{ "schemaVersion": "deck-intelligence.v1", "id": "019de510-d299-7253-8075-0f6babac5812", "slug": "2ece356afdffd38b2ad4b76780c4cfc3", "title": "Affirm | Results Presentation Deck | 26 slides", "subtitle": "Affirm · 2021-05", "author": "Affirm", "date": "2021-05-01 00:00:00", "pageCount": 26, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de510-d299-7253-8075-0f6babac5812", "slug": "2ece356afdffd38b2ad4b76780c4cfc3", "title": "Affirm | Results Presentation Deck | 26 slides", "rawTitle": "Affirm | Results Presentation Deck | 26 slides", "authorId": "affirm", "authorName": "Affirm", "authorDisplay": "Affirm", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2021-05__affirm__results__2ece356a.pdf", "sourceUrl": "https://www.slidebook.io/company/affirm/presentation/2ece356afdffd38b2ad4b76780c4cfc3/", "sourceDate": "2021-05-10 00:00:00", "presentationDate": "2021-05-01 00:00:00", "ingestedAt": "2026-05-01 19:42:58.284829+00", "status": "ready", "pageCount": 26, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "software-infrastructure", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2021-05__affirm__results__2ece356a", "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": 26, "pagesIndexed": 26, "pagesWithImages": 26, "pagesWithMetadata": 26, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 93, "chartCount": 24, "metricSlides": 0, "toolMatches": 7, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "evidence": "The presentation follows a structured sequence of attention (highlighting key financials), need (implied by the context of financial performance), satisfaction (provided through positive results), and action (guidance and future outlook).", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:53:42.775621+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 5, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 4, "name": "Attention", "beatId": "a1da592e-c352-4825-b33c-d9bdb149560e", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The presentation begins by drawing attention to operating and financial highlights.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 7, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 6, "name": "Need", "beatId": "a607b0ed-adb9-417a-be13-ab63c79012e0", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The need or context is established through business highlights and key performance indicators.", "position": 1, "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": 0.8 }, { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 8, "name": "Satisfaction", "beatId": "1b1d7ad0-0219-431a-a194-23c75703fa66", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Satisfaction is provided through detailed KPI overviews demonstrating growth and positive financial trends.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — 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": 0.8 }, { "to": 19, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 18, "name": "Action", "beatId": "4a675e5f-0a98-4bc6-afb1-d60a86b27b4f", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Guidance for future periods indicates the company's direction and expected actions.", "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": 0.8 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null, "categoryName": "Logical Reasoning", "categorySlug": "logical-reasoning" }, "matchId": "227458c4-f749-47d7-ba9a-e1a9a73d23d2", "evidence": "The presentation outlines financial achievements and relates them to the company's mission and future guidance.", "position": 0, "objective": "To demonstrate the logical connection between Affirm's mission, its financial performance, and future potential.", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:42.975348+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 19, "from": 18, "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": "93a18649-3bb0-411e-bf72-97f756bdff8d", "evidence": "By providing guidance, Affirm implies that not acting or investing in the company could result in missed opportunities.", "position": 1, "objective": "To imply the cost of inaction by highlighting guidance and future expectations.", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:53:43.015585+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "cb27a677-ce8a-4574-82b9-c878ba7174a5", "evidence": "The chart uses a simple line chart and bar chart to display data, with clear labels and minimal clutter.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:09:49.437626+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "427659b1-6f80-4287-bd01-ccb24abb835b", "evidence": "The slide contains a table with financial data, including columns for different metrics and rows for different periods.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:09:49.591511+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "cb172a00-6cb8-4653-bf44-80fc8a4fad4c", "evidence": "The slide contains a balance sheet data table with columns for dates and rows for financial line items.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:09:49.720358+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1c20f497-9ec3-4e86-b4e8-118bcba9520c", "evidence": "The slide contains a quarterly income statement data table with various financial line items.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:09:49.798511+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "269ac914-68e7-431b-9fb1-3c1edcad7218", "evidence": "The slide contains a full GAAP cash flow statement table with line items for operating, investing, and financing activities.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:09:49.872521+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "46dbf849-8c27-4164-a62c-c506bfb4e4aa", "evidence": "The slide contains a quarterly financial data table with rows for revenue, operating expenses, and reconciliation adjustments.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:09:49.986729+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7813f106-d757-4586-9661-664fcc83e949", "evidence": "The slide contains a reconciliation table with columns for quarters from Sept 2019 to March 2021.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:09:50.062752+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "title": "Includes correction date note.", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/txp0cP_eJzQyIKnoF5mNBvrEGL3ZoNQVR4adJEBl10c/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yZWNlMzU2YWZkZmZkMzhiMmFkNGI3Njc4MGM0Y2ZjMy9wMDAxLmpwZw", "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": "balanced", "densityScore": 46, "componentCount": 7, "textChars": 75, "nDataPoints": 0, "notes": "Includes correction date note.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:13.714+00", "seconds": 2.608, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/1", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-1", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.1, "x": 0.05, "y": 0.86 }, "kind": "image", "text": "affirm", "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 10:12:13.714+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52991f21-1ef4-43a1-8592-d47f0ada140e", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.5, "x": 0.5, "y": 0 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:13.714+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ea65c0b-6838-4578-addb-260a1162e7f8", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.5, "x": 0.5, "y": 0.5 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:13.714+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96973c99-ad81-4c81-9cdb-31faaae7341a", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.75, "y": 0.12 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:13.714+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a79772c1-dc17-4bdf-ad75-f4b9d869017b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.05, "y": 0.64 }, "kind": "paragraph", "text": "May 10, 2021", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:13.714+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77474b46-0854-4159-8022-6e4afd27a3b5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.57 }, "kind": "paragraph", "text": "Corrected on August 2, 2021", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:13.714+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d612070b-72db-47fc-916a-c7cd5d3948b0", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.05, "y": 0.4 }, "kind": "title", "text": "FY Q3 2021 Earnings Supplement", "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 10:12:13.714+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f174febd-99a9-4823-b697-d7ae6dcccf1e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/Kj6fQCtRXAqVbFr4_krhNR96nuUxwRt0U6IcDITYzp4/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yZWNlMzU2YWZkZmZkMzhiMmFkNGI3Njc4MGM0Y2ZjMy9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/2AQLU6pOojYqbVnPqSWEUXNiOoe3iHnYAI5TO9V92t8/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yZWNlMzU2YWZkZmZkMzhiMmFkNGI3Njc4MGM0Y2ZjMy9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/TAQKVzOQLSu16bc9RQzH9lNJlSu6I3xa2FSjcakUvcI/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8yZWNlMzU2YWZkZmZkMzhiMmFkNGI3Njc4MGM0Y2ZjMy9wMDAxLnBuZw" }, { "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": 32, "componentCount": 3, "textChars": 420, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:13.735+00", "seconds": 2.576, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/2", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-2", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "disclaimer", "text": "Cautionary Note About Forward-Looking Statements: This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933...", "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 10:12:13.735+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "063237af-1dcd-4934-98fb-cb448820c737", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.65 }, "kind": "disclaimer", "text": "Use of Non-GAAP Financial Measures: To supplement our condensed consolidated financial statements, which are prepared and presented in accordance with generally accepted accounting principles...", "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 10:12:13.735+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e41a261-e37a-409f-ab82-1795c3f7b615", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Safe Harbor Statement/Use of Non-GAAP Financial Measures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:13.735+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bda37918-c9ab-4916-893f-95592ba760b8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "establish_context", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 2, "textChars": 122, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:13.921+00", "seconds": 2.322, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/3", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-3", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.76, "w": 0.24, "x": 0.618, "y": 0.183 }, "kind": "image", "text": "Mobile app interface showing savings and shopping features", "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": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:13.921+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c3052921-361e-4839-9ae5-617717b1dd0a", "parentComponentId": null }, { "bbox": { "h": 0.32, "w": 0.41, "x": 0.07, "y": 0.34 }, "kind": "title", "text": "Our Mission: Build honest financial products that improve lives.", "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 10:12:13.921+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d9711be-d7dc-48d5-8deb-f6cf048961f1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 1, "textChars": 45, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:13.663+00", "seconds": 2.015, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/4", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-4", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.5, "x": 0.07, "y": 0.35 }, "kind": "title", "text": "FY Q3 2021 Operating and Financial Highlights", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:13.663+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82f80cd1-099e-45ff-a91f-9ebfae1d8887", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 4, "name": "Attention", "beatId": "a1da592e-c352-4825-b33c-d9bdb149560e", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The presentation begins by drawing attention to operating and financial highlights.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "analysis", "title": "The slide uses a bar chart format with callout bubbles to highlight percentage growth between periods.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 6, "textChars": 472, "nDataPoints": 12, "notes": "The slide uses a bar chart format with callout bubbles to highlight percentage growth between periods.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:14.877+00", "seconds": 3.219, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/5", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-5", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.2, "x": 0.52, "y": 0.2 }, "kind": "chart", "text": "Transactions per Active Consumer comparison FY Q3'20 vs FY Q3'21", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:14.877+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1cba2a64-97ac-4389-997a-166a0d04d0ae", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.2, "x": 0.75, "y": 0.2 }, "kind": "chart", "text": "Revenue ($M) comparison FY Q3'20 vs FY Q3'21", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:14.877+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23db7987-92a6-443e-9077-3cd93b98e81e", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.2, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Gross Merchandise Volume ($M) comparison FY Q3'20 vs FY Q3'21", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:14.877+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d1abf98-51fe-4a82-80bc-f401d52e575a", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.2, "x": 0.29, "y": 0.2 }, "kind": "chart", "text": "Active Consumers (M) comparison FY Q3'20 vs FY Q3'21", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:14.877+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9390edb1-7b4e-4ed9-95c6-b90335111ad6", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.08, "y": 0.93 }, "kind": "disclaimer", "text": "Notes: 1. Q3 Total revenue includes a $3.5 million reduction to revenue recorded in relation to the estimated future financial impact of Peloton's voluntary recall of its Tread+ and Tread products. 2. Metrics are unaudited", "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 10:12:14.877+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35755d6b-f1fb-4fec-8b15-e2d4bea21d9c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.5, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Third Quarter 2021 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 10:12:14.877+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5d5544e-9cea-4edf-b875-2883e9c0950a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 5, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 4, "name": "Attention", "beatId": "a1da592e-c352-4825-b33c-d9bdb149560e", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The presentation begins by drawing attention to operating and financial highlights.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "227458c4-f749-47d7-ba9a-e1a9a73d23d2", "evidence": "The presentation outlines financial achievements and relates them to the company's mission and future guidance.", "position": 0, "objective": "To demonstrate the logical connection between Affirm's mission, its financial performance, and future potential.", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:42.975348+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 2, "componentCount": 1, "textChars": 30, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:14.021+00", "seconds": 1.958, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/6", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-6", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.45, "x": 0.08, "y": 0.4 }, "kind": "title", "text": "FY Q3 2021 Business Highlights", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:14.021+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9ba3a97-82c0-4371-9678-a4f2a0b13081", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Need", "beatId": "a607b0ed-adb9-417a-be13-ab63c79012e0", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The need or context is established through business highlights and key performance indicators.", "position": 1, "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": 0.8 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "227458c4-f749-47d7-ba9a-e1a9a73d23d2", "evidence": "The presentation outlines financial achievements and relates them to the company's mission and future guidance.", "position": 0, "objective": "To demonstrate the logical connection between Affirm's mission, its financial performance, and future potential.", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:42.975348+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "analysis", "title": "Includes a specific growth callout for the period excluding Peloton.", "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": 72, "componentCount": 7, "textChars": 375, "nDataPoints": 14, "notes": "Includes a specific growth callout for the period excluding Peloton.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:15.091+00", "seconds": 2.939, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/7", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-7", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.07, "x": 0.33, "y": 0.175 }, "kind": "callout", "text": "83% Growth", "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 10:12:15.091+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a5d91fa-77f8-4c15-9d5b-748cd3e38e4b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.12, "x": 0.75, "y": 0.13 }, "kind": "callout", "text": "100% Ex-Peloton Growth", "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 10:12:15.091+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fddcb1c9-b771-4c6e-aa1e-e5ef58f9eed5", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.7, "x": 0.15, "y": 0.2 }, "kind": "chart", "text": "GMV ($M) bar chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:15.091+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de07eaf0-fa79-46c5-b06d-92d90d7baab0", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.7, "x": 0.15, "y": 0.2 }, "kind": "chart", "text": "AOV ($) line chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:15.091+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c924a3d-bc1e-4876-a383-5b9e3f387709", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.08, "y": 0.93 }, "kind": "disclaimer", "text": "Notes: 1. GMV defined as the total dollar amount of all transactions on the Affirm platform during the period, net of refunds. 2. AOV defined as GMV divided by the number of transactions conducted on the Affirm platform during the period. 3. Metrics are unaudited.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:15.091+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3354781-6924-46f6-b3b7-37a812a5cd46", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.22, "x": 0.39, "y": 0.83 }, "kind": "legend", "text": "GMV ($M) and AOV ($)", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:15.091+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "977ba1d1-1295-4415-bec9-99549bb15050", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Gross Merchandise 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 10:12:15.091+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0832c11f-1591-4061-9632-30eef4c64311", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 6, "name": "Need", "beatId": "a607b0ed-adb9-417a-be13-ab63c79012e0", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The need or context is established through business highlights and key performance indicators.", "position": 1, "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": 0.8 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "227458c4-f749-47d7-ba9a-e1a9a73d23d2", "evidence": "The presentation outlines financial achievements and relates them to the company's mission and future guidance.", "position": 0, "objective": "To demonstrate the logical connection between Affirm's mission, its financial performance, and future potential.", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:42.975348+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "analysis", "title": "Slide 8 of a presentation deck.", "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": 55, "componentCount": 5, "textChars": 336, "nDataPoints": 11, "notes": "Slide 8 of a presentation deck.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:14.863+00", "seconds": 2.698, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/8", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-8", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.3, "x": 0.65, "y": 0.25 }, "kind": "chart", "text": "Industry GMV Mix", "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": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:14.863+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b754fc4b-37f5-4139-80cc-76b2d51ffdf7", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.3, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "POS VS. AFFIRM TRANSACTIONS", "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": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:14.863+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6d50de5-7bb2-491e-802b-72aaf214de42", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.3, "x": 0.35, "y": 0.25 }, "kind": "chart", "text": "Interest-Bearing vs 0% APR GMV", "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": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:14.863+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fafe41c4-c17b-4f7c-9399-2673c8f50144", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.03, "y": 0.92 }, "kind": "source-note", "text": "Notes: 1. Based on transactions initiated by Affirm through mobile app and website channels 2. Excludes volume from transactions facilitated through Affirm virtual card at non-integrated merchants 3. Metrics are unaudited", "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 10:12:14.863+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7f10ffc-a7c4-45da-994d-bb80e481115b", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.5, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Power Transactions Across Diverse Channels", "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 10:12:14.863+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65c0bef2-5525-484e-a7cd-c7fccb54b30a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Satisfaction", "beatId": "1b1d7ad0-0219-431a-a194-23c75703fa66", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Satisfaction is provided through detailed KPI overviews demonstrating growth and positive financial trends.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — 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": 0.8 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "227458c4-f749-47d7-ba9a-e1a9a73d23d2", "evidence": "The presentation outlines financial achievements and relates them to the company's mission and future guidance.", "position": 0, "objective": "To demonstrate the logical connection between Affirm's mission, its financial performance, and future potential.", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:42.975348+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "analysis", "title": "The chart displays a 60% growth metric between Q3'20 and Q3'21.", "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": 45, "componentCount": 5, "textChars": 159, "nDataPoints": 14, "notes": "The chart displays a 60% growth metric between Q3'20 and Q3'21.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:17.403+00", "seconds": 5.216, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/9", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-9", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.08, "x": 0.34, "y": 0.2 }, "kind": "callout", "text": "60% Growth", "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 10:12:17.403+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3265b083-8cd7-4672-be25-77b65e6fb6b7", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.7, "x": 0.15, "y": 0.2 }, "kind": "chart", "text": "Active Consumers (K)", "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 10:12:17.403+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "917fafde-1746-4a41-a4a9-da2e24ab3dac", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.7, "x": 0.15, "y": 0.2 }, "kind": "chart", "text": "Transactions per Active Consumers", "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": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:17.403+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "746a648f-372c-423c-add6-a864e28e1231", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.08, "y": 0.88 }, "kind": "source-note", "text": "Active Consumer defined as a consumer who engages in at least one transaction...", "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 10:12:17.403+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56c17871-db47-400f-b61f-67fb240d98f7", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.3, "x": 0.04, "y": 0.1 }, "kind": "title", "text": "Active Consumers", "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 10:12:17.403+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "210f600b-dde0-40b7-959f-c7fed1ded517", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Satisfaction", "beatId": "1b1d7ad0-0219-431a-a194-23c75703fa66", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Satisfaction is provided through detailed KPI overviews demonstrating growth and positive financial trends.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — 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": 0.8 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "227458c4-f749-47d7-ba9a-e1a9a73d23d2", "evidence": "The presentation outlines financial achievements and relates them to the company's mission and future guidance.", "position": 0, "objective": "To demonstrate the logical connection between Affirm's mission, its financial performance, and future potential.", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:42.975348+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "analysis", "title": "Includes a callout highlighting 67% growth between Q3'20 and Q3'21.", "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": 52, "componentCount": 5, "textChars": 268, "nDataPoints": 14, "notes": "Includes a callout highlighting 67% growth between Q3'20 and Q3'21.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:16.37+00", "seconds": 4.178, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/10", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-10", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.13, "w": 0.07, "x": 0.347, "y": 0.258 }, "kind": "callout", "text": "67% Growth", "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 10:12:16.37+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc0914b1-5426-4ee0-b0d2-1e933761f72a", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.705, "x": 0.148, "y": 0.25 }, "kind": "chart", "text": "Revenue ($M) by quarter", "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 10:12:16.37+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b359c50-65a5-4583-8176-1fa36e2916cb", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.705, "x": 0.148, "y": 0.25 }, "kind": "chart", "text": "% of GMV trend line", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:16.37+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5fdebb6-ff1f-4243-8610-d3b5ed85aea5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.675, "x": 0.108, "y": 0.945 }, "kind": "source-note", "text": "Q3 Total revenue includes a $3.5 million reduction to revenue recorded in relation to the estimated future financial impact of Peloton's voluntary recall of its Tread+ and Tread products. Metrics are unaudited", "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 10:12:16.37+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3df3a6d-7144-480d-98f3-c462300de016", "parentComponentId": null }, { "bbox": { "h": 0.066, "w": 0.198, "x": 0.044, "y": 0.105 }, "kind": "title", "text": "Revenue", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:16.37+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d579a1f-6808-4734-aefb-2cd21c7052ba", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Satisfaction", "beatId": "1b1d7ad0-0219-431a-a194-23c75703fa66", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Satisfaction is provided through detailed KPI overviews demonstrating growth and positive financial trends.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — 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": 0.8 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "227458c4-f749-47d7-ba9a-e1a9a73d23d2", "evidence": "The presentation outlines financial achievements and relates them to the company's mission and future guidance.", "position": 0, "objective": "To demonstrate the logical connection between Affirm's mission, its financial performance, and future potential.", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:42.975348+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "analysis", "title": "The slide uses a dual-chart layout to isolate the impact of credit loss provisions on transaction costs.", "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": 50, "componentCount": 5, "textChars": 227, "nDataPoints": 26, "notes": "The slide uses a dual-chart layout to isolate the impact of credit loss provisions on transaction costs.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:15.135+00", "seconds": 2.83, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/11", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-11", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.45, "x": 0.52, "y": 0.2 }, "kind": "chart", "text": "Transaction Costs ex-Provision ($M) and % of GMV over time", "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 10:12:15.135+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "287a72d7-298d-47a5-a42e-cec4afe6a7ad", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.05, "y": 0.2 }, "kind": "chart", "text": "Transaction Costs ($M) and % of GMV over time", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:15.135+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf5ab7aa-53a4-4259-8ce6-e2c0e5e8d539", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.1, "y": 0.88 }, "kind": "disclaimer", "text": "Notes: In March 2020, we updated loss assumptions... Metrics are unaudited", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:15.135+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "310ca83c-178b-4127-9924-75313004b9ce", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.15, "y": 0.85 }, "kind": "legend", "text": "Transaction Costs ($M) / % of GMV", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:15.135+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7255eb66-4d5b-4da9-a4c3-94c6e38cd2c1", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Transaction Costs", "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 10:12:15.135+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e1aa69a-021a-47c5-bd6f-2f274765a3ef", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Satisfaction", "beatId": "1b1d7ad0-0219-431a-a194-23c75703fa66", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Satisfaction is provided through detailed KPI overviews demonstrating growth and positive financial trends.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — 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": 0.8 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "227458c4-f749-47d7-ba9a-e1a9a73d23d2", "evidence": "The presentation outlines financial achievements and relates them to the company's mission and future guidance.", "position": 0, "objective": "To demonstrate the logical connection between Affirm's mission, its financial performance, and future potential.", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:42.975348+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "analysis", "title": "The slide includes two side-by-side bar-line combo charts showing financial performance metrics for Affirm.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 4, "textChars": 585, "nDataPoints": 14, "notes": "The slide includes two side-by-side bar-line combo charts showing financial performance metrics for Affirm.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:14.655+00", "seconds": 2.29, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/12", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-12", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.45, "x": 0.05, "y": 0.22 }, "kind": "chart", "text": "Revenue Less Transaction Costs ($M) and % of GMV", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:14.655+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92113705-b078-421f-b9b2-b1c5d1fa3367", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.52, "y": 0.22 }, "kind": "chart", "text": "Revenue Less Transaction Costs ex-Provision ($M) and % of GMV", "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 10:12:14.655+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c61e1193-7fe9-4021-898a-2b64e843456e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.5, "x": 0.08, "y": 0.9 }, "kind": "source-note", "text": "Notes: 1. Transaction Costs include Loss on loan purchase commitment, Provision for credit losses, Funding costs and Processing and servicing. 2. Transaction Costs ex-Provision include Loss on loan purchase commitment, Funding costs and Processing and servicing. 3. FY Q1'21 and FY Q2'21 amounts include adjustments to amounts previously reported due to effects of adoption of accounting standards effective July 1, 2020. 4. Metrics are unaudited", "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 10:12:14.655+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17f7e69d-c01c-48b3-a0e3-1776cdefa3f5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.04, "y": 0.1 }, "kind": "title", "text": "Revenue Less Transaction Costs", "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 10:12:14.655+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b06c6ac-1795-4ec6-9fc9-8c2e5477c2f7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Satisfaction", "beatId": "1b1d7ad0-0219-431a-a194-23c75703fa66", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Satisfaction is provided through detailed KPI overviews demonstrating growth and positive financial trends.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — 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": 0.8 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "227458c4-f749-47d7-ba9a-e1a9a73d23d2", "evidence": "The presentation outlines financial achievements and relates them to the company's mission and future guidance.", "position": 0, "objective": "To demonstrate the logical connection between Affirm's mission, its financial performance, and future potential.", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:42.975348+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "analysis", "title": "The slide uses a dual-chart layout to contrast GAAP and Adjusted financial performance metrics.", "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": 68, "componentCount": 5, "textChars": 614, "nDataPoints": 28, "notes": "The slide uses a dual-chart layout to contrast GAAP and Adjusted financial performance metrics.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:16.888+00", "seconds": 4.472, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/13", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-13", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.45, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "GAAP Operating Income / (Loss) chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:16.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "765ae7d9-cc62-423d-add1-8f92bc124aa2", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.45, "x": 0.52, "y": 0.25 }, "kind": "chart", "text": "Adjusted Operating Income / (Loss) chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:16.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa6d4a5b-55c3-4a35-834d-947e568052a8", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.08, "y": 0.9 }, "kind": "disclaimer", "text": "Notes: 1. Adjusted Operating Income calculated as GAAP operating loss, excluding: (a) depreciation and amortization; (b) stock-based compensation included in GAAP operating loss; (c) the amortization of its commercial agreement asset; and (d) certain other costs. 2. FY Q1'21 and FY Q2'21 amounts include adjustments to amounts previously reported due to effects of adoption of accounting standards effective July 1, 2020. 3. Metrics are unaudited.", "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 10:12:16.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49327367-1350-4e53-b204-c3deafb2230b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.1, "y": 0.85 }, "kind": "legend", "text": "Operating Income / (Loss) ($M) and Operating Margin", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:16.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0552eff-a892-44e3-b287-75d2e32082f4", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "GAAP and Adj. Operating Income / (Loss)", "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 10:12:16.888+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8448b92a-2a4b-43b6-b78a-1d3609fe8f2e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Satisfaction", "beatId": "1b1d7ad0-0219-431a-a194-23c75703fa66", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Satisfaction is provided through detailed KPI overviews demonstrating growth and positive financial trends.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — 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": 0.8 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "227458c4-f749-47d7-ba9a-e1a9a73d23d2", "evidence": "The presentation outlines financial achievements and relates them to the company's mission and future guidance.", "position": 0, "objective": "To demonstrate the logical connection between Affirm's mission, its financial performance, and future potential.", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:42.975348+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "analysis", "title": "The chart tracks the composition of funding (On Balance Sheet non-securitized, On Balance Sheet securitized, and Off Balance Sheet) and the trend of equity capi", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 4, "textChars": 306, "nDataPoints": 21, "notes": "The chart tracks the composition of funding (On Balance Sheet non-securitized, On Balance Sheet securitized, and Off Balance Sheet) and the trend of equity capital requirements.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:15.418+00", "seconds": 2.348, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/14", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-14", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.75, "x": 0.12, "y": 0.2 }, "kind": "chart", "text": "Stacked bar chart showing funding mix over time", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:15.418+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3cded03f-73ec-4f69-8878-fe526b636f9b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.08, "y": 0.88 }, "kind": "disclaimer", "text": "Notes: 1. On Balance Sheet (Non-Securitized) includes Loans Pledged as Collateral... 5. Metrics are unaudited", "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 10:12:15.418+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b665af3-5c09-4ee4-99e5-9a1289ef0b1c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.55, "x": 0.23, "y": 0.78 }, "kind": "legend", "text": "On Balance Sheet (non-securitized), On Balance Sheet (securitized), Off Balance Sheet, Equity Capital Req % Platform", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:15.418+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "becb7f0d-6e3a-45cc-b1cc-073683b139a6", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Platform Portfolio and Funding Mix", "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 10:12:15.418+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "deda0294-56f4-4121-b0f2-5bdaaab97f24", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Satisfaction", "beatId": "1b1d7ad0-0219-431a-a194-23c75703fa66", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "Satisfaction is provided through detailed KPI overviews demonstrating growth and positive financial trends.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — 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": 0.8 } ], "loops": [ { "to": 14, "from": 5, "loop": { "name": "01_logic_chain", "slug": "01-logic-chain", "status": "active", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "canonId": "019dd956-6638-7457-8650-9b0b42e59fb3", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)", "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion", "familyLabel": null }, "matchId": "227458c4-f749-47d7-ba9a-e1a9a73d23d2", "evidence": "The presentation outlines financial achievements and relates them to the company's mission and future guidance.", "position": 0, "objective": "To demonstrate the logical connection between Affirm's mission, its financial performance, and future potential.", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:53:42.975348+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "analysis", "title": "Metrics are unaudited.", "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": 31, "componentCount": 4, "textChars": 101, "nDataPoints": 14, "notes": "Metrics are unaudited.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:15.065+00", "seconds": 1.971, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/15", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-15", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.75, "x": 0.12, "y": 0.25 }, "kind": "chart", "text": "Funding Capacity ($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 10:12:15.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9a8d6ab-c657-4eff-a8de-c62c21a35b1d", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.75, "x": 0.12, "y": 0.25 }, "kind": "chart", "text": "Platform Portfolio % of Capacity", "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": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:15.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35cdb24b-a437-4001-a5f4-df894c8aba5b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.04, "y": 0.95 }, "kind": "source-note", "text": "Notes: 1. Metrics are unaudited.", "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 10:12:15.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "441cbd1e-9b0d-43af-b91b-6cdc7f3ceee1", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.04, "y": 0.1 }, "kind": "title", "text": "Funding Capacity", "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 10:12:15.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b384cac2-3aef-452f-ab76-dc2b55ca52f8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 16, "type": "analysis", "title": "The chart tracks the allowance for credit losses against the total loan portfolio balance.", "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": 47, "componentCount": 4, "textChars": 360, "nDataPoints": 14, "notes": "The chart tracks the allowance for credit losses against the total loan portfolio balance.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:20.104+00", "seconds": 6.898, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/16", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-16", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.7, "x": 0.15, "y": 0.2 }, "kind": "chart", "text": "Allowance for Losses ($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 10:12:20.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b6ea6d3-99fd-410c-95d0-5bade32c7822", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.7, "x": 0.15, "y": 0.2 }, "kind": "chart", "text": "Allowance % of Loans Held for Investment", "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": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:20.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "892ae92b-7001-4f5f-90c7-d7931cd815c1", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.8, "x": 0.1, "y": 0.9 }, "kind": "source-note", "text": "1. FY Q1'21 and FY Q2'21 amounts include adjustments to amounts previously reported due to effects of adoption of accounting standards effective July 1, 2020. The adjustment increased the FY Q1'21 beginning Allowance by $10 million\n2. Metrics are unaudited", "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 10:12:20.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adfd1a95-f609-4901-8d14-0e245adf1277", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.04, "y": 0.1 }, "kind": "title", "text": "Allowance and Loans Held for Investment", "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 10:12:20.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d620f69-8e18-4915-8b66-8bb62506ad38", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "cb27a677-ce8a-4574-82b9-c878ba7174a5", "evidence": "The chart uses a simple line chart and bar chart to display data, with clear labels and minimal clutter.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:09:49.437626+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "type": "analysis", "title": "Corrected on August 2, 2021. Includes detailed footnotes regarding accounting adjustments and definitions.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 4, "textChars": 1046, "nDataPoints": 150, "notes": "Corrected on August 2, 2021. Includes detailed footnotes regarding accounting adjustments and definitions.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:17.502+00", "seconds": 4.19, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/17", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-17", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.92, "x": 0.04, "y": 0.87 }, "kind": "paragraph", "text": "Notes: 1. The impact of the changes in the fair value of contingent consideration and restricted cash for the quarter ended March 31, 2021 were corrected on August 2, 2021. 2. Loan purchases & origination includes Purchases of loans held for sale, Purchases of loans, and Origination of loans from Cash Flow Statement. 3. Loan sale balances sold includes (Gain) loss on sales of loans, Proceeds from sale of loans held for sale and Proceeds from the sale of loans from Cash Flow Statement. 4. Debt Financing, Net includes Proceeds from funding debt, Capitalization of debt issuance costs, Principal repayments of funding debt, Proceeds from issuance of notes and certificates by securitization trust and Principal repayments of notes issued by securitization trust. 5. FY Q1'21 and FY Q2'21 amounts include adjustments to amounts previously reported due to effects of adoption of accounting standards effective July 1, 2020. 6. Metrics are unaudited", "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 10:12:17.502+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c371969b-9dd0-4139-86fb-032ad7fee531", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.76, "y": 0.02 }, "kind": "source-note", "text": "Corrected on August 2, 2021", "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 10:12:17.502+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7177869a-f007-42a5-b749-9dc8d341b71a", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.92, "x": 0.04, "y": 0.14 }, "kind": "table", "text": "Reconciliation table of Non-GAAP Free Cash Flow", "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 10:12:17.502+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a7788bf-ec09-441e-aa10-2cb65d008512", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Non-GAAP Free Cash Flow", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:17.502+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42bfb56b-7886-461f-8c31-2a3d3336dd10", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 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 10:12:15.626+00", "seconds": 2.05, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/18", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-18", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.236, "x": 0.044, "y": 0.465 }, "kind": "title", "text": "Guidance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:15.626+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a418332e-a809-4dbc-ad46-5c41fb84c7bd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 19, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 18, "name": "Action", "beatId": "4a675e5f-0a98-4bc6-afb1-d60a86b27b4f", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Guidance for future periods indicates the company's direction and expected actions.", "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": 0.8 } ], "loops": [ { "to": 19, "from": 18, "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": "93a18649-3bb0-411e-bf72-97f756bdff8d", "evidence": "By providing guidance, Affirm implies that not acting or investing in the company could result in missed opportunities.", "position": 1, "objective": "To imply the cost of inaction by highlighting guidance and future expectations.", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:53:43.015585+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 19, "type": "analysis", "title": "Includes specific footnotes regarding Peloton recall impact, Returnly acquisition, and ASU 2016-13 adoption.", "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": 39, "componentCount": 3, "textChars": 375, "nDataPoints": 22, "notes": "Includes specific footnotes regarding Peloton recall impact, Returnly acquisition, and ASU 2016-13 adoption.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:16.459+00", "seconds": 2.838, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/19", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-19", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.18, "w": 0.78, "x": 0.12, "y": 0.735 }, "kind": "paragraph", "text": "The Company's financial outlook for the fiscal fourth quarter and full year 2021 includes the following items: The estimated impact of returns related to Peloton's recently announced voluntary Tread+ and Tread recall...", "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 10:12:16.459+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8688cde3-bb8c-4b33-b74b-77ac8f84a75f", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.78, "x": 0.11, "y": 0.285 }, "kind": "table", "text": "GMV, Revenue, Transaction Costs, Revenue Less Transaction Costs, Adjusted Operating Loss, Weighted Average Shares Outstanding", "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 10:12:16.459+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7df8c3c2-b9dc-47e7-9dc1-7589a08967f8", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "FY Q4 2021 and FY 2021 Guidance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:16.459+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e1f08a4-f49f-4e87-a0ad-9783f6a5e5d0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "427659b1-6f80-4287-bd01-ccb24abb835b", "evidence": "The slide contains a table with financial data, including columns for different metrics and rows for different periods.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:09:49.591511+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 19, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 18, "name": "Action", "beatId": "4a675e5f-0a98-4bc6-afb1-d60a86b27b4f", "matchId": "812a550c-b279-4a51-9b6c-29f49bf77304", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "Guidance for future periods indicates the company's direction and expected actions.", "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": 0.8 } ], "loops": [ { "to": 19, "from": 18, "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": "93a18649-3bb0-411e-bf72-97f756bdff8d", "evidence": "By providing guidance, Affirm implies that not acting or investing in the company could result in missed opportunities.", "position": 1, "objective": "To imply the cost of inaction by highlighting guidance and future expectations.", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:53:43.015585+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 20, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 10, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:15.323+00", "seconds": 1.638, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/20", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-20", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.247, "x": 0.044, "y": 0.465 }, "kind": "title", "text": "Financials", "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 10:12:15.323+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cee4efc3-4773-482a-8f4a-e7f0e202812b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 21, "type": "analysis", "title": "Financial data presented in thousands of dollars.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 3, "textChars": 285, "nDataPoints": 147, "notes": "Financial data presented in thousands of dollars.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:16.037+00", "seconds": 2.237, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/21", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-21", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.65, "x": 0.04, "y": 0.93 }, "kind": "paragraph", "text": "Notes: 1. FY Q1'21 and FY Q2'21 amounts include adjustments to amounts previously reported due to effects of adoption of accounting standards effective July 1, 2020. 2. Metrics are unaudited", "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 10:12:16.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac61abd7-6000-4f26-a196-0490601c36f7", "parentComponentId": null }, { "bbox": { "h": 0.68, "w": 0.92, "x": 0.04, "y": 0.215 }, "kind": "table", "text": "Balance sheet data table with columns for dates and rows for financial line items.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:16.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1bccf25-888f-46fa-9738-bcaf4d41f596", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.25, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Balance Sheet", "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 10:12:16.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73c07881-0dfb-4000-837a-e3c55bf94f12", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "cb172a00-6cb8-4653-bf44-80fc8a4fad4c", "evidence": "The slide contains a balance sheet data table with columns for dates and rows for financial line items.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:09:49.720358+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 21, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 22, "type": "analysis", "title": "Includes specific footnotes regarding accounting adjustments and non-cash items.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 33, "componentCount": 3, "textChars": 252, "nDataPoints": 180, "notes": "Includes specific footnotes regarding accounting adjustments and non-cash items.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:16.256+00", "seconds": 2.257, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/22", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-22", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.93, "x": 0.035, "y": 0.9 }, "kind": "paragraph", "text": "Notes: 1. Q3 2021 Total Revenue includes a $3.5 million reduction... 2. Q1 2021 Other Income includes non-cash gain... 3. FY Q1'21 and FY Q2'21 amounts include adjustments... 4. Metrics are unaudited", "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 10:12:16.256+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d28bb2ad-e20a-4e88-8c57-1ff49cf8de63", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.93, "x": 0.035, "y": 0.15 }, "kind": "table", "text": "Quarterly income statement data 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 10:12:16.256+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4f133b8-d5d1-443a-8e2b-0beb0cb75056", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.045, "y": 0.045 }, "kind": "title", "text": "Income Statement", "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 10:12:16.256+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f36d190-e387-410f-a33c-ccee72332b5b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "1c20f497-9ec3-4e86-b4e8-118bcba9520c", "evidence": "The slide contains a quarterly income statement data table with various financial line items.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:09:49.798511+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 22, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 23, "type": "analysis", "title": "Financial table showing cash flow components from Sept 2019 to March 2021.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 3, "textChars": 321, "nDataPoints": 200, "notes": "Financial table showing cash flow components from Sept 2019 to March 2021.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:19.048+00", "seconds": 5.024, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/23", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-23", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.96 }, "kind": "subtitle", "text": "Notes: 1. FY Q1'21 and FY Q2'21 amounts include adjustments to amounts previously reported due to effects of adoption of accounting standards effective July 1, 2020; 2. Metrics are unaudited", "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 10:12:19.048+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92db96f7-77ec-4360-8e91-b3d39798e543", "parentComponentId": null }, { "bbox": { "h": 0.85, "w": 0.95, "x": 0.05, "y": 0.1 }, "kind": "table", "text": "Full GAAP cash flow statement table with line items for operating, investing, and financing activities.", "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 10:12:19.048+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d0a3ee0-19c9-4b5f-84ae-359fe82a7ef0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "GAAP Statement of Cash Flows", "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 10:12:19.048+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bbaf6e25-0c4e-417e-a9a9-c236dc76df3e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "269ac914-68e7-431b-9fb1-3c1edcad7218", "evidence": "The slide contains a full GAAP cash flow statement table with line items for operating, investing, and financing activities.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:09:49.872521+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 24, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 1, "textChars": 15, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:16.094+00", "seconds": 2, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/24", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-24", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.35, "x": 0.045, "y": 0.465 }, "kind": "title", "text": "Reconciliations", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:16.094+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "995801dc-35d2-41ef-86d3-fff2cbbec261", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 25, "type": "analysis", "title": "The table reconciles GAAP operating income to adjusted operating income and provides breakdowns of transaction costs.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 3, "textChars": 465, "nDataPoints": 168, "notes": "The table reconciles GAAP operating income to adjusted operating income and provides breakdowns of transaction costs.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:16.725+00", "seconds": 2.609, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/25", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-25", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.65, "x": 0.04, "y": 0.93 }, "kind": "subtitle", "text": "1. Other costs in Q3'21 include adjustments for one-time IPO expenses, PayBright and Returnly acquisition expenses and sublease impairment charge\n2. FY Q1'21 and FY Q2'21 amounts include adjustments to amounts previously reported due to effects of adoption of accounting standards effective July 1, 2020\n3. Metrics are unaudited", "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 10:12:16.725+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1855bf7-3cf6-468a-99e5-697e01140519", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.92, "x": 0.04, "y": 0.265 }, "kind": "table", "text": "Quarterly financial data table with rows for revenue, operating expenses, and reconciliation adjustments.", "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 10:12:16.725+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08ed190f-acbd-4783-b325-04267a5abc81", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Income Statement Reconciliations", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:16.725+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe29d8fe-50a6-4b84-9f3e-e126c3c68212", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "46dbf849-8c27-4164-a62c-c506bfb4e4aa", "evidence": "The slide contains a quarterly financial data table with rows for revenue, operating expenses, and reconciliation adjustments.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:09:49.986729+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 26, "type": "analysis", "title": "Corrected on August 2, 2021.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 3, "textChars": 417, "nDataPoints": 112, "notes": "Corrected on August 2, 2021.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 10:12:17.106+00", "seconds": 2.966, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de510-d299-7253-8075-0f6babac5812/26", "deck": "/decks/019de510-d299-7253-8075-0f6babac5812", "deckAnchor": "/decks/019de510-d299-7253-8075-0f6babac5812#slide-26", "deckJson": "/decks/019de510-d299-7253-8075-0f6babac5812.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.6, "x": 0.04, "y": 0.9 }, "kind": "paragraph", "text": "Notes: 1. The impact of the change in restricted cash for the quarter ended March 31, 2021 was corrected on August 2, 2021. 2. FY Q1'21 and FY Q2'21 amounts include adjustments to amounts previously reported due to effects of adoption of accounting standards effective July 1, 2020. 3. Metrics are unaudited", "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 10:12:17.106+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e29e2c0e-b041-4ba3-878c-119c76058f70", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.92, "x": 0.04, "y": 0.2 }, "kind": "table", "text": "Reconciliation table with columns for quarters from Sept 2019 to March 2021", "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 10:12:17.106+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a749a78-eefe-40c7-99a4-e50e70900db1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.04, "y": 0.1 }, "kind": "title", "text": "Cash Flow Statement Reconciliations", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 10:12:17.106+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6290919b-ac2f-4995-bc79-8d78796563c6", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "7813f106-d757-4586-9661-664fcc83e949", "evidence": "The slide contains a reconciliation table with columns for quarters from Sept 2019 to March 2021.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:09:50.062752+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 4, "to": 5, "label": "Attention", "description": "The presentation begins by drawing attention to operating and financial highlights." }, { "from": 6, "to": 7, "label": "Need", "description": "The need or context is established through business highlights and key performance indicators." }, { "from": 8, "to": 14, "label": "Satisfaction", "description": "Satisfaction is provided through detailed KPI overviews demonstrating growth and positive financial trends." }, { "from": 18, "to": 19, "label": "Action", "description": "Guidance for future periods indicates the company's direction and expected actions." } ], "loops": [ { "from": 5, "to": 14, "label": "Logic Chain", "description": "To demonstrate the logical connection between Affirm's mission, its financial performance, and future potential." }, { "from": 18, "to": 19, "label": "Cost Of Inaction", "description": "To imply the cost of inaction by highlighting guidance and future expectations." } ] }