Crowdstrike | Investor Day Presentation Deck | 63 slides

Crowdstrike · 2022-04
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

63
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
front_matter
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front_matter
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front_matter
05
The slide uses a layered visual approach, showing a 'Cloud Architecture' diagram in the background and a 'The Original Story' summary in the foreground.establish_context
Open slide detailBeat · Problem
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The visual element is a stylized, high-tech eye/lens graphic, reinforcing the theme of surveillance or security.establish_context
Open slide detailBeat · ProblemLoop · Aha Moment
07
The slide uses a layered 'stack' visualization to represent the platform architecture.present_framework
Open slide detailBeat · ProblemLoop · Aha Moment
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analyze_data
Open slide detailBeat · ProblemLoop · Aha Moment
09
The chart is a standard Forrester Wave quadrant-style visualization.cite_precedent
Open slide detailBeat · ProblemLoop · Aha Moment
10
The slide uses a three-column layout to highlight high-performance scores from SE Labs, AV Comparatives, and MITRE.summarize
Open slide detailBeat · Solution
11
summarize
Open slide detailBeat · Solution
12
The funnel shows a reduction from 43 companies to 5, then to 1 (CrowdStrike).compare_peers
Open slide detailBeat · Solution
13
The slide uses a five-pillar framework to communicate growth strategy.present_solution
Open slide detailBeat · Solution
14
size_opportunity
Open slide detailBeat · Solution
15
The chart uses a nested rectangle visualization to represent cumulative growth drivers.size_opportunity
Open slide detailBeat · Market Size
16
The slide uses a pyramid to visualize market segments, with penetration rates annotated for each.size_opportunity
Open slide detailBeat · Product
17
The central logo acts as the hub, with five red circular icons representing the spokes.present_framework
Open slide detailBeat · Product
18
The slide uses a three-circle Venn diagram to categorize CrowdStrike product capabilities.present_framework
Open slide detailBeat · Product
19
The central intersection contains the CrowdStrike logo.present_framework
Open slide detailBeat · Product
20
The slide uses a stepped, upward-trending arrow diagram to represent the various GTM channels.present_framework
Open slide detailBeat · Product
21
transition
Open slide detailBeat · Team
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transition
Open slide detailBeat · Team
23
The slide uses a 2x3 grid layout to present six key performance indicators.summarize
Open slide detailBeat · Team
24
The slide uses a dark background with red bar charts and white text, typical of CrowdStrike's branding.analyze_data
Open slide detailBeat · Team
25
The slide highlights the multiplier effect of professional services on subscription ARR.analyze_data
26
The slide uses a 'Prior Year' tag, suggesting this is a retrospective or context-setting slide for a financial presentation.establish_context
Open slide detailLoop · Why Now
27
transition
Open slide detailLoop · Why Now
28
The chart uses a stacked bar approach to show starting ARR vs net new ARR.quantify_opportunity
Open slide detailLoop · Why Now
29
transition
Open slide detailLoop · Why Now
30
The chart uses a stacked bar format to distinguish between starting customers and net new customers per fiscal year.analyze_data
Open slide detailLoop · Why Now
31
The slide uses a stacked bar chart for customer growth and a list of metrics for market penetration.analyze_data
32
The slide highlights the minimum ARR required to qualify for each top-tier customer segment and the corresponding 5-year growth multiplier.analyze_data
33
The chart highlights 5-year CAGR for each segment, emphasizing rapid growth across all customer sizes.analyze_data
34
The slide uses a grouped bar chart structure to compare ARR growth across segments, highlighting 5-year CAGR for each.analyze_data
35
The slide uses a 'starburst' callout to highlight 5-year growth percentages for each segment.analyze_data
36
The chart tracks the growth of multi-module adoption among CrowdStrike's customer base.analyze_data
37
The slide categorizes products into Hyper growth, High growth, Specialty, and New modules.analyze_data
38
The slide highlights a 135% growth in module adoption per new customer.analyze_data
39
The chart highlights a 120% benchmark for Net Retention.analyze_data
40
The slide uses a bar-chart-like visual to compare current ARR against a hypothetical total addressable market per customer.size_opportunity
Open slide detailLoop · Cost Of Inaction
41
The slide uses a large red circle to emphasize the primary ARR metric.quantify_opportunity
Open slide detailLoop · Cost Of Inaction
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The slide highlights the total ARR of emerging products ($157M) and breaks down growth rates for three specific product categories.quantify_opportunity
Open slide detailLoop · Cost Of Inaction
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summarize
Open slide detailLoop · Cost Of Inaction
44
The chart tracks Net New ARR (red) on top of Starting ARR (grey) with a line representing transaction volume, highlighting a milestone of $100 Million.analyze_data
Open slide detailLoop · Cost Of Inaction
45
The slide uses a simple five-pillar framework to communicate growth strategy.present_solution
Open slide detailLoop · Cost Of Inaction
46
transition
47
The slide uses a dark theme with red and grey lines to distinguish between subscription and total metrics.analyze_data
48
The chart highlights the transition from negative to positive cash flow, with FY22 emphasized in red.analyze_data
49
analyze_data
50
The table uses color coding (green) to highlight metrics that have already reached their target range.analyze_data
51
summarize
53
The slide uses a structured list format to define financial modeling parameters.present_framework
54
Standard financial disclosure slide for SaaS metrics.appendix
58
The table displays financial performance metrics including revenue, cost of revenue, gross profit, operating expenses, and net loss over eight fiscal quarters.analyze_data
59
CrowdStrike Holdings, Inc. Statements of Operations: GAAP to Non-GAAP Reconciliations (continued).analyze_data
60
Includes detailed footnotes regarding income tax provisions and share count calculations.analyze_data
61
The table details adjustments for stock-based compensation, amortization of intangible assets, acquisition-related expenses, and legal reserves.analyze_data
62
The table reconciles GAAP operating cash flow to Free Cash Flow by subtracting capital expenditures and capitalized software development costs.summarize
63
Includes ARR, deferred revenue, customer count, free cash flow reconciliation, and various non-GAAP margins.summarize