Crowdstrike | Investor Presentation Deck | 46 slides

Crowdstrike · 2022-06
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

46
every slide · same image gating as the playbook
01
Slide 1
front_matter
04
The slide uses a high-contrast red-on-black aesthetic with a stylized eye/lens graphic.frame_situation
05
The slide uses a red highlight to emphasize CrowdStrike's position in the Security Cloud category.establish_context
06
The slide uses a grid of 8 big-number metrics to provide a snapshot of company health.summarize
07
frame_problem
Open slide detailBeat · Problem
08
Uses a three-column layout to contrast specific product failures.diagnose_problem
Open slide detailBeat · ProblemLoop · Cost Of Inaction
09
transition
Open slide detailBeat · SolutionLoop · Cost Of Inaction
10
The diagram uses a hub-and-spoke style arrangement with a central core.present_framework
Open slide detailBeat · SolutionLoop · Cost Of Inaction
11
Uses a camera aperture metaphor to represent data filtering/focusing.present_solution
Open slide detailBeat · SolutionLoop · Cost Of Inaction
12
Includes patent reference and company branding.present_framework
Open slide detailBeat · SolutionLoop · Cost Of Inaction
13
The slide uses a layered architecture diagram to show how different security modules (top) connect via APIs to a central core (Threat Graph, XDR Analytics, Humipresent_framework
Open slide detailBeat · SolutionLoop · Cost Of Inaction
14
The slide uses a dark theme with red accents, typical of CrowdStrike branding. It emphasizes the scale of data processing ('trillions of high-fidelity signals')present_framework
Open slide detailBeat · SolutionLoop · Cost Of Inaction
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present_framework
Open slide detailBeat · SolutionLoop · Cost Of Inaction
16
The central icon is the CrowdStrike logo, acting as the nexus of the three pillars.present_framework
Open slide detailBeat · SolutionLoop · Cost Of Inaction
17
transition
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The slide highlights strong customer acquisition momentum with a 57% YoY growth rate and significant penetration into high-value segments.analyze_data
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The slide uses a two-part structure: a sales model framework and a product-led growth (PLG) visual demonstration.present_framework
20
The slide uses a stepped visual layout to represent different GTM pillars.present_framework
21
The slide uses a consistent red-and-black branding style with a call-to-action for each video.illustrate_case
22
transition
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The chart uses a waterfall bridge to show individual market segments summing to a total, with a growth arrow indicating the 2-year CAGR.size_opportunity
Open slide detailBeat · Market SizeLoop · Quick Win Big Bet
24
The chart uses a nested rectangle visualization to represent cumulative TAM growth driven by organic growth, product roadmap, future initiatives, and cloud secusize_opportunity
Open slide detailBeat · Market SizeLoop · Quick Win Big Bet
25
present_solution
Open slide detailBeat · Market SizeLoop · Quick Win Big Bet
26
transition
Open slide detailLoop · Quick Win Big Bet
27
The chart uses a stacked bar approach to show 'Starting ARR' (dark grey) and 'Net New ARR' (green) for each quarter.analyze_data
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
28
The slide uses stacked bar charts to show the split between Subscription and Professional Services revenue.analyze_data
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
29
The chart tracks quarterly performance from 1Q18 to 4Q22.analyze_data
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
30
The slide uses a series of circles to represent the percentage of customers with 4, 5, 6, or 7+ modules.analyze_data
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
31
The slide highlights financial efficiency metrics for CrowdStrike as of April 30, 2022.analyze_data
Open slide detailBeat · Financials
32
The chart compares two metrics over a multi-year period, highlighting the trend of margin expansion.analyze_data
Open slide detailBeat · Financials
33
The chart uses a waterfall-style logic to show the shift from high operating expenses to positive operating margins over time.analyze_data
Open slide detailBeat · Financials
34
Includes non-GAAP financial measures; reconciliation note provided.analyze_data
Open slide detailBeat · Financials
35
Includes a standard financial disclaimer regarding non-GAAP reconciliation.summarize
Open slide detailBeat · Financials
37
This slide provides the technical definitions for ARR, Net Retention, Gross Retention, Gross Churn, Magic Number, and Rule of 40 metrics.appendix
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Financial data in thousands, unaudited.analyze_data
42
The table details adjustments for stock-based compensation, amortization of intangible assets, acquisition-related expenses, and legal reserves.analyze_data
43
Includes detailed adjustments for stock-based compensation, amortization, and other items, plus per-share reconciliations and footnotes.analyze_data
44
The table details adjustments for stock-based compensation, amortization of acquired intangible assets, acquisition-related expenses, and legal settlements.analyze_data
45
Data is presented in thousands and is unaudited.analyze_data
46
The table includes ARR, deferred revenue, backlog, subscription customer counts, free cash flow reconciliation, and geographic revenue breakdowns.analyze_data