{ "schemaVersion": "deck-intelligence.v1", "id": "019de516-84f5-7019-8c79-b222807ef5bc", "slug": "d8f117bb9fe1487b01fb412a94321e0f", "title": "Informatica | Results Presentation Deck | 53 slides", "subtitle": "Informatica · 2023-08", "author": "Informatica", "date": "2023-08-01 00:00:00", "pageCount": 53, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de516-84f5-7019-8c79-b222807ef5bc", "slug": "d8f117bb9fe1487b01fb412a94321e0f", "title": "Informatica | Results Presentation Deck | 53 slides", "rawTitle": "Informatica | Results Presentation Deck | 53 slides", "authorId": "informatica", "authorName": "Informatica", "authorDisplay": "Informatica", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2023-08__informatica__results__d8f117bb.pdf", "sourceUrl": "https://www.slidebook.io/company/informatica/presentation/d8f117bb9fe1487b01fb412a94321e0f/", "sourceDate": "2023-08-02 00:00:00", "presentationDate": "2023-08-01 00:00:00", "ingestedAt": "2026-05-01 19:49:11.629552+00", "status": "ready", "pageCount": 53, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "software-infrastructure", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2023-08__informatica__results__d8f117bb", "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": 53, "pagesIndexed": 53, "pagesWithImages": 53, "pagesWithMetadata": 53, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 353, "chartCount": 18, "metricSlides": 0, "toolMatches": 23, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 5, "loopMatches": 3, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "evidence": "The document follows a structure similar to the Sequoia Pitch, with sections on market size, product, solution, team, and financials.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:10:07.799314+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 22, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 21, "name": "Problem", "beatId": "363a7e3d-447c-4c98-b19d-e0955d1c359a", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The document identifies a large and expanding addressable market as a key opportunity.", "position": 0, "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": 22, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 21, "name": "Market Size", "beatId": "6369ed56-9ec8-43a3-bb80-632a7d3dd8b1", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The document highlights the large and expanding addressable market.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 10, "name": "Product", "beatId": "41028c82-2a08-45c0-903d-26c5e6627ff2", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The document showcases Informatica's Intelligent Data Management Cloud (IDMC) and CLAIRE Copilot.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 10, "name": "Solution", "beatId": "dd3673b8-7cc1-4cbc-91d0-9e2473069adf", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents IDMC as a solution to customers' data management needs.", "position": 3, "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": 39, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 25, "name": "Financials", "beatId": "00a90f94-403f-4486-9737-0422fbc72601", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document provides a detailed overview of Informatica's Q2'23 financial results.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 36, "from": 36, "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": "21ff0173-14e7-4146-86c3-07937fa2ef46", "evidence": "The document highlights the cloud migration opportunity.", "position": 0, "objective": "What is the cost of not migrating to the cloud?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:08.050122+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 31, "from": 31, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "7ac7e125-5030-4402-afaf-b41bf0486e2d", "evidence": "The document showcases Informatica's large customer momentum and high-growth subscription ARR.", "position": 1, "objective": "What are the key drivers of Informatica's growth?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:08.091046+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 29, "from": 29, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "016d35af-f457-4e9e-b1bd-7734b9bd45c8", "evidence": "The document highlights Informatica's strong ARR growth at scale.", "position": 2, "objective": "What are the key areas driving Informatica's ARR growth?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:08.131003+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": "025eedce-583a-4405-bdcc-fc9b0ec3606a", "evidence": "This slide has a title, logo, and other elements typical of a cover slide.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:49:34.510177+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": "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": "c64c7830-d927-4aa8-8f8a-83ecdafa4e19", "evidence": "This slide has a title and a source note, indicating a section divider.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:49:34.618191+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Customer journey map", "slug": "customer-journey-map", "status": "active", "bestFor": null, "canonId": "019de52d-1b26-7499-98c8-1091acc836be", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c3500fc4-c542-415f-a9aa-97690e8301d2", "evidence": "This slide describes a transformation journey, which could be related to a customer journey.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 01:49:34.87241+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "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": "5c9622bf-07ac-47a6-a980-274f9e7d1821", "evidence": "list/bullet: DATA SOURCES: SaaS Apps Sources, Mainframe, Applications, Databases, On-premises Sources, IoT, Machine Data, Logs, Real-time / Streaming Sources list/bullet: DATA CONSUMERS: ETL Developer, Data Engineer, Citizen Integrator, Data Scientist, Data Analyst, Business Users", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:49:47.33504+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "0c62b95e-de0c-4823-8aba-6355ffc826c0", "evidence": "subtitle: A leading shipping and logistics firm achieved an impressive 95% precision rate in minutes by automating the association of business terms to 970K out of 1.04M, which would otherwise require many months of manu subtitle: A leading non-profit organization streamlined their supporter records from 10 million to 3 million, including 1 million unengaged past supporters, instantly boosting the", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:49:47.443966+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "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": "60dfa68b-a354-42b0-8868-c64ecdb61865", "evidence": "Best -of -breed products catered for Analytics, Data Governance & Privacy, Application Integration and Hyperautomation, and Master Data Management & 360 Application initiatives for Chief Data Officer, Chief", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:49:45.570986+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5aab1bce-8237-4d36-ac05-796e3e353068", "evidence": "chart/line: Adjusted uFCF and Non-GAAP Operating Margin as % of Revenue1, 2 Q2 2022 Q2 2023 Non-GAAP Operating Margin Adjusted UFCF Margin 19% 9% 23% 20%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:49:45.342281+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "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": "77311801-5a63-4918-923e-22e6881da11d", "evidence": "chart/bar-stacked: Non-GAAP Operating Expenses as % of Revenue¹ Q2 2022 Q2 2023 S&M R&D G&A 6% 20% 36% 7% 19% 32%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:49:45.300718+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "dd79e4a0-deee-4765-a334-4d916ec9969f", "evidence": "chart/pie: Cloud Migration 4.5% Cloud Migration 95.5% Maintenance ARR Q4 2020 to Q2 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:49:45.421677+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "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": "15c80d90-6be8-47cd-8187-f52da62c1a6a", "evidence": "chart/bar-vertical: Non-GAAP Gross Profit Margin¹ Q2 2022: 81%, Q3 2022: 80%, Q4 2022: 82%, Q1 2023: 80%, Q2 2023: 80%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:49:45.501103+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "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": "10efc6d9-f380-4592-a7c0-8110dd93ac54", "evidence": "chart/bar-vertical: Adjusted Unlevered FCF 2 and Net Leverage Ratio 3 Q2 2022: $33M, 3.5x Q2 2023: $77M, 2.7x", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:49:45.580457+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "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": "1648c9ca-8759-4df9-a1cd-d90843686927", "evidence": "table/data: GAAP Total Revenues Q3 2023 $395 - 405M, Full-Year 2023 $1,570 - 1,590M; % Change YoY at Midpoint Q3 2023 ~8%, Full-Year 2023 ~5%; Total ARR Full-Year 2023 $1,585 - 1,615M; % Growth YoY at Midpoint Full-Year", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:49:45.661181+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "062bd545-1af5-45f9-9af2-0bc85f362e88", "evidence": "table/data: Contract Deal ($000s) FY22E FY23E Total BQ22 Subscription ARR $1,000 $1,000 $1,000 $1,000 Revenue $1,000 $1,000 $2,000 $42 COGS $200 $200 $400 $8 Gross Profit $800 $800 $1,600 $34 Gross Margin 80% 80% 80% 81%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:49:45.745055+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "6131f25e-65d0-40f0-8ad8-5fecf976fc17", "evidence": "The slide presents a comparison table with Cloud vs. Self-Managed.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:47:50.290334+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "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": "f3df1873-916d-4119-b687-95b2ab5aa2bf", "evidence": "The slide presents a reconciliation table with various adjustments.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:47:50.358112+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 44, "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": "6c3b840b-4c0a-4bbb-84b4-0e46f4eacb86", "evidence": "The slide presents a reconciliation table with various adjustments.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:47:50.425571+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "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": "54cfdbc1-b0d4-48de-9b46-12e636372acf", "evidence": "The slide presents a reconciliation table with various adjustments.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:47:50.494113+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 46, "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": "f0c35bff-ca2d-47c7-8d37-064ab69d9b91", "evidence": "table/data: Three Months Ended June 30, 2023, 2022; Six Months Ended June 30, 2023, 2022; GAAP research and development, Stock-based compensation, Equity compensation, Non-GAAP research and development, % of total revenu", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:47:39.427861+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 47, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "0052872a-aefc-4bc1-89cf-4c71b0e04b8d", "evidence": "table/data: Three Months Ended June 30, Six Months Ended June 30, 2023, 2022, 2023, 2022 GAAP sales and marketing $134,500 $143,597 $263,038 $272,549 Stock-based compensation (15,084) (9,983) (29,537) (17,572) Equity com", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:47:39.498684+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c926f502-690e-4f88-b0cf-8a200bb4db9d", "evidence": "table/data: Three Months Ended June 30, 2023, 2022, Six Months Ended June 30, 2023, 2022, GAAP general and administrative, Stock-based compensation, Equity compensation, Non-GAAP general and administrative, % of total re", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:47:39.570191+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "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": "28ca3a1c-10ff-46c8-a789-d8e106f98f31", "evidence": "Table showing GAAP net loss, various adjustments (income tax expense, interest income/expense, other income, stock-based compensation, amortization of intangibles, equity compensation, restructuring, deprecia", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:47:39.639554+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "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": "69181032-e314-4ec9-bb3c-6a770b276242", "evidence": "table/data: Three Months Ended June 30, 2023, 2022; Six Months Ended June 30, 2023, 2022; Total GAAP revenue, Net cash provided by operating activities, Less: Purchases of property, plant, and equipment, Add: Equity comp", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:47:39.707811+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 51, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "095fda82-04cb-482c-af1b-c212a13fedba", "evidence": "table/data: June 30, 2023 December 31, 2022 Dollar Term Loan $ 1,852 $ 1,861 Less: Cash, cash equivalents, and short-term investments (821) (716) Total net debt $ 1,031 $ 1,145", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:47:39.775079+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 52, "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/lJTO0ebkYmJ2YLX3Gcm8NDU5ORZsFyqeyAdtdh4DpQY/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9kOGYxMTdiYjlmZTE0ODdiMDFmYjQxMmE5NDMyMWUwZi9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 6, "textChars": 136, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:23.404+00", "seconds": 4.373, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/1", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-1", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.039, "w": 0.159, "x": 0.77, "y": 0.73 }, "kind": "image", "text": "Informatica", "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 08:11:23.404+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9f28b26-8a6a-4706-bdca-8d3a91d8ed1c", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.146, "x": 0.043, "y": 0.53 }, "kind": "paragraph", "text": "August 2, 2023", "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 08:11:23.404+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d648c13-ccd8-4caf-b97f-fa423534f550", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.249, "x": 0.043, "y": 0.38 }, "kind": "paragraph", "text": "Second Quarter 2023\nEnded June 30, 2023", "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 08:11:23.404+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d6cabda-1125-4673-a13d-688d5896428d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.239, "x": 0.043, "y": 0.275 }, "kind": "paragraph", "text": "Investor Presentation", "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 08:11:23.404+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da5f95b1-fa7a-477e-80cb-03233e48b2ef", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.179, "x": 0.043, "y": 0.93 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:23.404+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b536d7c-6de8-4a9d-bf93-0a8f07f311e4", "parentComponentId": null }, { "bbox": { "h": 0.361, "w": 0.502, "x": 0.457, "y": 0.194 }, "kind": "title", "text": "Where data comes to LIFE", "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 08:11:23.404+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b14bb8af-7fdf-4ecd-a318-2cc79f097639", "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": "025eedce-583a-4405-bdcc-fc9b0ec3606a", "evidence": "This slide has a title, logo, and other elements typical of a cover slide.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:49:34.510177+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/stgfWTUURmGIf650LWxrix_Z7k_WqMJ_sKaMC-kmiMk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9kOGYxMTdiYjlmZTE0ODdiMDFmYjQxMmE5NDMyMWUwZi9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/aMYh9TqidhLxHKHVW5hwtHf7p2HJWzGHK9bjjg8yinA/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9kOGYxMTdiYjlmZTE0ODdiMDFmYjQxMmE5NDMyMWUwZi9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/wz0fjTinLMWCQ18nPBmobmN0m9EgQdCI3uTY_rSVz4c/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9kOGYxMTdiYjlmZTE0ODdiMDFmYjQxMmE5NDMyMWUwZi9wMDAxLnBuZw" }, { "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": "overcrowded", "densityScore": 88, "componentCount": 10, "textChars": 5583, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:30.938+00", "seconds": 10.892, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/2", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-2", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.13, "w": 0.45, "x": 0.51, "y": 0.628 }, "kind": "disclaimer", "text": "This presentation contains statistical data, estimates and forecasts that are based on independent industry publications or other publicly available information, as well as other information based on our internal sources. This information involves many assumptions and limitations, and you are cautioned not to give undue weight to these estimates. We have not independently verified the accuracy or completeness of the data contained in these industry publications and other publicly available information. Accordingly, we make no representations as to the accuracy or completeness of that data nor do we undertake to update such data after the date 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 08:11:30.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27205fa1-6bdb-4798-a033-16cc456e2eab", "parentComponentId": null }, { "bbox": { "h": 0.189, "w": 0.45, "x": 0.51, "y": 0.42 }, "kind": "disclaimer", "text": "In addition to U.S. GAAP financials, this presentation includes certain non-GAAP financial measures, including Adjusted EBITDA, Adjusted EBITDA margin, Adjusted unlevered free cash flow, Adjusted unlevered free cash flow margin, non-GAAP gross margin, non-GAAP operating expenses, non-GAAP operating margin, non-GAAP net income, and non-GAAP operating loss (income). These non-GAAP measures are in addition to, not a substitute for or superior to, measures of financial performance prepared in accordance with U.S. GAAP. The non-GAAP financial measures used by Informatica may differ from the non-GAAP financial measures used by other companies. A reconciliation of these measures to the most directly comparable U.S. GAAP measure is included in the Appendix to 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 08:11:30.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b549d41-2060-4f5a-ac24-1a70f7029e1a", "parentComponentId": null }, { "bbox": { "h": 0.24, "w": 0.45, "x": 0.034, "y": 0.616 }, "kind": "disclaimer", "text": "Forward-looking statements are based on information available at the time those statements are made and/or management's good faith beliefs and assumptions as of that time with respect to future events and are subject to risks and uncertainties that could cause actual performance or results to differ materially from those expressed in or suggested by the forward-looking statements. In light of these risks and uncertainties, the forward-looking events and circumstances discussed in this presentation may not occur, and actual results, performance or achievement could differ materially from those anticipated or implied in the forward-looking statements. Moreover, we operate in a very competitive and rapidly changing environment. New risks and uncertainties emerge from time to time and it is not possible for us to predict all risks and uncertainties that could have an impact on the forward-looking statements contained in this presentation. Except as required by law, Informatica does not undertake any obligation to publicly update or revise any forward-looking statement, whether as a result of new information, future developments or otherwise.", "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 08:11:30.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "378d2751-1246-4245-adcc-e362a8397f8d", "parentComponentId": null }, { "bbox": { "h": 0.34, "w": 0.45, "x": 0.034, "y": 0.259 }, "kind": "disclaimer", "text": "This presentation contains forward-looking statements about Informatica and the environment in which Informatica operates. These statements may relate to, but are not limited to, expectations of future operating results or financial performance, market size and growth opportunities, the calculation of certain of our key financial and operating metrics, capital expenditures, plans for future operations, competitive position, technological capabilities and new new product releases, including those that use artificial intelligence and machine learning, the effect of foreign currency exchange rates, the effect of macro-economic conditions, and strategic relationships, as well as assumptions relating to the foregoing. Such statements are subject to known and unknown uncertainties and contingencies outside of Informatica's control and are largely based on our current expectations and projections about future events and financial trends that we believe may affect our financial condition, results of operations, business strategy, and financial needs. Informatica's actual results, events, or circumstances may differ materially from these statements. Forward-looking statements include all statements that are not historical facts and can be identified by terms such as \"anticipate,\" \"believe,\" \"contemplate,\" \"continue,\" \"could,\" \"estimate,\" \"expect,\" \"intend,\" \"may,\" \"plan,\" \"potential,\" \"predict,\" \"project,\" \"should,\" \"target,\" \"will,\" \"would,\" or similar expressions and the negatives of those terms. You should not put undue reliance on any forward-looking statements. Forward-looking statements should not be read as a guarantee of future performance or results and will not necessarily be accurate indications of the times at, or by, which such performance or results will be achieved, if at all.", "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 08:11:30.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d9fc6cf-03d8-479a-857f-7159b8b1a1b7", "parentComponentId": null }, { "bbox": { "h": 0.069, "w": 0.45, "x": 0.51, "y": 0.799 }, "kind": "disclaimer", "text": "Unless otherwise indicated, all references in this presentation to \"Informatica,\" \"we,\" \"our,\" \"us,\" or similar terms refer to (i) Ithacalux Topco S.C.A. and its consolidated subsidiaries for the periods prior to the completion of certain restructuring transactions and (ii) Informatica Inc. and its consolidated subsidiaries for the periods subsequent to the completion of such restructuring transactions.", "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 08:11:30.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8e1ed0c-ec84-41de-99a8-acc215cf0633", "parentComponentId": null }, { "bbox": { "h": 0.149, "w": 0.45, "x": 0.51, "y": 0.259 }, "kind": "disclaimer", "text": "Further information on these and additional risks, uncertainties, and other factors that could cause actual outcomes and results to differ materially from those included in or contemplated by the forward-looking statements contained in the earnings release issued on August 2, 2023 are included under the caption \"Risk Factors\" and elsewhere in our Quarterly Report on Form 10-Q that will be filed for the second quarter ended June 30, 2023 and other filings and reports we make with the Securities and Exchange Commission (\"SEC\") from time to time, including our Annual Report on Form 10-K that was filed for the fiscal year ended December 31, 2022.", "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 08:11:30.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7c3c38a-993f-47ba-bbef-fa82eb900a49", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.139, "x": 0.82, "y": 0.916 }, "kind": "image", "text": "Informatica", "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 08:11:30.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "104c9f3d-7abf-4551-9ebc-cc9fc6ea082a", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.01, "x": 0.025, "y": 0.935 }, "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 08:11:30.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84a7f099-1718-417d-b596-3609dffeb977", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.139, "x": 0.083, "y": 0.935 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:30.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a32109a9-c6b8-4a57-b8ff-f9fc5e27a96b", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.833, "x": 0.084, "y": 0.08 }, "kind": "title", "text": "Safe Harbor and Statement Regarding Use of Non-GAAP Financial Measures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:30.938+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30537768-530b-413f-8ad8-2cea64ab1acb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "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": 20, "componentCount": 4, "textChars": 58, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:24.451+00", "seconds": 4.192, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/3", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-3", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.057, "w": 0.109, "x": 0.85, "y": 0.88 }, "kind": "image", "text": "Informatica", "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 08:11:24.451+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0002cabb-c627-481f-9074-e7591047eea8", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.149, "x": 0.084, "y": 0.93 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:24.451+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "575accd0-f2c2-43bb-a797-71ba983d0b62", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.008, "x": 0.03, "y": 0.93 }, "kind": "source-note", "text": "3", "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 08:11:24.451+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a69274f5-b064-43fa-92d8-ba65ebc552fb", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.55, "x": 0.244, "y": 0.329 }, "kind": "title", "text": "Business Highlights", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:24.451+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f10ebdd7-6ec5-487c-a7be-3ef2f779e48b", "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": "c64c7830-d927-4aa8-8f8a-83ecdafa4e19", "evidence": "This slide has a title and a source note, indicating a section divider.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:49:34.618191+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "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": "overcrowded", "densityScore": 95, "componentCount": 20, "textChars": 1276, "nDataPoints": 12, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:31.264+00", "seconds": 10.736, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/4", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-4", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.14, "x": 0.805, "y": 0.91 }, "kind": "image", "text": "Informatica", "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 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f49b7b9-c71a-4b3a-adab-9cd167a4a596", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.24, "x": 0.36, "y": 0.23 }, "kind": "list", "text": "High Growth Subscription ARR\nQ2 2023 Subscription ARR2\nQ2 2023 YoY Subscription ARR Growth", "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 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b0e06df-77c8-4145-9cc1-0c6c1892a504", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.17, "x": 0.055, "y": 0.53 }, "kind": "list", "text": "Large, Growing\nCustomer Base\nTAM Estimate4", "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 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f269d81-502d-4093-89c0-146ade4b886a", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.19, "x": 0.36, "y": 0.53 }, "kind": "list", "text": "Customers with $1M+\nin Subscription ARR5\nQ2 2023 YoY Growth", "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 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "641a8b2a-f163-44f6-a996-2da1acef620f", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.26, "x": 0.665, "y": 0.53 }, "kind": "list", "text": "Proven Margins\nand FCF Generation\nQ2 2023 Adjusted Unlevered Free Cash Flow\nMargin (after-tax)6", "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 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7273bd2e-b979-4bc7-b493-0757d39a0b4a", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.26, "x": 0.665, "y": 0.23 }, "kind": "list", "text": "Cloud Differentiation\nQ2 2023 Cloud Subscription ARR 3\nQ2 2023 YoY Cloud Subscription ARR Growth", "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 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d25b3e2c-d105-46db-af36-60e1b151d16c", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.23, "x": 0.055, "y": 0.23 }, "kind": "list", "text": "Growth at Scale\nQ2 2023 Total ARR¹\nQ2 2023 YoY Total ARR Growth", "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 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db29dd6d-a3d9-4460-bac2-f499cade8d80", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.05, "x": 0.055, "y": 0.38 }, "kind": "metric", "text": "8%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "128ed932-c019-45e8-9b99-53025178f575", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.16, "x": 0.36, "y": 0.27 }, "kind": "metric", "text": "$1.04B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4033165a-479e-40d6-86ea-1dbf4fa558e0", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.12, "x": 0.055, "y": 0.59 }, "kind": "metric", "text": "$44B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60ba55d6-7fe0-46de-a1b0-996460fe2d4b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.06, "x": 0.665, "y": 0.64 }, "kind": "metric", "text": "20%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76911a8a-ac83-4091-8682-ecdc3ec7229a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.14, "x": 0.665, "y": 0.27 }, "kind": "metric", "text": "$513M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85bf6dcc-00eb-4791-9da6-c1a03a9a4def", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.06, "x": 0.36, "y": 0.38 }, "kind": "metric", "text": "16%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9359d87e-40e8-4c52-8e99-96f1e0ac62e9", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.07, "x": 0.36, "y": 0.59 }, "kind": "metric", "text": "213", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97c67688-bb95-494d-ab2e-903c5cd90c21", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.16, "x": 0.055, "y": 0.27 }, "kind": "metric", "text": "$1.55B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b85a1494-dbd3-477e-bab3-eca1302c6e1f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.06, "x": 0.36, "y": 0.64 }, "kind": "metric", "text": "22%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ede492bd-9805-4762-953f-a837e9e58f29", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.06, "x": 0.665, "y": 0.38 }, "kind": "metric", "text": "37%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f440031c-0f92-4587-8341-744dbabf327e", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.55, "x": 0.086, "y": 0.82 }, "kind": "source-note", "text": "1 Annual Recurring Revenue represents the expected annual billing and revenue amounts from all active maintenance and subscription agreements\n2 Subscription ARR represents the portion of ARR only attributable to our subscription contracts\n3 Cloud Subscription ARR represents the portion of ARR that is attributable to our hosted cloud contracts\n4 Total Addressable Market is an internal Informatica estimate based on the potential ARR per company times the total number of companies that we could sell to globally\n5 Customers that spend more than $1 million in subscription ARR\n6 Adjusted Unlevered free cash flow margin is a non-GAAP financial measure. See appendix for reconciliation to most directly comparable GAAP measure", "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 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0c087ae-0ca7-4a5f-b6da-f66e878ff014", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.14, "x": 0.086, "y": 0.93 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef2d513d-dd61-4282-bb34-2e7143579695", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.52, "x": 0.042, "y": 0.08 }, "kind": "title", "text": "Informatica at a Glance – Q2'23", "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 08:11:31.264+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40587b47-0019-4a81-b45a-5fd7811bee12", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 5, "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": 70, "componentCount": 5, "textChars": 804, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:25.846+00", "seconds": 5.318, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/5", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-5", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.15, "x": 0.8, "y": 0.91 }, "kind": "image", "text": "Informatica logo", "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 08:11:25.846+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a978ea8-aba0-45d3-8fe4-fc3a266c06a4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.72, "x": 0.09, "y": 0.87 }, "kind": "source-note", "text": "1 Non-GAAP financial measures. For historical information, see appendix for reconciliation to most directly comparable GAAP measure. A reconciliation of non-GAAP guidance measures to corresponding GAAP guidance measures is not available on a forward-looking basis without unreasonable effort due to the uncertainty regarding, and the potential variability of, expenses that may be incurred in the future.", "attrs": { "numbered": true }, "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 08:11:25.846+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08659bd5-cf55-4bd0-8ade-1826495c0f70", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.16, "x": 0.08, "y": 0.93 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:25.846+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20a208db-6307-45f9-b8cf-b436f557cb77", "parentComponentId": null }, { "bbox": { "h": 0.63, "w": 0.77, "x": 0.09, "y": 0.2 }, "kind": "table", "text": "Guidance Q2 2023, Results Q2 2023, GAAP Total Revenues, $355 – 365M, -3% YoY Change at Midpoint, $376M, 1% YoY Growth, Subscription ARR, $1,020 – 1,030M, ~14% YoY Change at Midpoint, $1,042M, 16% YoY Growth, Cloud ARR, $501 – 507M, ~35% YoY Change at Midpoint, $513M, 37% YoY Growth, Non-GAAP Operating Income 1, $67 – 77M, $88M", "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 08:11:25.846+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac4b0839-fd80-4e67-99f4-a078289945ee", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.53, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Q2'23 Financial Results Summary", "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 08:11:25.846+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cbda2c77-d8e9-4b04-8032-d00c710561ba", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 6, "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": 2875, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:26.965+00", "seconds": 6.12, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/6", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-6", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.805, "w": 0.94, "x": 0.042, "y": 0.125 }, "kind": "list", "text": "Product Innovation:\nAnnounced CLAIRE GPT, a generative AI-powered capability that will deliver the advancements of a natural language-based interface to Informatica's Intelligent Data Management Cloud (IDMC), dramatically simplifying and accelerating how enterprises consume, process, manage, and analyze data. Alongside CLAIRE GPT, Informatica will extend AI copilot capabilities to automate more data management tasks and processes and provide greater observability across data. CLAIRE GPT will be available in private preview in the third quarter 2023.\nAnnounced Cloud Data Integration for PowerCenter, a new cloud modernization capability to help customers accelerate modernizing on-premises PowerCenter assets to IDMC while significantly lowering migration time, costs, and risk. Available in the third quarter 2023.\nLaunched Independent Software Vendor (ISV) Innovate, a new ecosystem partner program empowering ISV partners to create and integrate solutions exclusively for IDMC.\nLaunched IDMC for environmental, social and governance (ESG) Sustainability, which enables end-to-end data lifecycle, including discovery, ingestion, integration of data and applications, quality improvements, a single view of ESG data, governance, privacy, and data sharing, helping enterprises satisfy ESG initiatives and regulations.\nExpanded partnership with Microsoft: launched IDMC as an Azure Native ISV service; integrated IDMC with Microsoft Fabric; launched Informatica's Cloud Data Governance and Catalog natively on Microsoft Azure; and announced that Informatica's secure agent, Private Link, will be available on Azure in late 2023.\nExpanded partnership with Amazon: launched Amazon Web Services (AWS) Point of Delivery (PoD) in Japan to scale our market reach in Asia Pacific; launched Informatica's secure agent, Private Link, on AWS; and announced the availability of Cloud Data Integration-Free service for Amazon Redshift.\nExpanded partnership with Google: launched Master Data Management SaaS natively on Google Cloud Platform (GCP); and launched GCP PoD in EMEA.\nExpanded partnership with Snowflake: launched new integration capabilities with the public preview of Superpipe; added support for the private preview of Informatica's Snowflake native application for enterprise data integration offering via Snowflake Partner Connect; and added support for Apache Iceberg tables.\nExpanded partnership with Databricks: added support for Databricks Unity catalog across data integration, data quality, and data catalog and governance; added support for Databricks Connect; and added support for Databricks SQL and Databricks delta lake for Informatica's PowerCenter to IDMC migration program.\nExpanded partnership with ZS, a global consulting firm: embedded IDMC with ZS's cloud-native ZAIDYN platform for life sciences.", "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 08:11:26.965+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb2eb5a1-c873-4aa4-9b81-bf0d776a84c1", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.14, "x": 0.08, "y": 0.94 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:26.965+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d7f32ec-c853-4f59-be30-98366e3d226a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.44, "x": 0.042, "y": 0.05 }, "kind": "title", "text": "Q2'23 Business Highlights", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:26.965+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ab85c68a-3ddf-4c21-9eef-82f3512d950d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "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": "dense", "densityScore": 65, "componentCount": 5, "textChars": 1113, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:25.171+00", "seconds": 4.31, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/7", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-7", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.15, "x": 0.81, "y": 0.91 }, "kind": "image", "text": "Informatica", "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 08:11:25.171+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b4556cc8-91fa-4b84-b076-b3b2be222782", "parentComponentId": null }, { "bbox": { "h": 0.26, "w": 0.95, "x": 0.04, "y": 0.57 }, "kind": "list", "text": "Corporate Updates:\nCompleted the acquisition of Privitar, a leader in data access management and privacy software, on July 12, 2023. The acquisition expands Informatica's IDMC offerings, providing a richer set of capabilities to support new mission-critical workloads and use cases across data governance, data integration, catalog and privacy, data quality and master data management.\nRescheduled Investor Day for December 5, 2023, in San Francisco, CA.", "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 08:11:25.171+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3077c151-bb31-4bca-b896-08c8849b1bfb", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.95, "x": 0.04, "y": 0.13 }, "kind": "list", "text": "Industry Recognition:\nRanked #1 in IDC's \"Worldwide Data Integration and Intelligence Software Market Shares, 2022: Controlling Data Amid Uncertainty Report\" for the seventh consecutive year. Recognized in five submarkets: Data Ingestion & Transformation, Data Quality, Data Intelligence, Master Data Management and Dynamic Data Movement.\nNamed a Leader in The Forrester Wave™ Master Data Management, Q2 2023 Report for the fifth consecutive time.\nNamed a Champion in the Bloor Research Market Update for Data Quality 2023.\nNamed a Leader in the Nucleus Research 2023 iPaaS Technology Value Matrix.", "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 08:11:25.171+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6f1c3cc-9f3d-4c66-9e03-d6232bdbd111", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.14, "x": 0.08, "y": 0.93 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:25.171+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e7000bc-d5e7-44bd-ace0-94285d820b86", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.43, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "Q2'23 Business Highlights", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:25.171+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76755d84-2182-4c69-816d-17bec7aa050a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 8, "type": "setup", "function": "propose_solution", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 5, "textChars": 1469, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:26.074+00", "seconds": 4.542, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/8", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-8", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.22, "w": 0.847, "x": 0.063, "y": 0.652 }, "kind": "list", "text": "3. Enable organizations to scale their digital business with the agility and speed IDMC offers\nEnterprise-wide data access controls for sensitive data, across the estate, through industry leading connectivity and metadata management. IDMC leverages CLAIRE™-driven data discovery, classification, and enrichment to apply relevant data access control policies at scale. Today's digital businesses can help ensure policy-based data access controls across the organization for both batch and on-demand workloads, for a wider range of data consumers and use cases.", "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": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:26.074+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b05371a8-550f-460a-a734-ecca9d7db184", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.847, "x": 0.063, "y": 0.424 }, "kind": "list", "text": "2. Create new use cases and workloads for enterprise customers through trusted and reliable data democratization and sharing\nProvide an ability to leverage the power of IDMC to not only identify and understand data that is critical to the organization but implement and enforce access policies to allow data sharing and data management across more of the enterprise, while simultaneously maintaining controls for privacy and trust.", "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": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:26.074+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b80afbeb-553a-4a45-bf3e-4de64337d8cc", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.847, "x": 0.063, "y": 0.196 }, "kind": "list", "text": "1. Strengthen and extend IDMC's data governance and privacy offerings\nProvide a more complete and richer feature set of capabilities to support new mission-critical workloads across data governance, catalog & privacy, data quality, data integration, and MDM solutions – allowing customers to quickly and easily build and enforce data access policies, integrated with their data governance and MDM policies.", "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": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:26.074+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eeaf11e5-73dc-46ca-9fb7-45003335c05f", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.146, "x": 0.083, "y": 0.93 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:26.074+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "139637da-eedc-4285-863b-35ca761be144", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.69, "x": 0.069, "y": 0.06 }, "kind": "title", "text": "Informatica + Privitar Capabilities & Benefits", "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 08:11:26.074+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c4abbf9-c7c1-4ed8-b2cb-36cf0d486ac2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 9, "type": "setup", "function": "frame_situation", "rawType": "customer_journey", "block": null, "metadata": { "slideType": "customer_journey", "slideTypeCanon": { "name": "Customer journey", "slug": "customer_journey", "status": "active", "canonId": "019de52d-0966-70ce-afe3-bc7c98ffc8c9", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 87, "componentCount": 11, "textChars": 690, "nDataPoints": 3, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:28.314+00", "seconds": 6.695, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/9", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-9", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.03333, "w": 0.14167, "x": 0.80833, "y": 0.91667 }, "kind": "image", "text": "Informatica", "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 08:11:28.314+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec4a0f14-3c10-4193-a1f8-c1f7aedba471", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.625, "x": 0.11083, "y": 0.37083 }, "kind": "list", "text": "Built net new products on a new cloud-native multi-hybrid platform (IDMC)", "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 08:11:28.314+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e0c3c09-8c6f-4294-a0d5-633d5074cf18", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.575, "x": 0.11083, "y": 0.64083 }, "kind": "list", "text": "Next-gen workloads powered by cloud that is growing much faster", "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 08:11:28.314+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "47bca4b0-f266-4b27-b8b8-f6fc86d7f251", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.56917, "x": 0.11083, "y": 0.23083 }, "kind": "list", "text": "Kept Traditional data integration product (PowerCenter) separate", "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 08:11:28.314+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94ca88b9-f467-486f-8268-72d9b17465cf", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.645, "x": 0.11083, "y": 0.49583 }, "kind": "list", "text": "Drove subscription growth by selling net new products on IDMC for next-gen workloads across Analytics, Data Governance & Privacy, and MDM & 360 Applications", "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 08:11:28.314+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9759c2cf-225f-4eb5-81aa-0248ae449f45", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.645, "x": 0.11083, "y": 0.77083 }, "kind": "list", "text": "Migration not part of current growth; future growth continues to be from cloud powered next-gen workloads; migration is a medium-term incremental upside", "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 08:11:28.314+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce0b8ad0-9f7b-44a8-b064-38617064ebbd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.145, "x": 0.8025, "y": 0.50083 }, "kind": "metric", "text": "37% YoY Cloud Subscription ARR growth¹", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:28.314+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e5ffa44-13e8-4d32-b79c-1470e8e1dc69", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.145, "x": 0.8025, "y": 0.30083 }, "kind": "metric", "text": "16% YoY Subscription ARR growth¹", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:28.314+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "babb65ff-c8e1-4641-b371-6786d661b1e6", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.145, "x": 0.8025, "y": 0.70083 }, "kind": "metric", "text": "58% YoY Cloud Processed Transactions growth on IDMC¹", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:28.314+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5307c3a-b8c3-4459-b152-a98c93f2653d", "parentComponentId": null }, { "bbox": { "h": 0.01667, "w": 0.13333, "x": 0.08333, "y": 0.91667 }, "kind": "source-note", "text": "1 Metric as of Q2 2023", "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 08:11:28.314+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "383a3b35-ade1-40ad-972e-ea7fba006be3", "parentComponentId": null }, { "bbox": { "h": 0.01667, "w": 0.15833, "x": 0.08333, "y": 0.93333 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:28.314+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5ce87ee-b8aa-4ccb-be8b-6e980b2d776f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Customer journey map", "slug": "customer-journey-map", "status": "active", "bestFor": null, "canonId": "019de52d-1b26-7499-98c8-1091acc836be", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "c3500fc4-c542-415f-a9aa-97690e8301d2", "evidence": "This slide describes a transformation journey, which could be related to a customer journey.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.6, "extraction": { "at": "2026-07-17 01:49:34.87241+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 10, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 76, "componentCount": 8, "textChars": 568, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:27.79+00", "seconds": 5.729, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/10", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-10", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.72, "w": 0.701, "x": 0.149, "y": 0.17 }, "kind": "diagram", "text": "Intelligent Data Management Cloud: Data Catalog, Data Integration & Engineering, API & App Integration, Data Quality & Observability, MDM & 360 Applications, Governance & Privacy, Data Marketplace. Powered by CLAIRE (AI-Powered Metadata Intelligence & Automation) and Connectivity (Metadata System of Record). Supports Multi-Cloud (AWS, Microsoft, Google Cloud, Oracle Cloud) and Hybrid (On-premises, Enterprise Cloud, Serverless).", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:27.79+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fbbd5cf-5e11-473d-acbd-4f6c5ae812f8", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.805, "y": 0.91 }, "kind": "image", "text": "Informatica logo", "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 08:11:27.79+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "141ba212-3875-4c90-aaf7-b848ef138412", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.09, "x": 0.37, "y": 0.73 }, "kind": "image", "text": "Oracle Cloud logo", "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 08:11:27.79+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2953159a-fbf7-4ef7-a0ad-e3e0446a2189", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.105, "x": 0.125, "y": 0.73 }, "kind": "image", "text": "Microsoft logo", "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 08:11:27.79+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2da08743-8226-409b-9c80-ddb8094f5fa5", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.07, "x": 0.047, "y": 0.73 }, "kind": "image", "text": "AWS logo", "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 08:11:27.79+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c79262d-dd1c-43d3-9b61-7ec888533944", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.12, "x": 0.24, "y": 0.73 }, "kind": "image", "text": "Google Cloud logo", "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 08:11:27.79+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae6e4060-a00d-4f04-a784-790b8d453919", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.15, "x": 0.086, "y": 0.93 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:27.79+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ed53c76-0b58-40ca-80ea-2903202813de", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.79, "x": 0.047, "y": 0.045 }, "kind": "title", "text": "Intelligent Data Management Cloud (IDMC)", "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 08:11:27.79+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4d03323-aa69-4125-aab8-0eb9af69dde5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Product", "beatId": "41028c82-2a08-45c0-903d-26c5e6627ff2", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The document showcases Informatica's Intelligent Data Management Cloud (IDMC) and CLAIRE Copilot.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "dd3673b8-7cc1-4cbc-91d0-9e2473069adf", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents IDMC as a solution to customers' data management needs.", "position": 3, "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": [], "locked": true }, { "page": 11, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 79, "componentCount": 8, "textChars": 732, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:27.266+00", "seconds": 5.09, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/11", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-11", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.43, "w": 0.8, "x": 0.1, "y": 0.24 }, "kind": "framework", "text": "Intelligent Data Management Cloud: DISCOVER & UNDERSTAND (Data Catalog), ACCESS & INTEGRATE (Data Integration), CONNECT & AUTOMATE (API & App Integration), CLEANSE & TRUST (Data Quality), MASTER & RELATE (MDM & 360 Applications), GOVERN & PROTECT (Governance & Privacy), SHARE & DEMOCRATIZE (Data Marketplace)", "attrs": {}, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:27.266+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7066b9be-fc86-403f-994f-7c44ea3b0c17", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.18, "x": 0.41, "y": 0.54 }, "kind": "image", "text": "CLAIRE AI-Powered Metadata Intelligence & Automation", "attrs": {}, "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 08:11:27.266+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0eed3499-6ed9-4e14-b35b-f229c4cf31bf", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.13, "x": 0.82, "y": 0.9 }, "kind": "image", "text": "Informatica", "attrs": {}, "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 08:11:27.266+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81fb986d-2c7a-49a1-97f7-b51fa30c16a4", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.69, "x": 0.16, "y": 0.13 }, "kind": "list", "text": "DATA CONSUMERS: ETL Developer, Data Engineer, Citizen Integrator, Data Scientist, Data Analyst, Business Users", "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 08:11:27.266+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e42c81d-4331-4036-a416-95e7082071e1", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.64, "x": 0.18, "y": 0.63 }, "kind": "list", "text": "Connectivity: Metadata System of Record", "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 08:11:27.266+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9074081f-a7fa-4803-86b9-bb508fd17d89", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.7, "x": 0.16, "y": 0.76 }, "kind": "list", "text": "DATA SOURCES: SaaS Apps Sources, Mainframe, Applications, Databases, On-premises Sources, IoT, Machine Data, Logs, Real-time / Streaming Sources", "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 08:11:27.266+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b92700a9-b360-439a-8dde-5b1ca16f2fa5", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.16, "x": 0.08, "y": 0.93 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:27.266+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46a6a32d-7061-40fe-8c86-1676fc96138c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.76, "x": 0.05, "y": 0.04 }, "kind": "title", "text": "Intelligent Data Management Cloud (IDMC)", "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 08:11:27.266+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "997cf406-f42d-4683-bc16-d5ba77d1ee3c", "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": "5c9622bf-07ac-47a6-a980-274f9e7d1821", "evidence": "list/bullet: DATA SOURCES: SaaS Apps Sources, Mainframe, Applications, Databases, On-premises Sources, IoT, Machine Data, Logs, Real-time / Streaming Sources list/bullet: DATA CONSUMERS: ETL Developer, Data Engineer, Citizen Integrator, Data Scientist, Data Analyst, Business Users", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:49:47.33504+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Product", "beatId": "41028c82-2a08-45c0-903d-26c5e6627ff2", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The document showcases Informatica's Intelligent Data Management Cloud (IDMC) and CLAIRE Copilot.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "dd3673b8-7cc1-4cbc-91d0-9e2473069adf", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents IDMC as a solution to customers' data management needs.", "position": 3, "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": [], "locked": true }, { "page": 12, "type": "setup", "function": "present_framework", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "balanced", "densityScore": 34, "componentCount": 4, "textChars": 276, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:26.547+00", "seconds": 4.355, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/12", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-12", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.88, "w": 0.74, "x": 0.22, "y": 0.05 }, "kind": "diagram", "text": "The diagram illustrates a comprehensive data architecture with components like Data Marketplace, Data Catalog, Data Quality & Observability, Data Governance & Privacy, Multidomain MDM, and various data sources and consumers.", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:26.547+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f812a4a4-e968-4511-836d-613ccc2465ea", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.016, "x": 0.036, "y": 0.93 }, "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 08:11:26.547+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f984b1a-e624-4333-8b62-d2301c27044f", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.13, "x": 0.086, "y": 0.93 }, "kind": "source-note", "text": "© Informatica. Proprietary", "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 08:11:26.547+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e10306b6-7793-47ad-b502-867fe7e07bd8", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.148, "x": 0.036, "y": 0.324 }, "kind": "title", "text": "Modern Data Architecture", "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 08:11:26.547+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "028215a5-8705-4da3-a12d-0cc29af24e8f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Product", "beatId": "41028c82-2a08-45c0-903d-26c5e6627ff2", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The document showcases Informatica's Intelligent Data Management Cloud (IDMC) and CLAIRE Copilot.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "dd3673b8-7cc1-4cbc-91d0-9e2473069adf", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents IDMC as a solution to customers' data management needs.", "position": 3, "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": [], "locked": true }, { "page": 13, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 95, "componentCount": 14, "textChars": 1338, "nDataPoints": 9, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:31.326+00", "seconds": 8.664, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/13", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-13", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.402, "w": 0.282, "x": 0.359, "y": 0.24 }, "kind": "diagram", "text": "CLAIRE\nAI-powered Metadata\nIntelligence & Automation", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd920680-371a-448b-b2a7-366439ca8aa2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.349, "x": 0.08, "y": 0.569 }, "kind": "list", "text": "Automate data governance by enabling access to safe, relevant and compliant datasets", "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 08:11:31.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6483135f-a799-47e5-9a96-adc1b6402a78", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.349, "x": 0.08, "y": 0.257 }, "kind": "list", "text": "Automate data cataloging by classifying, labeling and relating datasets", "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 08:11:31.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77decfab-7fe4-440d-ad98-b3b3f160eae2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.28, "x": 0.68, "y": 0.569 }, "kind": "list", "text": "Automate master data management with Al-based matching of records that refer to same real-world entities", "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 08:11:31.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9323a0c4-8a13-4137-88a2-5b26bfb178be", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.349, "x": 0.399, "y": 0.739 }, "kind": "list", "text": "Automate data quality by identifying issues, and recommending, creating and executing rules to fix them", "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 08:11:31.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0ef1390-7600-4c1f-92d8-1733a91ad746", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.28, "x": 0.68, "y": 0.257 }, "kind": "list", "text": "Automate data engineering with Al co-pilot to quickly connect and integrate data", "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 08:11:31.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e66fd6c5-18d7-47f0-a706-ac6a9e0956aa", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.12, "x": 0.802, "y": 0.06 }, "kind": "paragraph", "text": "Available Today", "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 08:11:31.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77dd5848-b5dc-463d-9266-a8344b5e7ea8", "parentComponentId": null }, { "bbox": { "h": 0.014, "w": 0.156, "x": 0.084, "y": 0.937 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:31.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc705189-1d0e-445b-9a3e-24e343d0faf5", "parentComponentId": null }, { "bbox": { "h": 0.063, "w": 0.28, "x": 0.68, "y": 0.635 }, "kind": "subtitle", "text": "A leading non-profit organization streamlined their supporter records from 10 million to 3 million, including 1 million unengaged past supporters, instantly boosting their potential recurring donor base by 50%.", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "06466b12-a68a-46fe-99ad-3cda880ae80d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.349, "x": 0.08, "y": 0.323 }, "kind": "subtitle", "text": "A leading healthcare provider saves $1M every month using automated organization and discovery capabilities using Informatica's Data Catalog.", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36a98392-bfd2-4736-8520-dce0ec778aeb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.28, "x": 0.68, "y": 0.323 }, "kind": "subtitle", "text": "90% of Informatica Cloud Data Integration customers use Next Transformation Recommendation daily for data pipeline development, resulting in over 20% productivity improvement.", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec567a12-cf82-4e34-9774-061fd4e1d2a0", "parentComponentId": null }, { "bbox": { "h": 0.063, "w": 0.349, "x": 0.08, "y": 0.635 }, "kind": "subtitle", "text": "A leading shipping and logistics firm achieved an impressive 95% precision rate in minutes by automating the association of business terms to 970K out of 1.04M, which would otherwise require many months of manual effort.", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f52c5517-ccdb-4124-a734-1473b8607672", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.301, "x": 0.041, "y": 0.06 }, "kind": "title", "text": "CLAIRE Copilot", "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 08:11:31.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3df40ba0-f2d6-4c17-bc0c-e12a3be1dd2f", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.56, "x": 0.041, "y": 0.165 }, "kind": "title", "text": "Powered by CLAIRE® Automation & Intelligence", "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 08:11:31.326+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9baa2cb7-0528-49d7-a595-a753c23c3c63", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "AIDA Model", "slug": "aida-model", "status": "active", "bestFor": null, "canonId": "019dd956-86fc-773c-813f-d416714b8413", "version": 1, "bodyDocId": null, "description": "Attention, Interest, Desire, Action - classic persuasion sequence", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "0c62b95e-de0c-4823-8aba-6355ffc826c0", "evidence": "subtitle: A leading shipping and logistics firm achieved an impressive 95% precision rate in minutes by automating the association of business terms to 970K out of 1.04M, which would otherwise require many months of manu subtitle: A leading non-profit organization streamlined their supporter records from 10 million to 3 million, including 1 million unengaged past supporters, instantly boosting the", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:49:47.443966+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Product", "beatId": "41028c82-2a08-45c0-903d-26c5e6627ff2", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The document showcases Informatica's Intelligent Data Management Cloud (IDMC) and CLAIRE Copilot.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "dd3673b8-7cc1-4cbc-91d0-9e2473069adf", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents IDMC as a solution to customers' data management needs.", "position": 3, "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": [], "locked": true }, { "page": 14, "type": "setup", "function": "propose_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "propose_solution", "functionCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-185b-74e9-bdfd-ea8cf318563f", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 4, "textChars": 571, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:27.072+00", "seconds": 3.667, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/14", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-14", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.74, "x": 0.13, "y": 0.23 }, "kind": "diagram", "text": "CLAIRE AI-powered Metadata Intelligence & Automation Adapt Learn from feedback from users and continuously adapt to generate more accurate and relevant responses Discover Use natural language to find trusted datasets, explore relevance and understand business context Answer Ask the right questions and get answers to inform your data-driven insights Generate Generate pipelines, recipes, rules, connections glossaries, policies, and datasets from simple text", "attrs": {}, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:27.072+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57d5417e-cc56-410e-adcf-0bc067c9975e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.16, "x": 0.8, "y": 0.05 }, "kind": "source-note", "text": "Private preview in Q3 2023", "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 08:11:27.072+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38ea43a3-fcb8-4551-aa68-8c998742d4a5", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.08, "y": 0.93 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:27.072+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d42de8d6-5111-44c4-a971-ef13720803e7", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.54, "x": 0.23, "y": 0.08 }, "kind": "title", "text": "Introducing CLAIRE® GPT Generative AI-powered Data Management", "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 08:11:27.072+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f50eab2-d046-4a2c-9fee-72140689675c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Product", "beatId": "41028c82-2a08-45c0-903d-26c5e6627ff2", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Product", "slug": "sequoia-pitch-product", "status": "active", "canonId": "019dd9b8-2259-77df-a937-8b665c8066fe", "version": 1, "description": null }, "evidence": "The document showcases Informatica's Intelligent Data Management Cloud (IDMC) and CLAIRE Copilot.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 14, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 10, "name": "Solution", "beatId": "dd3673b8-7cc1-4cbc-91d0-9e2473069adf", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Solution", "slug": "sequoia-pitch-solution", "status": "active", "canonId": "019dd9b8-1fb1-71d9-a260-07738d7f9c2f", "version": 1, "description": null }, "evidence": "The document presents IDMC as a solution to customers' data management needs.", "position": 3, "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": [], "locked": true }, { "page": 15, "type": "setup", "function": "compare_peers", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "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": 59, "componentCount": 6, "textChars": 317, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:28.939+00", "seconds": 5.112, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/15", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-15", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.24, "x": 0.69, "y": 0.38 }, "kind": "chart", "text": "Donut chart showing 61T transactions per month across various cloud platforms and services.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:28.939+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05c5aef9-2bcc-486d-8c50-e9b0f8781159", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.29, "x": 0.67, "y": 0.32 }, "kind": "paragraph", "text": "MULTI-CLOUD, INDEPENDENT & NEUTRAL", "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 08:11:28.939+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22304a45-5127-4edd-958c-fefbb6106c04", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.15, "x": 0.08, "y": 0.93 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:28.939+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "190ad7d9-6ec0-4d82-944b-cb74a49cfb72", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.14, "x": 0.08, "y": 0.91 }, "kind": "source-note", "text": "Metric as of Q2 2023", "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 08:11:28.939+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "482f50fb-3994-46b5-8069-cc2f6abe068c", "parentComponentId": null }, { "bbox": { "h": 0.54, "w": 0.61, "x": 0.05, "y": 0.26 }, "kind": "table", "text": "Comparison table showing Informatica's compliance and cloud platform support versus other vendors.", "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 08:11:28.939+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ee62679-fd66-4974-97fc-2f0499d25d86", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.94, "x": 0.045, "y": 0.06 }, "kind": "title", "text": "Secure and Trusted Cloud Data Management Provider", "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 08:11:28.939+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1201524b-718e-498f-a71e-74810bebc528", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 16, "type": "appendix", "function": "illustrate_case", "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": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "dense", "densityScore": 52, "componentCount": 6, "textChars": 263, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:28.839+00", "seconds": 4.817, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/16", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-16", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.12, "x": 0.84, "y": 0.9 }, "kind": "image", "text": "Informatica logo", "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 08:11:28.839+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7fee6c62-6ce5-43d2-8ba4-8d51d9767e3f", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.48, "x": 0.45, "y": 0.28 }, "kind": "list", "text": "VERTICAL: Healthcare & Life Sciences, Banking & Financial Services, Insurance, Retail & CPG, Higher Education, State and Local Government", "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 08:11:28.839+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84efb09e-92ca-4505-8936-a2bbae8ec7ec", "parentComponentId": null }, { "bbox": { "h": 0.23, "w": 0.42, "x": 0.05, "y": 0.28 }, "kind": "list", "text": "HORIZONTAL: Cloud-Only IT, Office of the CDO, LoB", "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 08:11:28.839+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9b1eafd-b5db-4531-a2b4-8b8fc038be58", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.21, "x": 0.63, "y": 0.82 }, "kind": "paragraph", "text": "ESG SUSTAINABILITY", "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 08:11:28.839+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c884bf0d-653c-4b56-89ed-3532cd299f7f", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.14, "x": 0.08, "y": 0.93 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:28.839+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d98a96d-f498-44a7-abb5-8e7250a85419", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.39, "x": 0.042, "y": 0.07 }, "kind": "title", "text": "Customer Use Cases", "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 08:11:28.839+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0f137c4-25c5-4206-a576-470d3e43db99", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "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": "overcrowded", "densityScore": 79, "componentCount": 8, "textChars": 497, "nDataPoints": 5, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:31.149+00", "seconds": 6.379, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/17", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-17", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.679, "w": 0.749, "x": 0.045, "y": 0.18 }, "kind": "list", "text": "AUTO / TRANSPORTATION\nBANKING / INSURANCE\nRETAIL\nTECHNOLOGY / SERVICES\nGOVT. / PUBLIC SECTOR / EDU.\nHEALTHCARE / PHARMA\nMANUFACTURING\nENERGY / UTILITIES", "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 08:11:31.149+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce2d0f5a-d3fe-48e2-9499-791e8464ce92", "parentComponentId": null }, { "bbox": { "h": 0.099, "w": 0.11, "x": 0.856, "y": 0.201 }, "kind": "metric", "text": "116%\nCloud Subscription\nNet Retention Rate 1,2", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.149+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12d0cd9b-b0a4-4637-9555-fc61faf6257f", "parentComponentId": null }, { "bbox": { "h": 0.099, "w": 0.11, "x": 0.856, "y": 0.639 }, "kind": "metric", "text": "213\n>$1M Subscription\nARR Customers¹", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.149+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2fb66606-da7e-49d5-8e4b-5709a0382115", "parentComponentId": null }, { "bbox": { "h": 0.099, "w": 0.11, "x": 0.856, "y": 0.79 }, "kind": "metric", "text": "3,780+\nSubscription ARR\nCustomers¹", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.149+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48016d0e-2949-4428-b397-d3cfd3970e89", "parentComponentId": null }, { "bbox": { "h": 0.099, "w": 0.11, "x": 0.856, "y": 0.46 }, "kind": "metric", "text": "1,940\n>$100K Subscription\nARR Customers¹", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.149+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ed4bf01-b935-4302-8385-6650846ae05d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.099, "x": 0.856, "y": 0.349 }, "kind": "metric", "text": "85\nof Fortune 1001", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.149+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f831383-3988-4b2d-8b18-9b237c55854b", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.149, "x": 0.085, "y": 0.937 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:31.149+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31333c63-3ef9-4818-9d8f-68508762818d", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.469, "x": 0.045, "y": 0.89 }, "kind": "source-note", "text": "1 As of Q2 2023\n2 Net retention rate is calculated by dividing the aggregate Cloud Subscription ARR in the current period by the prior year period", "attrs": { "numbered": true }, "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 08:11:31.149+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4026b309-359b-467d-b5e4-b19d06fbaf76", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "type": "setup", "function": "frame_situation", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 8, "textChars": 540, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:31.263+00", "seconds": 5.767, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/18", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-18", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.28, "w": 0.49, "x": 0.13, "y": 0.21 }, "kind": "image", "text": "Microsoft, aws, snowflake, Google Cloud, ORACLE, databricks", "attrs": {}, "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 grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.263+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f2290f3-29eb-43ea-9b1d-17bd943da531", "parentComponentId": null }, { "bbox": { "h": 0.28, "w": 0.49, "x": 0.13, "y": 0.599 }, "kind": "image", "text": "accenture, Capgemini, Cognizant, Deloitte., Infosys, KPMG, tcs, wipro", "attrs": {}, "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 grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.263+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5ffe8c7-c3b4-493a-b18f-099358a4b061", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.279, "x": 0.679, "y": 0.599 }, "kind": "list", "text": "Dedicated Informatica practice\nCo-create and co-sell solutions to solve customer needs\nCombine power of innovation and services", "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 08:11:31.263+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c71f69a-01c3-4146-ba1f-ebc31ef60cb1", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.279, "x": 0.679, "y": 0.21 }, "kind": "list", "text": "Joint industry-leading cloud innovations and solutions\nAccelerate cloud modernization with high-impact joint programs\nAvailable via Microsoft Azure, Google Cloud, and AWS Marketplaces", "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 08:11:31.263+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e17f554e-7d42-4e0b-8481-26442ba58b3c", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.22, "x": 0.205, "y": 0.564 }, "kind": "other", "text": "GLOBAL SYSTEM INTEGRATORS", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.263+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1aefce71-cfd5-429e-9e94-b8b83e385312", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.13, "x": 0.23, "y": 0.175 }, "kind": "other", "text": "ECOSYSTEMS", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.263+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c918f63-36ee-49c3-9cd4-0ce2c0e0b58b", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.14, "x": 0.08, "y": 0.927 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:31.263+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7cf05326-e184-47c4-b67c-106fee0a6548", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.86, "x": 0.042, "y": 0.042 }, "kind": "title", "text": "Strategic Hyperscaler and GSI Partnerships", "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 08:11:31.263+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e162c8ca-52d2-4a89-abef-d24bbf831bec", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 19, "type": "setup", "function": "establish_context", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 88, "componentCount": 11, "textChars": 626, "nDataPoints": 12, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:33.885+00", "seconds": 7.603, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/19", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-19", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.401, "w": 0.299, "x": 0.401, "y": 0.379 }, "kind": "chart", "text": "Overall Market Share: Rest of Market 47.4%, 14.8%, SAP 9.9%, IBM 9.0%, 6.2%, 4.9%, S, ORACLE, 3.4%, talend, precisely", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:33.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e12a77a-bdd6-4adf-9e52-c731d7950e29", "parentComponentId": null }, { "bbox": { "h": 0.296, "w": 0.16, "x": 0.218, "y": 0.218 }, "kind": "diagram", "text": "LEADER IN NUCLEUS RESEARCH 2023 iPaaS TECHNOLOGY VALUE MATRIX", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "NxN matrix", "slug": "nxn-matrix", "status": "active", "canonId": "019de52d-0414-713c-80ec-b1f302230775", "version": 1, "description": null }, "framework": null }, "subkind": "nxn-matrix", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:33.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af0ba696-d9b1-4c8b-8aab-67d16c167180", "parentComponentId": null }, { "bbox": { "h": 0.296, "w": 0.16, "x": 0.218, "y": 0.57 }, "kind": "diagram", "text": "CHAMPION IN BLOOR RESEARCH MARKET UPDATE FOR DATA QUALITY 2023", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "radar", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:33.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e0427d5-d1e6-4a93-b79a-a2a3461bd005", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.15, "x": 0.75, "y": 0.688 }, "kind": "image", "text": "IDC", "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 08:11:33.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "373ec738-ef9b-4fa9-82d4-3664b4c55ba7", "parentComponentId": null }, { "bbox": { "h": 0.296, "w": 0.16, "x": 0.047, "y": 0.218 }, "kind": "image", "text": "NUCLEUS RESEARCH ROI AWARDS WINNER FOR OUR CUSTOMER \"PAYCOR\"", "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 08:11:33.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6621c8ad-b2eb-48fa-8ad8-83f5790af858", "parentComponentId": null }, { "bbox": { "h": 0.296, "w": 0.16, "x": 0.047, "y": 0.57 }, "kind": "image", "text": "FORRESTER WAVE LEADER 2023 Master Data Management", "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 08:11:33.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66d1e113-814e-4d89-87a1-908aa97fa995", "parentComponentId": null }, { "bbox": { "h": 0.031, "w": 0.15, "x": 0.804, "y": 0.916 }, "kind": "image", "text": "Informatica", "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 08:11:33.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec282c14-92bd-4a57-9c32-3a8704ef0819", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.24, "x": 0.705, "y": 0.459 }, "kind": "list", "text": "#1 in Submarkets: Data Ingestion & Transformation - 16%, Data Quality - 16%, Dynamic Data Movement - 18%, Intelligence - 27%, Data Intelligence - 19%", "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 08:11:33.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec3b0f36-e84e-4667-a4b9-1bfaf6e1acc0", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.14, "x": 0.083, "y": 0.934 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:33.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e82c31dc-508f-461a-be9f-da88d3550dfe", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.446, "x": 0.049, "y": 0.06 }, "kind": "title", "text": "Q2'23 Industry Recognition", "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 08:11:33.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "933e4d91-347e-4e77-9036-37cf3000542b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.569, "x": 0.399, "y": 0.313 }, "kind": "title", "text": "Informatica #1 in 2022 Overall Market Share & in 5 Submarkets", "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 08:11:33.885+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e53a8599-da77-450d-b349-9bde162899e5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 20, "type": "setup", "function": "frame_situation", "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": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 3, "textChars": 283, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:30.214+00", "seconds": 3.762, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/20", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-20", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.59, "w": 0.6, "x": 0.18, "y": 0.28 }, "kind": "list", "text": "Five Sustainability Pillars: Investing in Our People, Environmental Sustainability, Customers and Community, Business Model and Innovation, Governance and Leadership, each with several priority factors.", "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": "Comparison list", "slug": "comparison", "status": "active", "canonId": "019de52c-fce7-733e-99d3-030a104727bf", "version": 1, "description": null }, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:30.214+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6490b05d-b748-4cff-b299-30a1563fc311", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.14, "x": 0.08, "y": 0.92 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:30.214+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56eee69c-db4f-40dc-9063-674721bb7967", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.96, "x": 0.02, "y": 0.07 }, "kind": "title", "text": "Commitment to Environmental, Social and Governance (ESG)", "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 08:11:30.214+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32028380-cfb5-4372-942b-b31a47de3c69", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 21, "type": "resolution", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 81, "componentCount": 7, "textChars": 718, "nDataPoints": 5, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:33.229+00", "seconds": 6.332, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/21", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-21", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.505, "w": 0.36, "x": 0.099, "y": 0.35 }, "kind": "chart", "text": "$31B 2021, +16% CAGR, $56B 2025", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:33.229+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef0e44f2-2ddb-4458-abe1-883cff61996b", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.269, "x": 0.61, "y": 0.57 }, "kind": "metric", "text": "$44B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:33.229+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96545da5-9de3-4fdc-9f7c-3bdc36431081", "parentComponentId": null }, { "bbox": { "h": 0.089, "w": 0.43, "x": 0.526, "y": 0.416 }, "kind": "paragraph", "text": "# Addressable Companies Globally X Potential All-Product ARR per Company, Assuming Cloud Migration", "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 08:11:33.229+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31105cac-5685-42b2-82d1-3f317de931fb", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.209, "x": 0.17, "y": 0.234 }, "kind": "paragraph", "text": "TOP-DOWN TAM", "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 08:11:33.229+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "739fc583-37f8-4cc2-a2c5-2c5c6ac598fe", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.229, "x": 0.655, "y": 0.234 }, "kind": "paragraph", "text": "BOTTOMS-UP TAM", "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 08:11:33.229+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7bdbf99-cf69-4bf8-9c7b-6ee8ba961f0f", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.417, "x": 0.279, "y": 0.887 }, "kind": "source-note", "text": "IDC Worldwide Data Integration and Intelligence Software Forecast, 2021-2025 (June 2021, US #US46382521) IDC Worldwide Business-to-Business Integration Middleware and Managed File Transfer Software Forecast, 2021-2025 (July 2021, #US46382421) IDC Semiannual Software Tracker, 2020H2, May 13, 2021 IDC Worldwide Master Data Management Competitive Software Forecast, 2019-2023 (July 2019, IDC #US45331719) extrapolated by IDC through 2025 IDC Worldwide Data Privacy Management Software Forecast, 2021-2025 (IDC #US47676821)", "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 08:11:33.229+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee74f678-f4e3-49a7-b936-ac077646d665", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.677, "x": 0.045, "y": 0.07 }, "kind": "title", "text": "Large and Expanding Addressable Market", "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 08:11:33.229+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "778ad3ab-c08f-44eb-a58c-2c096c209ba8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 22, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 21, "name": "Problem", "beatId": "363a7e3d-447c-4c98-b19d-e0955d1c359a", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The document identifies a large and expanding addressable market as a key opportunity.", "position": 0, "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": 22, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 21, "name": "Market Size", "beatId": "6369ed56-9ec8-43a3-bb80-632a7d3dd8b1", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The document highlights the large and expanding addressable market.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 22, "type": "setup", "function": "compare_peers", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "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": 60, "componentCount": 5, "textChars": 662, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:31.985+00", "seconds": 4.643, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/22", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-22", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.69, "w": 0.35, "x": 0.58, "y": 0.19 }, "kind": "list", "text": "WHY INFORMATICA?\nHOME-GROWN / MANUAL\nMulti-cloud, hybrid interoperability\nEase of Deployment and Scale\nPerformance, Reliability and Security\nPOINT SOLUTIONS\nComprehensive Platform, Best-of-Breed Products\nStrength of Cloud Ecosystem Partnerships\nSupport for Full Breadth of Data Practitioners\nSTACK VENDORS\nAdvanced AI and Machine Learnings\nElasticity and Ability to Quickly Scale Services\nResponsiveness to Evolving Customer Needs & Use Cases\nCLOUD PARTNERS\nIndependence and Neutrality\nStrong Partnerships", "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 08:11:31.985+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0030c423-038c-4098-a85d-151d4e9414cd", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.34, "x": 0.13, "y": 0.24 }, "kind": "list", "text": "COMPETITION\ntalend\nCollibra\nIBM.\nSAP", "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 08:11:31.985+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50706535-902c-4708-96ba-4e5384730c05", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.34, "x": 0.13, "y": 0.73 }, "kind": "list", "text": "PARTNERSHIPS\nMicrosoft aws Google Cloud ORACLE\nsnowflake\ndatabricks\nsalesforce", "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 08:11:31.985+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af0bd485-b721-4529-bd5a-d7daf7b6c7e8", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.14, "x": 0.08, "y": 0.93 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:31.985+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20530dc4-27ca-41b3-bcdf-5d17d68d6c64", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.33, "x": 0.04, "y": 0.07 }, "kind": "title", "text": "Market Landscape", "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 08:11:31.985+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bf1a1af-6e9c-48d2-b928-7266c2d59e52", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 22, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 21, "name": "Problem", "beatId": "363a7e3d-447c-4c98-b19d-e0955d1c359a", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Problem", "slug": "sequoia-pitch-problem", "status": "active", "canonId": "019dd9b8-1ed4-767b-8e05-40e733bd2311", "version": 1, "description": null }, "evidence": "The document identifies a large and expanding addressable market as a key opportunity.", "position": 0, "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": 22, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 21, "name": "Market Size", "beatId": "6369ed56-9ec8-43a3-bb80-632a7d3dd8b1", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Market Size", "slug": "sequoia-pitch-market-size", "status": "active", "canonId": "019dd9b8-20e6-729c-bc28-05442906d032", "version": 1, "description": null }, "evidence": "The document highlights the large and expanding addressable market.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 23, "type": "setup", "function": "frame_situation", "rawType": "competitive_analysis", "block": null, "metadata": { "slideType": "competitive_analysis", "slideTypeCanon": { "name": "Competitive analysis", "slug": "competitive_analysis", "status": "active", "canonId": "019de52d-093e-776b-94c6-c1573f5f1a31", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 84, "componentCount": 9, "textChars": 677, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:33.361+00", "seconds": 5.998, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/23", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-23", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.64, "w": 0.06, "x": 0.08, "y": 0.21 }, "kind": "image", "text": null, "attrs": {}, "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": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:33.361+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44a8f6a3-75ad-4e15-a171-d12a3a372870", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.81, "y": 0.91 }, "kind": "image", "text": null, "attrs": {}, "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 08:11:33.361+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ab12d57-430e-4191-bf31-e8f39b9a7ff0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.79, "x": 0.172, "y": 0.68 }, "kind": "list", "text": "5,000+ global customers with ample land and expand opportunities", "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 08:11:33.361+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1bae86e8-03e4-4bed-96ff-e689c9cd626b", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.79, "x": 0.172, "y": 0.81 }, "kind": "list", "text": "Barriers to entry to migrate complex PowerCenter integration mappings", "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 08:11:33.361+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42c8a36a-39f8-4e07-ab88-6a2f2bd5cac7", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.79, "x": 0.172, "y": 0.34 }, "kind": "list", "text": "Best -of -breed products catered for Analytics, Data Governance & Privacy, Application Integration and Hyperautomation, and Master Data Management & 360 Application initiatives for Chief Data Officer, Chief Data Architect, Chief Privacy Officer, etc.", "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 08:11:33.361+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "607bdf11-1100-4627-a810-01b43fcd5bbc", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.79, "x": 0.172, "y": 0.51 }, "kind": "list", "text": "Vendor neutrality – deep partnerships with key players in data, data infrastructure and BI space - Azure, AWS, GCP, Oracle, Snowflake, Databricks, Tableau, Salesforce", "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 08:11:33.361+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94552c32-2322-4935-8b64-a08eb31bc776", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.758, "x": 0.172, "y": 0.22 }, "kind": "list", "text": "AI-embedded, cloud-native data management platform solving multi-hybrid workloads", "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 08:11:33.361+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95897f6b-0246-4939-bc0c-a897c7c12d3a", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.14, "x": 0.08, "y": 0.93 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:33.361+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72097235-be73-4ace-9196-86d5ff3c6ed5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.045, "y": 0.08 }, "kind": "title", "text": "Our Competitive Moat", "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 08:11:33.361+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "753a95f0-d30b-456e-9099-5b4dfb29deb2", "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": "60dfa68b-a354-42b0-8868-c64ecdb61865", "evidence": "Best -of -breed products catered for Analytics, Data Governance & Privacy, Application Integration and Hyperautomation, and Master Data Management & 360 Application initiatives for Chief Data Officer, Chief", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:49:45.570986+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 24, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 4, "textChars": 60, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:31.786+00", "seconds": 3.959, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/24", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-24", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.059, "w": 0.109, "x": 0.85, "y": 0.893 }, "kind": "image", "text": "Informatica", "attrs": {}, "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 08:11:31.786+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4f5ce2e-c02f-46cd-b59c-d23697729cd6", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.018, "x": 0.03, "y": 0.933 }, "kind": "other", "text": "24", "attrs": {}, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:31.786+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6853092e-666c-49d3-971b-1d18ebe82d01", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.14, "x": 0.084, "y": 0.933 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:31.786+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64ca59ca-5339-4f88-9473-829838599b0b", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.543, "x": 0.235, "y": 0.33 }, "kind": "title", "text": "Financial 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 08:11:31.786+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dcbdc5f7-2f4f-4cb4-a703-8fe7a11445c5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 25, "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": "overcrowded", "densityScore": 86, "componentCount": 13, "textChars": 580, "nDataPoints": 4, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:36.192+00", "seconds": 7.975, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/25", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-25", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.015, "w": 0.14, "x": 0.098, "y": 0.935 }, "kind": "disclaimer", "text": "Informatica. Proprietary.", "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 08:11:36.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c10964d-e06b-48ea-bf0b-fe8e5cec4d6d", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.14, "x": 0.805, "y": 0.91 }, "kind": "image", "text": "Informatica", "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 08:11:36.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42283566-19a6-454d-86ee-482707774020", "parentComponentId": null }, { "bbox": { "h": 0.58, "w": 0.24, "x": 0.18, "y": 0.24 }, "kind": "list", "text": "Rapid Growth at Scale\nSignificant Expansion with Existing Customers\nStrong Large Customer Momentum\nProven Unit Economics", "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 08:11:36.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e691dc73-8d66-4efb-a2b1-ff219fc19030", "parentComponentId": null }, { "bbox": { "h": 0.079, "w": 0.079, "x": 0.387, "y": 0.54 }, "kind": "metric", "text": "213", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:36.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3fbd5cc4-c5f8-43ed-9af1-491028a6fc0b", "parentComponentId": null }, { "bbox": { "h": 0.079, "w": 0.079, "x": 0.387, "y": 0.69 }, "kind": "metric", "text": "80%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:36.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44311cba-bff0-45c9-be80-000f7a98956f", "parentComponentId": null }, { "bbox": { "h": 0.079, "w": 0.079, "x": 0.387, "y": 0.24 }, "kind": "metric", "text": "37%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:36.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5236d3ce-159b-4857-bda0-c083cbedc6f6", "parentComponentId": null }, { "bbox": { "h": 0.079, "w": 0.079, "x": 0.387, "y": 0.39 }, "kind": "metric", "text": "116%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:36.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b55747b5-3cd0-4f2d-a276-d0dd68323cb0", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.488, "y": 0.41 }, "kind": "paragraph", "text": "CLOUD SUBSCRIPTION NET RETENTION RATE", "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 08:11:36.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "334fdbd1-9050-4e66-917f-d6b749cce71e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.488, "y": 0.56 }, "kind": "paragraph", "text": "CUSTOMERS > $1M SUBSCRIPTION ARR", "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 08:11:36.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ba3db1c-1c0c-44e6-9566-ce57fafe2ab9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.42, "x": 0.488, "y": 0.26 }, "kind": "paragraph", "text": "YOY CLOUD SUBSCRIPTION ARR GROWTH", "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 08:11:36.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b1a975f9-c15e-4164-90aa-c13f09daa352", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.488, "y": 0.71 }, "kind": "paragraph", "text": "NON-GAAP GROSS MARGIN", "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 08:11:36.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd472452-356b-453e-8d98-4ab864c48d82", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.684, "x": 0.083, "y": 0.889 }, "kind": "source-note", "text": "Note:. All figures are as of Q2 2023, and Gross Margin is presented on a non-GAAP basis. Please see the appendix for reconciliations of these non-GAAP financial measures to their nearest GAAP equivalents and for the calculation of certain other financial metrics", "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 08:11:36.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e83b9952-16ab-4413-bf29-31325ed72937", "parentComponentId": null }, { "bbox": { "h": 0.059, "w": 0.43, "x": 0.042, "y": 0.07 }, "kind": "title", "text": "Q2'23 Financial Highlights", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:36.192+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "599841f4-f9fa-440c-987b-98fd02d739b5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 25, "name": "Financials", "beatId": "00a90f94-403f-4486-9737-0422fbc72601", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document provides a detailed overview of Informatica's Q2'23 financial results.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 26, "type": "setup", "function": "quantify_opportunity", "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": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 74, "componentCount": 6, "textChars": 536, "nDataPoints": 28, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:33.766+00", "seconds": 4.819, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/26", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-26", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.64, "w": 0.48, "x": 0.16, "y": 0.22 }, "kind": "chart", "text": "Quarterly Revenue\n$372 $372 $399 $365 $376\n$31 $29 $28 $25 $24\n$2 $1 $4 $1 $0\n$207 $214 $238 $214 $228\n$132 $128 $128 $125 $125\nQ2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023\nMaintenance Subscription License Services", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart (100%)", "slug": "bar-stacked-100pct", "status": "active", "canonId": "019de52c-ff14-71b8-8d88-860f8d7da84b", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked-100pct", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:33.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94c7d826-7100-47dd-8c6b-cd8d832328ad", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.15, "x": 0.81, "y": 0.91 }, "kind": "image", "text": "Informatica", "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 08:11:33.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e30901a-f69a-42e8-9505-469378e9322c", "parentComponentId": null }, { "bbox": { "h": 0.46, "w": 0.27, "x": 0.69, "y": 0.35 }, "kind": "list", "text": "Subscription Revenue is 61% of Total Revenues and grew 10% YoY in Q2'23\n94% of Total Revenues is recurring in Q2'23\nTotal Revenues in Q2'23 include ~$2M negative impact from foreign currency exchange rates YoY", "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 08:11:33.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78e25bc2-d1cd-4511-ab9c-26de67eb67d1", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.09, "x": 0.08, "y": 0.89 }, "kind": "source-note", "text": "Dollars in millions", "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 08:11:33.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b31a1140-5543-46bf-b82e-8eb0ef13a131", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.14, "x": 0.08, "y": 0.93 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:33.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5f4e590-e4b8-4299-941b-b30553850dd8", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.92, "x": 0.04, "y": 0.07 }, "kind": "title", "text": "Strong Growth With Increasing Mix Shift to Subscription Revenue", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:33.766+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9c004a8-7de9-46ab-948d-3a60b1ca1bed", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 25, "name": "Financials", "beatId": "00a90f94-403f-4486-9737-0422fbc72601", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document provides a detailed overview of Informatica's Q2'23 financial results.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 27, "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": 65, "componentCount": 5, "textChars": 543, "nDataPoints": 20, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:34.08+00", "seconds": 4.836, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/27", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-27", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.11, "x": 0.84, "y": 0.91 }, "kind": "image", "text": "Informatica", "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 08:11:34.08+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42768954-e0a9-4fab-bc83-4c0924ef86cb", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.14, "x": 0.085, "y": 0.93 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:34.08+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36f0ae5e-b432-4046-a228-fce8ee2d4f33", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.18, "x": 0.075, "y": 0.85 }, "kind": "source-note", "text": "In thousands, except percentages", "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 08:11:34.08+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54523e01-6320-4af5-8fcd-06d7965dc8b8", "parentComponentId": null }, { "bbox": { "h": 0.53, "w": 0.905, "x": 0.045, "y": 0.23 }, "kind": "table", "text": "Q2 2023, Q2 2022, Year-over-Year Growth, % of Total ARR, Cloud Subscription Annual Recurring Revenue, $512,615, $373,303, 37%, 33%, Self-managed Subscription Annual Recurring Revenue, 529,724, 522,815, 1%, 34%, Subscription Annual Recurring Revenue, 1,042,338, 896,118, 16%, 67%, Maintenance Annual Recurring Revenue on Perpetual Licenses, 505,185, 540,708, -7%, 33%, Total Annual Recurring Revenue, $1,547,524, $1,436,836, 8%", "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 08:11:34.08+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "faba4d93-6565-4df2-9450-e2ac0021509d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.86, "x": 0.045, "y": 0.07 }, "kind": "title", "text": "Annual Recurring Revenue (ARR) Business Metrics", "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 08:11:34.08+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e186cc97-7af7-49f7-b849-0dbfbca0f58e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 25, "name": "Financials", "beatId": "00a90f94-403f-4486-9737-0422fbc72601", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document provides a detailed overview of Informatica's Q2'23 financial results.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 28, "type": "setup", "function": "quantify_opportunity", "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": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 84, "componentCount": 7, "textChars": 696, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:35.768+00", "seconds": 6.329, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/28", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-28", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.61, "w": 0.47, "x": 0.199, "y": 0.159 }, "kind": "chart", "text": "Total ARR $1,437 $1,468 $1,517 $1,533 $1,548 $541 $531 $523 $513 $505 Maintenance $896 $936 $994 $1,021 $1,042 Subscription Q2 2022 Q3 2022 Q4 2022 Q1 2023 Q2 2023", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:35.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "615ae0bb-3296-4707-b9ef-231966e99a8a", "parentComponentId": null }, { "bbox": { "h": 0.034, "w": 0.158, "x": 0.801, "y": 0.91 }, "kind": "image", "text": "Informatica", "attrs": {}, "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 08:11:35.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d85ab478-dadc-4546-b120-977ada5f334e", "parentComponentId": null }, { "bbox": { "h": 0.602, "w": 0.234, "x": 0.734, "y": 0.178 }, "kind": "list", "text": "Subscription growth rate driven by product portfolio innovation and other commercial initiatives\nMaintenance declining YoY with migration to cloud emerging as a net new opportunity for subscription\nSubscription NRR was 107% and Cloud Subscription NRR was 116% as of Q2'23\nTotal ARR in Q2'23 includes ~$1.9M negative impact from foreign currency exchange rates YoY", "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 08:11:35.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c407a81-1464-4a59-a345-535dc2b41bb1", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.14, "x": 0.08, "y": 0.93 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:35.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cbbe586f-11dc-4aa4-a9b6-1ae741067eda", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.08, "x": 0.038, "y": 0.909 }, "kind": "source-note", "text": "Dollars in millions", "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 08:11:35.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da5faa03-8d5a-4c9c-b8b3-055fed1ac6a1", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.66, "x": 0.038, "y": 0.839 }, "kind": "table", "text": "Subscription ARR % Total 62% 64% 66% 67% 67%\nTotal ARR YOY Growth Rate 16% 14% 12% 10% 8%", "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": "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 08:11:35.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8b6a2aa-7788-4750-8cbe-1fca36cf0417", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.449, "x": 0.043, "y": 0.07 }, "kind": "title", "text": "Strong ARR Growth at Scale", "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 08:11:35.768+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f0b51a4-ae24-4e8a-bee6-bb2c608e648b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 25, "name": "Financials", "beatId": "00a90f94-403f-4486-9737-0422fbc72601", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document provides a detailed overview of Informatica's Q2'23 financial results.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 29, "type": "setup", "function": "quantify_opportunity", "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": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 71, "componentCount": 6, "textChars": 495, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:35.983+00", "seconds": 5.457, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/29", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-29", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.61, "w": 0.56, "x": 0.15, "y": 0.18 }, "kind": "chart", "text": "Subscription ARR: Q2 2022 $896, Q3 2022 $936, Q4 2022 $994, Q1 2023 $1,021, Q2 2023 $1,042", "attrs": { "x_axis_label": "Quarter", "y_axis_label": "Subscription ARR (Millions)" }, "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 08:11:35.983+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ae49064-2f12-405a-b75d-91a8d7ad970b", "parentComponentId": null }, { "bbox": { "h": 0.46, "w": 0.236, "x": 0.736, "y": 0.336 }, "kind": "list", "text": "We believe Subscription ARR is a better indicator of business growth\nSubscription revenue is subject to ASC 606 and subscription mix variances\nSubscription ARR in Q2'23 includes ~$1.5M negative impact from foreign currency exchange rates YoY", "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 08:11:35.983+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "42d6d7a1-5c0c-4c33-bd04-ec1dc344ef2b", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.66, "x": 0.046, "y": 0.83 }, "kind": "list", "text": "Subscription ARR YoY Growth: Q2 2022 31%, Q3 2022 27%, Q4 2022 24%, Q1 2023 20%, Q2 2023 16%", "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": "Comparison list", "slug": "comparison", "status": "active", "canonId": "019de52c-fce7-733e-99d3-030a104727bf", "version": 1, "description": null }, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:35.983+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e51e699-522e-4da4-9646-4a5dd46461e8", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.09, "x": 0.08, "y": 0.909 }, "kind": "source-note", "text": "Dollars in millions", "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 08:11:35.983+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f32371a-5201-4714-905a-abaa0eb01628", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.14, "x": 0.08, "y": 0.929 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:35.983+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc4332c9-c206-452c-9a22-c669eeb145a5", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.61, "x": 0.042, "y": 0.07 }, "kind": "title", "text": "High-Growth Subscription ARR", "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 08:11:35.983+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40dd1be3-bd14-4e58-bbd0-8560b80e515a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 25, "name": "Financials", "beatId": "00a90f94-403f-4486-9737-0422fbc72601", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document provides a detailed overview of Informatica's Q2'23 financial results.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 29, "from": 29, "loop": { "name": "50_pareto_focus", "slug": "50-pareto-focus", "status": "active", "bestFor": "Resource allocation, problem prioritization, efficiency improvements", "canonId": "019dd956-7a54-7637-bf68-bb63e3f018c7", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation", "description": "Show that 80% of results come from 20% of causes to drive prioritization", "familyLabel": null }, "matchId": "016d35af-f457-4e9e-b1bd-7734b9bd45c8", "evidence": "The document highlights Informatica's strong ARR growth at scale.", "position": 2, "objective": "What are the key areas driving Informatica's ARR growth?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:08.131003+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 30, "type": "setup", "function": "quantify_opportunity", "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": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 81, "componentCount": 8, "textChars": 521, "nDataPoints": 11, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:37.553+00", "seconds": 5.977, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/30", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-30", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.52, "x": 0.15, "y": 0.17 }, "kind": "chart", "text": "Cloud Subscription ARR: Q2 2022 ($373), Q3 2022 ($400), Q4 2022 ($451), Q1 2023 ($483), Q2 2023 ($513)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:37.553+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8cd1869-59c3-4268-bde7-6a8228beee34", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.16, "x": 0.8, "y": 0.9 }, "kind": "image", "text": "Informatica logo", "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 08:11:37.553+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bda30afc-460c-435e-9d1c-8855db618fec", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.23, "x": 0.73, "y": 0.31 }, "kind": "list", "text": "Cloud Subscription ARR growth continues with a Q2'23 YoY growth rate of 37%", "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 08:11:37.553+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40d7a84d-70af-4c02-a179-663068b3fed1", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.23, "x": 0.73, "y": 0.46 }, "kind": "list", "text": "Cloud Subscription ARR growth driven by expanded IDMC offerings such as new workloads and use cases supported by the macro trend of cloud modernization", "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 08:11:37.553+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ac6872e6-5892-43ea-9e2f-2385cbcebbbf", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.64, "x": 0.03, "y": 0.82 }, "kind": "list", "text": "Cloud ARR YoY Growth: Q2 2022 (42%), Q3 2022 (39%), Q4 2022 (42%), Q1 2023 (41%), Q2 2023 (37%)", "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": "Comparison list", "slug": "comparison", "status": "active", "canonId": "019de52c-fce7-733e-99d3-030a104727bf", "version": 1, "description": null }, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:37.553+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "baff6d94-071d-477c-a55d-4e861943620e", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.09, "x": 0.08, "y": 0.9 }, "kind": "source-note", "text": "Dollars in millions", "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 08:11:37.553+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "51b88478-cf38-4788-ac63-b1debd87bc77", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.14, "x": 0.08, "y": 0.92 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:37.553+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8fdb3d3-8b3d-45a2-9e85-1042f4e495c2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.69, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Cloud Subscription ARR Growth at Scale", "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 08:11:37.553+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6257e09e-80cc-4322-a3d6-1a2d20f92c72", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 25, "name": "Financials", "beatId": "00a90f94-403f-4486-9737-0422fbc72601", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document provides a detailed overview of Informatica's Q2'23 financial results.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 31, "type": "setup", "function": "quantify_opportunity", "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": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 4, "textChars": 297, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:36.87+00", "seconds": 5.049, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/31", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-31", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.63, "w": 0.43, "x": 0.54, "y": 0.179 }, "kind": "chart", "text": "Customers > $1M Subscription ARR: Q2 2022: 175, Q3 2022: 191, Q4 2022: 206, Q1 2023: 208, Q2 2023: 213 (22% YOY Growth)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:36.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d4f26c1-13d7-4e2a-90fa-58b8976a7453", "parentComponentId": null }, { "bbox": { "h": 0.63, "w": 0.43, "x": 0.08, "y": 0.179 }, "kind": "chart", "text": "Customers > $100K Subscription ARR: Q2 2022: 1,791, Q3 2022: 1,852, Q4 2022: 1,916, Q1 2023: 1,921, Q2 2023: 1,940 (8% YOY Growth)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:36.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c685cf4-4cde-4a66-9838-ca9f4fb1049c", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.139, "x": 0.083, "y": 0.933 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:36.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f110b39c-d432-4a35-8517-f4783152f8e2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.48, "x": 0.037, "y": 0.065 }, "kind": "title", "text": "Large Customer Momentum", "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 08:11:36.87+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb329386-a184-45c2-9319-e6344f3163ca", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 25, "name": "Financials", "beatId": "00a90f94-403f-4486-9737-0422fbc72601", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document provides a detailed overview of Informatica's Q2'23 financial results.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 31, "from": 31, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "7ac7e125-5030-4402-afaf-b41bf0486e2d", "evidence": "The document showcases Informatica's large customer momentum and high-growth subscription ARR.", "position": 1, "objective": "What are the key drivers of Informatica's growth?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:08.091046+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 32, "type": "setup", "function": "quantify_opportunity", "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": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 52, "componentCount": 5, "textChars": 299, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:38.086+00", "seconds": 6.264, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/32", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-32", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.66, "w": 0.74, "x": 0.13, "y": 0.17 }, "kind": "chart", "text": "Average Subscription ARR per Customer, 13% YOY Growth, $243 (Q2 2022), $252 (Q3 2022), $263 (Q4 2022), $270 (Q1 2023), $275 (Q2 2023)", "attrs": { "categories": [ "Q2 2022", "Q3 2022", "Q4 2022", "Q1 2023", "Q2 2023" ], "chart_type": "bar", "data_series": [ { "name": "Average Subscription ARR", "values": [ 243, 252, 263, 270, 275 ] } ], "x_axis_label": "Quarter", "y_axis_label": "Average Subscription ARR per Customer" }, "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 08:11:38.086+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34cf7628-bf66-40d4-8d30-c2f51423bd13", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.508, "x": 0.088, "y": 0.868 }, "kind": "source-note", "text": "Subscription ARR represents the portion of ARR only attributable to our subscription contracts", "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 08:11:38.086+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7873c778-a70e-413c-8e9f-884bdc911bc2", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.11, "x": 0.088, "y": 0.898 }, "kind": "source-note", "text": "Dollars in thousands", "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 08:11:38.086+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b12ee20c-912a-45cd-95b4-a6cffa97ef40", "parentComponentId": null }, { "bbox": { "h": 0.017, "w": 0.139, "x": 0.099, "y": 0.923 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:38.086+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa4bce2c-77f6-406c-9393-880ba872116d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.49, "x": 0.042, "y": 0.06 }, "kind": "title", "text": "Landing Strategic Customers", "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 08:11:38.086+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "deaa24d1-5f18-48c6-bad6-7fe702c414f0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 25, "name": "Financials", "beatId": "00a90f94-403f-4486-9737-0422fbc72601", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document provides a detailed overview of Informatica's Q2'23 financial results.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 33, "type": "setup", "function": "quantify_opportunity", "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": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 6, "textChars": 318, "nDataPoints": 5, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:36.721+00", "seconds": 4.584, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/33", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-33", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.4917, "w": 0.745, "x": 0.105, "y": 0.2833 }, "kind": "chart", "text": "116% Q2 2022, 115% Q3 2022, 117% Q4 2022, 118% Q1 2023, 116% Q2 2023", "attrs": { "x_axis_label": "Quarter", "y_axis_label": "Net Retention Rate" }, "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 08:11:36.721+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0d8cd22-291a-4790-8bcf-45c5e1bd26f0", "parentComponentId": null }, { "bbox": { "h": 0.0333, "w": 0.135, "x": 0.8083, "y": 0.9167 }, "kind": "image", "text": "Informatica", "attrs": {}, "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 08:11:36.721+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dadf0fee-1866-4472-91fe-fd07da5678f4", "parentComponentId": null }, { "bbox": { "h": 0.0167, "w": 0.135, "x": 0.0892, "y": 0.9333 }, "kind": "legend", "text": "Informatica. Proprietary.", "attrs": {}, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:36.721+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20f7c663-4ad4-4c5b-9c6e-44028134900e", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.765, "x": 0.0908, "y": 0.865 }, "kind": "source-note", "text": "¹ Cloud Subscription NRR compares the contract value for Cloud Subscription ARR from the same set of customers at the end of a period.", "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 08:11:36.721+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64b5a2be-58c5-4f22-b24b-e4976da875a7", "parentComponentId": null }, { "bbox": { "h": 0.0417, "w": 0.7967, "x": 0.0425, "y": 0.0608 }, "kind": "title", "text": "Customer Expansion through Cloud Offerings", "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 08:11:36.721+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14b807ca-145e-41bc-9301-1ce760d77e2b", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.4117, "x": 0.295, "y": 0.1833 }, "kind": "title", "text": "Cloud Subscription Net Retention Rate¹", "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": "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 08:11:36.721+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a5b9fdc-ab2a-4a67-aaef-c2ff4b261db8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 25, "name": "Financials", "beatId": "00a90f94-403f-4486-9737-0422fbc72601", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document provides a detailed overview of Informatica's Q2'23 financial results.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 34, "type": "setup", "function": "present_solution", "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": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 88, "componentCount": 9, "textChars": 869, "nDataPoints": 3, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:38.89+00", "seconds": 6.542, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/34", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-34", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.17, "x": 0.05, "y": 0.76 }, "kind": "list", "text": "Cloud Friendly\nCloud-native services aligned to customer needs", "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 08:11:38.89+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05191ae8-e619-4a15-81a2-63a53b72c341", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.17, "x": 0.43, "y": 0.76 }, "kind": "list", "text": "Comprehensive\nUse full breadth of services available on the platform", "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 08:11:38.89+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "241c42a4-19f3-4d6a-b99d-cca9f2eca9cc", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.2, "x": 0.76, "y": 0.27 }, "kind": "list", "text": "~51% of Q2'23 cloud new bookings were IPU deals\nIPUs represented 43% of total Cloud Subscription ARR, an increase of 2 ppts sequentially", "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 08:11:38.89+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29565e97-653f-495d-af16-084df76a14a0", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.17, "x": 0.62, "y": 0.76 }, "kind": "list", "text": "Chargebacks\nTrack consumption for departmental chargebacks", "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 08:11:38.89+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45c89f5a-2603-42e5-9aca-39b8921a38a4", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.17, "x": 0.81, "y": 0.76 }, "kind": "list", "text": "Elastic\nScale up or down to meet business demands", "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 08:11:38.89+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4dee84c6-716b-4e52-9b74-93021bd3b505", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.17, "x": 0.24, "y": 0.76 }, "kind": "list", "text": "Usage Based\nInterchangeably use units across eligible IDMC service", "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 08:11:38.89+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9796299-c881-454d-8799-09d71fd102a1", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.14, "x": 0.08, "y": 0.93 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:38.89+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "452c1606-e8d0-46cd-b56a-c0fd4105f33f", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.7, "x": 0.04, "y": 0.22 }, "kind": "table", "text": "Monthly IPU, Flex IPU (Launched February '23), Customer Use Case, Customer has predictable and consistent usage patterns, Customer has seasonal or inconsistent usage patterns, IPU Usage, Monthly IPU Use-or-lose-it, Annual IPU Use-or-lose-it, Invoicing, Annual, up-front, Annual, up-front, Pricing Model, Volume tier pricing, Volume tier pricing", "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 08:11:38.89+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb29764b-b015-4493-be6b-909880df89d5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.93, "x": 0.03, "y": 0.06 }, "kind": "title", "text": "Consumption Based Pricing - Informatica Processing Unit (IPU)", "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 08:11:38.89+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56236f66-0c53-416f-961c-7fe180cd861b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 25, "name": "Financials", "beatId": "00a90f94-403f-4486-9737-0422fbc72601", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document provides a detailed overview of Informatica's Q2'23 financial results.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 35, "type": "setup", "function": "quantify_opportunity", "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": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 86, "componentCount": 7, "textChars": 1066, "nDataPoints": 13, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:37.984+00", "seconds": 5.601, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/35", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-35", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.53, "w": 0.309, "x": 0.069, "y": 0.24 }, "kind": "chart", "text": "Non-GAAP Operating Expenses as % of Revenue¹ Q2 2022 Q2 2023 S&M R&D G&A 6% 20% 36% 7% 19% 32%", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:37.984+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e0f1579-8c5d-49f2-96f2-36bae0af58e5", "parentComponentId": null }, { "bbox": { "h": 0.53, "w": 0.356, "x": 0.392, "y": 0.24 }, "kind": "chart", "text": "Adjusted uFCF and Non-GAAP Operating Margin as % of Revenue1, 2 Q2 2022 Q2 2023 Non-GAAP Operating Margin Adjusted UFCF Margin 19% 9% 23% 20%", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:37.984+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "825e8f2c-e567-4c12-b50c-1c4391151385", "parentComponentId": null }, { "bbox": { "h": 0.039, "w": 0.15, "x": 0.809, "y": 0.91 }, "kind": "image", "text": "Informatica", "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 08:11:37.984+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86d17a1f-5126-4a6f-a7ed-df8d9488b974", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.202, "x": 0.759, "y": 0.32 }, "kind": "list", "text": "Leverage Drivers Economies of scale Larger customer relationships Net retention on growing subscription base", "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 08:11:37.984+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94aa6aa2-e43d-48bd-aaed-a85685f3d5e8", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.149, "x": 0.085, "y": 0.93 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:37.984+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5592adae-4396-4441-8420-d3f3a5cda7f6", "parentComponentId": null }, { "bbox": { "h": 0.079, "w": 0.745, "x": 0.05, "y": 0.854 }, "kind": "source-note", "text": "1Non-GAAP operating expenses and margin excludes the effect of stock-based compensation expense-related charges, amortization of acquired intangibles, expenses associated with restructuring and acquisitions, and strategic investments. Please see appendix for reconciliation to most directly comparable GAAP measure. 2Adjusted unlevered free cash flow (after-tax) is calculated as operating cash flow less purchases of property and equipment, and is adjusted for interest payments, equity compensation payments, restructuring costs, and executive severance. Please see appendix for reconciliation to most directly comparable GAAP measure.", "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 08:11:37.984+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dbdf2fbc-9756-4ae0-93db-0b57d1eb3af1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.899, "x": 0.042, "y": 0.06 }, "kind": "title", "text": "Operating Leverage While Investing in Cloud Growth", "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 08:11:37.984+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "927229ee-baa4-4af9-8671-d2662f172ffc", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "5aab1bce-8237-4d36-ac05-796e3e353068", "evidence": "chart/line: Adjusted uFCF and Non-GAAP Operating Margin as % of Revenue1, 2 Q2 2022 Q2 2023 Non-GAAP Operating Margin Adjusted UFCF Margin 19% 9% 23% 20%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:49:45.342281+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "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": "77311801-5a63-4918-923e-22e6881da11d", "evidence": "chart/bar-stacked: Non-GAAP Operating Expenses as % of Revenue¹ Q2 2022 Q2 2023 S&M R&D G&A 6% 20% 36% 7% 19% 32%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:49:45.300718+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 25, "name": "Financials", "beatId": "00a90f94-403f-4486-9737-0422fbc72601", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document provides a detailed overview of Informatica's Q2'23 financial results.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 36, "type": "resolution", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 85, "componentCount": 10, "textChars": 546, "nDataPoints": 9, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:38.932+00", "seconds": 6.341, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/36", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-36", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.63, "w": 0.25, "x": 0.2, "y": 0.21 }, "kind": "chart", "text": "Total ARR $1.55B Cloud $513 Self-Managed Subscription $530 Maintenance $505 Q2 2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:38.932+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9be30718-bac2-4751-a6f0-a7a24322d943", "parentComponentId": null }, { "bbox": { "h": 0.63, "w": 0.21, "x": 0.52, "y": 0.21 }, "kind": "chart", "text": "Cloud Migration 4.5% Cloud Migration 95.5% Maintenance ARR Q4 2020 to Q2 2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:38.932+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e51930ec-cdf0-4cbe-803d-e40499562125", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.14, "x": 0.82, "y": 0.9 }, "kind": "image", "text": "Informatica", "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 08:11:38.932+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2929512-7fdf-4183-b363-bfd52e8b914b", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.23, "x": 0.73, "y": 0.64 }, "kind": "list", "text": "Initial migrations indicate a 2.1x conversion ratio to Cloud ARR", "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 08:11:38.932+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97308281-566a-42f9-94d6-d9182148f70f", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.23, "x": 0.73, "y": 0.34 }, "kind": "list", "text": "To date, Cloud and Self-managed subscription growth driven by new products and new workloads", "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 08:11:38.932+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b90c5fd2-5ace-4ea0-8253-28ca1507fabf", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.23, "x": 0.73, "y": 0.49 }, "kind": "list", "text": "Migration of maintenance to Cloud IDMC just beginning (4.5% of installed base)", "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 08:11:38.932+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d37e12dc-383b-432c-975f-11b745fbef6b", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.14, "x": 0.05, "y": 0.32 }, "kind": "paragraph", "text": "Over next few years, self-managed likely to start migrating to cloud", "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 08:11:38.932+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b219e30-ff5f-4081-8d07-5609805721fa", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.14, "x": 0.08, "y": 0.92 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:38.932+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5caf4f03-ef83-4775-91ed-37f8ed077430", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.09, "x": 0.08, "y": 0.9 }, "kind": "source-note", "text": "Dollars in millions", "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 08:11:38.932+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9fa26c1-80ee-4a95-ac8d-3938b15e0de2", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.04, "y": 0.07 }, "kind": "title", "text": "Cloud Migration Opportunity", "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 08:11:38.932+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3ed999d-4ba4-4196-9427-619c74391bb7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chartjunk Elimination", "slug": "chartjunk-elimination", "status": "active", "bestFor": null, "canonId": "019dd956-b49e-7453-ab01-b60f338eeda1", "version": 1, "bodyDocId": null, "description": "Remove decorative elements that don't convey data: 3D effects, shadows, unnecessary gridlines", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "dd79e4a0-deee-4765-a334-4d916ec9969f", "evidence": "chart/pie: Cloud Migration 4.5% Cloud Migration 95.5% Maintenance ARR Q4 2020 to Q2 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:49:45.421677+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 25, "name": "Financials", "beatId": "00a90f94-403f-4486-9737-0422fbc72601", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document provides a detailed overview of Informatica's Q2'23 financial results.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 36, "from": 36, "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": "21ff0173-14e7-4146-86c3-07937fa2ef46", "evidence": "The document highlights the cloud migration opportunity.", "position": 0, "objective": "What is the cost of not migrating to the cloud?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:10:08.050122+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 37, "type": "setup", "function": "frame_situation", "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": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "dense", "densityScore": 73, "componentCount": 7, "textChars": 445, "nDataPoints": 5, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:39.527+00", "seconds": 5.641, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/37", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-37", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.61, "w": 0.59, "x": 0.09, "y": 0.23 }, "kind": "chart", "text": "Non-GAAP Gross Profit Margin¹ Q2 2022: 81%, Q3 2022: 80%, Q4 2022: 82%, Q1 2023: 80%, Q2 2023: 80%", "attrs": { "chart_type": "bar", "data_labels": "visible", "series_count": 1, "x_axis_labels": "visible", "y_axis_labels": "hidden" }, "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 08:11:39.527+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "106146cd-47de-4907-9864-a8cc52527338", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.16, "x": 0.8, "y": 0.9 }, "kind": "image", "text": "Informatica logo", "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 08:11:39.527+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04a64b72-2e51-496c-92d2-f691b846a6d8", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.24, "x": 0.72, "y": 0.35 }, "kind": "paragraph", "text": "Consistent gross margins despite the continued shift from maintenance to subscription ARR", "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 08:11:39.527+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b197507-9524-460c-b235-4274639361b1", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.24, "x": 0.72, "y": 0.5 }, "kind": "paragraph", "text": "Consistently high despite an increasing mix of cloud versus on-premises", "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 08:11:39.527+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "70e07319-62c9-49fd-b613-006f62b6550e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.54, "x": 0.08, "y": 0.89 }, "kind": "source-note", "text": "¹ Please see appendix for reconciliation to most directly comparable GAAP measure", "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 08:11:39.527+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d86afd3e-793b-445d-b7be-43f23d87a04e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.18, "x": 0.08, "y": 0.92 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:39.527+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f447b478-a525-46ec-920b-e12853f454e8", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.92, "x": 0.04, "y": 0.07 }, "kind": "title", "text": "Consistent High Non-GAAP Gross Profit Margins Despite Mix Shift", "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 08:11:39.527+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6c9b894-e0ef-4799-9368-63cd50e9d0f3", "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": "15c80d90-6be8-47cd-8187-f52da62c1a6a", "evidence": "chart/bar-vertical: Non-GAAP Gross Profit Margin¹ Q2 2022: 81%, Q3 2022: 80%, Q4 2022: 82%, Q1 2023: 80%, Q2 2023: 80%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:49:45.501103+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 37, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 25, "name": "Financials", "beatId": "00a90f94-403f-4486-9737-0422fbc72601", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document provides a detailed overview of Informatica's Q2'23 financial results.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 38, "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": "overcrowded", "densityScore": 86, "componentCount": 7, "textChars": 1176, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:39.849+00", "seconds": 5.893, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/38", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-38", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.61, "w": 0.329, "x": 0.46, "y": 0.23 }, "kind": "chart", "text": "Adjusted Unlevered FCF 2 and Net Leverage Ratio 3 Q2 2022: $33M, 3.5x Q2 2023: $77M, 2.7x", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:39.849+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c28106c2-0617-468e-99af-ae22a8f58811", "parentComponentId": null }, { "bbox": { "h": 0.61, "w": 0.329, "x": 0.099, "y": 0.23 }, "kind": "chart", "text": "Adjusted EBITDA¹ and Adjusted EBITDA Margin Q2 2022: $75M, 20% Q2 2023: $92M, 24%", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:39.849+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c47224c9-0290-43d5-bc87-e6096f31d6db", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.579, "x": 0.22, "y": 0.86 }, "kind": "source-note", "text": "1 Adjusted EBITDA is a non-GAAP financial measure and is calculated as GAAP net loss as adjusted for income tax benefit (expense), interest income, interest expense, loss on debt refinancing, other income (expense), stock-based compensation, amortization of intangibles, equity compensation related payments, restructuring, acquisition and other charges, and depreciation. See appendix for reconciliation to most directly comparable GAAP measure.", "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 08:11:39.849+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "174ba1b4-e17a-4287-8310-d1f0d1e131de", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.579, "x": 0.22, "y": 0.91 }, "kind": "source-note", "text": "2 Adjusted Unlevered free cash (after-tax) is calculated as operating cash flow less purchases of property and equipment, and is adjusted for interest payments, equity compensation payments,, restructuring costs, and executive severance. See appendix for reconciliation to most directly comparable GAAP measure.", "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 08:11:39.849+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "517aa622-295b-4b96-9bef-8f5e85015226", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.796, "y": 0.386 }, "kind": "source-note", "text": "Q2'23 Cash paid for interest was ~$37M", "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 08:11:39.849+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5a5326b-58fe-4941-b8c4-0bcce3b446c4", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.579, "x": 0.22, "y": 0.95 }, "kind": "source-note", "text": "3 Net leverage ratio is calculated as net debt (gross debt less cash plus short-term investments) divided by non-GAAP EBITDA.", "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 08:11:39.849+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fbf75c03-acfe-418c-aead-c2a1c971a1ae", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.926, "x": 0.038, "y": 0.06 }, "kind": "title", "text": "Adjusted EBITDA and Adjusted Unlevered FCF as Subscription Transition Nears Completion", "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 08:11:39.849+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "378e4a2b-a3d0-47d4-a26e-a8963898d6df", "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": "10efc6d9-f380-4592-a7c0-8110dd93ac54", "evidence": "chart/bar-vertical: Adjusted Unlevered FCF 2 and Net Leverage Ratio 3 Q2 2022: $33M, 3.5x Q2 2023: $77M, 2.7x", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 01:49:45.580457+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 25, "name": "Financials", "beatId": "00a90f94-403f-4486-9737-0422fbc72601", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document provides a detailed overview of Informatica's Q2'23 financial results.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 39, "type": "setup", "function": "quantify_opportunity", "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": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 83, "componentCount": 6, "textChars": 1797, "nDataPoints": 30, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:41.227+00", "seconds": 6.968, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/39", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-39", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.037, "w": 0.15, "x": 0.809, "y": 0.91 }, "kind": "image", "text": "Informatica", "attrs": {}, "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 08:11:41.227+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2fdf63ca-b76e-4f7d-bc46-9a3d9f6daf9a", "parentComponentId": null }, { "bbox": { "h": 0.201, "w": 0.91, "x": 0.069, "y": 0.69 }, "kind": "list", "text": "For modeling purposes:\nFor the third quarter 2023, we expect Adjusted Unlevered Free Cash Flow (after-tax) to be in the range of $65 million to $85 million.\nFor the third quarter 2023, we estimate cash paid for interest to be approximately $39 million. For the full-year 2023, we estimate cash paid for interest to be approximately $149 million.\nFor the third quarter 2023, we expect basic weighted-average shares outstanding to be approximately 289 million shares and diluted weighted-average shares outstanding to be approximately 294 million shares. For the full-year 2023, we expect basic weighted-average shares outstanding to be approximately 288 million shares and diluted weighted-average shares outstanding to be approximately 293 million shares.", "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 08:11:41.227+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79ad3163-d9dd-4366-9771-88b98f370699", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.146, "x": 0.083, "y": 0.934 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:41.227+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "16d1ff60-5d9f-41a3-b618-352050f35777", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.739, "x": 0.069, "y": 0.902 }, "kind": "source-note", "text": "Non-GAAP financial measures. A reconciliation of non-GAAP guidance measures to corresponding GAAP guidance measures is not available on a forward-looking basis without unreasonable effort due to the uncertainty regarding, and the potential variability of, expenses that may be incurred in the future.", "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 08:11:41.227+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "349d8928-df69-4761-859e-e1f5ea4b3741", "parentComponentId": null }, { "bbox": { "h": 0.502, "w": 0.81, "x": 0.069, "y": 0.15 }, "kind": "table", "text": "GAAP Total Revenues Q3 2023 $395 - 405M, Full-Year 2023 $1,570 - 1,590M; % Change YoY at Midpoint Q3 2023 ~8%, Full-Year 2023 ~5%; Total ARR Full-Year 2023 $1,585 - 1,615M; % Growth YoY at Midpoint Full-Year 2023 ~5%; Subscription ARR Q3 2023 $1,050 - 1,060M, Full-Year 2023 $1,098 - 1,118M; % Growth YoY at Midpoint Q3 2023 ~13%, Full-Year 2023 ~11%; Cloud Subscription ARR Q3 2023 $537 - 543M, Full-Year 2023 $604 - 614M; % Growth YoY at Midpoint Q3 2023 ~35%, Full-Year 2023 ~35%; Non-GAAP Operating Income Q3 2023 $110 - 120M, Full-Year 2023 previous $400 - 420M revised $420 - 440M; Adjusted Unlevered Free Cash Flow (after-tax) Full-Year 2023 previous $340 - 360M revised $370 - 390M", "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 08:11:41.227+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9591304f-c485-4447-820e-7272151916e9", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.349, "x": 0.041, "y": 0.06 }, "kind": "title", "text": "Financial Outlook", "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 08:11:41.227+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83c099cd-076f-4287-aee2-eb4b5760cfdb", "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": "1648c9ca-8759-4df9-a1cd-d90843686927", "evidence": "table/data: GAAP Total Revenues Q3 2023 $395 - 405M, Full-Year 2023 $1,570 - 1,590M; % Change YoY at Midpoint Q3 2023 ~8%, Full-Year 2023 ~5%; Total ARR Full-Year 2023 $1,585 - 1,615M; % Growth YoY at Midpoint Full-Year", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 01:49:45.661181+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 39, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 39, "arc": { "name": "The Sequoia Pitch", "slug": "sequoia-pitch", "status": "active", "bestFor": "Investor pitches, Series A/B, board presentations", "canonId": "019dd956-5e69-75a7-a0a4-895ac1bc0444", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem -> Solution -> Why Now -> Market Size -> Competition -> Product -> Business Model -> Team -> Financials -> The Ask", "description": null, "familyLabel": null }, "from": 25, "name": "Financials", "beatId": "00a90f94-403f-4486-9737-0422fbc72601", "matchId": "5b1c3bec-5625-4bf3-8afb-a4b2532a83b9", "beatType": { "name": "Financials", "slug": "sequoia-pitch-financials", "status": "active", "canonId": "019dd9b8-245d-74ce-8a5e-8094ec926a75", "version": 1, "description": null }, "evidence": "The document provides a detailed overview of Informatica's Q2'23 financial results.", "position": 4, "isPrimaryArc": true, "parentBeatType": { "name": "Evidence", "slug": "evidence", "status": "active", "canonId": "019dd9b8-03f9-772a-b84a-4f07b415b77a", "version": 1, "description": "A dedicated proof beat exists in only ~4 arcs (Gambit, Sequoia, AIDA, Monroes). Other arcs embed evidence inline within development." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 40, "type": "appendix", "function": "frame_situation", "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": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 86, "componentCount": 8, "textChars": 741, "nDataPoints": 12, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:40.375+00", "seconds": 5.931, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/40", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-40", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.14, "x": 0.82, "y": 0.91 }, "kind": "image", "text": "Informatica", "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 08:11:40.375+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5847a050-1d16-4562-a754-5655b100e579", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.92, "x": 0.04, "y": 0.18 }, "kind": "paragraph", "text": "The Company is assuming constant FX rates for the year based on the rates at the start of the fiscal 2023 planning period. For reference purposes, the assumed FX rates for our top four currencies in full-year 2023 are 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 08:11:40.375+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "09f0650d-dbe1-4f3d-b6a7-19760f4a1d99", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.92, "x": 0.04, "y": 0.53 }, "kind": "paragraph", "text": "Using the foreign exchange rate assumptions noted above, the Company has incorporated the following FX impact into 2023 guidance:", "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 08:11:40.375+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ad809a6-8133-4f42-8eb3-28ea31c92220", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.02, "x": 0.04, "y": 0.93 }, "kind": "source-note", "text": "40", "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 08:11:40.375+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19e21eb8-830f-46fd-aa25-567d60b50a33", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.08, "y": 0.93 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:40.375+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba5f53b8-1e1f-4fe5-8a9d-3b5a90e1c46a", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.6, "x": 0.17, "y": 0.65 }, "kind": "table", "text": "Q3 2023, Full-year 2023, Total Revenues, -, ~$1m negative impact y/y, Total ARR, ~$1m negative impact y/y, ~$11m negative impact y/y, Subscription ARR, ~$1m negative impact y/y, ~$8m negative impact y/y, Cloud Subscription ARR, -, ~$3m negative impact y/y", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:40.375+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b2a5bda-afa1-4be4-b10c-816b78c6587a", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.24, "x": 0.33, "y": 0.29 }, "kind": "table", "text": "Currency, Planned Rate, EUR/$, 1.07, GBP/$, 1.20, $/CAD, 1.35, $/JPY, 132", "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 08:11:40.375+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd8b3a1e-4ac2-4d81-b9e4-8ca58115674a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.42, "x": 0.04, "y": 0.06 }, "kind": "title", "text": "Financial Outlook", "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 08:11:40.375+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5935c388-a866-47ae-b4b1-78ea957ae9a9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 41, "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": 10, "componentCount": 3, "textChars": 46, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:38.687+00", "seconds": 3.999, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/41", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-41", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.06666666666666667, "w": 0.15, "x": 0.8083333333333333, "y": 0.8833333333333333 }, "kind": "image", "text": "Informatica", "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 08:11:38.687+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "deae6006-4e14-4bc1-ad5a-847198943ac3", "parentComponentId": null }, { "bbox": { "h": 0.016666666666666666, "w": 0.1475, "x": 0.08333333333333333, "y": 0.9333333333333333 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:38.687+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8c039f08-6d96-4c08-baac-b80b5c89251d", "parentComponentId": null }, { "bbox": { "h": 0.08333333333333333, "w": 0.29916666666666664, "x": 0.36666666666666664, "y": 0.325 }, "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 08:11:38.687+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cbe321b8-7a71-460b-a31e-56a8e762e6e3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 42, "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": "overcrowded", "densityScore": 92, "componentCount": 8, "textChars": 1600, "nDataPoints": 32, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:43.152+00", "seconds": 6.812, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/42", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-42", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.025, "w": 0.916, "x": 0.043, "y": 0.866 }, "kind": "list", "text": "COGS is constant at the example rate of 80% Gross Margin each year; Booking Quarter impact estimated as half a month of COGS", "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 08:11:43.152+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1694ff4f-ee8e-4b2e-b616-e0bf716c8ffe", "parentComponentId": null }, { "bbox": { "h": 0.047, "w": 0.769, "x": 0.043, "y": 0.496 }, "kind": "list", "text": "Deal terms: 2 year contract; $1M annual contract value (ACV); $2M total contract value (TCV)\nARR is constant at $1M per year for both Cloud and Self-Managed", "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 08:11:43.152+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44c1415b-812c-46f2-9e7d-b47a57b86b7f", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.916, "x": 0.043, "y": 0.564 }, "kind": "list", "text": "Revenue:\nCloud revenue recognition is ratable over the 2 year period, $1M each year\nSelf-managed revenue recognition is accelerated in year 1, with 70% of the TCV value being recognized up front ($2M x 70% = $1.4M), and the remaining 30% being recognized ratably over the 2 years ($2M x 30% = $0.6M/2 years = $0.3M per year); for a total of $1.7M in year 1", "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 08:11:43.152+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f14181b-cfcb-4cf0-841d-89218db016a3", "parentComponentId": null }, { "bbox": { "h": 0.146, "w": 0.916, "x": 0.043, "y": 0.706 }, "kind": "list", "text": "Booking Quarter Revenue (BQ22):\nAssumes order is booked on day 75 of the booking quarter\nCloud revenue recognition is ratable over the 2 year period, $42K for half a month of revenue\nSelf-managed revenue recognition is accelerated in year 1, with 70% of the TCV value being recognized up front ($2M x 70% = $1.4M), and the remaining 30% being recognized ratably over the 2 years ($2M x 30% = $0.6M/2 years = $0.3M per year/12 months/2 = $13K); for a total of $1.4M in the booking quarter", "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 08:11:43.152+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87499e51-00bd-4225-bd0c-b3614b888d9d", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.169, "x": 0.08, "y": 0.935 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:43.152+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1cc74a71-22f2-4038-b6e3-dfcad5dd6901", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.022, "x": 0.036, "y": 0.935 }, "kind": "source-note", "text": "42", "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 08:11:43.152+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3960cb99-7bca-463d-824f-59e2cb4dabfe", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.769, "x": 0.115, "y": 0.229 }, "kind": "table", "text": "Contract Deal ($000s) FY22E FY23E Total BQ22 Subscription ARR $1,000 $1,000 $1,000 $1,000 Revenue $1,000 $1,000 $2,000 $42 COGS $200 $200 $400 $8 Gross Profit $800 $800 $1,600 $34 Gross Margin 80% 80% 80% 81% 2-Year Self-Managed ($1M ACV, $2M TCV) FY22E FY23E Total BQ22 $1,000 $1,000 $1,000 $1,000 $1,700 $300 $2,000 $1,412 $200 $200 $400 $8 $1,500 $100 $1,600 $1,404 88% 33% 80% 99%", "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 08:11:43.152+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ccc2f964-c48f-4916-9146-7401135ea741", "parentComponentId": null }, { "bbox": { "h": 0.119, "w": 0.929, "x": 0.036, "y": 0.065 }, "kind": "title", "text": "Cloud vs. Self-Managed 2 Year Contract Term Illustrative Example", "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 08:11:43.152+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9f546d1-adf2-4dae-b1cb-50ce6415db51", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "062bd545-1af5-45f9-9af2-0bc85f362e88", "evidence": "table/data: Contract Deal ($000s) FY22E FY23E Total BQ22 Subscription ARR $1,000 $1,000 $1,000 $1,000 Revenue $1,000 $1,000 $2,000 $42 COGS $200 $200 $400 $8 Gross Profit $800 $800 $1,600 $34 Gross Margin 80% 80% 80% 81%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 01:49:45.745055+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 43, "type": "analysis", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 3, "textChars": 1650, "nDataPoints": 50, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:42.797+00", "seconds": 6.407, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/43", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-43", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.399, "w": 0.916, "x": 0.043, "y": 0.473 }, "kind": "list", "text": "Deal terms: 3 year contract; $1M annual contract value (ACV); $3M total contract value (TCV)\nARR is constant at $1M per year for both Cloud and Self-Managed\nRevenue:\nCloud revenue recognition is ratable over the 3 year period, $1M each year\nSelf-managed revenue recognition is accelerated in year 1, with 60% of the TCV value being recognized up front ($3M x 60% = $1.8M), and the remaining 40% being recognized ratably over the 3 years ($3M x 40% = $1.2M/3 years = $0.4M per year); for a total of $2.2M in year 1\nBooking Quarter Revenue (BQ22):\nAssumes order is booked on day 75 of the booking quarter\nCloud revenue recognition is ratable over the 3 year period, $42K for half a month of revenue\nSelf-managed revenue recognition is accelerated in year 1, with 60% of the TCV value being recognized up front ($3M x 60% = $1.8M), and the remaining 40% being recognized ratably over the 3 years ($3M x 40% = $1.2M/3 years/12 months/2 = $17K); for a total of $1.8M in the booking quarter\nCOGS is constant at the example rate of 80% Gross Margin each year; Booking Quarter impact estimated as half a month of COGS", "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 08:11:42.797+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5db9390a-90e0-412c-a192-5ea9ff385bfe", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.156, "x": 0.084, "y": 0.938 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:42.797+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3940ed32-1e17-43b5-84dc-f07c2799a44a", "parentComponentId": null }, { "bbox": { "h": 0.204, "w": 0.763, "x": 0.113, "y": 0.23 }, "kind": "table", "text": "3-Year Cloud ($1M ACV, $3M TCV)\nFY22E FY23E FY24E Total BQ22\nSubscription ARR $1,000 $1,000 $1,000 $1,000 $1,000\nRevenue $1,000 $1,000 $1,000 $3,000 $42\nCOGS $200 $200 $200 $600 $8\nGross Profit $800 $800 $800 $2,400 $34\nGross Margin 80% 80% 80% 80% 81%\n3-Year Self-Managed ($1M ACV, $3M TCV)\nFY22E FY23E FY24E Total BQ22\nSubscription ARR $1,000 $1,000 $1,000 $1,000 $1,000\nRevenue $2,200 $400 $400 $3,000 $1,817\nCOGS $200 $200 $200 $600 $8\nGross Profit $2,000 $200 $200 $2,400 $1,809\nGross Margin 91% 50% 50% 80% 99%", "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 08:11:42.797+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08f390fa-c133-443f-94a0-57e30b751531", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Comparison frame", "slug": "comparison-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-484b-7399-a4fc-d14644b99f93", "version": 1, "bodyDocId": null, "description": "Two or more states/subjects placed side by side to expose a gap.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "6131f25e-65d0-40f0-8ad8-5fecf976fc17", "evidence": "The slide presents a comparison table with Cloud vs. Self-Managed.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:47:50.290334+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 44, "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": 63, "componentCount": 6, "textChars": 308, "nDataPoints": 24, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:41.226+00", "seconds": 4.317, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/44", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-44", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.039, "w": 0.149, "x": 0.807, "y": 0.91 }, "kind": "image", "text": "Informatica logo", "attrs": {}, "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 08:11:41.226+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c13a43a-1a23-45d5-915d-8477d70f2a34", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.126, "x": 0.043, "y": 0.149 }, "kind": "source-note", "text": "(in thousands)", "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 08:11:41.226+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a32064a-ee80-4bf4-bfe2-8b00da4a0f69", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.156, "x": 0.084, "y": 0.93 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:41.226+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "edb7bcd5-b9b7-470b-bbf0-cef233a8afe5", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.02, "x": 0.029, "y": 0.93 }, "kind": "source-note", "text": "44", "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 08:11:41.226+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fdc5efc5-8078-4478-a203-f7e54f950f96", "parentComponentId": null }, { "bbox": { "h": 0.41, "w": 0.873, "x": 0.043, "y": 0.226 }, "kind": "table", "text": "Three Months Ended June 30, Six Months Ended June 30, GAAP net loss, Stock-based compensation, Amortization of intangibles, Equity compensation, Restructuring, Executive severance, Income tax effect, Non-GAAP net income", "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 08:11:41.226+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6af506d-93ef-463e-8ce3-2d44b13fb4ae", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.69, "x": 0.043, "y": 0.08 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations", "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 08:11:41.226+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cef4f126-09a1-4af1-b77d-3da1bcf297f9", "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": "f3df1873-916d-4119-b687-95b2ab5aa2bf", "evidence": "The slide presents a reconciliation table with various adjustments.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:47:50.358112+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 44, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 45, "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": 58, "componentCount": 5, "textChars": 359, "nDataPoints": 28, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:41.271+00", "seconds": 4.167, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/45", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-45", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.036, "w": 0.14, "x": 0.809, "y": 0.913 }, "kind": "image", "text": "Informatica", "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 08:11:41.271+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea4ab24c-9667-469e-815b-2507d0287666", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.126, "x": 0.043, "y": 0.149 }, "kind": "paragraph", "text": "(in thousands)", "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 08:11:41.271+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ecd5ea3-4163-42ce-a026-5fbdca26fd77", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.14, "x": 0.083, "y": 0.933 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:41.271+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c44d14e-6d24-47ad-a56c-3d7319132b8c", "parentComponentId": null }, { "bbox": { "h": 0.36, "w": 0.899, "x": 0.043, "y": 0.226 }, "kind": "table", "text": "Three Months Ended June 30, 2023, 2022; Six Months Ended June 30, 2023, 2022; GAAP loss from operations, Stock-based compensation, Amortization of intangibles, Equity compensation, Restructuring, Non-GAAP income from operations, Non-GAAP operating margin (% of total revenue)", "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 08:11:41.271+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "195e7700-5433-4dd8-92d5-65a8659b5df2", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.63, "x": 0.043, "y": 0.07 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:41.271+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07a0f219-f09f-4f03-976b-a81e5895b6e5", "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": "6c3b840b-4c0a-4bbb-84b4-0e46f4eacb86", "evidence": "The slide presents a reconciliation table with various adjustments.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:47:50.425571+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 46, "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": 74, "componentCount": 6, "textChars": 510, "nDataPoints": 42, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:43.349+00", "seconds": 6.043, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/46", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-46", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.044, "w": 0.15, "x": 0.809, "y": 0.916 }, "kind": "image", "text": null, "attrs": {}, "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 08:11:43.349+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d516925-b5e2-4186-a93c-d5949c7b1212", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.18, "x": 0.084, "y": 0.93 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:43.349+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75fdf132-0a51-42c6-8b31-e7f9d174b321", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.019, "x": 0.034, "y": 0.93 }, "kind": "source-note", "text": "46", "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 08:11:43.349+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d54b14ea-b03d-4691-b9fd-31485c9523b3", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.129, "x": 0.042, "y": 0.139 }, "kind": "source-note", "text": "(in thousands)", "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 08:11:43.349+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ddcafc2e-b924-4856-b39d-6e3f76feedce", "parentComponentId": null }, { "bbox": { "h": 0.409, "w": 0.916, "x": 0.042, "y": 0.229 }, "kind": "table", "text": "GAAP gross profit $ 290,396 $ 283,534 $ 312,677 $ 284,760 $ 285,630 $ 573,930 $ 564,178\nStock-based compensation 8,944 7,366 5,699 5,247 5,242 16,310 9,817\nEquity compensation - - 18 (2) 6 - 24\nAmortization of acquired technology 2,889 2,874 8,578 8,703 8,936 5,763 18,073\nNon-GAAP gross profit $ 302,229 $ 293,774 $ 326,972 $ 298,708 $ 299,814 $ 596,003 $ 592,092\nNon-GAAP gross margin (% of total revenue) 80% 80% 82% 80% 81% 80% 81%", "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 08:11:43.349+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6904b8a-bcb1-4007-9e05-6f8f348b6aef", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.69, "x": 0.042, "y": 0.076 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations", "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 08:11:43.349+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3313bfdf-48da-4197-a53b-16af3cd7b58b", "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": "54cfdbc1-b0d4-48de-9b46-12e636372acf", "evidence": "The slide presents a reconciliation table with various adjustments.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:47:50.494113+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 46, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 47, "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": "dense", "densityScore": 53, "componentCount": 5, "textChars": 291, "nDataPoints": 16, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:45.108+00", "seconds": 6.95, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/47", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-47", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.039, "w": 0.11, "x": 0.84, "y": 0.915 }, "kind": "image", "text": "Informatica", "attrs": {}, "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 08:11:45.108+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54cdeb3f-4052-4d07-b37f-8cd4ba8cfe57", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.144, "x": 0.084, "y": 0.93 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:45.108+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d33c019-48f0-4182-84ff-d6e744c17247", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.124, "x": 0.04, "y": 0.159 }, "kind": "source-note", "text": "(in thousands)", "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 08:11:45.108+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72438a29-765b-4a94-9dfe-6f6ce18f04f1", "parentComponentId": null }, { "bbox": { "h": 0.296, "w": 0.899, "x": 0.049, "y": 0.264 }, "kind": "table", "text": "Three Months Ended June 30, 2023, 2022; Six Months Ended June 30, 2023, 2022; GAAP research and development, Stock-based compensation, Equity compensation, Non-GAAP research and development, % of total revenue", "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 08:11:45.108+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de7b91f6-dede-4eec-b9c5-41da2ae6aad2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.69, "x": 0.039, "y": 0.08 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations", "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 08:11:45.108+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d654065b-8250-4a36-9a0f-5904d3050146", "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": "f0c35bff-ca2d-47c7-8d37-064ab69d9b91", "evidence": "table/data: Three Months Ended June 30, 2023, 2022; Six Months Ended June 30, 2023, 2022; GAAP research and development, Stock-based compensation, Equity compensation, Non-GAAP research and development, % of total revenu", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:47:39.427861+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 47, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 48, "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": "dense", "densityScore": 61, "componentCount": 5, "textChars": 414, "nDataPoints": 24, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:43.518+00", "seconds": 5.07, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/48", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-48", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.036, "w": 0.136, "x": 0.82, "y": 0.913 }, "kind": "image", "text": "Informatica", "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 08:11:43.518+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1b22b12-34b5-497c-89bd-b399d5677e1b", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.126, "x": 0.042, "y": 0.149 }, "kind": "paragraph", "text": "(in thousands)", "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 08:11:43.518+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49108f3f-7506-41c9-a8ad-97c4a123f2ad", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.146, "x": 0.085, "y": 0.933 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:43.518+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5eeab954-7699-4fcd-b545-12e988393a83", "parentComponentId": null }, { "bbox": { "h": 0.301, "w": 0.899, "x": 0.049, "y": 0.266 }, "kind": "table", "text": "Three Months Ended June 30, Six Months Ended June 30, 2023, 2022, 2023, 2022 GAAP sales and marketing $134,500 $143,597 $263,038 $272,549 Stock-based compensation (15,084) (9,983) (29,537) (17,572) Equity compensation - (7) - (23) Non-GAAP sales and marketing $119,416 $133,607 $233,501 $254,954 % of total revenue 32% 36% 31% 35%", "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 08:11:43.518+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0e64693-4976-469e-8bd0-1f98b1f57dd1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.69, "x": 0.042, "y": 0.08 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:43.518+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be25117d-2d4d-4e82-bdb0-a9424c62ebe8", "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": "0052872a-aefc-4bc1-89cf-4c71b0e04b8d", "evidence": "table/data: Three Months Ended June 30, Six Months Ended June 30, 2023, 2022, 2023, 2022 GAAP sales and marketing $134,500 $143,597 $263,038 $272,549 Stock-based compensation (15,084) (9,983) (29,537) (17,572) Equity com", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:47:39.498684+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 49, "type": "appendix", "function": "appendix", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 5, "textChars": 295, "nDataPoints": 16, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:43.845+00", "seconds": 5.363, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/49", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-49", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.14, "x": 0.82, "y": 0.92 }, "kind": "image", "text": "Informatica", "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 08:11:43.845+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b25ac538-27c1-4e89-93de-e22a20a8152d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.14, "x": 0.04, "y": 0.15 }, "kind": "paragraph", "text": "(in thousands)", "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 08:11:43.845+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bb8c2371-42b8-46e1-9546-d6860ee82cb9", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.16, "x": 0.08, "y": 0.93 }, "kind": "source-note", "text": "Informatica. Proprietary.", "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 08:11:43.845+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4df41c33-ec6d-4b15-bbbf-93ac26801ffd", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.91, "x": 0.04, "y": 0.27 }, "kind": "table", "text": "Three Months Ended June 30, 2023, 2022, Six Months Ended June 30, 2023, 2022, GAAP general and administrative, Stock-based compensation, Equity compensation, Non-GAAP general and administrative, % of total revenue", "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 08:11:43.845+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f634b37-196a-41a0-a4d2-e03520096b73", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.64, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:43.845+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6318f46-50fe-4f7d-aa0f-0786ea383246", "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": "c926f502-690e-4f88-b0cf-8a200bb4db9d", "evidence": "table/data: Three Months Ended June 30, 2023, 2022, Six Months Ended June 30, 2023, 2022, GAAP general and administrative, Stock-based compensation, Equity compensation, Non-GAAP general and administrative, % of total re", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:47:39.570191+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 50, "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": 65, "componentCount": 5, "textChars": 494, "nDataPoints": 66, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:43.665+00", "seconds": 4.687, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/50", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-50", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.035, "w": 0.142, "x": 0.802, "y": 0.915 }, "kind": "image", "text": "Informatica logo", "attrs": {}, "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 08:11:43.665+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59f16c54-4bc2-4bac-bbc8-ab083374dfcd", "parentComponentId": null }, { "bbox": { "h": 0.023, "w": 0.139, "x": 0.045, "y": 0.14 }, "kind": "paragraph", "text": "(in thousands)", "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 08:11:43.665+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c72b322-839b-4a69-8d45-847dadf6c853", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.176, "x": 0.084, "y": 0.934 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:43.665+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8f83e35-f95f-4e92-a5b6-a44744a8171e", "parentComponentId": null }, { "bbox": { "h": 0.649, "w": 0.899, "x": 0.045, "y": 0.209 }, "kind": "table", "text": "Table showing GAAP net loss, various adjustments (income tax expense, interest income/expense, other income, stock-based compensation, amortization of intangibles, equity compensation, restructuring, depreciation) and resulting Adjusted EBITDA and % of total revenue for Three Months Ended June 30 (2023, 2022), Six Months Ended June 30 (2023, 2022), and Trailing Twelve Months (\"TTM\") Ended June 30 (2023).", "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 08:11:43.665+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11b4d568-99c3-4362-9701-44123ce2230d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.59, "x": 0.045, "y": 0.085 }, "kind": "title", "text": "Adjusted EBITDA Reconciliation", "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 08:11:43.665+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c3df9b67-e72a-4bfc-babc-264c90e94888", "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": "28ca3a1c-10ff-46c8-a789-d8e106f98f31", "evidence": "Table showing GAAP net loss, various adjustments (income tax expense, interest income/expense, other income, stock-based compensation, amortization of intangibles, equity compensation, restructuring, deprecia", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:47:39.639554+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 51, "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": "overcrowded", "densityScore": 80, "componentCount": 6, "textChars": 870, "nDataPoints": 32, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:44.156+00", "seconds": 4.688, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/51", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-51", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.035, "w": 0.15, "x": 0.805, "y": 0.92 }, "kind": "image", "text": "Informatica", "attrs": {}, "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 08:11:44.156+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7096c460-deda-4fc9-a488-58dd30c0619c", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.17, "x": 0.085, "y": 0.935 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:44.156+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4976bc6b-58a3-4cbd-87a0-0085dd22b25f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.89, "x": 0.045, "y": 0.875 }, "kind": "source-note", "text": "*Includes cash tax payments of $23.0 million and $25.1 million for the three months ended June 30, 2023 and 2022, respectively, and $48.9 million and $50.5 million for the six months ended June 30, 2023 and 2022, respectively.", "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 08:11:44.156+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8632d3a4-c8ab-499e-985c-578a59f4da4e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.32, "x": 0.045, "y": 0.13 }, "kind": "subtitle", "text": "(in thousands, except percentages)", "attrs": {}, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:44.156+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "358967b4-1e48-4c27-938d-e87eedf1d54b", "parentComponentId": null }, { "bbox": { "h": 0.63, "w": 0.915, "x": 0.042, "y": 0.22 }, "kind": "table", "text": "Three Months Ended June 30, 2023, 2022; Six Months Ended June 30, 2023, 2022; Total GAAP revenue, Net cash provided by operating activities, Less: Purchases of property, plant, and equipment, Add: Equity compensation payments, Add: Executive severance, Add: Restructuring costs, Adjusted Free Cash Flows (after-tax)*, Add: Cash paid for interest, Adjusted Unlevered Free Cash Flows (after-tax)*, Adjusted Free Cash Flows (after-tax) margin (% of total revenue)*, Adjusted Unlevered Free Cash Flows (after-tax) margin (% of total revenue)*", "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 08:11:44.156+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b3b1f8a-20d9-45f7-b420-2c0dc8290d3c", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.63, "x": 0.045, "y": 0.08 }, "kind": "title", "text": "Adjusted Unlevered Free Cash Flows", "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 08:11:44.156+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83916551-933d-4745-bead-bfb9b10f3bec", "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": "69181032-e314-4ec9-bb3c-6a770b276242", "evidence": "table/data: Three Months Ended June 30, 2023, 2022; Six Months Ended June 30, 2023, 2022; Total GAAP revenue, Net cash provided by operating activities, Less: Purchases of property, plant, and equipment, Add: Equity comp", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:47:39.707811+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 51, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 52, "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": 37, "componentCount": 4, "textChars": 227, "nDataPoints": 6, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:43.321+00", "seconds": 3.63, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/52", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-52", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.12, "x": 0.04, "y": 0.16 }, "kind": "paragraph", "text": "(in millions)", "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 08:11:43.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02fece33-eb01-4f63-98c5-45c74a8b4f5b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.14, "x": 0.08, "y": 0.93 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:43.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f67b44c3-bd4f-4d7c-803f-e58662ed0401", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.91, "x": 0.04, "y": 0.23 }, "kind": "table", "text": "June 30, 2023\nDecember 31, 2022\nDollar Term Loan $ 1,852 $ 1,861\nLess: Cash, cash equivalents, and short-term investments (821) (716)\nTotal net debt $ 1,031 $ 1,145", "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 08:11:43.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "594ace94-e207-42c9-8529-60078e189530", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.46, "x": 0.04, "y": 0.08 }, "kind": "title", "text": "Net Debt Reconciliation", "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 08:11:43.321+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30be82c3-13db-45d7-88be-2f394be74072", "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": "095fda82-04cb-482c-af1b-c212a13fedba", "evidence": "table/data: June 30, 2023 December 31, 2022 Dollar Term Loan $ 1,852 $ 1,861 Less: Cash, cash equivalents, and short-term investments (821) (716) Total net debt $ 1,031 $ 1,145", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:47:39.775079+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 52, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 53, "type": "setup", "function": "filler", "rawType": "filler", "block": null, "metadata": { "slideType": "filler", "slideTypeCanon": { "name": "Filler", "slug": "filler", "status": "active", "canonId": "019de52d-0829-76f9-9abe-4c11ee7bf4ab", "version": 1, "description": null }, "function": "filler", "functionCanon": { "name": "Filler", "slug": "filler", "status": "active", "canonId": "019de52d-1568-702b-ad12-428490978783", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 4, "textChars": 61, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 08:11:44.37+00", "seconds": 4.332, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de516-84f5-7019-8c79-b222807ef5bc/53", "deck": "/decks/019de516-84f5-7019-8c79-b222807ef5bc", "deckAnchor": "/decks/019de516-84f5-7019-8c79-b222807ef5bc#slide-53", "deckJson": "/decks/019de516-84f5-7019-8c79-b222807ef5bc.json" }, "components": [ { "bbox": { "h": 0.462963, "w": 0.5416667, "x": 0.23125, "y": 0.2962963 }, "kind": "image", "text": "LIFE", "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": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 08:11:44.37+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4617742-cfb9-4c2b-b8e3-199817a95f60", "parentComponentId": null }, { "bbox": { "h": 0.037963, "w": 0.125, "x": 0.8208333, "y": 0.862037 }, "kind": "image", "text": "Informatica", "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 08:11:44.37+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "788b5834-1e5d-439c-8390-bf7778e5996e", "parentComponentId": null }, { "bbox": { "h": 0.0166667, "w": 0.159375, "x": 0.0833333, "y": 0.9351852 }, "kind": "source-note", "text": "© Informatica. Proprietary.", "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 08:11:44.37+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6342f24-f4a4-4528-b0bd-e9595317e5b2", "parentComponentId": null }, { "bbox": { "h": 0.0564815, "w": 0.5416667, "x": 0.23125, "y": 0.1888889 }, "kind": "title", "text": "Where data comes to", "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 08:11:44.37+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f02cb84e-27ab-4547-b59b-12c2b3d4ab8e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 21, "to": 22, "label": "Problem", "description": "The document identifies a large and expanding addressable market as a key opportunity." }, { "from": 21, "to": 22, "label": "Market Size", "description": "The document highlights the large and expanding addressable market." }, { "from": 10, "to": 14, "label": "Product", "description": "The document showcases Informatica's Intelligent Data Management Cloud (IDMC) and CLAIRE Copilot." }, { "from": 10, "to": 14, "label": "Solution", "description": "The document presents IDMC as a solution to customers' data management needs." }, { "from": 25, "to": 39, "label": "Financials", "description": "The document provides a detailed overview of Informatica's Q2'23 financial results." } ], "loops": [ { "from": 36, "to": 36, "label": "Cost Of Inaction", "description": "What is the cost of not migrating to the cloud?" }, { "from": 31, "to": 31, "label": "Quick Win Big Bet", "description": "What are the key drivers of Informatica's growth?" }, { "from": 29, "to": 29, "label": "Pareto Focus", "description": "What are the key areas driving Informatica's ARR growth?" } ] }