{ "schemaVersion": "deck-intelligence.v1", "id": "019de076-21d7-73d5-b9d9-0b72eeead89c", "slug": "20174c726558b3e30cf132d4e759e2e6", "title": "arm | Investor Presentation Deck | 8 slides", "subtitle": "Arm · 2023-11", "author": "Arm", "date": "2023-11-01 00:00:00", "pageCount": 8, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de076-21d7-73d5-b9d9-0b72eeead89c", "slug": "20174c726558b3e30cf132d4e759e2e6", "title": "arm | Investor Presentation Deck | 8 slides", "rawTitle": "arm | Investor Presentation Deck | 8 slides", "authorId": "arm", "authorName": "Arm", "authorDisplay": "Arm", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2023-11__arm__investor-pres__20174c72.pdf", "sourceUrl": "https://www.slidebook.io/company/arm/presentation/20174c726558b3e30cf132d4e759e2e6/", "sourceDate": "2023-11-15 00:00:00", "presentationDate": "2023-11-01 00:00:00", "ingestedAt": "2026-04-30 22:15:31.644564+00", "status": "ready", "pageCount": 8, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "computer-hardware", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2023-11__arm__investor-pres__20174c72", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Investor Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 8, "pagesIndexed": 8, "pagesWithImages": 8, "pagesWithMetadata": 8, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 39, "chartCount": 4, "metricSlides": 0, "toolMatches": 5, "documentToolMatches": 0, "frameworkMatches": 1, "arcMatches": 0, "beatMatches": 0, "loopMatches": 0, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [], "beats": [], "loops": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "9f1602f8-4512-4496-ad53-b82991282b3c", "evidence": "This is a cover slide with a title, logo, and contact information.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:35:16.003373+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "56eace18-318d-4ac0-b588-289de95d924b", "evidence": "This is a cover slide with a title, logo, and images.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:35:16.084207+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "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": "7c09a94d-da15-409b-abfa-e5cb3623834f", "evidence": "The slide includes a waterfall chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:35:16.189361+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "fa9a1a6e-9df9-4d9f-8afd-fb88c8a2bdf1", "evidence": "chart/bar-vertical: Monthly semiconductor revenue (bars) and growth (line)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:35:17.355301+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b4b15a46-df96-400b-87c3-0c9b42d06eb7", "evidence": "table/kpi: Revenue ($m) Q3 FYE 24 $720m - $800m FYE 24 $2,960m - $3,080m Non-GAAP Operating Expense ($m) Q3 FYE 24 ~$460m FYE 24 ~$1,765m Non-GAAP fully diluted earnings per share ($) Q3 FYE 24 $0.21-$0.28 FYE 24 $1.00 -", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:35:17.462898+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "5f3ff05b-163a-4a71-9f93-5a0bf68c0f5d", "evidence": "The slide uses a waterfall chart to bridge financial metrics from revenue to cash flow.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:24:41.548+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "waterfall-bridge" } ], "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/9ju8vriAW7qa-k_AOOMLk1FJWq8mWFkAL3co-LuUztA/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yMDE3NGM3MjY1NThiM2UzMGNmMTMyZDRlNzU5ZTJlNi9wMDAxLmpwZw", "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": "dense", "densityScore": 51, "componentCount": 7, "textChars": 160, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:24:42.082+00", "seconds": 3.327, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-21d7-73d5-b9d9-0b72eeead89c/1", "deck": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c", "deckAnchor": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c#slide-1", "deckJson": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.08, "x": 0.048, "y": 0.94 }, "kind": "disclaimer", "text": "© 2023 Arm", "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 11:24:42.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f06ea74-7212-458a-8aef-e26ac503e7fa", "parentComponentId": null }, { "bbox": { "h": 0.145, "w": 0.138, "x": 0.048, "y": 0.065 }, "kind": "image", "text": "arm", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:42.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f91d06d-0b92-47d7-8d8e-9486e00ecd62", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.4, "x": 0.048, "y": 0.55 }, "kind": "paragraph", "text": "Ian Thornton, Head of Investor Relations", "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 11:24:42.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0653abb5-7805-4714-aec3-1aa19351114c", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.3, "x": 0.048, "y": 0.62 }, "kind": "paragraph", "text": "investor.relations@arm.com", "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 11:24:42.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b197232-c606-4c30-8612-a2dcb2314ff8", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.048, "y": 0.86 }, "kind": "paragraph", "text": "November 2023", "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 11:24:42.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ae65709-786f-4dda-92d9-53bc93d3067d", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.3, "x": 0.048, "y": 0.69 }, "kind": "paragraph", "text": "https://investors.arm.com", "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 11:24:42.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c07f8395-4256-48d6-b9cc-27e6e24b9339", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.52, "x": 0.048, "y": 0.265 }, "kind": "title", "text": "Arm Holdings plc SoftBank Investor Briefing", "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 11:24:42.082+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "199ef1b5-ce1d-4cd1-ab41-84e834480acc", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "9f1602f8-4512-4496-ad53-b82991282b3c", "evidence": "This is a cover slide with a title, logo, and contact information.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:35:16.003373+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/DZeXyFd2THEvkNOoyR3TaHEWxzEo_WfW2jqZprpb4iw/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yMDE3NGM3MjY1NThiM2UzMGNmMTMyZDRlNzU5ZTJlNi9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/O3L4Px4QtKZERBiuQdOXJDHSaqSMXqDkZmvnu4fECh0/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yMDE3NGM3MjY1NThiM2UzMGNmMTMyZDRlNzU5ZTJlNi9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/i4knddykM8VqJOb0z_on-cFkJcMMXDnFSVHmP-QFn28/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yMDE3NGM3MjY1NThiM2UzMGNmMTMyZDRlNzU5ZTJlNi9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "title": "The slide features a large central photo of the Arm leadership team at the Nasdaq podium, with smaller inset photos showing the crowd and office celebrations.", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 14, "componentCount": 3, "textChars": 106, "nDataPoints": 0, "notes": "The slide features a large central photo of the Arm leadership team at the Nasdaq podium, with smaller inset photos showing the crowd and office celebrations.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:24:41.603+00", "seconds": 2.528, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-21d7-73d5-b9d9-0b72eeead89c/2", "deck": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c", "deckAnchor": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c#slide-2", "deckJson": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c.json" }, "components": [ { "bbox": { "h": 1, "w": 0.23, "x": 0.77, "y": 0 }, "kind": "image", "text": "Inset photos of crowd and office celebrations", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:41.603+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "429f5b5a-2d2a-4080-aa04-88ef16f174f6", "parentComponentId": null }, { "bbox": { "h": 1, "w": 0.77, "x": 0, "y": 0 }, "kind": "image", "text": "Main photo of Arm leadership at Nasdaq podium", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:41.603+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "683bdb47-a329-487a-8b81-43d14770bda6", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.28, "y": 0.65 }, "kind": "title", "text": "ARM NasdaqListed", "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 11:24:41.603+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "434a1b10-9a77-41ac-8be9-84a6713d89a8", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "56eace18-318d-4ac0-b588-289de95d924b", "evidence": "This is a cover slide with a title, logo, and images.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:35:16.084207+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "appendix", "function": "establish_context", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 57, "componentCount": 8, "textChars": 187, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:24:41.861+00", "seconds": 2.787, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-21d7-73d5-b9d9-0b72eeead89c/3", "deck": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c", "deckAnchor": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c#slide-3", "deckJson": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c.json" }, "components": [ { "bbox": { "h": 0.075, "w": 0.15, "x": 0.425, "y": 0.525 }, "kind": "diagram", "text": "Arrows indicating equivalence", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:41.861+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49c32e8a-2e86-4c1f-9541-d3e9248b5010", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.19, "x": 0.609, "y": 0.3 }, "kind": "image", "text": "Arm logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:41.861+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9fdc1b1c-8b7d-4de4-9296-3002e2b68af4", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.275, "x": 0.125, "y": 0.314 }, "kind": "image", "text": "SoftBank Group logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:41.861+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2f600e8-960b-4b40-8d44-c23153764964", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.25, "x": 0.59, "y": 0.53 }, "kind": "metric", "text": "FYE24", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:41.861+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d83e2aa-6a0d-45fb-8f0e-0454a5082d26", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.25, "x": 0.14, "y": 0.53 }, "kind": "metric", "text": "FY2023", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:41.861+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5d5c80c-c337-4592-b1e5-2e6073f6eb77", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.325, "x": 0.565, "y": 0.45 }, "kind": "paragraph", "text": "Fiscal year ending March 31, 2024", "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 11:24:41.861+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2603ab38-d120-4f5e-b22e-5d4afcad316f", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.325, "x": 0.1, "y": 0.45 }, "kind": "paragraph", "text": "Fiscal year ending March 31, 2024", "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 11:24:41.861+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37cdfff0-0e2e-4e23-b409-200ee8601793", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Nomenclature difference between Arm and SoftBank Group", "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 11:24:41.861+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5ab19e1-b94e-47d9-9a19-05d9664cef7c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "analysis", "title": "The chart shows the progression from revenue components to gross profit, operating income, and free cash flow.", "function": "analyze_data", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 33, "componentCount": 3, "textChars": 307, "nDataPoints": 8, "notes": "The chart shows the progression from revenue components to gross profit, operating income, and free cash flow.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:24:41.548+00", "seconds": 2.403, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-21d7-73d5-b9d9-0b72eeead89c/4", "deck": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c", "deckAnchor": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c#slide-4", "deckJson": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.6, "x": 0.2, "y": 0.25 }, "kind": "chart", "text": "Waterfall chart showing Revenue, Cost of Sales, Gross Profit, Operating Costs, Operating Income, and 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": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:41.548+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9646474-3d3c-416b-b354-ee1ad5a24f0e", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.07, "y": 0.84 }, "kind": "source-note", "text": "Note: Depreciation and amortisation for Q2 FYE24 totals $41m. 1. Non-GAAP Operating Income and Free Cash Flow are non-GAAP metrics.", "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 11:24:41.548+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee3da1f5-2af0-403a-9c4c-d6da44945f1a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "From Revenues to Profits to Cash (based on Q2 FYE24 results)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:41.548+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "240508a1-982c-4876-bab1-e42db150972d", "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": "7c09a94d-da15-409b-abfa-e5cb3623834f", "evidence": "The slide includes a waterfall chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 00:35:16.189361+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "5f3ff05b-163a-4a71-9f93-5a0bf68c0f5d", "evidence": "The slide uses a waterfall chart to bridge financial metrics from revenue to cash flow.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:24:41.548+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 5, "type": "analysis", "title": "The chart uses a combination of a bar chart for license revenue and an area chart for ACV to illustrate the smoothing effect of the latter.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 4, "textChars": 194, "nDataPoints": 14, "notes": "The chart uses a combination of a bar chart for license revenue and an area chart for ACV to illustrate the smoothing effect of the latter.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:24:42.245+00", "seconds": 3.1, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-21d7-73d5-b9d9-0b72eeead89c/5", "deck": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c", "deckAnchor": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c#slide-5", "deckJson": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c.json" }, "components": [ { "bbox": { "h": 0.405, "w": 0.578, "x": 0.163, "y": 0.458 }, "kind": "chart", "text": "Annualized Contract Value (ACV)", "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": "Area chart", "slug": "area", "status": "active", "canonId": "019de52c-ff89-71e0-911e-5cab78b90f53", "version": 1, "description": null }, "framework": null }, "subkind": "area", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:42.245+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e3eaf9a-7442-43ae-a5f5-b696c633af14", "parentComponentId": null }, { "bbox": { "h": 0.405, "w": 0.578, "x": 0.163, "y": 0.458 }, "kind": "chart", "text": "License and other 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 11:24:42.245+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8e35b39-104a-4bce-9134-d9f3fb9fbb60", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.933, "x": 0.067, "y": 0.178 }, "kind": "subtitle", "text": "Annualized contract value (ACV) smooths out license revenue, which can be highly variable from quarter to quarter", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:42.245+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee833955-8f67-4309-91b0-89b4dc59f217", "parentComponentId": null }, { "bbox": { "h": 0.055, "w": 0.426, "x": 0.038, "y": 0.065 }, "kind": "title", "text": "Annualized Contract Value", "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 11:24:42.245+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99e9d28f-9f57-4e6f-80fd-3d0ea03d8ae8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 6, "type": "analysis", "title": "The chart combines absolute revenue (bars) with percentage growth (line).", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 4, "textChars": 362, "nDataPoints": 57, "notes": "The chart combines absolute revenue (bars) with percentage growth (line).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:24:42.067+00", "seconds": 2.915, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-21d7-73d5-b9d9-0b72eeead89c/6", "deck": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c", "deckAnchor": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c#slide-6", "deckJson": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.92, "x": 0.04, "y": 0.28 }, "kind": "chart", "text": "Monthly semiconductor revenue (bars) and growth (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 11:24:42.067+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a65df33-57e4-4d79-acb8-8e855e57b9a8", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.5, "x": 0.04, "y": 0.15 }, "kind": "list", "text": "Semiconductor industry recovering with consumer spending\nSmartphone sales up 7% sequentially, PC sales up 8% sequentially", "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 11:24:42.067+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4087f2eb-33c3-442f-91bd-50c1f3096d2d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.7, "x": 0.12, "y": 0.95 }, "kind": "source-note", "text": "Sources: Semiconductor sales - WSTS, November 2023; Handset sales - Counterpoint, August 2023; PC sales - Gartner, October 2023", "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 11:24:42.067+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83436951-3963-4446-991f-8dc7add2ee08", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Semiconductor industry recovering after inventory correction", "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 11:24:42.067+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7977e93a-4b95-4cde-9ba9-afa39f542a92", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "fa9a1a6e-9df9-4d9f-8afd-fb88c8a2bdf1", "evidence": "chart/bar-vertical: Monthly semiconductor revenue (bars) and growth (line)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:35:17.355301+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 7, "type": "setup", "title": "The slide uses a list-based layout with imagery for each sector.", "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": 59, "componentCount": 6, "textChars": 376, "nDataPoints": 0, "notes": "The slide uses a list-based layout with imagery for each sector.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:24:41.72+00", "seconds": 2.571, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-21d7-73d5-b9d9-0b72eeead89c/7", "deck": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c", "deckAnchor": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c#slide-7", "deckJson": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c.json" }, "components": [ { "bbox": { "h": 1, "w": 0.25, "x": 0, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:41.72+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e2543292-5ae4-423c-ac34-fa8029931168", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.7, "x": 0.28, "y": 0.85 }, "kind": "list", "text": "IoT: Renesas announce new family of AI-enabled MCUs", "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 11:24:41.72+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e4ee27e-74dc-4396-a2b3-8fbf681a6844", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.7, "x": 0.28, "y": 0.65 }, "kind": "list", "text": "Mobile: Google new Generative AI model optimized for Arm's latest Cortex-X4 processor", "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 11:24:41.72+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "833087b5-4a19-4009-9e75-65e3ec82eb96", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.7, "x": 0.28, "y": 0.45 }, "kind": "list", "text": "Auto: Renesas and NXP both announced new automotive product families", "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 11:24:41.72+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6148857-5aa8-4b9c-9c85-63a9ec8ef971", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.7, "x": 0.28, "y": 0.25 }, "kind": "list", "text": "Cloud: Arm announced new products and partnerships to accelerate time to market for new server chips", "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 11:24:41.72+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d061a658-1531-4614-816b-ea9cc83f08a1", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.7, "x": 0.28, "y": 0.05 }, "kind": "list", "text": "AI: AI is being designed into every end product. From servers to sensors", "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 11:24:41.72+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da4c34c3-3ae4-4c28-9f9a-d7859b424104", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 8, "type": "analysis", "title": "Includes a footnote regarding a one-time $45m social security tax increase in Q4.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 4, "textChars": 633, "nDataPoints": 12, "notes": "Includes a footnote regarding a one-time $45m social security tax increase in Q4.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:24:42.392+00", "seconds": 3.17, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-21d7-73d5-b9d9-0b72eeead89c/8", "deck": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c", "deckAnchor": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c#slide-8", "deckJson": "/decks/019de076-21d7-73d5-b9d9-0b72eeead89c.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.45, "x": 0.075, "y": 0.00795 }, "kind": "disclaimer", "text": "Our FYE24 non-GAAP operating expense guidance includes a one-time increase in social security taxes of approximately $45m in the fourth quarter, related to the vesting of certain equity awards following our IPO.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:42.392+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f67766d-61a8-490e-a5d3-333c73f280ea", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.86, "x": 0.038, "y": 0.00175 }, "kind": "list", "text": "Arm has good visibility of its licensing pipeline although timing, deal size, etc. can change\nAnalysts forecast that the semiconductor industry will continue to recover although trajectory is unclear", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:42.392+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9fbe1e0-f999-4744-9b2f-218d401ffd80", "parentComponentId": null }, { "bbox": { "h": 0.77, "w": 0.85, "x": 0.075, "y": 0.0031 }, "kind": "table", "text": "Revenue ($m) Q3 FYE 24 $720m - $800m FYE 24 $2,960m - $3,080m Non-GAAP Operating Expense ($m) Q3 FYE 24 ~$460m FYE 24 ~$1,765m Non-GAAP fully diluted earnings per share ($) Q3 FYE 24 $0.21-$0.28 FYE 24 $1.00 - $1.10", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:42.392+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "776d824f-75d7-4a3e-b020-93321e1a6768", "parentComponentId": null }, { "bbox": { "h": 0.055, "w": 0.179, "x": 0.038, "y": 0.065 }, "kind": "title", "text": "Guidance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:24:42.392+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2f1e0f8-93a7-446c-9d7a-195ff0c7a09e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b4b15a46-df96-400b-87c3-0c9b42d06eb7", "evidence": "table/kpi: Revenue ($m) Q3 FYE 24 $720m - $800m FYE 24 $2,960m - $3,080m Non-GAAP Operating Expense ($m) Q3 FYE 24 ~$460m FYE 24 ~$1,765m Non-GAAP fully diluted earnings per share ($) Q3 FYE 24 $0.21-$0.28 FYE 24 $1.00 -", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:35:17.462898+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [], "loops": [] }