{ "schemaVersion": "deck-intelligence.v1", "id": "019de514-f723-72d9-9b2b-4661ae329ec3", "slug": "1cba8bceb9b6a5135f04e22f637b1fb4", "title": "Compass | Results Presentation Deck | 20 slides", "subtitle": "Compass · 2023-02", "author": "Compass", "date": "2023-02-01 00:00:00", "pageCount": 20, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de514-f723-72d9-9b2b-4661ae329ec3", "slug": "1cba8bceb9b6a5135f04e22f637b1fb4", "title": "Compass | Results Presentation Deck | 20 slides", "rawTitle": "Compass | Results Presentation Deck | 20 slides", "authorId": "compass", "authorName": "Compass", "authorDisplay": "Compass", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2023-02__compass__results__1cba8bce.pdf", "sourceUrl": "https://www.slidebook.io/company/compass/presentation/1cba8bceb9b6a5135f04e22f637b1fb4/", "sourceDate": "2022-12-31 00:00:00", "presentationDate": "2023-02-01 00:00:00", "ingestedAt": "2026-05-01 19:47:29.787028+00", "status": "ready", "pageCount": 20, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "software-application", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2023-02__compass__results__1cba8bce", "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": 20, "pagesIndexed": 20, "pagesWithImages": 20, "pagesWithMetadata": 20, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 75, "chartCount": 6, "metricSlides": 0, "toolMatches": 7, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 4, "loopMatches": 1, "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": "d2d652a6-8369-40ff-8715-2f2938e960f3", "evidence": "The sequence of slides follows a logical flow of information, starting with highlights and ending with financial details", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:30:20.410973+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 4, "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": 3, "name": "Attention", "beatId": "07672b02-c105-470b-8257-20daf14edf51", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The first two slides provide an overview of 4Q and FY 2022 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": 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": 5, "name": "Need", "beatId": "671fdfb8-769a-47bc-9b5e-255092011215", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The company acknowledges macro headwinds in 2022", "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": 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": "Satisfaction", "beatId": "ee522279-e8d5-4075-bc29-04b76a796fa4", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The company provides guidance and key business metrics", "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": 20, "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": "Action", "beatId": "7265078b-6fd6-48af-9ddf-e8cac90f332f", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The remaining slides provide detailed financial information and appendix", "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": 7, "from": 5, "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": "b3951f4c-21d5-481a-ae6a-2bf3c5b66e5f", "evidence": "The company discusses macro headwinds and provides guidance", "position": 0, "objective": "What are the implications of not addressing macro headwinds?", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:30:20.616262+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "e089f59b-ef43-42df-8cfa-a45070d5ed8c", "evidence": "title/subtitle: Business Update & Supplementary Information title/headline: 4Q & FY 2022", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:40:25.527405+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "cfc47873-099f-4d9d-9cf7-be05a9193e37", "evidence": "This presentation includes forward-looking statements, which are statements other than statements of historical facts, and statements in the future tense.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:40:34.3955+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "d73eeccf-5da5-456e-99aa-442a2004b18a", "evidence": "chart/bar-vertical: Average Number of Principal Agents 2019: 6,787, 2020: 8,686, 2021: 11,058, 2022: 13,073, 4Q21: 12,176, 4Q22: 13,426 (10% y-o-y growth)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:40:34.562235+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "bb06e479-23f6-4234-85d8-69771b550572", "evidence": "title/headline: Financial Tables", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:40:34.81491+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "19f758a7-1965-4dce-9065-7182687f87ef", "evidence": "The slide shows a reconciliation table with adjustments to net loss, which can be considered a type of waterfall chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:40:27.63472+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5ad3121b-354c-4418-a2e0-37a5a365eae9", "evidence": "The slide shows a reconciliation table with adjustments to operating cash flows, which can be considered a type of waterfall chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:40:27.714312+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "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": "52b544b5-f55d-4c96-a991-b02651f4a24a", "evidence": "The slide shows a table with GAAP to Non-GAAP operating expenses reconciliation.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:40:27.788767+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "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", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/elYUleEk_gvKy5Q5teDoUbrSI58As50jOG5D_WmKGJM/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xY2JhOGJjZWI5YjZhNTEzNWYwNGUyMmY2MzdiMWZiNC9wMDAxLmpwZw", "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": "sparse", "densityScore": 11, "componentCount": 3, "textChars": 62, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:17.699+00", "seconds": 2.96, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/1", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-1", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.39, "x": 0.357, "y": 0.199 }, "kind": "image", "text": "COMPASS", "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 09:08:17.699+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92c3b730-c7be-4785-83e9-bc938dce688c", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.46, "x": 0.029, "y": 0.46 }, "kind": "title", "text": "4Q & FY 2022", "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 09:08:17.699+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb6f857f-ef9b-4ee3-bfbc-17ca35f15ab3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.79, "x": 0.029, "y": 0.602 }, "kind": "title", "text": "Business Update & Supplementary Information", "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": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:08:17.699+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "16302ad7-bf43-4832-8980-0ac7c3dc2b26", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "e089f59b-ef43-42df-8cfa-a45070d5ed8c", "evidence": "title/subtitle: Business Update & Supplementary Information title/headline: 4Q & FY 2022", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:40:25.527405+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/PoLePzUoeFyP57XRNTo5QeZD55LDIcvOTTmKxyxacFo/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xY2JhOGJjZWI5YjZhNTEzNWYwNGUyMmY2MzdiMWZiNC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/loY9veIV-9FBfYxT2MejFs0HdEW0TvN8ClRlX0ShDUc/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xY2JhOGJjZWI5YjZhNTEzNWYwNGUyMmY2MzdiMWZiNC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/sOqF6EvSKwYPaw9z0HtBr-8JOjb66pFYNP5fQ8JJFdU/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy8xY2JhOGJjZWI5YjZhNTEzNWYwNGUyMmY2MzdiMWZiNC9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "function": "front_matter", "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": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 5, "textChars": 5727, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:21.368+00", "seconds": 6.578, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/2", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-2", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.13, "w": 0.93, "x": 0.05, "y": 0.79 }, "kind": "disclaimer", "text": "This presentation contains the non-GAAP measures Adjusted EBITDA, non-GAAP operating expenses and Free Cash Flow. These measures may exclude certain expenses, gains and losses that may not be indicative of our core operating results and business outlook, and, in each case, may be different from the non-GAAP financial measures used by other companies. The presentation of this financial information, which is not prepared under any comprehensive set of accounting rules or principles, is not intended to be considered in isolation of, or as a substitute for, the financial information prepared and presented in accordance with generally accepted accounting principles. You can find the reconciliation of these non-GAAP financial measures to the most directly comparable GAAP measures in the Financial Tables at the end of this presentation.", "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 09:08:21.368+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "90edbbcc-203e-423a-8d45-548b71cd7def", "parentComponentId": null }, { "bbox": { "h": 0.67, "w": 0.93, "x": 0.05, "y": 0.07 }, "kind": "disclaimer", "text": "This presentation includes forward-looking statements, which are statements other than statements of historical facts, and statements in the future tense. These statements include, but are not limited to, statements regarding our future performance, including expected financial results for the first quarter and full year of 2023, planned operating expense and cash flow levels for the second quarter and full year of 2023, and our expectations for operational achievements. Forward-looking statements are based upon various estimates and assumptions, as well as information known to us as of the date of this presentation, and are subject to risks and uncertainties, including but not limited to: general macroeconomic conditions in the U.S. and globally (e.g., inflation), economic and industry downturns, the health of the U.S. real estate industry, and risks generally incident to the ownership of residential real estate, including seasonal and cyclical trends (e.g., increases in mortgage interest rates, continued limited inventory, slowed consumer demand, reduced home affordability and declines in price appreciation and home prices); current interest rates and changes in prevailing interest rates; our ability to continuously innovate, improve and expand our platform; the dependability of our platform and software; our ability to attract new agents and retain current agents or increase agents' utilization of our platform; our ability to expand our brokerage and adjacent services businesses; our ability to grow revenue from adjacent services at our anticipated rate; our ability to achieve expected benefits from our mortgage and title & escrow businesses, including our joint ventures; our rapid growth and rate of growth; our ability to carefully manage our expense structure; our net losses and ability to achieve or sustain profitability in the future; covenants in our debt agreements that may restrict our borrowing capacity or operating activities; our ability to compete successfully in the markets in which we operate; the effect of monetary policies of the federal government and its agencies; any decreases in our gross commission income or the percentage of commissions that we collect; fluctuation of our quarterly results and other operating metrics; our ability to successfully pursue acquisitions and integrate target companies; the loss of key personnel; our ability to attract and retain highly qualified personnel and to recruit agents; reliability of our information security systems; the impact of cybersecurity incidents and the potential loss of critical and confidential information; identification of material weaknesses in our internal control over financial reporting and our ability to remediate such material weaknesses; compliance with privacy laws; the effect of the claims, lawsuits, government investigations and other proceedings that we are subject to from time to time; our ability to protect our intellectual property rights; impact of having a multi-class structure of common stock; natural disasters and catastrophic events; and other general market, political, economic, and business conditions. Additionally, these forward-looking statements, particularly our expected financial results, involve risks, uncertainties and assumptions, including those related to general macroeconomic conditions, mortgage interest rates and inflationary pressure on our clients' spending decisions. Significant variation from the assumptions underlying our forward-looking statements could cause our actual results to vary, and the impact could be significant. Accordingly, actual results could differ materially from those predicted or implied or such uncertainties could cause adverse effects on our results. Reported results should not be considered as an indication of future performance.\nMore information about factors that could adversely affect our results of operations, financial condition and prospects, or that could cause actual results to differ from those expressed or implied in forward-looking statements is included under the captions \"Risk Factors,\" \"Legal Proceedings\" and \"Management's Discussion and Analysis of Financial Condition and Results of Operations\" in our most recent annual report on Form 10-K and our subsequent quarterly reports on Form 10-Q, copies of which are available on the Investor Relations page of our website at https://investors.compass.com/ and on the SEC website at www.sec.gov. All information herein speaks as of the date hereof and all forward-looking statements contained herein are based on information available to us as of the date hereof, and we do not assume any obligation to update these statements as a result of new information or future events. Undue reliance should not be placed on the forward-looking statements in this presentation.", "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 09:08:21.368+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92148aca-d53d-4f4a-9fb8-e2d40f2b6128", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.2, "x": 0.05, "y": 0.76 }, "kind": "paragraph", "text": "Non-GAAP Financial Measures", "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 09:08:21.368+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b0f2587-4eb4-40cd-a3a2-60cfc49d6733", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.01, "x": 0.97, "y": 0.95 }, "kind": "source-note", "text": "2", "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 09:08:21.368+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55530ec6-fe63-429b-8b1d-5783375b0c71", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.17, "x": 0.05, "y": 0.03 }, "kind": "title", "text": "Safe Harbor 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 09:08:21.368+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4e44eb9-7579-4f96-a1f0-87d99811d2e5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "cfc47873-099f-4d9d-9cf7-be05a9193e37", "evidence": "This presentation includes forward-looking statements, which are statements other than statements of historical facts, and statements in the future tense.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:40:34.3955+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 4, "textChars": 596, "nDataPoints": 16, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:19.703+00", "seconds": 4.779, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/3", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-3", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.712, "w": 0.406, "x": 0.076, "y": 0.149 }, "kind": "list", "text": "FINANCIAL (1)\n$1.11B | -31%\n4Q22 Revenue & Y-o-Y Change\n80.9% | +20 BPS\n4Q22 Non-GAAP Commission & Other Related\nExpenses as a % of Revenue & Y-o-Y Change\n-$75M | -$24M\n4Q22 Adjusted EBITDA & Y-o-Y Change\n-$131M | -$38M\n4Q22 Free Cash Flow & Y-o-Y Change", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:08:19.703+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10a344b5-c85e-4abb-b8a0-47ca60a5c026", "parentComponentId": null }, { "bbox": { "h": 0.712, "w": 0.406, "x": 0.545, "y": 0.149 }, "kind": "list", "text": "OPERATIONAL\n13,426 | +10%\n4Q22 Average Number of Principal Agents & Y-o-Y Growth\n29,018 | +13%\n4Q22 Total Avg Agents & Y-o-Y Growth\n42,719 | -25%\n4Q22 Total Transactions & Y-o-Y Change\n$42.5B | -34%\n4Q22 Gross Transaction Value & Y-o-Y Change", "attrs": {}, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:08:19.703+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60d83665-0f77-4172-b0d0-befe8fff2e39", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.49, "x": 0.058, "y": 0.97 }, "kind": "source-note", "text": "(1) See Financial Tables section for a reconciliation of GAAP to Non-GAAP measures", "attrs": {}, "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 09:08:19.703+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "013a2b1e-de10-44ef-9b89-f10a414a99bc", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.304, "x": 0.058, "y": 0.054 }, "kind": "title", "text": "4Q 2022 Highlights", "attrs": {}, "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 09:08:19.703+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72bbf994-4562-47fe-bc19-25f8611c8daa", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "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": 3, "name": "Attention", "beatId": "07672b02-c105-470b-8257-20daf14edf51", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The first two slides provide an overview of 4Q and FY 2022 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": 4, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 4, "textChars": 598, "nDataPoints": 18, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:19.457+00", "seconds": 4.125, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/4", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-4", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.72, "w": 0.4, "x": 0.07, "y": 0.15 }, "kind": "list", "text": "FINANCIAL (1)\n$6.02B | -6%\nFY22 Revenue & Y-o-Y Change\n81.0% | +30 BPS\nFY22 Non-GAAP Commission & Other Related Expenses as a % of Revenue & Y-o-Y Change\n-$210M | -$212M\nFY22 Adjusted EBITDA & Y-o-Y Change\n-$362M | -$283M\nFY22 Free Cash Flow & Y-o-Y Change", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:08:19.457+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c89125f-6f8d-46c9-be19-80c833db3222", "parentComponentId": null }, { "bbox": { "h": 0.72, "w": 0.4, "x": 0.54, "y": 0.15 }, "kind": "list", "text": "OPERATIONAL\n13,073 | +18%\nFY22 Average Number of Principal Agents & Y-o-Y Growth\n28,237 | +22%\nFY22 Total Avg Agents & Y-o-Y Growth\n211,538 | -6%\nFY22 Total Transactions & Y-o-Y Change\n$230.3B | -9%\nFY22 Gross Transaction Value & Y-o-Y Change", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:08:19.457+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d25d574f-5e27-4a32-a94f-c7d14a107ea1", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.45, "x": 0.05, "y": 0.97 }, "kind": "source-note", "text": "(1) See Financial Tables section for a reconciliation of GAAP to Non-GAAP measures", "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 09:08:19.457+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acf7cdeb-28a0-40b7-a47f-de7f398ff983", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "FY 2022 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 09:08:19.457+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b63d3a95-3c47-4dd7-9e6f-89ca266399e4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "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": 3, "name": "Attention", "beatId": "07672b02-c105-470b-8257-20daf14edf51", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The first two slides provide an overview of 4Q and FY 2022 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", "function": "diagnose_problem", "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": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 6, "textChars": 543, "nDataPoints": 32, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:20.168+00", "seconds": 4.824, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/5", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-5", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.37, "w": 0.45, "x": 0.05, "y": 0.53 }, "kind": "chart", "text": "Average Number of Principal Agents 2019: 6,787, 2020: 8,686, 2021: 11,058, 2022: 13,073, 4Q21: 12,176, 4Q22: 13,426 (10% y-o-y growth)", "attrs": {}, "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 09:08:20.168+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "128e127d-9a4a-4520-84ab-32ec55a358f8", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.45, "x": 0.52, "y": 0.53 }, "kind": "chart", "text": "Total Transactions 2019: 87,158, 2020: 144,784, 2021: 225,272, 2022: 211,538, 4Q21: 56,912, 4Q22: 42,719 (25% y-o-y decline)", "attrs": {}, "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 09:08:20.168+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "354b89ad-d263-4cde-afe5-cd153388d8ce", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.45, "x": 0.52, "y": 0.13 }, "kind": "chart", "text": "Gross Transaction Value ($B) 2019: $97.5, 2020: $151.7, 2021: $254.2, 2022: $230.3, 4Q21: $64.3, 4Q22: $42.5 (34% y-o-y decline)", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:08:20.168+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ca18369-f4fb-4bb1-8323-f5547bf15650", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.45, "x": 0.05, "y": 0.13 }, "kind": "chart", "text": "Total Revenue ($M) 2019: $2,386, 2020: $3,721, 2021: $6,421, 2022: $6,018, 4Q21: $1,612, 4Q22: $1,107 (31% y-o-y decline)", "attrs": {}, "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 09:08:20.168+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da988610-5833-49ce-8f4a-447109a6e121", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.01, "x": 0.96, "y": 0.95 }, "kind": "source-note", "text": "5", "attrs": {}, "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 09:08:20.168+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "958bc760-67f3-437f-bfaa-531d1938f7b7", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.56, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Compass Saw Macro Headwinds in 2022", "attrs": {}, "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 09:08:20.168+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03dbd6fe-b337-409c-800f-324439147080", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "d73eeccf-5da5-456e-99aa-442a2004b18a", "evidence": "chart/bar-vertical: Average Number of Principal Agents 2019: 6,787, 2020: 8,686, 2021: 11,058, 2022: 13,073, 4Q21: 12,176, 4Q22: 13,426 (10% y-o-y growth)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:40:34.562235+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "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": 5, "name": "Need", "beatId": "671fdfb8-769a-47bc-9b5e-255092011215", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The company acknowledges macro headwinds in 2022", "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": 7, "from": 5, "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": "b3951f4c-21d5-481a-ae6a-2bf3c5b66e5f", "evidence": "The company discusses macro headwinds and provides guidance", "position": 0, "objective": "What are the implications of not addressing macro headwinds?", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:30:20.616262+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "analysis", "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": 65, "componentCount": 5, "textChars": 505, "nDataPoints": 60, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:20.435+00", "seconds": 4.463, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/6", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-6", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.56, "w": 0.43, "x": 0.52, "y": 0.298 }, "kind": "chart", "text": "LTM GTV ($B) from $97 to $230; NAR Methodology: U.S. National LTM Market Share from 3.4% to 4.6% across 4Q19-4Q22.", "attrs": {}, "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 09:08:20.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5787188d-465f-4b86-b80f-505e38f23a3e", "parentComponentId": null }, { "bbox": { "h": 0.56, "w": 0.47, "x": 0.048, "y": 0.302 }, "kind": "chart", "text": "Total LTM Compass Transactions (000s) from 87 to 212; Average # of Principal Agents from 7,782 to 13,426; Average # of Agents from 14,718 to 29,018 across 4Q19-4Q22.", "attrs": {}, "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 09:08:20.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a260155-c299-4b33-a392-e4751851e991", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.23, "x": 0.532, "y": 0.153 }, "kind": "paragraph", "text": "CAGR 4Q19 - 4Q22:\nGTV (LTM): 33%\nIndustry GTV (LTM) (1): 15%", "attrs": {}, "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 09:08:20.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "579be9ff-5888-45f6-a662-90c5c0ffcf90", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.34, "x": 0.058, "y": 0.153 }, "kind": "paragraph", "text": "CAGRS 4Q19 - 4Q22:\nTotal average agents: 25%\nAverage principal agents: 20%\nCompass transactions (LTM): 34%\nIndustry transactions (LTM) (1): (2)%", "attrs": {}, "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 09:08:20.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7293728-7ce7-4fb6-9e4d-6282fb152419", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.12, "x": 0.058, "y": 0.91 }, "kind": "source-note", "text": "(1) As reported by NAR", "attrs": {}, "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 09:08:20.435+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5f85e59-1a86-401d-9876-d13c0c1d294a", "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": "Satisfaction", "beatId": "ee522279-e8d5-4075-bc29-04b76a796fa4", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The company provides guidance and key business metrics", "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": 7, "from": 5, "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": "b3951f4c-21d5-481a-ae6a-2bf3c5b66e5f", "evidence": "The company discusses macro headwinds and provides guidance", "position": 0, "objective": "What are the implications of not addressing macro headwinds?", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:30:20.616262+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 4, "textChars": 188, "nDataPoints": 8, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:19.377+00", "seconds": 3.405, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/7", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-7", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.01, "x": 0.96, "y": 0.95 }, "kind": "source-note", "text": "7", "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 09:08:19.377+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ffdd4b4-c255-443e-81b2-ae4be4858ae2", "parentComponentId": null }, { "bbox": { "h": 0.43, "w": 0.6, "x": 0.16, "y": 0.19 }, "kind": "table", "text": "1Q 2023\nRevenue: $850 - $950 million\nAdjusted EBITDA: $(90) - $(70) million\nWeighted-Average Share Count: 447 - 452 million", "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": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:08:19.377+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f3dcfec-d702-4d93-bad5-706a5af4be72", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.6, "x": 0.16, "y": 0.7 }, "kind": "table", "text": "FY 2023\nNon-GAAP Operating Expenses: $850 - $950 million", "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": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 09:08:19.377+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da53bc68-9972-4159-8469-f51ff8d1a5c5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.13, "x": 0.05, "y": 0.05 }, "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 09:08:19.377+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ea1260d-12a6-4057-8ed5-5288a2a23caa", "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": "Satisfaction", "beatId": "ee522279-e8d5-4075-bc29-04b76a796fa4", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The company provides guidance and key business metrics", "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": 7, "from": 5, "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": "b3951f4c-21d5-481a-ae6a-2bf3c5b66e5f", "evidence": "The company discusses macro headwinds and provides guidance", "position": 0, "objective": "What are the implications of not addressing macro headwinds?", "confidence": 0.6, "extraction": { "at": "2026-07-17 03:30:20.616262+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 2, "textChars": 15, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:19.118+00", "seconds": 2.353, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/8", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-8", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.019, "w": 0.099, "x": 0.85, "y": 0.036 }, "kind": "image", "text": "COMPASS", "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 09:08:19.118+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d5d4c42-cd13-4de6-b8d4-e32a7196059b", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.259, "x": 0.035, "y": 0.459 }, "kind": "title", "text": "Appendix", "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 09:08:19.118+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "645b7bb8-2a6f-4ea3-b4cb-8588e03fbde7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": "Action", "beatId": "7265078b-6fd6-48af-9ddf-e8cac90f332f", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The remaining slides provide detailed financial information and appendix", "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": [], "locked": true }, { "page": 9, "type": "setup", "function": "compare_peers", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 5, "textChars": 493, "nDataPoints": 88, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:20.88+00", "seconds": 4.087, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/9", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-9", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.01, "w": 0.23, "x": 0.05, "y": 0.97 }, "kind": "source-note", "text": "Note: The figures presented herein may not sum due to rounding", "attrs": {}, "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 09:08:20.88+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "943b1092-59b5-48e7-bb04-02f0d21fc2dc", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.07, "x": 0.05, "y": 0.96 }, "kind": "source-note", "text": "Source: NAR", "attrs": {}, "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 09:08:20.88+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3f380d4-d49f-4d74-be94-14aa387c5210", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.42, "x": 0.29, "y": 0.6 }, "kind": "table", "text": "Compass Historical GTV Seasonality\nQ1 Q2 Q3 Q4\n2018 11% 21% 28% 40%\n2019 14% 30% 28% 28%\n2020 17% 18% 31% 34%\n2021 17% 30% 27% 25%\n2022 23% 33% 25% 18%", "attrs": {}, "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 09:08:20.88+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b0c2e21-013e-45bc-800f-149f522e7118", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.42, "x": 0.29, "y": 0.16 }, "kind": "table", "text": "NAR Historical Sales Volume Seasonality\nQ1 Q2 Q3 Q4\n2016 18% 30% 29% 24%\n2017 19% 30% 28% 24%\n2018 19% 30% 28% 23%\n2019 18% 29% 29% 24%\n2020 17% 21% 32% 30%\n2021 18% 28% 28% 25%\n2022 22% 31% 27% 20%", "attrs": {}, "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 09:08:20.88+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d32426a-e2e1-4aab-b121-85488a74bdaa", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.87, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Compass & Industry Historical Transactions and Sales Volume Seasonality", "attrs": {}, "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 09:08:20.88+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e446e4bc-c8af-482b-b284-4aa0594a13e7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": "Action", "beatId": "7265078b-6fd6-48af-9ddf-e8cac90f332f", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The remaining slides provide detailed financial information and appendix", "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": [], "locked": true }, { "page": 10, "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": 2, "textChars": 23, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:19.734+00", "seconds": 2.916, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/10", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-10", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.1, "x": 0.86, "y": 0.04 }, "kind": "image", "text": "COMPASS", "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 09:08:19.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb59d08b-5437-4228-8aee-04d7181a814d", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.46, "x": 0.02, "y": 0.44 }, "kind": "title", "text": "Financial Tables", "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 09:08:19.734+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a56e3e71-3043-481e-b78f-fd31d159fc84", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "bb06e479-23f6-4234-85d8-69771b550572", "evidence": "title/headline: Financial Tables", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:40:34.81491+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 20, "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": "Action", "beatId": "7265078b-6fd6-48af-9ddf-e8cac90f332f", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The remaining slides provide detailed financial information and appendix", "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": [], "locked": true }, { "page": 11, "type": "appendix", "function": "analyze_data", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "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": 53, "componentCount": 3, "textChars": 913, "nDataPoints": 48, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:21.213+00", "seconds": 4.191, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/11", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-11", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.013, "w": 0.018, "x": 0.909, "y": 0.954 }, "kind": "source-note", "text": "11", "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 09:08:21.213+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c254a76-0666-45bb-abd0-ba0a0e28731c", "parentComponentId": null }, { "bbox": { "h": 0.832, "w": 0.507, "x": 0.242, "y": 0.134 }, "kind": "table", "text": "Assets\nCurrent assets\nCash and cash equivalents\nAccounts receivable, net of allowance\nCompass Concierge receivables, net of allowance\nOther current assets\nTotal current assets\nProperty and equipment, net\nOperating lease right-of-use assets\nIntangible assets, net\nGoodwill\nOther non-current assets\nTotal assets\nLiabilities and Stockholders' Equity\nCurrent liabilities\nAccounts payable\nCommissions payable\nAccrued expenses and other current liabilities\nCurrent lease liabilities\nConcierge credit facility\nRevolving credit facility\nTotal current liabilities\nNon-current lease liabilities\nOther non-current liabilities\nTotal liabilities\nStockholders' equity\nCommon stock\nAdditional paid-in capital\nAccumulated deficit\nTotal Compass, Inc. stockholders' equity\nNon-controlling interest\nTotal stockholders' equity\nTotal liabilities and stockholders' equity", "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 09:08:21.213+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "030184e1-2186-4f03-8f6d-36fd44e601e0", "parentComponentId": null }, { "bbox": { "h": 0.026, "w": 0.619, "x": 0.056, "y": 0.054 }, "kind": "title", "text": "Condensed Consolidated Balance Sheets (in millions, unaudited)", "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 09:08:21.213+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6818dabc-a4a7-43bd-a6f8-e922ca1b48da", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": "Action", "beatId": "7265078b-6fd6-48af-9ddf-e8cac90f332f", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The remaining slides provide detailed financial information and appendix", "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": [], "locked": true }, { "page": 12, "type": "appendix", "function": "analyze_data", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "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": "overcrowded", "densityScore": 89, "componentCount": 7, "textChars": 1512, "nDataPoints": 100, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:22.786+00", "seconds": 5.4, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/12", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-12", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.46, "x": 0.51, "y": 0.12 }, "kind": "paragraph", "text": "(1) Total stock-based compensation expense included in the consolidated statements of operations is as follows:", "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 09:08:22.786+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "068a5505-d191-40b0-ba2f-36cc9eaaf3a7", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.46, "x": 0.51, "y": 0.425 }, "kind": "paragraph", "text": "Stock-based compensation expense for the year ended December 31, 2021 includes the following amounts related to a one-time acceleration of stock-based compensation expense in connection with the IPO:", "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 09:08:22.786+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d454d74-fd99-44ea-97c6-38fb099f2cb1", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.018, "x": 0.954, "y": 0.954 }, "kind": "source-note", "text": "12", "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 09:08:22.786+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f87cb18-d387-4f00-b8f7-f3858858e88e", "parentComponentId": null }, { "bbox": { "h": 0.69, "w": 0.46, "x": 0.049, "y": 0.12 }, "kind": "table", "text": "Revenue\nOperating expenses:\nCommissions and other related expense (1)\nSales and marketing (1)\nOperations and support (1)\nResearch and development (1)\nGeneral and administrative (1)\nRestructuring costs\nDepreciation and amortization\nTotal operating expenses\nLoss from operations\nInvestment income, net\nInterest expense\nLoss before income taxes and equity in loss of\nunconsolidated entity\nIncome tax (expense) benefit\nEquity in loss of unconsolidated entity\nNet loss\nNet income attributable to non-controlling interests\nNet loss attributable to Compass, Inc.\nNet loss per share attributable to Compass, Inc., basic and\ndiluted\nWeighted-average shares used in computing net loss per\nshare attributable to Compass, Inc., basic and diluted", "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 09:08:22.786+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cee2f2a0-ab1c-437f-91ce-f55a33feb7bf", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.47, "x": 0.509, "y": 0.52 }, "kind": "table", "text": "IPO Related Expense\nCommissions and other related expense\nSales and marketing\nOperations and support\nResearch and development\nGeneral and administrative\nTotal stock-based compensation expense", "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 09:08:22.786+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2b2b699-7309-4da0-b373-8c8fed63a7b8", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.47, "x": 0.509, "y": 0.205 }, "kind": "table", "text": "Commissions and other related expense\nSales and marketing\nOperations and support\nResearch and development\nGeneral and administrative\nTotal stock-based compensation expense", "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 09:08:22.786+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9d92ddc-49b0-4feb-89e6-75295b9b3781", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.901, "x": 0.049, "y": 0.047 }, "kind": "title", "text": "Condensed Consolidated Statements of Operations (in millions, except share and per share data, unaudited)", "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 09:08:22.786+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73ea7157-73b0-4adc-8caf-c545ad1bb96f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": "Action", "beatId": "7265078b-6fd6-48af-9ddf-e8cac90f332f", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The remaining slides provide detailed financial information and appendix", "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": [], "locked": true }, { "page": 13, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 3, "textChars": 1599, "nDataPoints": 50, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:22.316+00", "seconds": 4.398, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/13", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-13", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.02, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "13", "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 09:08:22.316+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7e7a5e7-6d0b-42ef-9733-984c48bd9c7c", "parentComponentId": null }, { "bbox": { "h": 0.85, "w": 0.65, "x": 0.28, "y": 0.12 }, "kind": "table", "text": "Operating Activities\nNet loss\nAdjustments to reconcile net loss to net cash used in operating activities:\nDepreciation and amortization\nStock-based compensation\nEquity in loss of unconsolidated entity\nChange in acquisition related contingent consideration\nBad debt expense\nAmortization of debt issuance costs\nChanges in operating assets and liabilities:\nAccounts receivable\nCompass Concierge receivables\nOther current assets\nOther non-current assets\nOperating lease right-of-use assets and operating lease liabilities\nAccounts payable\nCommissions payable\nAccrued expenses and other liabilities\nNet cash used in operating activities\nInvesting Activities\nInvestment in unconsolidated entity\nCapital expenditures\nPayments for acquisitions, net of cash acquired\nNet cash used in investing activities\nFinancing Activities\nProceeds from exercise and early exercise of stock options\nProceeds from issuance of common stock under the Employee Stock Purchase Plan\nTaxes paid related to net share settlement of equity awards\nProceeds from drawdowns on Concierge credit facility\nRepayments of drawdowns on Concierge credit facility\nProceeds from drawdowns on Revolving credit facility\nPayments related to acquisitions, including contingent consideration\nProceeds from issuance of common stock upon initial public offering, net of offering costs\nOther\nNet cash provided by financing activities\nNet (decrease) increase in cash and cash equivalents\nCash and cash equivalents at beginning of period\nCash and cash equivalents at end of period", "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 09:08:22.316+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3f6109f-3ced-46a2-9731-3c249313bd00", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.89, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Condensed Consolidated Statements of Cash Flows (in millions, unaudited)", "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 09:08:22.316+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5471edc7-c827-437d-a78c-8dc24de1af25", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": "Action", "beatId": "7265078b-6fd6-48af-9ddf-e8cac90f332f", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The remaining slides provide detailed financial information and appendix", "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": [], "locked": true }, { "page": 14, "type": "setup", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 4, "textChars": 1435, "nDataPoints": 44, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:23.032+00", "seconds": 4.786, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/14", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-14", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.13, "w": 0.692, "x": 0.154, "y": 0.634 }, "kind": "source-note", "text": "(1) For the three months ended December 31, 2022 and 2021, acquisition-related expenses includes gains of $0.3 million and $0.3 million, respectively, as a result of changes in the fair value of contingent consideration and a gain of $1.2 million and expense of $9.7 million, respectively, in connection with acquisition consideration treated as compensation expense over the underlying retention periods. For the years ended December 31, 2022 and 2021, acquisition-related expenses includes gains of $2.2 million and $4.7 million, respectively, as a result of changes in the fair value of contingent consideration and $13.4 million and $28.6 million, respectively, in expenses related to acquisition consideration treated as compensation expense over the underlying retention periods.", "attrs": {}, "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 09:08:23.032+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af320236-21a1-4c7c-af27-4028d5aef750", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.692, "x": 0.154, "y": 0.78 }, "kind": "source-note", "text": "(2) Represents a charge of $10.5 million incurred during the year ended December 31, 2022 in connection with the Realogy Holdings Corp. matter and a $21.3 million charge incurred during year ended December 31, 2021 in connection with the settlement of the Avi Dorfman and RentJolt, Inc. matter.", "attrs": {}, "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 09:08:23.032+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f34f04b2-12bc-4790-8875-13a395751e6d", "parentComponentId": null }, { "bbox": { "h": 0.419, "w": 0.714, "x": 0.142, "y": 0.146 }, "kind": "table", "text": "Net loss attributable to Compass, Inc. Adjusted to exclude the following: Depreciation and amortization Investment income, net Interest expense Stock-based compensation Income tax expense (benefit) Restructuring costs Acquisition-related expenses (1) Litigation charges (2) Adjusted EBITDA", "attrs": {}, "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 09:08:23.032+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c92801d-7f39-4473-82c8-69c5d6abd585", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.647, "x": 0.056, "y": 0.049 }, "kind": "title", "text": "Net Loss to Adjusted EBITDA Reconciliation (in millions, unaudited)", "attrs": {}, "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 09:08:23.032+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f40a303-f6ad-427b-936b-bcd2503e2bee", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "19f758a7-1965-4dce-9065-7182687f87ef", "evidence": "The slide shows a reconciliation table with adjustments to net loss, which can be considered a type of waterfall chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:40:27.63472+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 20, "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": "Action", "beatId": "7265078b-6fd6-48af-9ddf-e8cac90f332f", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The remaining slides provide detailed financial information and appendix", "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": [], "locked": true }, { "page": 15, "type": "setup", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 34, "componentCount": 3, "textChars": 317, "nDataPoints": 12, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:22.306+00", "seconds": 3.799, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/15", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-15", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.013, "w": 0.018, "x": 0.954, "y": 0.954 }, "kind": "source-note", "text": "15", "attrs": {}, "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 09:08:22.306+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ebaf17f-8fc8-4558-acd8-8e5f9ea51925", "parentComponentId": null }, { "bbox": { "h": 0.249, "w": 0.865, "x": 0.066, "y": 0.358 }, "kind": "table", "text": "Net cash used in operating activities\nLess:\nCapital expenditures\nFree cash flow\nThree Months Ended December 31,\n2022\n2021\nYear Ended December 31,\n2022\n2021\n$ (117.8) $ (76.9) $ (291.7) $ (28.6)\n(13.2)\n(16.5)\n(70.1)\n(50.1)\n$ (131.0) $ (93.4) $ (361.8) $ (78.7)", "attrs": {}, "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 09:08:22.306+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8bca93ba-e2d6-4758-9c73-d0eab1618eef", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.818, "x": 0.055, "y": 0.05 }, "kind": "title", "text": "Reconciliation of Operating Cash Flows to Free Cash Flow", "attrs": {}, "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 09:08:22.306+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48a95481-495c-4743-8520-ab28f6b10189", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5ad3121b-354c-4418-a2e0-37a5a365eae9", "evidence": "The slide shows a reconciliation table with adjustments to operating cash flows, which can be considered a type of waterfall chart.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:40:27.714312+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 20, "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": "Action", "beatId": "7265078b-6fd6-48af-9ddf-e8cac90f332f", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The remaining slides provide detailed financial information and appendix", "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": [], "locked": true }, { "page": 16, "type": "analysis", "function": "analyze_data", "rawType": "valuation_table", "block": null, "metadata": { "slideType": "valuation_table", "slideTypeCanon": { "name": "Valuation table", "slug": "valuation_table", "status": "active", "canonId": "019de52d-12c3-77cd-8474-6cd39cf844cb", "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": 2, "textChars": 1367, "nDataPoints": 100, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:24.608+00", "seconds": 5.834, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/16", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-16", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.82, "w": 0.749, "x": 0.22, "y": 0.128 }, "kind": "table", "text": "GAAP Commissions and other related expense $ 1,146.4 $ 1,652.9 $ 1,218.0 $ 918.8 $ 4,936.1 Adjusted to exclude the following: Stock-based compensation (17.0) (6.4) (12.7) (22.9) (59.0) Non-GAAP Commissions and other related expense $ 1,129.4 $ 1,646.5 $ 1,205.3 $ 895.9 $ 4,877.1 GAAP Sales and marketing $ 145.0 $ 154.9 $ 144.4 $ 130.8 $ 575.1 Adjusted to exclude the following: Stock-based compensation (10.7) (11.2) (10.8) (9.3) (42.0) Non-GAAP Sales and marketing $ 134.3 $ 143.7 $ 133.6 $ 121.5 $ 533.1 GAAP Operations and support $ 108.9 $ 104.9 $ 95.1 $ 83.5 $ 392.4 Adjusted to exclude the following: Stock-based compensation (4.3) (4.1) (3.9) (3.3) (15.6) Acquisition-related expenses (8.1) (3.0) (1.6) 1.5 (11.2) Non-GAAP Operations and support $ 96.5 $ 97.8 $ 89.6 $ 81.7 $ 365.6 GAAP Research and development $ 108.2 $ 107.2 $ 81.5 $ 63.4 $ 360.3 Adjusted to exclude the following: Stock-based compensation (16.9) (18.9) (9.4) (12.3) (57.5) Non-GAAP Research and development $ 91.3 $ 88.3 $ 72.1 $ 51.1 $ 302.8 GAAP General and administrative $ 55.3 $ 55.2 $ 56.5 $ 41.1 $ 208.1 Adjusted to exclude the following: Stock-based compensation (14.9) (18.6) (13.3) (13.6) (60.4) Litigation charge (10.5) (10.5) Non-GAAP General and administrative $ 40.4 $ 36.6 $ 32.7 $ 27.5 $ 137.2", "attrs": {}, "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 09:08:24.608+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5194181f-1dc1-46e4-87fa-8a0f947062e8", "parentComponentId": null }, { "bbox": { "h": 0.027, "w": 0.869, "x": 0.058, "y": 0.049 }, "kind": "title", "text": "Reconciliation of GAAP to Non-GAAP Operating Expenses (in millions, unaudited)", "attrs": {}, "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 09:08:24.608+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f261b7ee-bb3b-48df-9327-65de4689dbca", "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": "52b544b5-f55d-4c96-a991-b02651f4a24a", "evidence": "The slide shows a table with GAAP to Non-GAAP operating expenses reconciliation.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:40:27.788767+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 20, "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": "Action", "beatId": "7265078b-6fd6-48af-9ddf-e8cac90f332f", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The remaining slides provide detailed financial information and appendix", "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": [], "locked": true }, { "page": 17, "type": "setup", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 3, "textChars": 535, "nDataPoints": 25, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:23.054+00", "seconds": 3.754, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/17", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-17", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.018, "w": 0.157, "x": 0.156, "y": 0.092 }, "kind": "source-note", "text": "(in millions, unaudited)", "attrs": {}, "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 09:08:23.054+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b848d0c9-458e-4391-99e2-d803ac94f6bb", "parentComponentId": null }, { "bbox": { "h": 0.349, "w": 0.87, "x": 0.088, "y": 0.316 }, "kind": "table", "text": "Sales and marketing\nOperations and support\nResearch and development\nGeneral and administrative\nTotal non-GAAP Operating expenses excluding commissions and other related expense\nMarch 31, 2022: 134.3, 96.5, 91.3, 40.4, 362.5\nJune 30, 2022: 143.7, 97.8, 88.3, 36.6, 366.4\nSeptember 30, 2022: 133.6, 89.6, 72.1, 32.7, 328.0\nDecember 31, 2022: 121.5, 81.7, 51.1, 27.5, 281.8\nYear Ended December 31, 2022: 533.1, 365.6, 302.8, 137.2, 1,338.7", "attrs": {}, "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 09:08:23.054+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb927122-d6f2-4aa1-b691-00935e29bdce", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.879, "x": 0.056, "y": 0.039 }, "kind": "title", "text": "Non-GAAP Operating Expenses Excluding Commissions and Other Related Expense", "attrs": {}, "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 09:08:23.054+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1a94880-f8ee-4f9a-b857-f8289bacd388", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": "Action", "beatId": "7265078b-6fd6-48af-9ddf-e8cac90f332f", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The remaining slides provide detailed financial information and appendix", "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": [], "locked": true }, { "page": 18, "type": "analysis", "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": 48, "componentCount": 3, "textChars": 604, "nDataPoints": 28, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:23.835+00", "seconds": 4.12, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/18", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-18", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.013, "w": 0.018, "x": 0.953, "y": 0.954 }, "kind": "source-note", "text": "18", "attrs": {}, "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 09:08:23.835+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db69954a-28dc-4161-add7-083265805851", "parentComponentId": null }, { "bbox": { "h": 0.34, "w": 0.809, "x": 0.094, "y": 0.339 }, "kind": "table", "text": "Three Months Ended December 31,\nYear Ended December 31,\n2022\n2021\n2022\n2021\nTotal Transactions\n42,719\n56,912\n211,538\n225,272\nGross Transaction Value (in billions)\n$ 42.5\n$ 64.3\n$ 230.3\n$ 254.2\nAverage Number of Principal Agents\n13,426\n12,176\n13,073\n11,058\nNet loss attributable to Compass, Inc. (in millions)\n$ (158.1)\n$ (174.8)\n$ (601.5)\n$ (494.1)\nNet loss attributable to Compass, Inc. margin\n(14.3%)\n(10.8%)\n(10.0%)\n(7.7%)\nAdjusted EBITDA (in millions)\n$ (75.3)\n$ (51.3)\n$ (210.0)\n$ 1.6\nAdjusted EBITDA margin\n(6.8%)\n(3.2%)\n(3.5%)\n0.0%", "attrs": {}, "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 09:08:23.835+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f800db36-0f67-4c08-9c8a-2bfae648b3a3", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.76, "x": 0.058, "y": 0.05 }, "kind": "title", "text": "Key Business Metrics and Non-GAAP Financial Measures (unaudited)", "attrs": {}, "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 09:08:23.835+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9950b65e-099b-416f-b635-be70ab007e32", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": "Action", "beatId": "7265078b-6fd6-48af-9ddf-e8cac90f332f", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The remaining slides provide detailed financial information and appendix", "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": [], "locked": true }, { "page": 19, "type": "setup", "function": "decompose_segments", "rawType": "revenue_buildup", "block": null, "metadata": { "slideType": "revenue_buildup", "slideTypeCanon": { "name": "Revenue buildup", "slug": "revenue_buildup", "status": "active", "canonId": "019de52d-0acd-70b8-a81d-62d89840409b", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 4, "textChars": 369, "nDataPoints": 32, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:23.654+00", "seconds": 3.87, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/19", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-19", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.02, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "19", "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 09:08:23.654+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47f364fb-a5eb-4d5d-8ee1-186b12b2b989", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.16, "x": 0.31, "y": 0.08 }, "kind": "source-note", "text": "(in millions, 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 09:08:23.654+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa8f2110-aa38-4ee5-811a-6bb4362babea", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.93, "x": 0.05, "y": 0.29 }, "kind": "table", "text": "GAAP Commissions & other related expense\nAdjusted for the following:\nStock-based compensation related to the Agent Equity Program\nAgent Equity Program contributions\nNon-GAAP Commissions & other related expense excluding Agent Equity Program contributions", "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 09:08:23.654+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56716bcb-e67c-4bbf-9548-e8de6b15933f", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.9, "x": 0.05, "y": 0.04 }, "kind": "title", "text": "Non-GAAP Commissions & Other Related Expense Excluding Agent Equity Program Contributions", "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 09:08:23.654+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c419c6c7-e9b3-4835-8a95-b169c7298971", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": "Action", "beatId": "7265078b-6fd6-48af-9ddf-e8cac90f332f", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The remaining slides provide detailed financial information and appendix", "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": [], "locked": true }, { "page": 20, "type": "appendix", "function": "other", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "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": "sparse", "densityScore": 12, "componentCount": 3, "textChars": 83, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 09:08:22.637+00", "seconds": 2.72, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de514-f723-72d9-9b2b-4661ae329ec3/20", "deck": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3", "deckAnchor": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3#slide-20", "deckJson": "/decks/019de514-f723-72d9-9b2b-4661ae329ec3.json" }, "components": [ { "bbox": { "h": 0.019, "w": 0.099, "x": 0.86, "y": 0.04 }, "kind": "image", "text": "COMPASS", "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 09:08:22.637+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96d0a324-1b2a-4384-ba36-f554a7599bcc", "parentComponentId": null }, { "bbox": { "h": 0.079, "w": 0.216, "x": 0.039, "y": 0.619 }, "kind": "paragraph", "text": "Richard Simonelli\n973-896-8184\nrichard.simonelli@compass.com", "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 09:08:22.637+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d4dccf2-a350-48ef-9fc4-b4a648c3b38d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.229, "x": 0.039, "y": 0.54 }, "kind": "title", "text": "Investor Contact", "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 09:08:22.637+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9de25a0c-9a8c-4e04-b0ef-59bb375bc288", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 20, "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": "Action", "beatId": "7265078b-6fd6-48af-9ddf-e8cac90f332f", "matchId": "d2d652a6-8369-40ff-8715-2f2938e960f3", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The remaining slides provide detailed financial information and appendix", "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": [], "locked": true } ], "arcBeats": [ { "from": 3, "to": 4, "label": "Attention", "description": "The first two slides provide an overview of 4Q and FY 2022 highlights" }, { "from": 5, "to": 5, "label": "Need", "description": "The company acknowledges macro headwinds in 2022" }, { "from": 6, "to": 7, "label": "Satisfaction", "description": "The company provides guidance and key business metrics" }, { "from": 8, "to": 20, "label": "Action", "description": "The remaining slides provide detailed financial information and appendix" } ], "loops": [ { "from": 5, "to": 7, "label": "Cost Of Inaction", "description": "What are the implications of not addressing macro headwinds?" } ] }