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Cloudflare · conference-presentation

Cloudflare | Investor Day Presentation Deck | 33 slides

33 pages · 4 arc beats · 2 loops

Conference-Presentation Download JSON
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Cloudflare | Investor Day Presentation Deck | 33 slides

Cloudflare · 2021-02
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 17 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 4 hits
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50% 1/2 slides
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100% 2/2 slides 100% 2/2 slides Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 8 hits
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100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 9 hits
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100% 2/2 slides · 4 hits 100% 2/2 slides · 4 hits Financials 11 slides 100% 11/11 slides 100% 11/11 slides · 56 hits
— 0/11 slides
9.1% 1/11 slides 36.4% 4/11 slides 100% 11/11 slides · 13 hits 100% 11/11 slides · 22 hits

Slide inventory

33
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detail
02
front_matter
Open slide detail
03
other
Open slide detail
04
front_matter
Open slide detail
05
front_matter
Open slide detailBeat · ProblemLoop · Cost Of Inaction
06
The chart visualizes market share growth over time using a stacked area format.analyze_data
Open slide detailBeat · ProblemLoop · Cost Of Inaction
07
The slide uses a hierarchical block diagram to illustrate the integration of various Cloudflare product suites.present_framework
Open slide detailBeat · SolutionLoop · Cost Of Inaction
08
The slide uses a bubble chart metaphor to represent revenue growth over time.present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
09
The slide uses a simple icon-based framework to illustrate the 'Innovation Machine' concept.present_framework
Open slide detailLoop · Cost Of Inaction
10
illustrate_case
Open slide detailLoop · Cost Of Inaction
11
establish_context
Open slide detailLoop · Cost Of Inaction
12
The slide uses a grid layout to showcase 13 key hires with headshots, roles, and company logos.introduce_nominees
Open slide detailLoop · Cost Of Inaction
13
The diagram uses two interlocking circular flows (Network and Product) centered around the company mission.present_framework
Open slide detailLoop · Cost Of Inaction
14
front_matter
Open slide detailLoop · Cost Of Inaction
15
introduce_nominees
Open slide detailLoop · Cost Of Inaction
16
front_matter
Open slide detailLoop · Cost Of Inaction
17
The slide uses a comparison framework to show growth in TAM and Large Customers while maintaining consistent revenue growth and gross margin.summarize
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
18
The chart uses a stacked bar approach to visualize market growth over time, with a sidebar highlighting future growth vectors.size_opportunity
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
19
The slide uses a combination of a bar chart and a sidebar of key drivers to explain revenue performance.summarize
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
20
The slide uses CAGR to highlight growth trends in both customer count and revenue.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
21
The slide uses CAGR to highlight the growth trajectory of each customer segment.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
22
The chart illustrates the 'Land and Expand' strategy by showing how older cohorts continue to contribute to billings over time.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
23
The slide includes a disclaimer about the definition of DNR and gross revenue retention.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
24
The slide uses three donut charts to illustrate diversification across different dimensions.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
25
The slide uses a combination of key performance metrics and a bar chart to demonstrate operational efficiency.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
26
The chart shows operating expenses (S&M, R&D, G&A) as a percentage of revenue, with the operating margin trend line above.analyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
27
summarize
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
28
The slide highlights the transition from historical operating losses to a target 20%+ operating margin.analyze_data
Open slide detailLoop · Cost Of Inaction
29
summarize
Open slide detailLoop · Cost Of Inaction
30
state_next_steps
Open slide detailLoop · Cost Of Inaction
31
appendix
Open slide detailLoop · Cost Of Inaction
32
other
Open slide detailLoop · Cost Of Inaction
33
The table details adjustments for stock-based compensation, amortization of intangible assets, and acquisition-related expenses across various operating expenseanalyze_data
Open slide detailLoop · Cost Of Inaction