation and amortization; stock-based compensation expense and other payroll related tax expense; and certain other non-cash or non-recurring items impacting net income (loss) from time to time. See Appendix for reconciliation of net loss to Adjusted EBITDA.\n2. We define Adjusted EBITDA margin as Adjusted EBITDA divided by GAAP revenue.\n3. We define Net Income (Loss) leverage as the year-over-year change in Net Income (Loss) divided by the year-over-year change in GAAP revenue.\n4. We define Adjusted EBITDA leverage as the year-over-year change in Adjusted EBITDA divided by the year-over-year change in GAAP revenue.\nNumbers throughout presentation may not foot due to rounding.", "attrs": { "numbered": true }, "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 15:32:05+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdea2c4f-bbe4-4b59-b5f4-9c06a8b571c8", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "Net Income (Loss) & Adjusted EBITDA", "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 15:32:05+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30863f15-032e-42c5-9869-4a8e48209c5d", "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": "06c366bc-208a-42d9-837c-8b09d07b4c73", "evidence": "chart/bar-vertical: Net Income (Loss) chart with margin line\nchart/bar-vertical: Adjusted EBITDA chart with margin line", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 23:59:14.105268+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 14, "from": 11, "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": "e121e8d9-3e0f-4ed4-917a-cc3d4c07c59f", "evidence": "The presentation highlights Snap Inc.'s continued investment in its business, implying that not doing so would have negative consequences.", "position": 0, "objective": "What are the consequences of not investing in Snap Inc.'s future?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:21:32.940595+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "analysis", "title": "Includes footnotes regarding share calculation methodology and YoY change adjustments.", "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": "dense", "densityScore": 73, "componentCount": 5, "textChars": 975, "nDataPoints": 30, "notes": "Includes footnotes regarding share calculation methodology and YoY change adjustments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:13.035+00", "seconds": 2.701, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/13", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-13", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.05, "w": 1, "x": 0, "y": 0.95 }, "kind": "callout", "text": "CONTINUED RESPONSIBLE MANAGEMENT OF FULLY DILUTED SHARES OUTSTANDING", "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 12:55:13.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "480dcdda-788e-47e2-8cbf-01d91411185e", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.52, "y": 0.21 }, "kind": "chart", "text": "Common Shares Outstanding Plus Shares Underlying Stock-Based Awards", "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 12:55:13.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a676770b-0046-4bf6-b2ac-d9b1ed0d07d0", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.06, "y": 0.21 }, "kind": "chart", "text": "Diluted Net Income (Loss) Per Share", "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 12:55:13.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b770445-3d3c-46ca-9f6b-0946216d64ac", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.88, "x": 0.06, "y": 0.84 }, "kind": "disclaimer", "text": "Diluted net loss per share is calculated using weighted average shares outstanding during the period. Diluted net income per share in Q4 includes 64 million shares in excess of weighted average shares outstanding during the period primarily related to unvested or unexercised stock-based awards. Shares underlying stock-based awards include restricted stock units, restricted stock awards, and outstanding stock options. YoY change in Q2 2021 excludes approximately 38 million shares, while YoY changes in Q3 2021, Q4 2021 and Q1 2022 exclude approximately 52 million shares issued as part of the induced conversions of convertible notes. Numbers throughout presentation may not foot due to rounding.", "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 12:55:13.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1abeb47c-aa89-4601-9efb-0e6959094b4f", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "Diluted Net Income (Loss) Per Share & Common Shares Outstanding Plus Shares Underlying Stock-Based Awards", "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 12:55:13.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "70c8c807-8b90-4868-9d73-eafa656828b1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "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": 13, "name": "Appendix Data", "beatId": "f6820124-614f-4dd4-8827-3a7a1244416d", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation includes detailed financial data and reconciliations in the appendix.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 11, "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": "e121e8d9-3e0f-4ed4-917a-cc3d4c07c59f", "evidence": "The presentation highlights Snap Inc.'s continued investment in its business, implying that not doing so would have negative consequences.", "position": 0, "objective": "What are the consequences of not investing in Snap Inc.'s future?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:21:32.940595+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "analysis", "title": "Includes a footnote regarding the definition of Free Cash Flow and a non-recurring legal settlement in Q4'20.", "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": 6, "textChars": 293, "nDataPoints": 18, "notes": "Includes a footnote regarding the definition of Free Cash Flow and a non-recurring legal settlement in Q4'20.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:13.965+00", "seconds": 3.593, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/14", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-14", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.07, "w": 1, "x": 0, "y": 0.93 }, "kind": "callout", "text": "THREE CONSECUTIVE QUARTERS OF POSITIVE OPERATING AND FREE CASH FLOW", "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 12:55:13.965+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f88994f8-f1ce-44d4-854b-d2017736f194", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.52, "y": 0.25 }, "kind": "chart", "text": "Free Cash Flow", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "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 12:55:13.965+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "701e7bad-8c93-4812-bf2e-ee5d7213a0e9", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.06, "y": 0.25 }, "kind": "chart", "text": "Operating Cash Flow", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "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 12:55:13.965+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c096df8-e0bf-4673-babc-8c2d009a1661", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.06, "y": 0.86 }, "kind": "source-note", "text": "We define Free Cash Flow as net cash provided by (used in) operating activities, reduced by purchases of property and equipment...", "attrs": { "numbered": true }, "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 12:55:13.965+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ad333ac-1d29-40aa-8527-c173d2c5e62a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.86, "x": 0.06, "y": 0.78 }, "kind": "table", "text": "Capex and YoY Change rows", "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 12:55:13.965+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44f982e5-23b6-43fa-b934-c73bf48defef", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "Operating Cash Flow and 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 12:55:13.965+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "baac3690-9c55-486d-af77-b14aaeb15afc", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "efa6685d-16b2-4842-86f7-e64561852a75", "evidence": "chart/bar-vertical: Operating Cash Flow\nchart/bar-vertical: Free Cash Flow", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 23:59:14.258335+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 18, "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": 13, "name": "Appendix Data", "beatId": "f6820124-614f-4dd4-8827-3a7a1244416d", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation includes detailed financial data and reconciliations in the appendix.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 11, "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": "e121e8d9-3e0f-4ed4-917a-cc3d4c07c59f", "evidence": "The presentation highlights Snap Inc.'s continued investment in its business, implying that not doing so would have negative consequences.", "position": 0, "objective": "What are the consequences of not investing in Snap Inc.'s future?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:21:32.940595+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 5, "textChars": 755, "nDataPoints": 4, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:18.927+00", "seconds": 8.552, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/15", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-15", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.8, "x": 0.1, "y": 0.18 }, "kind": "disclaimer", "text": "The following forward-looking statements reflect our expectations for the second quarter of 2022 as of April 21, 2022, and are subject to substantial uncertainty. This guidance assumes constant foreign currency rates and, among other things, that no business acquisitions, divestitures, investments, exits, restructurings, or legal settlements are concluded in the quarter. Our results are based on assumptions that we believe to be reasonable as of this date, but may be materially affected by many factors, as discussed in “Forward-Looking Statements & Non-GAAP Financial Measures.”", "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 12:55:18.927+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfd683e3-4cef-4251-9bf7-a11ad94f0943", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.1, "y": 0.56 }, "kind": "list", "text": "Revenue growth year-over-year is estimated to be between 20% and 25%.", "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 12:55:18.927+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6132decf-7079-4897-be8d-1761a7507ac3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.1, "y": 0.64 }, "kind": "list", "text": "Adjusted EBITDA is estimated to be between breakeven and $50 million.", "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 12:55:18.927+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3ca7ccf-ce1f-4531-a1d2-e6f1ccef999f", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.23, "x": 0.068, "y": 0.075 }, "kind": "title", "text": "Financial 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 12:55:18.927+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1799dab-4998-4d9c-98ad-c5e56c86453c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.1, "y": 0.48 }, "kind": "title", "text": "Q2 2022 Outlook", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "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 12:55:18.927+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "214438ce-5016-405b-b300-21ccfacb6f98", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "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": 13, "name": "Appendix Data", "beatId": "f6820124-614f-4dd4-8827-3a7a1244416d", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation includes detailed financial data and reconciliations in the appendix.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 16, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 8, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:12.944+00", "seconds": 2.453, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/16", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-16", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.17, "x": 0.048, "y": 0.66 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:55:12.944+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97480e9f-c7aa-441a-8f68-a1428eeb842b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "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": 13, "name": "Appendix Data", "beatId": "f6820124-614f-4dd4-8827-3a7a1244416d", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation includes detailed financial data and reconciliations in the appendix.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 17, "type": "analysis", "title": "Includes footnotes defining Adjusted EBITDA and Free Cash Flow.", "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": "dense", "densityScore": 50, "componentCount": 3, "textChars": 671, "nDataPoints": 126, "notes": "Includes footnotes defining Adjusted EBITDA and Free Cash Flow.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:12.764+00", "seconds": 2.189, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/17", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-17", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.88, "x": 0.06, "y": 0.85 }, "kind": "source-note", "text": "1 We define Free Cash Flow as net cash provided by (used in) operating activities, reduced by purchases of property and equipment. 2 We define Adjusted EBITDA as net income (loss), excluding interest income; interest expense; other income (expense), net; income tax benefit (expense); depreciation and amortization; stock-based compensation expense and other payroll related tax expense; and certain other non-cash or non-recurring items impacting net income (loss) from time to time. Numbers throughout presentation may not foot due to rounding.", "attrs": { "numbered": true }, "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 12:55:12.764+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cebd96dd-d8da-4869-be87-a2d9733f41d5", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.88, "x": 0.06, "y": 0.2 }, "kind": "table", "text": "Adjusted EBITDA Reconciliation and Free Cash Flow Reconciliation tables", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:55:12.764+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9aa9d9b2-f61d-4824-a007-d3804de5f646", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "Non-GAAP Financial Measures Reconciliation – Quarterly", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 12:55:12.764+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f0ec697-1836-4deb-8d67-d475fd97c851", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "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": 13, "name": "Appendix Data", "beatId": "f6820124-614f-4dd4-8827-3a7a1244416d", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation includes detailed financial data and reconciliations in the appendix.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 18, "type": "analysis", "title": "Includes footnotes explaining the definition of Non-GAAP measures and the treatment of anti-dilutive shares.", "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": "dense", "densityScore": 53, "componentCount": 3, "textChars": 963, "nDataPoints": 72, "notes": "Includes footnotes explaining the definition of Non-GAAP measures and the treatment of anti-dilutive shares.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:16.836+00", "seconds": 5.979, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/18", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-18", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.88, "x": 0.06, "y": 0.85 }, "kind": "disclaimer", "text": "We define Non-GAAP Net income (loss) as net income (loss); excluding amortization of intangible assets; stock-based compensation expense and other payroll related tax expense; certain other non-cash or non-recurring items impacting net income (loss) from time to time; and related income tax adjustments. Non-GAAP Net Loss and weighted average diluted shares are then used to calculate Non-GAAP diluted Net Income (loss) per share. Q4 2021 weighted average common shares used in computation of diluted EPS excludes Convertible Notes and Capped Call shares as they are anti-dilutive. Prior to Q4 2021, weighted average shares used in computation of diluted EPS primarily excluded unvested or unexercised stock-based awards, Convertible Notes, and Capped Call shares as they were anti-dilutive. Numbers throughout presentation may not foot due to rounding.", "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 12:55:16.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eda46b99-83aa-4e55-9dc5-ff1ed6b0f9dd", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.88, "x": 0.06, "y": 0.2 }, "kind": "table", "text": "Reconciliation table for net income and EPS", "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 12:55:16.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc4c2354-312e-412c-8e4c-39bc54b5f30d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.06, "y": 0.05 }, "kind": "title", "text": "Non-GAAP Financial Measures Reconciliation - Quarterly (Continued)", "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 12:55:16.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91cd1c96-92ac-4989-a38d-1d930690c37f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 18, "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": 13, "name": "Appendix Data", "beatId": "f6820124-614f-4dd4-8827-3a7a1244416d", "matchId": "3ccf507d-4338-4c00-84ce-fecf538f6d62", "beatType": null, "evidence": "The presentation includes detailed financial data and reconciliations in the appendix.", "position": 3, "isPrimaryArc": true, "parentBeatType": null, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 19, "type": "appendix", "title": "Dense text-only methodology/disclosure page typical of an investor-results appendix; bottom-right page number '3' suggests it is part of a numbered appendix sub", "function": "appendix", "rawType": "appendix_methodology", "block": null, "metadata": { "slideType": "appendix_methodology", "slideTypeCanon": { "name": "Appendix methodology", "slug": "appendix_methodology", "status": "active", "canonId": "019de52d-07d9-726c-8599-167f2d2ffaa7", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 80, "componentCount": 7, "textChars": 1620, "nDataPoints": 0, "notes": "Dense text-only methodology/disclosure page typical of an investor-results appendix; bottom-right page number '3' suggests it is part of a numbered appendix subsection.", "elementsJson": null, "confidence": 0.9, "extraction": { "model": "claude-cli", "runId": null, "at": "2026-05-02 22:16:33.924+00", "seconds": null, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/19", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-19", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.32, "w": 0.92, "x": 0.04, "y": 0.47 }, "kind": "disclaimer", "text": "While these metrics are determined based on what we believe to be reasonable estimates of our user base for the applicable period of measurement, there are inherent challenges in measuring how our products are used across large populations globally...", "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 22:16:33.924+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "146dde25-6b3a-4f92-be9c-d840c1c985e6", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.4 }, "kind": "disclaimer", "text": "Unless otherwise stated, statistical information regarding our users and their activities is determined by calculating the daily average of the selected activity for the most recently completed quarter.", "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 22:16:33.924+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25ba9dab-379b-4f2e-b2f8-daa5493f9470", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.92, "x": 0.04, "y": 0.8 }, "kind": "disclaimer", "text": "Some of our demographic data may be incomplete or inaccurate. For example, because users self-report their dates of birth, our age-demographic data may differ from our users' actual ages...", "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 22:16:33.924+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cdd77c3d-255f-43b3-8fff-5dead679ea16", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.92, "x": 0.04, "y": 0.2 }, "kind": "paragraph", "text": "DAUs are broken out by geography because markets have different characteristics. We define average revenue per user, or ARPU, as quarterly revenue divided by the average DAUs. For purposes of calculating ARPU, revenue by user geography is apportioned to each region based on our determination of the geographic location in which advertising impressions are delivered, as this approximates revenue based on user activity. This allocation differs from our components of revenue disclosure in the notes to our consolidated financial statements, where revenue is based on the billing address of the advertising customer.", "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 22:16:33.924+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1bcc19b4-7d04-477f-be6e-ebe6240881a4", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.92, "x": 0.04, "y": 0.13 }, "kind": "paragraph", "text": "We define a Daily Active User, or DAU, as a registered Snapchat user who opens the Snapchat application at least once during a defined 24-hour period. We calculate average DAUs for a particular quarter by adding the number of DAUs on each day of that quarter and dividing that sum by the number of days in that quarter.", "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 22:16:33.924+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1dd6b8f3-3ff5-4b86-8f24-f351b7d0dbbb", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.04, "x": 0.94, "y": 0.93 }, "kind": "source-note", "text": "3", "attrs": { "role": "page-number", "numbered": true }, "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 22:16:33.924+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c080d7e6-3b48-4d82-85d1-08584e921afc", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.6, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "Note Regarding User Metrics and Other Data", "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 22:16:33.924+00", "model": "claude-cli", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff3639d4-bad2-425e-bd7c-26fae15977d9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 20, "type": "setup", "function": "other", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 2, "textChars": 1285, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 12:55:19.332+00", "seconds": 7.526, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de072-9044-74d9-a04c-232d9aa68cb9/20", "deck": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9", "deckAnchor": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9#slide-20", "deckJson": "/decks/019de072-9044-74d9-a04c-232d9aa68cb9.json" }, "components": [ { "bbox": { "h": 0.391, "w": 0.866, "x": 0.067, "y": 0.148 }, "kind": "disclaimer", "text": "In the past we have relied on third-party analytics providers to calculate our metrics, but today we rely primarily on our analytics platform that we developed and operate. We count a DAU only when a user opens the application and only once per user per day. We believe this methodology more accurately measures our user engagement. We have multiple pipelines of user data that we use to determine whether a user has opened the application during a particular day, and becoming a DAU. This provides redundancy in the event one pipeline of data were to become unavailable for technical reasons, and also gives us redundant data to help measure how users interact with our application.\n\nIf we fail to maintain an effective analytics platform, our metrics calculations may be inaccurate. We regularly review, have adjusted in the past, and are likely in the future to adjust our processes for calculating our internal metrics to improve their accuracy. As a result of such adjustments, our DAUs or other metrics may not be comparable to those in prior periods. Our measures of DAUs may differ from estimates published by third parties or from similarly titled metrics of our competitors due to differences in methodology or data used.", "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 12:55:19.332+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb487444-c68b-4f44-955a-781f40917433", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.562, "x": 0.067, "y": 0.074 }, "kind": "title", "text": "Note Regarding User Metrics and Other Data (Continued)", "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 12:55:19.332+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0aac3a3d-67ed-470e-8c6f-aecf82bc1c1e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 2, "label": "Setup", "description": "The presentation begins with a cover slide and disclaimer, setting the stage for the rest of the presentation." }, { "from": 3, "to": 11, "label": "Key Performance Indicators Overview", "description": "The presentation provides an overview of Snap Inc.'s financial highlights, revenue by geography, and other key performance indicators." }, { "from": 4, "to": 6, "label": "Key Takeaways", "description": "The presentation highlights key takeaways and business highlights, providing insight into Snap Inc.'s performance." }, { "from": 13, "to": 18, "label": "Appendix Data", "description": "The presentation includes detailed financial data and reconciliations in the appendix." } ], "loops": [ { "from": 11, "to": 14, "label": "Cost Of Inaction", "description": "What are the consequences of not investing in Snap Inc.'s future?" }, { "from": 3, "to": 10, "label": "Pareto Focus", "description": "What are the key drivers of Snap Inc.'s financial performance?" } ] }