Cloudflare · conference-presentation
Cloudflare | Investor Day Presentation Deck | 97 slides
97 pages · 4 arc beats · 2 loops
Cloudflare | Investor Day Presentation Deck | 97 slides
Cloudflare · 2022-05 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 40 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Setup 4 slides 100% 4/4 slides 100% 4/4 slides · 13 hits — 0/4 slides
25% 1/4 slides — 0/4 slides
100% 4/4 slides — 0/4 slides
Problem (Identify pain) 5 slides 100% 5/5 slides 100% 5/5 slides · 21 hits — 0/5 slides
60% 3/5 slides · 5 hits 60% 3/5 slides 100% 5/5 slides — 0/5 slides
Propose Solution 10 slides 100% 10/10 slides 100% 10/10 slides · 41 hits — 0/10 slides
90% 9/10 slides 30% 3/10 slides 100% 10/10 slides — 0/10 slides
Evidence 21 slides 100% 21/21 slides 100% 21/21 slides · 64 hits — 0/21 slides
42.9% 9/21 slides · 10 hits 14.3% 3/21 slides 100% 21/21 slides 47.6% 10/21 slides Slide inventory
97 every slide · same image gating as the playbook
04
This is a standard 'logo wall' slide used to establish credibility.establish_context
Open slide detailBeat · Setup
05
The slide uses a historical artifact (ARPANET map) to contrast past design intent with current reality.establish_context
Open slide detailBeat · Problem (Identify pain)
06
Commonly used in IT presentations to illustrate 'spaghetti code' or 'technical debt'.frame_problem
Open slide detailBeat · Problem (Identify pain)
07
Uses a split-screen layout to contrast legacy hardware limitations with modern cloud benefits.present_solution
Open slide detailBeat · Problem (Identify pain)
08
Uses a before-after-bridge framework to illustrate the transition of enterprise technology stacks.frame_situation
Open slide detailBeat · Problem (Identify pain)
09
The slide uses a circular diagram to represent the four service categories, with a surrounding 'Cloudflare network' ring.present_framework
Open slide detailBeat · Problem (Identify pain)
12
The slide uses the iconic Google search bar as a visual anchor, likely to introduce a topic related to search, information, or technology.front_matter
15
The slide serves as a visual break or thematic transition, likely referencing legacy technology.filler
16
The slide serves as a biographical or historical context slide, likely introducing the founders.introduce_nominees
17
The slide uses a personal/foundational image to establish company history.establish_context
18
The slide uses a hub-and-spoke style visual to show the composition of a server.establish_context
19
Uses a zoom-in/decomposition visual metaphor to explain infrastructure reach.present_framework
25
The slide emphasizes Cloudflare's role in maintaining internet connectivity in a conflict zone.establish_context
Open slide detailLoop · Cost Of Inaction
27
The slide uses a map-spatial framework to correlate geopolitical events with quantitative data (power usage/outages).illustrate_case
Open slide detailLoop · Cost Of Inaction
28
The chart shows a clear drop in traffic around late February 2022, corresponding with the start of the Russian invasion of Ukraine.analyze_data
Open slide detailLoop · Cost Of Inaction
29
The chart shows a clear crossover point where mobile requests (green) consistently exceed desktop requests (blue) starting around late February 2022.analyze_data
Open slide detailLoop · Cost Of Inaction
30
The chart uses two colors (green and orange) to represent different traffic streams or categories of requests.analyze_data
Open slide detailLoop · Cost Of Inaction
31
The chart uses a 'Max' label on the y-axis without specific numerical values, indicating relative intensity.analyze_data
Open slide detailLoop · Cost Of Inaction
32
The chart displays time-series data of mitigated requests on Feb 24-25, 2022. The right side includes a screenshot of a tweet from Liveuamap.analyze_data
Open slide detailLoop · Cost Of Inaction
35
The chart displays NEL (Network Error Logging) data for AS country: RU.analyze_data
Open slide detailLoop · Cost Of Inaction
36
The charts illustrate a surge in traffic to foreign news sites, likely correlating with geopolitical events in early 2022.analyze_data
Open slide detailLoop · Cost Of Inaction
37
The slide highlights the correlation between website blocking and increased VPN adoption, while noting that some VPNs are now being blocked.analyze_data
Open slide detailLoop · Cost Of Inaction
39
The chart shows a clear cyclical pattern of DDoS attacks over time.analyze_data
Open slide detailLoop · Cost Of Inaction
40
The chart visualizes multiple time series representing different countries, with a clear spike in yellow and other colored lines occurring on Feb 27.analyze_data
Open slide detailLoop · Cost Of Inaction
41
Features logos from NCSC (UK), CISA (US), and METI (Japan).frame_situation
Open slide detailLoop · Cost Of Inaction
43
The slide uses a simple icon-grid layout to represent the four pillars.present_framework
Open slide detailLoop · Cost Of Inaction
44
The slide features a network-like graphic connecting cloud icons, suggesting a distributed or cloud-native security architecture.front_matter
Open slide detailLoop · Cost Of Inaction
45
The slide uses the 1.1.1.1 branding as the central visual element.present_solution
Open slide detailBeat · Propose Solution
47
The slide uses a speedometer graphic to visually imply speed and performance.compare_peers
Open slide detailBeat · Propose Solution
49
The slide uses a hub-and-spoke diagram to illustrate the platform's role as a central security and networking layer.present_solution
Open slide detailBeat · Propose Solution
50
The slide illustrates a hub-and-spoke architecture where Cloudflare is the central hub.present_solution
Open slide detailBeat · Propose Solution
55
Uses an analogy framework to justify Cloudflare's competitive advantage in innovation speed.compare_peers
Open slide detailBeat · Evidence
59
The slide uses a visual metaphor to explain technical architecture efficiency.present_solution
Open slide detailBeat · Evidence
64
The slide uses a construction metaphor to represent platform building, likely for a developer or infrastructure-focused presentation.filler
Open slide detailBeat · Evidence
67
The slide uses festive confetti graphics to signal a product launch announcement.other
68
This appears to be a visual metaphor for 'vendor lock-in' or 'hooking' customers into the AWS ecosystem.other
69
The slide uses a 'cloud-as-a-hook' metaphor to imply predatory pricing.expose_contradiction
70
The diagram uses a visual comparison (before/after or competitor/solution) to illustrate cost savings.present_solution
72
The slide uses iconography to represent compute (Workers), storage (R2), and database (D1) services.present_solution
75
The slide uses a visual metaphor of building blocks (Lego-like) to represent creation and modularity.state_next_steps
78
The slide uses a series of big-number metrics with supporting context for each.summarize
79
The chart uses a waterfall-like progression to show how new product categories (Application Services, Zero Trust, Network Services, R2) have been added to the Tsize_opportunity
81
The chart highlights a 78% CAGR for large customer revenue and includes a sidebar with four key enterprise growth drivers.analyze_data
82
The slide uses a split-axis approach to separate annual data from the most recent quarterly data point.analyze_data
83
The slide highlights consistent growth in DNR, supported by four key business factors.analyze_data
84
The chart illustrates the 'Land and Expand' strategy by showing higher adoption rates over time for multi-product cohorts.analyze_data
85
The slide uses a four-column layout with icons and big numbers to display attach rates.analyze_data
86
The slide uses donut charts to illustrate revenue diversification across three distinct dimensions.analyze_data
87
The slide uses a split-layout with a data visualization on the left and key takeaways on the right.analyze_data
89
The chart illustrates operating leverage by showing the decline in expense ratios and the corresponding improvement in operating margin.analyze_data
91
The slide uses a table to show the progression of operating margins and expense ratios over time, culminating in a long-term target.summarize
95
The slide provides a detailed breakdown of adjustments including stock-based compensation, amortization of intangible assets, and acquisition-related expenses.analyze_data
96
The table covers Q1 2021 through Q1 2022, detailing adjustments for stock-based compensation, amortization, and acquisition-related expenses.analyze_data