{ "schemaVersion": "deck-intelligence.v1", "id": "019de510-0aae-720d-9f86-b64fbc47a85b", "slug": "7be8e4cf0675f7e670d18db1ebe7f603", "title": "Comcast | Results Presentation Deck | 15 slides", "subtitle": "Comcast ยท 2020-10", "author": "Comcast", "date": "2020-10-01 00:00:00", "pageCount": 15, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de510-0aae-720d-9f86-b64fbc47a85b", "slug": "7be8e4cf0675f7e670d18db1ebe7f603", "title": "Comcast | Results Presentation Deck | 15 slides", "rawTitle": "Comcast | Results Presentation Deck | 15 slides", "authorId": "comcast", "authorName": "Comcast", "authorDisplay": "Comcast", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2020-10__comcast__results__7be8e4cf.pdf", "sourceUrl": "https://www.slidebook.io/company/comcast/presentation/7be8e4cf0675f7e670d18db1ebe7f603/", "sourceDate": "2020-10-29 00:00:00", "presentationDate": "2020-10-01 00:00:00", "ingestedAt": "2026-05-01 19:42:07.106237+00", "status": "ready", "pageCount": 15, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "telecom-services", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2020-10__comcast__results__7be8e4cf", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Results Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 15, "pagesIndexed": 15, "pagesWithImages": 15, "pagesWithMetadata": 15, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 65, "chartCount": 12, "metricSlides": 0, "toolMatches": 6, "documentToolMatches": 0, "frameworkMatches": 4, "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 Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "evidence": "The deck follows a structure similar to Sequoia Pitch, with sections on problem, solution, and financials.", "isPrimary": true, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:51:29.742182+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 3, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 3, "name": "Problem", "beatId": "86db44d0-82be-4a9c-8f4e-3e9e38f3687a", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The 3 core tenets of Comcast's strategy are presented", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.7 }, { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Solution", "beatId": "05c06e8f-b2c3-4952-84aa-0b421604ba9f", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Comcast's evolved TV & streaming businesses and financial performance are highlighted", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.7 }, { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Financials", "beatId": "663fcf1c-f31f-45f1-bb2d-c2757671ad6e", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Consolidated financial results and key performance indicators are presented", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.7 }, { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 12, "name": "The Ask", "beatId": "a18e57d5-b8c6-43db-b7c6-3e8c9fd1c13d", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "The Ask", "slug": "sequoia-pitch-the-ask", "status": "active", "canonId": "019dd9b8-24f3-72bf-940a-74d06fd9396b", "version": 1, "description": null }, "evidence": "Comcast's response to COVID-19 is discussed", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [ { "to": 12, "from": 12, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "ddcf7119-b8ee-4d40-a778-1a6d466006c6", "evidence": "Comcast's response to COVID-19 is highlighted as a key aspect of its strategy", "position": 0, "objective": "To show the importance of responding to COVID-19", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:51:29.946239+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 4, "from": 4, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null, "categoryName": "Validation", "categorySlug": "validation" }, "matchId": "0fb8d85f-7302-417f-baf0-35abbaac8abe", "evidence": "Comcast's evolved TV & streaming businesses are presented as a way to deliver long-term value", "position": 1, "objective": "To show how Comcast's strategy addresses customer needs", "confidence": 0.5, "extraction": { "at": "2026-07-16 22:51:29.987278+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "d252e81c-afea-4122-acd5-d7e08545d146", "evidence": "3rd Quarter 2020 Results", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:03:12.372852+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": "Flywheel", "slug": "flywheel", "status": "active", "bestFor": null, "canonId": "019de52d-1ad8-75ab-9027-a40365590152", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "03910127-5213-4024-8f9c-a8909c63f807", "evidence": "Flywheel diagram showing Comcast at the center with Broadband, Aggregation, and Streaming as interconnected nodes.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:03:12.503189+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "25e41505-ac14-45a7-8116-a00634c47f30", "evidence": "Prior Organizational Structure and New Organizational Structure", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:03:12.591076+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": "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": "b6c8aaba-44e8-4802-8875-03580072fc00", "evidence": "chart/bar-grouped: Revenue, Adjusted EBITDA, and Adjusted EPS comparison 3Q19 vs 3Q20", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:03:11.857153+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": "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": "7a8e07b5-b768-4470-ab06-a3c559197e13", "evidence": "list/bullet: Six pillars: Supporting Our People, Keeping Customers Connected, Connecting Students & Families, Increasing Access to News & Information, Supporting Small Businesses, Delivering More Entertainment.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:03:12.158201+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "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": "db33a00e-2045-44a8-b0fe-e9681390f77e", "evidence": "image/logo: Comcast logo", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:03:12.33389+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "6d4428c3-7f6f-4425-819c-11769e881ca4", "evidence": "The circular arrows connecting the three business units indicate a self-reinforcing system.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-05-02 10:23:41.996+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "frameworkName": "flywheel" }, { "matchId": "65b93147-7d14-4c33-a8eb-dba299ceed78", "evidence": "The slide explicitly contrasts a 'Prior' and 'New' organizational structure to demonstrate improvement.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:23:46.365+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "before-after-framing" }, { "matchId": "4ff3dcfb-479b-4219-86f4-052614e98b12", "evidence": "Slide outlines priorities for balance sheet, investment, and shareholder returns.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:23:46.81+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "capital-allocation-framework" }, { "matchId": "20c18571-f774-4875-94c1-c5cb764c30cc", "evidence": "The slide uses a standard waterfall chart to reconcile EBITDA to FCF.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:23:42.323+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "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/jt0JUlJu2FIhMmwwqV4F4ywLYopB_GIt3GMszNHjCWs/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy83YmU4ZTRjZjA2NzVmN2U2NzBkMThkYjFlYmU3ZjYwMy9wMDAxLmpwZw", "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": 47, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:23:40.518+00", "seconds": 2.071, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-0aae-720d-9f86-b64fbc47a85b/1", "deck": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b", "deckAnchor": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b#slide-1", "deckJson": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.15, "x": 0.03, "y": 0.03 }, "kind": "image", "text": "Comcast", "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 10:23:40.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02f642aa-150f-490c-89fd-d4711e3d1457", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.03, "y": 0.88 }, "kind": "paragraph", "text": "OCTOBER 29, 2020", "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 10:23:40.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d060935-5f51-4f4e-bfa8-5ba323cdbeec", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.03, "y": 0.75 }, "kind": "title", "text": "3rd Quarter 2020 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 10:23:40.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c701be96-e97e-4bc9-aedb-f30ff9179d9e", "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": "d252e81c-afea-4122-acd5-d7e08545d146", "evidence": "3rd Quarter 2020 Results", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:03:12.372852+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/k-gOvbsain3Pwh0XV0DUx4F8YGMgRsvg-xiJ9SXCmA8/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy83YmU4ZTRjZjA2NzVmN2U2NzBkMThkYjFlYmU3ZjYwMy9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/uBLSXPXolzGVkKyrescVoDaojL12lYGjDOT8U7UfvDQ/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy83YmU4ZTRjZjA2NzVmN2U2NzBkMThkYjFlYmU3ZjYwMy9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/de5hkIsA7ye1mJI13K5qrjWTvCSn2QEs09XVDCdnkvo/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy83YmU4ZTRjZjA2NzVmN2U2NzBkMThkYjFlYmU3ZjYwMy9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 29, "componentCount": 3, "textChars": 356, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:23:41.507+00", "seconds": 2.868, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-0aae-720d-9f86-b64fbc47a85b/2", "deck": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b", "deckAnchor": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b#slide-2", "deckJson": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.93, "x": 0.035, "y": 0.19 }, "kind": "paragraph", "text": "Caution Concerning Forward-looking Statements\nThis presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995...", "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 10:23:41.507+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "667c14bf-4fb2-456b-a3a9-56b171c5add2", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.93, "x": 0.035, "y": 0.64 }, "kind": "paragraph", "text": "Non-GAAP Financial Measures\nThis presentation also includes certain non-GAAP financial measures, including Adjusted EBITDA, Adjusted EPS and Free Cash Flow...", "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 10:23:41.507+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aee09825-f640-4a85-b598-2dae489c3a14", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.035, "y": 0.035 }, "kind": "title", "text": "Important Information", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:23:41.507+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7838beee-6f2f-4894-84ec-c9042384c7ae", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "title": "The diagram is a classic flywheel representation showing the interdependence of the three business units.", "function": "present_framework", "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": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 6, "textChars": 663, "nDataPoints": 0, "notes": "The diagram is a classic flywheel representation showing the interdependence of the three business units.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:23:41.996+00", "seconds": 3.208, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-0aae-720d-9f86-b64fbc47a85b/3", "deck": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b", "deckAnchor": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b#slide-3", "deckJson": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.45, "x": 0.03, "y": 0.15 }, "kind": "diagram", "text": "Flywheel diagram showing Comcast at the center with Broadband, Aggregation, and Streaming as interconnected nodes.", "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": "Hub and spoke", "slug": "hub-spoke", "status": "active", "canonId": "019de52d-04db-73e6-81ca-a234f2f23fc1", "version": 1, "description": null }, "framework": null }, "subkind": "hub-spoke", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:23:41.996+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51a8cbef-d0ad-4300-b386-e66110c4fc9c", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.45, "x": 0.03, "y": 0.15 }, "kind": "framework", "text": "Flywheel model illustrating the integrated strategy.", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:23:41.996+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d2b96f8-32d8-4e63-bdc4-c4e1832c2916", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.5, "x": 0.47, "y": 0.25 }, "kind": "list", "text": "1. Providing our customers with fast and reliable Broadband\n2. Offering the content consumers want through Aggregation\n3. Using the scale and reach of our platforms to succeed in Streaming", "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": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:23:41.996+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dbf414bb-41ad-47ce-9a9f-d671db8d513b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.5, "x": 0.47, "y": 0.85 }, "kind": "paragraph", "text": "As the market continues to evolve, an integrated strategy across these 3 tenets will drive growth across our businesses", "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 10:23:41.996+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c9ccec8-7856-4541-9e3a-90bbacd56ad8", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.5, "x": 0.47, "y": 0.15 }, "kind": "paragraph", "text": "Comcast strives to provide the best consumer proposition across all three tenets by using each one to support the other two", "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 10:23:41.996+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c09e80fe-922c-43db-919d-a70031ad2ee5", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Building Long-Term Shareholder Value: 3 Core Tenets of Our Strategy", "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 10:23:41.996+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7cfd19b3-7160-4c30-99fb-0c265cad4785", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Flywheel", "slug": "flywheel", "status": "active", "bestFor": null, "canonId": "019de52d-1ad8-75ab-9027-a40365590152", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "03910127-5213-4024-8f9c-a8909c63f807", "evidence": "Flywheel diagram showing Comcast at the center with Broadband, Aggregation, and Streaming as interconnected nodes.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:03:12.503189+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "6d4428c3-7f6f-4425-819c-11769e881ca4", "evidence": "The circular arrows connecting the three business units indicate a self-reinforcing system.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-05-02 10:23:41.996+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "frameworkName": "flywheel" } ], "arcBeats": [ { "to": 3, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 3, "name": "Problem", "beatId": "86db44d0-82be-4a9c-8f4e-3e9e38f3687a", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The 3 core tenets of Comcast's strategy are presented", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 4, "type": "evidence", "title": "The slide uses a before-after comparison to justify a corporate restructuring.", "function": "present_framework", "rawType": "before_after", "block": null, "metadata": { "slideType": "before_after", "slideTypeCanon": { "name": "Before / after", "slug": "before_after", "status": "active", "canonId": "019de52d-11fd-771e-bb45-e27f849bc560", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 79, "componentCount": 8, "textChars": 718, "nDataPoints": 0, "notes": "The slide uses a before-after comparison to justify a corporate restructuring.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:23:46.365+00", "seconds": 7.485, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-0aae-720d-9f86-b64fbc47a85b/4", "deck": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b", "deckAnchor": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b#slide-4", "deckJson": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.45, "x": 0.03, "y": 0.45 }, "kind": "diagram", "text": "Prior structure showing siloed NBC, USA, Bravo, Golf with individual functional teams.", "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": "Org chart", "slug": "org-chart", "status": "active", "canonId": "019de52d-04b3-709a-9328-bbcb1643bbc1", "version": 1, "description": null }, "framework": null }, "subkind": "org-chart", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:23:46.365+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "100ace3f-6967-4bc2-8c8d-832afa990196", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.45, "x": 0.52, "y": 0.45 }, "kind": "diagram", "text": "New structure showing centralized programming, marketing, and admin groups supporting all brands.", "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": "Org chart", "slug": "org-chart", "status": "active", "canonId": "019de52d-04b3-709a-9328-bbcb1643bbc1", "version": 1, "description": null }, "framework": null }, "subkind": "org-chart", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:23:46.365+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4582270a-25c3-4485-9ba6-846ac7f90bd3", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.03, "y": 0.25 }, "kind": "list", "text": "Fragmented, with individual network executive teams; Optimizes specific networks and brands; Modest scale benefits; Reflects traditional Pay TV environment", "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 10:23:46.365+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a21f148f-8d05-41e6-bdc3-5ea271775127", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.52, "y": 0.25 }, "kind": "list", "text": "Centralized, with small programming executive team; Optimizes full portfolio of linear and digital outlets; Enables scale and program sharing; Aligns with current omn-channel digital and linear market", "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 10:23:46.365+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bdc0b2bb-862c-4d79-be91-bfda4ab67e52", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.03, "y": 0.93 }, "kind": "subtitle", "text": "Only select cable networks shown for illustrative purposes", "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 10:23:46.365+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc7383e1-b568-4c5e-bc42-e3ecfaae6cf5", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.03, "y": 0.155 }, "kind": "title", "text": "Prior Organizational Structure", "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 10:23:46.365+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2303cfff-c499-4937-a6d1-c981018ec722", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.94, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Evolved Our TV & Streaming Businesses to Deliver Long-Term 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 10:23:46.365+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb458190-a3e5-4abd-9a8a-38c77ad0f4f2", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.52, "y": 0.155 }, "kind": "title", "text": "New Organizational Structure", "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 10:23:46.365+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa3765c0-e203-4ad2-a110-03898f5f360b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "25e41505-ac14-45a7-8116-a00634c47f30", "evidence": "Prior Organizational Structure and New Organizational Structure", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:03:12.591076+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": "65b93147-7d14-4c33-a8eb-dba299ceed78", "evidence": "The slide explicitly contrasts a 'Prior' and 'New' organizational structure to demonstrate improvement.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:23:46.365+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Solution", "beatId": "05c06e8f-b2c3-4952-84aa-0b421604ba9f", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Comcast's evolved TV & streaming businesses and financial performance are highlighted", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [ { "to": 4, "from": 4, "loop": { "name": "51_voice_of_customer", "slug": "51-voice-of-customer", "status": "active", "bestFor": "Product strategy, customer experience, market research", "canonId": "019dd956-7aaf-750b-950b-af0df38f5266", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "What Customers Say (Verbatim) -> The Pattern Across Voices -> The Insight -> The Response", "description": "Let customer quotes and feedback drive the narrative and validate the insight", "familyLabel": null }, "matchId": "0fb8d85f-7302-417f-baf0-35abbaac8abe", "evidence": "Comcast's evolved TV & streaming businesses are presented as a way to deliver long-term value", "position": 1, "objective": "To show how Comcast's strategy addresses customer needs", "confidence": 0.5, "extraction": { "at": "2026-07-16 22:51:29.987278+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "setup", "title": "Slide 5 of a presentation; references notes on slide 14.", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 4, "textChars": 228, "nDataPoints": 12, "notes": "Slide 5 of a presentation; references notes on slide 14.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:23:45.197+00", "seconds": 6.294, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-0aae-720d-9f86-b64fbc47a85b/5", "deck": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b", "deckAnchor": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b#slide-5", "deckJson": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.25, "x": 0.1, "y": 0.0017 }, "kind": "image", "text": "Comcast 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 10:23:45.197+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "472530fe-0dac-480a-b982-56ba7b5a8319", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.3, "x": 0.05, "y": 0.0045 }, "kind": "list", "text": "$25.5B in Revenue, $7.6B in Adjusted EBITDA, $0.65 in Adjusted EPS, $2.3B in Free Cash Flow", "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 10:23:45.197+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77256695-c57d-46a0-b265-290ace230243", "parentComponentId": null }, { "bbox": { "h": 0.8, "w": 0.5, "x": 0.45, "y": 0.15 }, "kind": "table", "text": "Segment performance table for Xfinity, NBCUniversal, and Sky with Revenue and Adj. EBITDA metrics.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "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 10:23:45.197+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea60706c-f2e7-4033-bf41-89c5a1773672", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "3rd Quarter 2020 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 10:23:45.197+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c58058b4-e45b-4bb7-99f7-9ea62078f026", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Solution", "beatId": "05c06e8f-b2c3-4952-84aa-0b421604ba9f", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Comcast's evolved TV & streaming businesses and financial performance are highlighted", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.7 }, { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Financials", "beatId": "663fcf1c-f31f-45f1-bb2d-c2757671ad6e", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Consolidated financial results and key performance indicators are presented", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 6, "type": "analysis", "title": "Includes a footer callout for Free Cash Flow generation.", "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": 5, "textChars": 238, "nDataPoints": 8, "notes": "Includes a footer callout for Free Cash Flow generation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:23:41.217+00", "seconds": 2.268, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-0aae-720d-9f86-b64fbc47a85b/6", "deck": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b", "deckAnchor": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b#slide-6", "deckJson": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.88, "x": 0.06, "y": 0.84 }, "kind": "callout", "text": "Free Cash Flow Generation: $2.3 Billion in 3Q20; $11.6 Billion YTD", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:23:41.217+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31c8b786-9abc-4ac9-80a9-cf0bcd62ad02", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.8, "x": 0.1, "y": 0.18 }, "kind": "chart", "text": "Revenue, Adjusted EBITDA, and Adjusted EPS comparison 3Q19 vs 3Q20", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:23:41.217+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1a25c5e-bc39-4392-835a-c9643e1ee219", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.22, "x": 0.035, "y": 0.105 }, "kind": "paragraph", "text": "($ in billions, except per share data)", "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 10:23:41.217+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d357929e-68fc-4520-af87-97c7539e654d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.14, "x": 0.06, "y": 0.93 }, "kind": "source-note", "text": "See Notes on Slide 14", "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 10:23:41.217+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5abcdc2-e3d9-4df6-8d26-0e4d4ebfc242", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.68, "x": 0.035, "y": 0.04 }, "kind": "title", "text": "Consolidated 3rd Quarter 2020 Financial 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 10:23:41.217+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f23f11c-cf39-4259-a86e-4408f18a1341", "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": "b6c8aaba-44e8-4802-8875-03580072fc00", "evidence": "chart/bar-grouped: Revenue, Adjusted EBITDA, and Adjusted EPS comparison 3Q19 vs 3Q20", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:03:11.857153+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Solution", "beatId": "05c06e8f-b2c3-4952-84aa-0b421604ba9f", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Comcast's evolved TV & streaming businesses and financial performance are highlighted", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.7 }, { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Financials", "beatId": "663fcf1c-f31f-45f1-bb2d-c2757671ad6e", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Consolidated financial results and key performance indicators are presented", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 7, "type": "setup", "title": "Includes specific commentary on RSN fee adjustments and year-over-year growth rates.", "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": 68, "componentCount": 7, "textChars": 296, "nDataPoints": 16, "notes": "Includes specific commentary on RSN fee adjustments and year-over-year growth rates.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:23:41.61+00", "seconds": 2.657, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-0aae-720d-9f86-b64fbc47a85b/7", "deck": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b", "deckAnchor": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b#slide-7", "deckJson": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.2, "x": 0.25, "y": 0.13 }, "kind": "chart", "text": "Revenue ($B)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:23:41.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1904f009-6598-415e-a1e5-bafd3dd62700", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.03, "y": 0.13 }, "kind": "chart", "text": "Customer Relationships (M)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:23:41.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "200b7c14-6b3d-4b4a-a69e-a3b2b074d3bf", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.25, "y": 0.52 }, "kind": "chart", "text": "Net Cash Flow ($B)", "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 10:23:41.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "287a8dd4-e4e6-4905-9512-7f23a1cd53aa", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.03, "y": 0.52 }, "kind": "chart", "text": "Adjusted EBITDA ($B)", "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 10:23:41.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c136dfdc-5ac9-41f1-9857-09edde977f27", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.03, "y": 0.92 }, "kind": "disclaimer", "text": "All percentages represent year/year growth rates... Refer to Notes page for further details.", "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 10:23:41.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf9c0a8c-1b42-42ef-8aad-a8b228f70be5", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.5, "x": 0.46, "y": 0.12 }, "kind": "list", "text": "Commentary on Customer relationships, Revenue, Adjusted EBITDA, and Net Cash Flow.", "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 10:23:41.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8f42af34-2bb0-4faa-bac2-6f1ab8ae2f3c", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.6, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Cable Communications 3rd Quarter 2020 Overview", "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 10:23:41.61+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e54c05cc-56ed-4dfb-b44a-6a77c351c3f1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Solution", "beatId": "05c06e8f-b2c3-4952-84aa-0b421604ba9f", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Comcast's evolved TV & streaming businesses and financial performance are highlighted", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.7 }, { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Financials", "beatId": "663fcf1c-f31f-45f1-bb2d-c2757671ad6e", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Consolidated financial results and key performance indicators are presented", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 8, "type": "analysis", "title": "Includes year-over-year growth rates for revenue and adjusted EBITDA by segment.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 4, "textChars": 195, "nDataPoints": 24, "notes": "Includes year-over-year growth rates for revenue and adjusted EBITDA by segment.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:23:41.854+00", "seconds": 2.818, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-0aae-720d-9f86-b64fbc47a85b/8", "deck": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b", "deckAnchor": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b#slide-8", "deckJson": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.2, "x": 0.03, "y": 0.15 }, "kind": "chart", "text": "Revenue and Adjusted EBITDA comparison 3Q19 vs 3Q20", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:23:41.854+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bdddafc-581f-4255-ba74-12c1d8b6b9f3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.03, "y": 0.93 }, "kind": "source-note", "text": "All percentages represent year/year growth rates. See Notes on Slide 14", "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 10:23:41.854+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ddbf265-1438-4593-a391-2105bc2641f5", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.7, "x": 0.25, "y": 0.15 }, "kind": "table", "text": "Segment financial performance 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 10:23:41.854+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "476c32f8-6857-4766-aba8-1f7c5a9290b2", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.5, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "NBCUniversal 3rd Quarter 2020 Overview", "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 10:23:41.854+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8e325b4-b461-449f-baab-37bdb17e8608", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Solution", "beatId": "05c06e8f-b2c3-4952-84aa-0b421604ba9f", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Comcast's evolved TV & streaming businesses and financial performance are highlighted", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.7 }, { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Financials", "beatId": "663fcf1c-f31f-45f1-bb2d-c2757671ad6e", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Consolidated financial results and key performance indicators are presented", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 9, "type": "analysis", "title": "Includes year-over-year constant currency growth rates.", "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": 58, "componentCount": 6, "textChars": 241, "nDataPoints": 14, "notes": "Includes year-over-year constant currency growth rates.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:23:46.986+00", "seconds": 7.569, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-0aae-720d-9f86-b64fbc47a85b/9", "deck": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b", "deckAnchor": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b#slide-9", "deckJson": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b.json" }, "components": [ { "bbox": { "h": 0.32, "w": 0.21, "x": 0.26, "y": 0.52 }, "kind": "chart", "text": "Adjusted EBITDA", "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 10:23:46.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4018829f-9323-4294-a3ef-7cb82c293e18", "parentComponentId": null }, { "bbox": { "h": 0.32, "w": 0.43, "x": 0.04, "y": 0.15 }, "kind": "chart", "text": "Customer Relationships", "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 10:23:46.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b91903f4-fefa-4be5-bd93-0fcfde5c2988", "parentComponentId": null }, { "bbox": { "h": 0.32, "w": 0.21, "x": 0.04, "y": 0.52 }, "kind": "chart", "text": "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 10:23:46.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf620791-0574-4cda-b5cb-8bcf2cd58732", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.46, "x": 0.51, "y": 0.15 }, "kind": "list", "text": "Commentary on Customer relationships, Revenue, and Adjusted EBITDA performance.", "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 10:23:46.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b2fc76e-fd1a-4f2b-a723-8610b12c213a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.03, "y": 0.93 }, "kind": "source-note", "text": "All percentages represent year/year constant currency growth rates. See Notes on Slide 14", "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 10:23:46.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35beef23-e7ad-44b7-bba1-c9b2789bd151", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Sky 3rd Quarter 2020 Overview", "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 10:23:46.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97f617c9-d942-4cd9-8cc9-4c2a68a630eb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 4, "name": "Solution", "beatId": "05c06e8f-b2c3-4952-84aa-0b421604ba9f", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "Comcast's evolved TV & streaming businesses and financial performance are highlighted", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot โ€” solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.7 }, { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Financials", "beatId": "663fcf1c-f31f-45f1-bb2d-c2757671ad6e", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Consolidated financial results and key performance indicators are presented", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 10, "type": "analysis", "title": "Includes a bar chart for debt metrics and a bar chart for dividend growth.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 83, "componentCount": 7, "textChars": 699, "nDataPoints": 16, "notes": "Includes a bar chart for debt metrics and a bar chart for dividend growth.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:23:46.81+00", "seconds": 7.37, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-0aae-720d-9f86-b64fbc47a85b/10", "deck": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b", "deckAnchor": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b#slide-10", "deckJson": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.88, "x": 0.06, "y": 0.835 }, "kind": "callout", "text": "Free Cash Flow Generation: $2.3 Billion in 3Q20; $11.6 Billion YTD", "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 10:23:46.81+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f5a92d9-a9cf-43c2-8467-69977f674961", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.35, "x": 0.04, "y": 0.45 }, "kind": "chart", "text": "Balance Sheet Statistics: Net Debt/EBITDA and Net Debt", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "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 10:23:46.81+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45c02532-641f-4b07-88a4-1858aa2b242b", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.55, "x": 0.42, "y": 0.45 }, "kind": "chart", "text": "Dividends per share (split-adjusted) 2009-2020", "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 10:23:46.81+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "724b0b99-bb97-4ea8-9933-d1eae6a89c55", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.35, "x": 0.04, "y": 0.14 }, "kind": "list", "text": "Capital Allocation Priorities: Maintaining a Strong Balance Sheet, Investing Organically for Profitable Growth, Returning Capital to Shareholders", "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 10:23:46.81+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "268fd930-898d-4409-b52b-d03f3cd18bb5", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.55, "x": 0.42, "y": 0.14 }, "kind": "list", "text": "Consolidated Capital: -5.8% to $2.9B in 3Q20. Return of Capital: 3Q20 Paid $1.1B in dividends, 2020 Raised dividend by $0.08 to $0.92 per share (+10% y/y), 12th consecutive annual increase.", "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 10:23:46.81+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53b08322-bbfb-43dc-81ec-38151010e2a4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.06, "y": 0.93 }, "kind": "source-note", "text": "*Capital reflects Capital expenditures plus Cash paid for capitalized software and other intangibles as presented in our Trending Schedules. See Notes on Slide 14", "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 10:23:46.81+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dbee0a9f-7fa5-48b4-beaa-9c10237f9bde", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.5, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Free Cash Flow and Capital Allocation", "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 10:23:46.81+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9410c954-5a3c-48c8-8eb9-be692e5cec03", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "4ff3dcfb-479b-4219-86f4-052614e98b12", "evidence": "Slide outlines priorities for balance sheet, investment, and shareholder returns.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 10:23:46.81+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "frameworkName": "capital-allocation-framework" } ], "arcBeats": [ { "to": 10, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 5, "name": "Financials", "beatId": "663fcf1c-f31f-45f1-bb2d-c2757671ad6e", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "Consolidated financial results and key performance indicators are presented", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [], "locked": true }, { "page": 11, "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 10:23:40.991+00", "seconds": 1.459, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-0aae-720d-9f86-b64fbc47a85b/11", "deck": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b", "deckAnchor": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b#slide-11", "deckJson": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.22, "x": 0.39, "y": 0.39 }, "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 10:23:40.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c1ed4683-08c1-4174-bc40-34a67fe0215b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 12, "type": "setup", "title": "Slide 12 of a presentation; references notes on slide 14.", "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": 29, "componentCount": 3, "textChars": 272, "nDataPoints": 2, "notes": "Slide 12 of a presentation; references notes on slide 14.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:23:42.791+00", "seconds": 3.07, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-0aae-720d-9f86-b64fbc47a85b/12", "deck": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b", "deckAnchor": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b#slide-12", "deckJson": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.12 }, "kind": "image", "text": "Six icons representing the six pillars of response.", "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": null, "framework": null }, "subkind": "iconography", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:23:42.791+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b198985-7f61-41f9-935d-359ee64eec50", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "Six pillars: Supporting Our People, Keeping Customers Connected, Connecting Students & Families, Increasing Access to News & Information, Supporting Small Businesses, Delivering More Entertainment.", "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 10:23:42.791+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88efb16c-5f9e-4770-993f-c593dd3f9323", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Our Response to COVID-19", "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 10:23:42.791+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19a8642d-ae7e-44f0-8515-f72db112c31c", "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": "7a8e07b5-b768-4470-ab06-a3c559197e13", "evidence": "list/bullet: Six pillars: Supporting Our People, Keeping Customers Connected, Connecting Students & Families, Increasing Access to News & Information, Supporting Small Businesses, Delivering More Entertainment.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:03:12.158201+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 12, "name": "The Ask", "beatId": "a18e57d5-b8c6-43db-b7c6-3e8c9fd1c13d", "matchId": "04c92beb-1e69-4ce2-a8ba-78454e9000fc", "beatType": { "name": "The Ask", "slug": "sequoia-pitch-the-ask", "status": "active", "canonId": "019dd9b8-24f3-72bf-940a-74d06fd9396b", "version": 1, "description": null }, "evidence": "Comcast's response to COVID-19 is discussed", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.7 } ], "loops": [ { "to": 12, "from": 12, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "ddcf7119-b8ee-4d40-a778-1a6d466006c6", "evidence": "Comcast's response to COVID-19 is highlighted as a key aspect of its strategy", "position": 0, "objective": "To show the importance of responding to COVID-19", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:51:29.946239+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "analysis", "title": "The chart illustrates the reconciliation of Adjusted EBITDA to Free Cash Flow, showing deductions for CapEx, software, interest, taxes, and adjustments for work", "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": 47, "componentCount": 5, "textChars": 210, "nDataPoints": 9, "notes": "The chart illustrates the reconciliation of Adjusted EBITDA to Free Cash Flow, showing deductions for CapEx, software, interest, taxes, and adjustments for working capital and share-based compensation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:23:42.323+00", "seconds": 2.542, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-0aae-720d-9f86-b64fbc47a85b/13", "deck": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b", "deckAnchor": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b#slide-13", "deckJson": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b.json" }, "components": [ { "bbox": { "h": 0.62, "w": 0.904, "x": 0.048, "y": 0.25 }, "kind": "chart", "text": "Waterfall chart showing reconciliation from $23.6B EBITDA to $11.6B FCF", "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 10:23:42.323+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd262926-2c2c-4d62-9140-5942a344f3fa", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.296, "x": 0.035, "y": 0.93 }, "kind": "paragraph", "text": "13 See Notes on Slide 14; Differences may exist due to rounding", "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 10:23:42.323+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de6b47dd-e6e9-467f-9d74-aeccd9f6d297", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.398, "x": 0.035, "y": 0.04 }, "kind": "title", "text": "Free Cash Flow Generation", "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 10:23:42.323+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62a23271-44ac-48a9-82df-05c5faaf4f65", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.07, "x": 0.895, "y": 0.185 }, "kind": "title", "text": "YTD 3Q20 ($B)", "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 10:23:42.323+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05cc1d25-bf16-435a-95fb-51bf81a6b749", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.343, "x": 0.035, "y": 0.185 }, "kind": "title", "text": "Adjusted EBITDA to Free Cash Flow Walk", "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 10:23:42.323+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9eea56b2-835f-4c74-85af-230a46963e8e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "20c18571-f774-4875-94c1-c5cb764c30cc", "evidence": "The slide uses a standard waterfall chart to reconcile EBITDA to FCF.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 10:23:42.323+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "waterfall-bridge" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 14, "type": "setup", "title": "Contains specific financial definitions and adjustments for Comcast Corporation as of 3Q20.", "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": 29, "componentCount": 2, "textChars": 347, "nDataPoints": 6, "notes": "Contains specific financial definitions and adjustments for Comcast Corporation as of 3Q20.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:23:41.956+00", "seconds": 2.101, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-0aae-720d-9f86-b64fbc47a85b/14", "deck": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b", "deckAnchor": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b#slide-14", "deckJson": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.93, "x": 0.035, "y": 0.14 }, "kind": "paragraph", "text": "We define Adjusted EBITDA as net income attributable to Comcast Corporation before net income (loss) attributable to noncontrolling interests and redeemable subsidiary preferred stock, income tax expense, investment and other income (loss), net, interest expense, depreciation and amortization expense, and other operating gains and losses...", "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 10:23:41.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54610715-7656-4743-b8ae-5a7ed4c000a8", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.11, "x": 0.035, "y": 0.035 }, "kind": "title", "text": "Notes", "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 10:23:41.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3040dcc4-291f-4eec-97f0-3c6c3979365b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 15, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 12, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:23:41.217+00", "seconds": 1.302, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-0aae-720d-9f86-b64fbc47a85b/15", "deck": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b", "deckAnchor": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b#slide-15", "deckJson": "/decks/019de510-0aae-720d-9f86-b64fbc47a85b.json" }, "components": [ { "bbox": { "h": 0.18, "w": 0.24, "x": 0.38, "y": 0.409 }, "kind": "image", "text": "Comcast 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 10:23:41.217+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2146166b-b09d-4276-ac8b-bc88a4784826", "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": "db33a00e-2045-44a8-b0fe-e9681390f77e", "evidence": "image/logo: Comcast logo", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:03:12.33389+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 3, "to": 3, "label": "Problem", "description": "The 3 core tenets of Comcast's strategy are presented" }, { "from": 4, "to": 9, "label": "Solution", "description": "Comcast's evolved TV & streaming businesses and financial performance are highlighted" }, { "from": 5, "to": 10, "label": "Financials", "description": "Consolidated financial results and key performance indicators are presented" }, { "from": 12, "to": 12, "label": "The Ask", "description": "Comcast's response to COVID-19 is discussed" } ], "loops": [ { "from": 12, "to": 12, "label": "Cost Of Inaction", "description": "To show the importance of responding to COVID-19" }, { "from": 4, "to": 4, "label": "Voice Of Customer", "description": "To show how Comcast's strategy addresses customer needs" } ] }