{ "schemaVersion": "deck-intelligence.v1", "id": "019de518-c148-763d-a979-eac02e7cba5a", "slug": "55235b8147e97fff821c443014e5aea8", "title": "Lyft | Results Presentation Deck | 33 slides", "subtitle": "Lyft · 2024-11", "author": "Lyft", "date": "2024-11-01 00:00:00", "pageCount": 33, "kind": "conference-presentation", "orientation": "landscape", "aspectRatio": 1.7777778, "document": { "id": "019de518-c148-763d-a979-eac02e7cba5a", "slug": "55235b8147e97fff821c443014e5aea8", "title": "Lyft | Results Presentation Deck | 33 slides", "rawTitle": "Lyft | Results Presentation Deck | 33 slides", "authorId": "lyft", "authorName": "Lyft", "authorDisplay": "Lyft", "kind": { "slug": "conference-presentation", "label": "Conference presentation" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2024-11__lyft__results__55235b81.pdf", "sourceUrl": "https://www.slidebook.io/company/lyft/presentation/55235b8147e97fff821c443014e5aea8/", "sourceDate": "2024-11-06 00:00:00", "presentationDate": "2024-11-01 00:00:00", "ingestedAt": "2026-05-01 19:51:38.143761+00", "status": "ready", "pageCount": 33, "orientation": "landscape", "aspectRatio": 1.7777778, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "software-application", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2024-11__lyft__results__55235b81", "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": 33, "pagesIndexed": 33, "pagesWithImages": 33, "pagesWithMetadata": 33, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 156, "chartCount": 5, "metricSlides": 0, "toolMatches": 11, "documentToolMatches": 0, "frameworkMatches": 0, "arcMatches": 1, "beatMatches": 4, "loopMatches": 1, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "evidence": "The presentation follows a structured sequence of attention, need, satisfaction, and action.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 23:16:50.513527+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 4, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Attention", "beatId": "3bf13e48-2499-4f04-9890-2d1486154b67", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The presentation begins with a cover slide and a strong KPI overview, grabbing the audience's attention.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 9, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Need", "beatId": "51646e81-8314-49a8-94ad-369ca48515da", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The presentation highlights Lyft's achievements, emphasizing the need for continued growth and improvement.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 10, "name": "Satisfaction", "beatId": "4a4e474f-339b-4329-a5d7-a8d568dc1698", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Lyft's strategic partnerships and improvements, providing satisfaction to the audience.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 10, "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": "c660894a-8c1c-4b22-b7b7-a5072c788f22", "evidence": "The presentation emphasizes the advantages of Lyft's partnerships and improvements, suggesting the potential consequences of not taking action.", "position": 0, "objective": "Highlighting the benefits of Lyft's strategic partnerships and improvements, implying the cost of inaction.", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:16:50.731473+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": "15e7e01f-6da7-408e-9a6d-fa1ac25abcce", "evidence": "title: Q3 Fiscal 2024 Earnings", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:37.478879+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": "Problem-Agitate-Solve (PAS)", "slug": "problem-agitate-solve-pas", "status": "active", "bestFor": null, "canonId": "019dd956-869f-7564-8d42-de54ed29ab90", "version": 1, "bodyDocId": null, "description": "Identify problem, agitate the pain, present the solution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "3fe065aa-d9c2-454e-9fb6-7ab1ed28a4bb", "evidence": "Lyft's latest earnings improvements tackle drivers' biggest frustrations, and make it more rewarding than ever to get behind the wheel.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:31.062882+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "6ba763d6-8a87-4d27-8f06-48dced2de909", "evidence": "drivers' biggest frustrations", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:31.096977+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ff32575f-ccd7-4066-a90b-cda78205168e", "evidence": "table/data: Active Riders 19.6 21.5 22.4 22.4 21.9 23.7 24.4 Rides 153.0 177.9 187.4 190.8 709.0 187.7 205.3 216.7 Gross Bookings $ 3,050.7 $ 3,446.0 $ 3,554.1 $ 3,724.3 $ 13,775.2 $ 3,693.2 $ 4,018.9 $ 4,108.4 Revenue $", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:31.209109+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "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": "74b6fd7a-797a-4f5a-803f-f8b73a0ac109", "evidence": "table/data: Non-GAAP Operating Expenses", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:45.725426+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "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": "f97d4715-1cc0-4efd-9653-e5dcc43ec70c", "evidence": "table/data: Non-GAAP Operating Expenses", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:45.807601+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "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": "e4e5c3f3-3f62-493a-90c5-782d7f455b78", "evidence": "table/data: GAAP Operating Expenses (excludes COR)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:45.887464+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "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": "a2f4fac9-00d9-4e24-9550-0de6b16139d2", "evidence": "table/data: Reconciliation of Net Income (Loss) to Non-GAAP Adjusted Net Income (Loss)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:45.968563+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "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": "7a27dc10-acaf-494a-aebd-a9e4e36bc9eb", "evidence": "table/data: Gross Bookings (1) $ 3,050.7 $ 3,446.0 $ 3,554.1 $ 3,724.3 $ 13,775.2 $ 3,693.2 $ 4,018.9 $ 4,108.4", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:46.051411+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "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": "c42e5ef0-b0e6-44ee-8645-f869c27920e9", "evidence": "table/data: Reconciliation of Net Income (Loss) to Non-GAAP Adjusted EBITDA", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:46.130246+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "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": "e775b507-3f3a-49af-b233-4be4fc12a93d", "evidence": "table/data: Reconciliation of Net Cash Provided by (Used in) Operating Activities to Free Cash Flow", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:46.209373+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "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/oabnAERgPnbLXKeuFmzQfngqbBq6orNyjO7QVgJ9xBM/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81NTIzNWI4MTQ3ZTk3ZmZmODIxYzQ0MzAxNGU1YWVhOC9wMDAxLmpwZw", "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": 32, "componentCount": 5, "textChars": 74, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:09:53.591+00", "seconds": 3.592, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/1", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-1", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.058, "x": 0.048, "y": 0.86 }, "kind": "image", "text": "Lyft 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": "2026-05-01 23:09:53.591+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55e77626-68c3-41dd-a814-707897733837", "parentComponentId": null }, { "bbox": { "h": 0.379, "w": 0.379, "x": 0.62, "y": 0.208 }, "kind": "image", "text": "Lyft 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": "2026-05-01 23:09:53.591+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "db88f39d-bf44-45ff-a664-601e79cc08ee", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.149, "x": 0.048, "y": 0.702 }, "kind": "paragraph", "text": "Supplemental Data", "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": "2026-05-01 23:09:53.591+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55c7911e-1348-4d63-b04c-dd2201d1754d", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.139, "x": 0.048, "y": 0.106 }, "kind": "paragraph", "text": "November 6, 2024", "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": "2026-05-01 23:09:53.591+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4d5f3cf-6db8-4d21-be5b-4f647343c382", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.51, "x": 0.048, "y": 0.194 }, "kind": "title", "text": "Q3 Fiscal 2024 Earnings", "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": "2026-05-01 23:09:53.591+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b4f7ebe-7362-4729-9cfe-dde7c94f5ee3", "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": "15e7e01f-6da7-408e-9a6d-fa1ac25abcce", "evidence": "title: Q3 Fiscal 2024 Earnings", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:37.478879+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": [ { "to": 4, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "3bf13e48-2499-4f04-9890-2d1486154b67", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The presentation begins with a cover slide and a strong KPI overview, grabbing the audience's attention.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/gA1dIV3YT-lK8yZ6tbE6YQywJQPz9ArjIu7e5_ct9ak/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81NTIzNWI4MTQ3ZTk3ZmZmODIxYzQ0MzAxNGU1YWVhOC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/YjQZrbJqqzczGlyudsVuc8tk1AcSHjOusM9GtH-6CSs/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81NTIzNWI4MTQ3ZTk3ZmZmODIxYzQ0MzAxNGU1YWVhOC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/7lL7O0317zK_C9Iax4siuo1CY-xIH-HEm0c6mWNEsZk/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy81NTIzNWI4MTQ3ZTk3ZmZmODIxYzQ0MzAxNGU1YWVhOC9wMDAxLnBuZw" }, { "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": 81, "componentCount": 7, "textChars": 5583, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:09:58.178+00", "seconds": 8.034, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/2", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-2", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.029, "w": 0.649, "x": 0.322, "y": 0.817 }, "kind": "disclaimer", "text": "Gross profit is defined as revenue less cost of revenue. Gross margin is defined as gross profit divided by revenue for the same period.", "attrs": {}, "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": "2026-05-01 23:09:58.178+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0652d087-d0a8-442c-9e20-46f05371eb62", "parentComponentId": null }, { "bbox": { "h": 0.449, "w": 0.649, "x": 0.322, "y": 0.064 }, "kind": "disclaimer", "text": "This presentation and the accompanying oral presentation contain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements generally relate to future events or Lyft's future financial or operating performance. In some cases, you can identify forward looking statements because they contain words such as \"may,\" \"will,\" \"should,\" \"expects,\" \"plans,\" \"anticipates,\" \"going to,\" \"could,\" \"intends,\" \"target,\" \"projects,\" \"contemplates,\" \"believes,\" \"estimates,\" \"predicts,\" \"potential\" or \"continue\" or the negative of these words or other similar terms or expressions that concern Lyft's expectations, strategy, priorities, plans or intentions. Forward-looking statements in this presentation and the accompanying oral presentation include, but are not limited to, statements regarding Lyft's future financial and operating performance, including its outlook for the fourth quarter of 2024 and fiscal year 2024, demand for Lyft's products and services and the markets in which Lyft operates, including seasonality trends, expected partnership-driven growth, expected trends in insurance costs and impact on Lyft's business, the impact of macroeconomic conditions on our business, results of operations, and the markets in which we operate, expansion of our operations in Canada, statements regarding autonomous partnerships and our strategic partnership with DoorDash, rider and driver activity, including driver supply, and levels of rideshare and bike and scooter rides on the Lyft platform and future incentive levels, and litigation and regulatory matters. Lyft's expectations and beliefs regarding these matters may not materialize, and actual results in future periods are subject to risks and uncertainties that could cause actual results to differ materially from those projected, including the macroeconomic environment, including inflation, and the impact of these factors and other market factors on operating expenses, including insurance costs, the sufficiency of Lyft's unrestricted cash, cash equivalents, and short-term investments, as well as risks associated with the outcome of litigation and regulatory matters. The forward-looking statements contained in this presentation are also subject to other risks and uncertainties, including those more fully described in Lyft's filings with the Securities and Exchange Commission (\"SEC\"), including in our Quarterly Report on Form 10-Q for the quarter ended June 30, 2024 and our Quarterly Report on Form 10-Q for the quarter ended September 30, 2024 that will be filed with the SEC. The forward-looking statements in this presentation are based on information available to Lyft as of the date of this presentation, and Lyft disclaims any obligation to update any forward-looking statements, except as required by law. This presentation and the accompanying oral presentation discuss \"customers.\" For rideshare, there are two customers in every car – the driver is Lyft's customer, and the rider is the driver's customer. We care about both.", "attrs": {}, "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": "2026-05-01 23:09:58.178+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1135b493-f7c2-454f-9308-95403d40baa4", "parentComponentId": null }, { "bbox": { "h": 0.103, "w": 0.649, "x": 0.322, "y": 0.866 }, "kind": "disclaimer", "text": "This presentation and the accompanying oral presentation also contain 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 such information. We have not independently verified the accuracy or completeness of the information contained in the industry publications and other publicly available information. Accordingly, we make no representations as to the accuracy or completeness of that information nor do we undertake to update such information after the date of this presentation.", "attrs": {}, "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": "2026-05-01 23:09:58.178+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e7cf832-c447-4821-910d-10c184cad08c", "parentComponentId": null }, { "bbox": { "h": 0.249, "w": 0.649, "x": 0.322, "y": 0.54 }, "kind": "disclaimer", "text": "In addition to financial information presented in accordance with U.S. generally accepted accounting principles (\"GAAP\"), this presentation and the accompanying oral presentation include certain non-GAAP financial measures, including Adjusted EBITDA, Adjusted EBITDA margin as a percentage of Gross Bookings, adjusted net income (loss), adjusted net income (loss) per share, non-GAAP operating expenses, and free cash flow. These non-GAAP measures are presented for supplemental informational purposes only and should not be considered a substitute for financial information presented in accordance with GAAP. These non-GAAP measures have limitations as analytical tools, and they should not be considered in isolation or as a substitute for analysis of other GAAP financial measures. A reconciliation of these measures to the most directly comparable GAAP measures is included at the end of this presentation. We have not provided the forward-looking GAAP equivalents for certain forward-looking non-GAAP measures presented in the accompanying oral presentation, or a GAAP reconciliation, as a result of the uncertainty regarding, and the potential variability of, reconciling items such as stock-based compensation expense. Accordingly, a reconciliation of these non-GAAP guidance metrics to their corresponding GAAP equivalents is not available without unreasonable effort. However, it is important to note that material changes to reconciling items could have a significant effect on future GAAP results.", "attrs": {}, "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": "2026-05-01 23:09:58.178+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66657d5c-fec2-4993-b94c-fba5edc8505e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.06, "x": 0.045, "y": 0.86 }, "kind": "image", "text": "lyA", "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": "2026-05-01 23:09:58.178+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "738a271a-d1ab-4a33-aa56-f18cdce9e7fb", "parentComponentId": null }, { "bbox": { "h": 0.011, "w": 0.008, "x": 0.963, "y": 0.958 }, "kind": "source-note", "text": "2", "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": "2026-05-01 23:09:58.178+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6de353a-5670-4e04-b3d9-6689b4943e9e", "parentComponentId": null }, { "bbox": { "h": 0.426, "w": 0.204, "x": 0.038, "y": 0.064 }, "kind": "title", "text": "Forward Looking Statements & Non-GAAP Financial Measures", "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": "2026-05-01 23:09:58.178+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d831685-74f2-4d2b-9d8f-3b605e5d4a85", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "3bf13e48-2499-4f04-9890-2d1486154b67", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The presentation begins with a cover slide and a strong KPI overview, grabbing the audience's attention.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 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": 9, "componentCount": 3, "textChars": 23, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:09:53.421+00", "seconds": 2.748, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/3", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-3", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.06, "x": 0.053, "y": 0.86 }, "kind": "image", "text": "lyft", "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": "2026-05-01 23:09:53.421+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7482b2d4-2ab9-4741-8a6d-903559a08b1c", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.01, "x": 0.95, "y": 0.95 }, "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": "2026-05-01 23:09:53.421+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0ca9ebc-8b24-4396-b316-b7811c540b05", "parentComponentId": null }, { "bbox": { "h": 0.28, "w": 0.42, "x": 0.053, "y": 0.15 }, "kind": "title", "text": "Results &\nGuidance", "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": "2026-05-01 23:09:53.421+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40685ff7-d8a0-4d98-b123-2d4d05ac8369", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "3bf13e48-2499-4f04-9890-2d1486154b67", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The presentation begins with a cover slide and a strong KPI overview, grabbing the audience's attention.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 56, "componentCount": 6, "textChars": 221, "nDataPoints": 8, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:09:55.398+00", "seconds": 4.589, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/4", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-4", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.19, "w": 0.17, "x": 0.28, "y": 0.45 }, "kind": "metric", "text": "Rides: 217 million, +16% YoY and an all-time high", "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": "2026-05-01 23:09:55.398+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5bd4a1cd-cbf2-4bc5-9fa9-a55fcec1ab54", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.14, "x": 0.78, "y": 0.45 }, "kind": "metric", "text": "Adjusted EBITDA margin (% of Gross Bookings): 2.6%", "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": "2026-05-01 23:09:55.398+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "baff2207-0a13-4984-be30-2d1b982ca34b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.17, "x": 0.06, "y": 0.45 }, "kind": "metric", "text": "Gross Bookings: $4.1 billion, +16% YoY", "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": "2026-05-01 23:09:55.398+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c67e5700-5e0a-4ff2-990b-a11b1a28414c", "parentComponentId": null }, { "bbox": { "h": 0.19, "w": 0.19, "x": 0.51, "y": 0.45 }, "kind": "metric", "text": "Active Riders: 24.4 million, +9% YoY and an all-time high", "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": "2026-05-01 23:09:55.398+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e86f80c6-5ea8-4c89-90a0-528430959793", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.06, "x": 0.04, "y": 0.25 }, "kind": "source-note", "text": "Q3'24", "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": "2026-05-01 23:09:55.398+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2672a123-745d-4d1b-a031-5e333642950f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.42, "x": 0.04, "y": 0.12 }, "kind": "title", "text": "Another Strong Quarter", "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": "2026-05-01 23:09:55.398+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d66bb857-817d-4e00-bf76-0e0a93582fed", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "3bf13e48-2499-4f04-9890-2d1486154b67", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The presentation begins with a cover slide and a strong KPI overview, grabbing the audience's attention.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "type": "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": 51, "componentCount": 5, "textChars": 252, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:09:55.562+00", "seconds": 4.698, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/5", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-5", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.28, "w": 0.27, "x": 0.67, "y": 0.33 }, "kind": "callout", "text": "Q3'24 Gross Bookings: $4.1 billion, +16% YoY", "attrs": {}, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:09:55.562+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "abac4cfe-37c7-4471-b7cd-3a8611fd9c19", "parentComponentId": null }, { "bbox": { "h": 0.63, "w": 0.47, "x": 0.045, "y": 0.15 }, "kind": "chart", "text": "Stacked bar chart showing Gross Bookings and Revenue from Q1'23 to Q3'24. Gross Bookings range from $3,051M to $4,108M. Revenue ranges from $1,001M to $1,523M.", "attrs": { "series": [ { "data": [ 3051, 3446, 3554, 3724, 3693, 4019, 4108 ], "name": "Gross Bookings" }, { "data": [ 1001, 1021, 1158, 1225, 1277, 1436, 1523 ], "name": "Revenue" } ], "chart_type": "stacked bar", "x_axis_label": "Quarter", "y_axis_label": "Amount (in millions)" }, "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": "2026-05-01 23:09:55.562+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54214389-c2e8-4907-8e2c-fff07c2f989d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.18, "x": 0.205, "y": 0.84 }, "kind": "list", "text": "Gross Bookings\nRevenue", "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": "2026-05-01 23:09:55.562+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53f912cf-f6d4-4654-a732-2e475dd59a37", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.09, "x": 0.045, "y": 0.11 }, "kind": "source-note", "text": "(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": "2026-05-01 23:09:55.562+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0b089c0-6184-474b-9ffd-24f3c6bb521f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.34, "x": 0.045, "y": 0.06 }, "kind": "title", "text": "Gross Bookings", "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": "2026-05-01 23:09:55.562+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7dad42d6-154a-4229-8e26-5aeb56658537", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 5, "name": "Need", "beatId": "51646e81-8314-49a8-94ad-369ca48515da", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The presentation highlights Lyft's achievements, emphasizing the need for continued growth and improvement.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "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": 49, "componentCount": 5, "textChars": 226, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:09:55.679+00", "seconds": 4.659, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/6", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-6", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.51, "w": 0.45, "x": 0.07, "y": 0.29 }, "kind": "chart", "text": "153.0 +10% YoY Q1'23, 177.9 +17% YoY Q2'23, 187.4 +20% YoY Q3'23, 190.8 +26% YoY Q4'23, 187.7 +23% YoY Q1'24, 205.3 +15% YoY Q2'24, 216.7 +16% YoY Q3'24", "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": "2026-05-01 23:09:55.679+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84273257-560c-49cd-893d-22c2a651f285", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.007, "x": 0.96, "y": 0.95 }, "kind": "source-note", "text": "6", "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": "2026-05-01 23:09:55.679+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd4aaa18-d4e3-4f00-a67b-04908c68cab6", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.09, "x": 0.045, "y": 0.11 }, "kind": "subtitle", "text": "(in millions)", "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": "2026-05-01 23:09:55.679+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d87b8843-3d50-4f91-b170-52855704c214", "parentComponentId": null }, { "bbox": { "h": 0.29, "w": 0.29, "x": 0.66, "y": 0.34 }, "kind": "title", "text": "Q3'24 Rides: 217 million, +16% YoY and an all-time high", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:09:55.679+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18454d35-cd6f-4fb8-b163-b1aef8fa0e49", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.14, "x": 0.045, "y": 0.06 }, "kind": "title", "text": "Rides", "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": "2026-05-01 23:09:55.679+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fadd0f6c-f087-46eb-ab51-00477970b514", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 5, "name": "Need", "beatId": "51646e81-8314-49a8-94ad-369ca48515da", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The presentation highlights Lyft's achievements, emphasizing the need for continued growth and improvement.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 7, "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": 39, "componentCount": 4, "textChars": 232, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:09:55.438+00", "seconds": 4.242, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/7", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-7", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.41, "w": 0.305, "x": 0.65, "y": 0.29 }, "kind": "callout", "text": "Q3'24 Active Riders: 24.4 million, +9% YoY and an all-time high", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:09:55.438+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "314d71de-fa19-4b3a-9f1d-cea6cf8d96cb", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.449, "x": 0.07, "y": 0.25 }, "kind": "chart", "text": "19.6 Q1'23 +10% YoY, 21.5 Q2'23 +8% YoY, 22.4 Q3'23 +10% YoY, 22.4 Q4'23 +10% YoY, 21.9 Q1'24 +12% YoY, 23.7 Q2'24 +10% YoY, 24.4 Q3'24 +9% YoY", "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": "2026-05-01 23:09:55.438+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a0423da-06a9-475a-ad3b-795ec2575766", "parentComponentId": null }, { "bbox": { "h": 0.022, "w": 0.099, "x": 0.045, "y": 0.11 }, "kind": "subtitle", "text": "(in millions)", "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": "2026-05-01 23:09:55.438+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03932d82-c80b-4a90-97ea-800b7f1273b5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.303, "x": 0.045, "y": 0.06 }, "kind": "title", "text": "Active Riders", "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": "2026-05-01 23:09:55.438+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ec09486-b576-4f2c-9df2-08828001fb5b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 5, "name": "Need", "beatId": "51646e81-8314-49a8-94ad-369ca48515da", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The presentation highlights Lyft's achievements, emphasizing the need for continued growth and improvement.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 8, "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": 64, "componentCount": 5, "textChars": 520, "nDataPoints": 14, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:09:56.425+00", "seconds": 5.155, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/8", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-8", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.516, "w": 0.324, "x": 0.634, "y": 0.244 }, "kind": "callout", "text": "Q3'24 Adj. EBITDA & Margin: $107 million, 2.6% Margin (% of Gross Bookings)", "attrs": {}, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:09:56.425+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8db98b67-1d2c-49b0-ad7a-6c2c246a77f6", "parentComponentId": null }, { "bbox": { "h": 0.501, "w": 0.446, "x": 0.07, "y": 0.29 }, "kind": "chart", "text": "Q1'23: $23, 0.7% Margin; Q2'23: $41, 1.2% Margin; Q3'23: $92, 2.6% Margin; Q4'23: $67, 1.8% Margin; Q1'24: $59, 1.6% Margin; Q2'24: $103, 2.6% Margin; Q3'24: $107, 2.6% Margin", "attrs": { "x_axis_labels": [ "Q1'23", "Q2'23", "Q3'23", "Q4'23", "Q1'24", "Q2'24", "Q3'24" ], "y_axis_labels": [ "$23", "$41", "$92", "$67", "$59", "$103", "$107" ] }, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:09:56.425+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a02875f9-ce6d-4bf6-9606-7985e4d875ec", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.106, "x": 0.045, "y": 0.203 }, "kind": "paragraph", "text": "($ 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": "2026-05-01 23:09:56.425+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95200aa1-835f-4127-bf9f-8b608b18fe3f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.503, "x": 0.045, "y": 0.944 }, "kind": "source-note", "text": "Note: The figures above are non-GAAP financial measures. Please see the explanation of non-GAAP measures as well as the reconciliation from GAAP to non-GAAP measures contained in the appendix to this presentation.", "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": "2026-05-01 23:09:56.425+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6bcb2a07-bb86-4133-8205-2946c8d4489b", "parentComponentId": null }, { "bbox": { "h": 0.129, "w": 0.347, "x": 0.045, "y": 0.06 }, "kind": "title", "text": "Adj. EBITDA & Margin (% of Gross Bookings)", "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": "2026-05-01 23:09:56.425+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11ee6888-e3a5-49ec-b632-deed4424d437", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 5, "name": "Need", "beatId": "51646e81-8314-49a8-94ad-369ca48515da", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The presentation highlights Lyft's achievements, emphasizing the need for continued growth and improvement.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 9, "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": 74, "componentCount": 6, "textChars": 614, "nDataPoints": 7, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:09:56.921+00", "seconds": 4.971, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/9", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-9", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.419, "w": 0.324, "x": 0.634, "y": 0.29 }, "kind": "callout", "text": "Q3'24 Free Cash Flow: $641 million for the trailing twelve months", "attrs": {}, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:09:56.921+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9bd5da8-287b-421d-8432-045eecf50f7b", "parentComponentId": null }, { "bbox": { "h": 0.56, "w": 0.447, "x": 0.07, "y": 0.22 }, "kind": "chart", "text": "Free Cash Flow (Trailing Twelve Months) from Q1'23 to Q3'24, showing values: $(291), $(355), $(329), $(248), $(0.2), $368, $641.", "attrs": {}, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:09:56.921+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cce6c514-c608-4984-ab8e-3e92e0181a83", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.107, "x": 0.045, "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": "2026-05-01 23:09:56.921+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ce5c7576-4b7e-469e-9f60-ec5270d911d2", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.52, "x": 0.045, "y": 0.96 }, "kind": "source-note", "text": "The above figures calculate free cash flow for the trailing twelve months periods, which represent the sums of the current quarter and prior three quarters.", "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": "2026-05-01 23:09:56.921+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2b71341a-4a12-4f91-9bd6-b353e433f134", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.52, "x": 0.045, "y": 0.913 }, "kind": "source-note", "text": "Note: The figures above are non-GAAP financial measures. Please see the explanation of non-GAAP measures as well as the reconciliation from GAAP to non-GAAP measures contained in the appendix to this presentation.", "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": "2026-05-01 23:09:56.921+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32cf0dd5-a92d-4380-8645-871e950d1f12", "parentComponentId": null }, { "bbox": { "h": 0.116, "w": 0.429, "x": 0.045, "y": 0.044 }, "kind": "title", "text": "Free Cash Flow (Trailing Twelve Months)", "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": "2026-05-01 23:09:56.921+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56026b36-2d68-45db-88c5-f37e9a8667ee", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 9, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 5, "name": "Need", "beatId": "51646e81-8314-49a8-94ad-369ca48515da", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The presentation highlights Lyft's achievements, emphasizing the need for continued growth and improvement.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 10, "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": 25, "componentCount": 3, "textChars": 190, "nDataPoints": 7, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:09:55.359+00", "seconds": 3.077, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/10", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-10", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.02, "x": 0.95, "y": 0.94 }, "kind": "source-note", "text": "10", "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": "2026-05-01 23:09:55.359+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a41e33c-5a1f-4ba1-92a2-33151490c571", "parentComponentId": null }, { "bbox": { "h": 0.51, "w": 0.87, "x": 0.05, "y": 0.24 }, "kind": "table", "text": "Gross Bookings: $4.28 billion – $4.35 billion, +15-17% YoY\nAdjusted EBITDA: $100 million to $105 million\nAdjusted EBITDA margin (% of Gross Bookings): Approximately 2.3%-2.4%", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:09:55.359+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b537538f-563b-4674-ab6e-302a0c2d89fc", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.3, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Q4'24 Guidance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:09:55.359+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "afb051a8-a20c-4c0e-94fb-5d40e12710d4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "4a4e474f-339b-4329-a5d7-a8d568dc1698", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Lyft's strategic partnerships and improvements, providing satisfaction to the audience.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 10, "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": "c660894a-8c1c-4b22-b7b7-a5072c788f22", "evidence": "The presentation emphasizes the advantages of Lyft's partnerships and improvements, suggesting the potential consequences of not taking action.", "position": 0, "objective": "Highlighting the benefits of Lyft's strategic partnerships and improvements, implying the cost of inaction.", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:16:50.731473+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "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": 42, "componentCount": 4, "textChars": 309, "nDataPoints": 5, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:09:57.317+00", "seconds": 3.658, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/11", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-11", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.39, "w": 0.5, "x": 0.4, "y": 0.25 }, "kind": "list", "text": "Rides growth in the mid-teens year-over-year.\nGross Bookings to grow approximately 17% year-over-year.\nAdjusted EBITDA margin as a percentage of Gross Bookings to be approximately 2.3%, up from the prior outlook of 2.1%.\nFree cash flow to exceed $650 million.", "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": "2026-05-01 23:09:57.317+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e361068-d2e1-4725-8c87-7135165b1ed7", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.29, "x": 0.4, "y": 0.15 }, "kind": "paragraph", "text": "For 2024 we now expect:", "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": "2026-05-01 23:09:57.317+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12d6457c-07c1-49a8-b4ba-c18bc69e84ef", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.01, "x": 0.96, "y": 0.95 }, "kind": "source-note", "text": "11", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:09:57.317+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "694595a0-7378-4189-ade7-d1adf5a54bba", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.21, "x": 0.03, "y": 0.26 }, "kind": "title", "text": "Raising our FY'24 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": "2026-05-01 23:09:57.317+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3dd830e-6c1f-41ef-9393-5865a14ea0ff", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "4a4e474f-339b-4329-a5d7-a8d568dc1698", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Lyft's strategic partnerships and improvements, providing satisfaction to the audience.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 10, "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": "c660894a-8c1c-4b22-b7b7-a5072c788f22", "evidence": "The presentation emphasizes the advantages of Lyft's partnerships and improvements, suggesting the potential consequences of not taking action.", "position": 0, "objective": "Highlighting the benefits of Lyft's strategic partnerships and improvements, implying the cost of inaction.", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:16:50.731473+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "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": 9, "componentCount": 3, "textChars": 33, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:09:56.696+00", "seconds": 2.729, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/12", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-12", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.06, "x": 0.05, "y": 0.85 }, "kind": "image", "text": "Lyft 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": "2026-05-01 23:09:56.696+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4060de5e-5f70-43f8-8692-91136ef098d0", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.02, "x": 0.95, "y": 0.95 }, "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": "2026-05-01 23:09:56.696+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d223239-ae57-4a8a-a49d-3dab754e0387", "parentComponentId": null }, { "bbox": { "h": 0.27, "w": 0.46, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Operational 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": "2026-05-01 23:09:56.696+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8d53bb0c-1691-4eb1-9bbc-80be9ff837a4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "4a4e474f-339b-4329-a5d7-a8d568dc1698", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Lyft's strategic partnerships and improvements, providing satisfaction to the audience.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 10, "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": "c660894a-8c1c-4b22-b7b7-a5072c788f22", "evidence": "The presentation emphasizes the advantages of Lyft's partnerships and improvements, suggesting the potential consequences of not taking action.", "position": 0, "objective": "Highlighting the benefits of Lyft's strategic partnerships and improvements, implying the cost of inaction.", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:16:50.731473+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "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": 78, "componentCount": 8, "textChars": 509, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:00.919+00", "seconds": 5.329, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/13", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-13", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.11, "w": 0.22, "x": 0.69, "y": 0.49 }, "kind": "image", "text": "MAY Mobility 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": "2026-05-01 23:10:00.919+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "15a4c4d3-886b-4597-bc13-7f4544c2b60b", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.25, "x": 0.67, "y": 0.27 }, "kind": "image", "text": "Mobileye 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": "2026-05-01 23:10:00.919+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba3bd9cf-d07c-4c0f-aca6-f1729c012df4", "parentComponentId": null }, { "bbox": { "h": 0.14, "w": 0.16, "x": 0.45, "y": 0.36 }, "kind": "image", "text": "Lyft 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": "2026-05-01 23:10:00.919+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3c5b491-3af5-4e13-8603-6b54a70ff0ae", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.22, "x": 0.69, "y": 0.37 }, "kind": "image", "text": "Nexar 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": "2026-05-01 23:10:00.919+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd0ef5a6-8766-41e7-8b77-e7bbf64c56cc", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.379, "x": 0.06, "y": 0.277 }, "kind": "list", "text": "Lyft is connecting drivers, riders, AVs, and partners to create new opportunities in a hybrid model.\nOur rideshare network will continue to evolve as millions have the opportunity to earn – whether they drive, put their AVs into service, or both.\nWe see AVs as a TAM expansion opportunity.\nWe expect more partnerships to follow.", "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": "2026-05-01 23:10:00.919+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95d9dd41-3dd8-4d51-99e2-77170ca0f971", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.44, "x": 0.47, "y": 0.76 }, "kind": "paragraph", "text": "Starting in 2025, Lyft riders in Atlanta will have the opportunity to be matched with an AV.", "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": "2026-05-01 23:10:00.919+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7da47393-1688-4239-933c-c1e4ea8ffbf2", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.018, "x": 0.95, "y": 0.95 }, "kind": "source-note", "text": "13", "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": "2026-05-01 23:10:00.919+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1bfed45-e167-4608-9c4d-a66963524618", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.879, "x": 0.047, "y": 0.09 }, "kind": "title", "text": "Lyft Announces Autonomous 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": "2026-05-01 23:10:00.919+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4bdba7c2-3456-44c3-bfb5-58f5fe6d16e6", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "4a4e474f-339b-4329-a5d7-a8d568dc1698", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Lyft's strategic partnerships and improvements, providing satisfaction to the audience.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 10, "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": "c660894a-8c1c-4b22-b7b7-a5072c788f22", "evidence": "The presentation emphasizes the advantages of Lyft's partnerships and improvements, suggesting the potential consequences of not taking action.", "position": 0, "objective": "Highlighting the benefits of Lyft's strategic partnerships and improvements, implying the cost of inaction.", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:16:50.731473+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "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": "dense", "densityScore": 70, "componentCount": 6, "textChars": 565, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:00.165+00", "seconds": 4.421, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/14", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-14", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.46, "w": 0.48, "x": 0.458, "y": 0.31 }, "kind": "image", "text": "YOUR RIDE HOME AND YOUR POST-GAME SNACK SAVE ON BOTH Link your accounts to get started lyft DashPass by DOORDASH", "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": "2026-05-01 23:10:00.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6208dcc-32a3-4f6c-ae9c-2d3ba0141974", "parentComponentId": null }, { "bbox": { "h": 0.16, "w": 0.38, "x": 0.079, "y": 0.43 }, "kind": "list", "text": "DashPass members will unlock monthly rideshare benefits at no additional cost.\nEligible Lyft riders will receive a free trial of DashPass.", "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": "2026-05-01 23:10:00.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86e95ac2-eb05-4b74-91a6-3e34d12166e1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.38, "x": 0.051, "y": 0.31 }, "kind": "paragraph", "text": "Offers benefits on rides and local delivery for riders who link their accounts.", "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": "2026-05-01 23:10:00.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37b44a2f-3eb4-4496-8727-b461f0ad908d", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.38, "x": 0.051, "y": 0.68 }, "kind": "paragraph", "text": "+40% of adults are already thinking about what they want to order for delivery while they're out, according to rides and delivery data from Aug 2023-Aug 2024 in a joint Nightlife Report.", "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": "2026-05-01 23:10:00.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6de4876-ce96-4173-acd3-b47839d0c9d2", "parentComponentId": null }, { "bbox": { "h": 0.018, "w": 0.018, "x": 0.953, "y": 0.95 }, "kind": "source-note", "text": "14", "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": "2026-05-01 23:10:00.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57731c68-805d-4a1f-b854-76003e7e9eaa", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.54, "x": 0.048, "y": 0.09 }, "kind": "title", "text": "DoorDash and Lyft Partner for Exclusive Benefits", "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": "2026-05-01 23:10:00.165+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d2f9da0-d234-4858-b5ba-6081bf74e296", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "4a4e474f-339b-4329-a5d7-a8d568dc1698", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Lyft's strategic partnerships and improvements, providing satisfaction to the audience.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 10, "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": "c660894a-8c1c-4b22-b7b7-a5072c788f22", "evidence": "The presentation emphasizes the advantages of Lyft's partnerships and improvements, suggesting the potential consequences of not taking action.", "position": 0, "objective": "Highlighting the benefits of Lyft's strategic partnerships and improvements, implying the cost of inaction.", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:16:50.731473+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "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": 87, "componentCount": 9, "textChars": 708, "nDataPoints": 7, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:01.68+00", "seconds": 5.895, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/15", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-15", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.38, "w": 0.276, "x": 0.64, "y": 0.503 }, "kind": "image", "text": "Screenshot of Lyft app showing EV Hub with battery range option.", "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": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:10:01.68+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "017c56a0-703a-4578-a708-ff6abd2fbcb4", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.276, "x": 0.08, "y": 0.503 }, "kind": "image", "text": "Screenshot of Lyft app showing increased earnings for a longer ride.", "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": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:10:01.68+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2df48c84-298f-4c87-9143-795fa8e4b5d4", "parentComponentId": null }, { "bbox": { "h": 0.38, "w": 0.276, "x": 0.36, "y": 0.503 }, "kind": "image", "text": "Screenshot of Lyft app showing estimated hourly rate for a ride.", "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": "Screenshot", "slug": "screenshot", "status": "active", "canonId": "019de52c-fd87-7509-8391-3d79fb339379", "version": 1, "description": null }, "framework": null }, "subkind": "screenshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:10:01.68+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4dc3a8b9-ddae-4f19-998f-e1d653ed4176", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.269, "x": 0.055, "y": 0.353 }, "kind": "list", "text": "Earn more for being stuck in traffic, delays, and going out-of-your way", "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": "2026-05-01 23:10:01.68+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4b1100c-71bb-43d7-b928-f76c05156fe1", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.269, "x": 0.358, "y": 0.353 }, "kind": "list", "text": "See the estimated dollar per hour rate upfront for each ride", "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": "2026-05-01 23:10:01.68+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d283dd5c-53d2-462a-a99b-23abbeb8d784", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.269, "x": 0.661, "y": 0.353 }, "kind": "list", "text": "EV drivers can opt in to get matched only with rides that fall within their battery range", "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": "2026-05-01 23:10:01.68+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d675b01a-9851-4c37-aef8-1e0c3719ce22", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.907, "x": 0.048, "y": 0.209 }, "kind": "paragraph", "text": "Lyft's latest earnings improvements tackle drivers' biggest frustrations, and make it more rewarding than ever to get behind the wheel. Here are the highlights of what's new for drivers:", "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": "2026-05-01 23:10:01.68+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62c28b37-8756-4e4d-854e-4c570d4129d8", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.676, "x": 0.162, "y": 0.917 }, "kind": "paragraph", "text": "Just this year, Lyft has launched 33 new features for drivers and riders.", "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": "2026-05-01 23:10:01.68+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e01c4ad-fd0b-446a-a5b3-91bb67ee2aca", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.729, "x": 0.045, "y": 0.086 }, "kind": "title", "text": "More Driver Earnings Improvements", "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": "2026-05-01 23:10:01.68+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f453ecb6-9423-4be3-b56a-601414fe5e63", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Problem-Agitate-Solve (PAS)", "slug": "problem-agitate-solve-pas", "status": "active", "bestFor": null, "canonId": "019dd956-869f-7564-8d42-de54ed29ab90", "version": 1, "bodyDocId": null, "description": "Identify problem, agitate the pain, present the solution", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "3fe065aa-d9c2-454e-9fb6-7ab1ed28a4bb", "evidence": "Lyft's latest earnings improvements tackle drivers' biggest frustrations, and make it more rewarding than ever to get behind the wheel.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:31.062882+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Storytelling: audience calibration", "slug": "audience", "status": "active", "bestFor": null, "canonId": "019df269-23ea-723a-87c0-af1d78d702d2", "version": 1, "bodyDocId": "019df269-23c5-72ec-8b94-78fc1da7b656", "description": "The same thesis, written for four different audiences, produces four", "familyLabel": "narrative-block", "categoryName": "Narrative & Transformation", "categorySlug": "narrative-transformation" }, "agent": "storyteller", "layer": "slide", "agents": [ "storyteller" ], "matchId": "6ba763d6-8a87-4d27-8f06-48dced2de909", "evidence": "drivers' biggest frustrations", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:07:31.096977+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 15, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 10, "name": "Satisfaction", "beatId": "4a4e474f-339b-4329-a5d7-a8d568dc1698", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The presentation showcases Lyft's strategic partnerships and improvements, providing satisfaction to the audience.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 15, "from": 10, "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": "c660894a-8c1c-4b22-b7b7-a5072c788f22", "evidence": "The presentation emphasizes the advantages of Lyft's partnerships and improvements, suggesting the potential consequences of not taking action.", "position": 0, "objective": "Highlighting the benefits of Lyft's strategic partnerships and improvements, implying the cost of inaction.", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:16:50.731473+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "setup", "function": "establish_context", "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": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "sparse", "densityScore": 13, "componentCount": 3, "textChars": 94, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:09:59.319+00", "seconds": 3.322, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/16", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-16", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.04444, "w": 0.06, "x": 0.05083, "y": 0.85 }, "kind": "image", "text": "lyA", "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": "2026-05-01 23:09:59.319+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ff38a2f-071d-43e0-b202-ef4da7b59315", "parentComponentId": null }, { "bbox": { "h": 0.01667, "w": 0.01667, "x": 0.95333, "y": 0.95 }, "kind": "source-note", "text": "16", "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": "2026-05-01 23:09:59.319+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed89f71e-4830-4717-8f78-ff95c9167536", "parentComponentId": null }, { "bbox": { "h": 0.50667, "w": 0.88917, "x": 0.05083, "y": 0.14778 }, "kind": "title", "text": "Financial Results:\nReconciliations from GAAP\nto Non-GAAP and Trended\nFinancial Statements", "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": "2026-05-01 23:09:59.319+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e3237f21-7071-4483-aa68-dbc8cfdf4a1e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 17, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 3, "textChars": 1068, "nDataPoints": 108, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:01.224+00", "seconds": 5.11, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/17", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-17", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.46, "x": 0.05, "y": 0.93 }, "kind": "source-note", "text": "Note: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:01.224+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "427dcb44-ae8d-4eb6-b9e3-bdc3bb7f1842", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.22 }, "kind": "table", "text": "Active Riders 19.6 21.5 22.4 22.4 21.9 23.7 24.4 Rides 153.0 177.9 187.4 190.8 709.0 187.7 205.3 216.7 Gross Bookings $ 3,050.7 $ 3,446.0 $ 3,554.1 $ 3,724.3 $ 13,775.2 $ 3,693.2 $ 4,018.9 $ 4,108.4 Revenue $ 1,000.5 $ 1,020.9 $ 1,157.6 $ 1,224.6 $ 4,403.6 $ 1,277.2 $ 1,435.8 $ 1,522.7 Net income (loss) $ (187.6) $ (114.3) $ (12.1) $ (26.3) $ (340.3) $ (31.5) $ 5.0 $ (12.4) Net income (loss) as a % of Gross Bookings (6.2%) (3.3%) (0.3%) (0.7%) (2.5%) (0.9%) 0.1% (0.3%) Net cash provided by (used in) operating activities $ (74.0) $ (70.0) $ 2.3 $ 43.5 $ (98.2) $ 156.2 $ 276.2 $ 264.0 Adjusted EBITDA $ 22.7 $ 41.0 $ 92.0 $ 66.6 $ 222.4 $ 59.4 $ 102.9 $ 107.3 Adjusted EBITDA margin (calculated as a % of Gross Bookings) 0.7% 1.2% 2.6% 1.8% 1.6% 1.6% 2.6% 2.6% Adjusted Net Income (Loss) $ 27.7 $ 59.5 $ 92.3 $ 71.1 $ 250.7 $ 60.0 $ 98.9 $ 118.1 Free cash flow $ (120.8) $ (112.2) $ (30.0) $ 14.9 $ (248.1) $ 127.1 $ 256.4 $ 242.8", "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": "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": "2026-05-01 23:10:01.224+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d74a2c7-0ab4-4fe4-a6b4-42799e457423", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.79, "x": 0.06, "y": 0.07 }, "kind": "title", "text": "Historical Financial and Operational Results", "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": "2026-05-01 23:10:01.224+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04b5de2f-5f67-4564-9aca-96214341b47e", "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": "ff32575f-ccd7-4066-a90b-cda78205168e", "evidence": "table/data: Active Riders 19.6 21.5 22.4 22.4 21.9 23.7 24.4 Rides 153.0 177.9 187.4 190.8 709.0 187.7 205.3 216.7 Gross Bookings $ 3,050.7 $ 3,446.0 $ 3,554.1 $ 3,724.3 $ 13,775.2 $ 3,693.2 $ 4,018.9 $ 4,108.4 Revenue $", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:31.209109+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 18, "type": "analysis", "function": "analyze_data", "rawType": "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": 64, "componentCount": 4, "textChars": 1116, "nDataPoints": 108, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:02.801+00", "seconds": 6.069, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/18", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-18", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.12, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "($ in millions)", "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": "2026-05-01 23:10:02.801+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f23609cd-0881-4235-920a-bfd087115896", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.47, "x": 0.05, "y": 0.93 }, "kind": "source-note", "text": "Note: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:02.801+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59f5f8f4-6155-4586-b0a0-d15731f2174d", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.92, "x": 0.05, "y": 0.22 }, "kind": "table", "text": "Assets\nCurrent assets:\nCash and cash equivalents\nShort-term investments\nPrepaid expenses and other current assets\nTotal current assets\nRestricted cash and cash equivalents\nRestricted investments\nOther investments\nProperty and equipment, net\nOperating lease right of use assets\nIntangible assets, net\nGoodwill\nOther assets\nTotal Assets\nFiscal 2023\nQ1 Q2 Q3 Q4\n$ 509.6 $ 638.4 $ 590.5 $ 558.6\n1,245.2 1,059.7 1,076.1 1,126.5\n792.7 781.2 833.6 892.2\n2,547.5 2,479.3 2,500.2 2,577.4\n228.5 365.8 258.8 211.8\n835.8 632.5 767.0 837.3\n26.5 39.9 39.3 39.9\n424.4 472.4 476.8 465.8\n110.0 105.8 100.5 98.2\n71.7 68.3 62.5 59.5\n262.3 260.8 255.7 257.8\n22.6 21.4 17.3 16.7\n$ 4,529.5 $ 4,446.2 $ 4,478.2 $ 4,564.5\nFiscal 2024\nQ1 Q2 Q3\n$ 507.9 $ 604.4 $ 770.3\n1,157.7 1,196.0 1,156.7\n883.1 879.6 940.3\n2,548.8 2,679.9 2,867.4\n144.7 213.9 270.2\n1,062.3 1,125.0 1,196.8\n39.3 39.7 43.0\n544.5 528.2 483.9\n95.1 89.0 83.9\n55.6 51.3 48.2\n256.2 255.4 256.4\n16.0 14.6 13.4\n$ 4,762.4 $ 4,997.1 $ 5,263.2", "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": "2026-05-01 23:10:02.801+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "16d0a41e-083e-47d1-988e-4a12081a6fc3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.62, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "Condensed Consolidated Balance Sheet", "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": "2026-05-01 23:10:02.801+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c7f86a8-2d85-457a-9c4b-5af81b676f13", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 19, "type": "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": 60, "componentCount": 4, "textChars": 693, "nDataPoints": 105, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:01.209+00", "seconds": 4.159, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/19", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-19", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.11, "x": 0.05, "y": 0.12 }, "kind": "paragraph", "text": "($ in millions)", "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": "2026-05-01 23:10:01.209+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03b050a3-94e5-4cd1-9588-f7a9f7e3d4a3", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.54, "x": 0.05, "y": 0.93 }, "kind": "source-note", "text": "Note: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:01.209+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ddccb90b-ef8c-4168-bbd3-9a168eb0fb41", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.14 }, "kind": "table", "text": "Liabilities and Stockholders' Equity\nCurrent liabilities:\nAccounts payable\nInsurance reserves\nAccrued and other current liabilities\nOperating lease liabilities - current\nConvertible senior notes, current\nTotal current liabilities\nOperating lease liabilities\nLong-term debt, net of current portion\nOther liabilities\nTotal Liabilities\nStockholders' equity\nPreferred stock\nCommon stock\nAdditional paid in capital\nAccumulated other comprehensive income (loss)\nAccumulated deficit\nTotal stockholders' equity\nTotal liabilities and stockholders' equity", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:10:01.209+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd63c3af-ce5d-429d-a8c5-710e70e3cf47", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.66, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "Condensed Consolidated Balance Sheet (cont.)", "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": "2026-05-01 23:10:01.209+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e9783f2-57e0-44b2-9823-eadd680db8e5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 20, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 65, "componentCount": 4, "textChars": 1608, "nDataPoints": 168, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:04.262+00", "seconds": 6.97, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/20", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-20", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.33, "x": 0.05, "y": 0.09 }, "kind": "source-note", "text": "($ in millions, except per share items)", "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": "2026-05-01 23:10:04.262+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6ea4075e-7ba0-44cf-b09a-f102eedc6e7e", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.55, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Note: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:04.262+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c01f023c-b0fa-4d15-aa31-215b0bcb837f", "parentComponentId": null }, { "bbox": { "h": 0.76, "w": 0.94, "x": 0.05, "y": 0.16 }, "kind": "table", "text": "Fiscal 2023 Q1 $1,000.5 Q2 $1,020.9 Q3 $1,157.6 Q4 $1,224.6 Total $4,403.6 Fiscal 2024 Q1 $1,277.2 Q2 $1,435.8 Q3 $1,522.7 Revenue Cost and expenses Cost of revenue 549.0 606.6 644.5 743.9 2,544.0 755.4 819.5 888.3 Operations and support 98.9 107.6 118.8 101.9 427.2 103.0 115.7 117.5 Research and development 196.9 154.6 109.2 95.2 555.9 100.0 98.8 104.4 Sales and marketing 115.9 109.2 129.9 125.9 481.0 145.5 176.4 215.8 General and administrative 256.5 201.4 195.3 217.9 871.1 236.3 252.6 253.4 Total costs and expenses 1,217.3 1,179.4 1,197.7 1,284.7 4,879.2 1,340.2 1,463.1 1,579.4 Loss from operations $ (216.8) $ (158.5) $ (40.2) $ (60.2) $ (475.6) $ (63.0) $ (27.2) $ (56.7) Interest expense (5.4) (6.2) (6.2) (8.4) (26.2) (7.0) (7.9) (7.4) Other income (expense), net 37.2 53.1 34.4 45.4 170.1 41.1 41.9 50.9 Income (loss) before income taxes (185.0) (111.6) (12.0) (23.1) (331.7) (28.9) 6.9 (13.1) Provision for (benefit from) income taxes 2.7 2.7 0.1 3.2 8.6 2.6 1.9 (0.7) Net income (loss) $ (187.6) $ (114.3) $ (12.1) $ (26.3) $ (340.3) $ (31.5) $ 5.0 $ (12.4) Net income (loss) per share Basic $ (0.50) $ (0.30) $ (0.03) $ (0.07) $ (0.88) $ (0.08) $ 0.01 $ (0.03) Diluted $ (0.50) $ (0.30) $ (0.03) $ (0.07) $ (0.88) $ (0.08) $ 0.01 $ (0.03) Weighted-average shares used to compute net income (loss) per share Basic 373.7 381.9 389.3 396.1 385.3 401.6 406.5 412.2 Diluted 373.7 381.9 389.3 396.1 385.3 401.6 412.0 412.2", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:10:04.262+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee5e4830-4807-456d-bd9b-e39fa612bcc0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Condensed Consolidated Statement of Operations", "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": "2026-05-01 23:10:04.262+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89b69c6d-39f7-4571-bb44-590bf45ab12d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 21, "type": "analysis", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 4, "textChars": 790, "nDataPoints": 152, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:02.688+00", "seconds": 5.021, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/21", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-21", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.11, "x": 0.05, "y": 0.09 }, "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": "2026-05-01 23:10:02.688+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25627184-90a3-4996-b9d9-a832a24b71a0", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.47, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Note: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:02.688+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "603d37f3-43e1-455b-aebb-320732d9baa9", "parentComponentId": null }, { "bbox": { "h": 0.77, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Cash flows from operating activities\nNet loss\nAdjustments to reconcile net loss to net cash provided by (used in) operating activities:\nDepreciation and amortization\nStock-based compensation\nAmortization of premium on marketable securities\nAccretion of discount on marketable securities\nAmortization of debt discount and issuance costs\nLoss (gain) on sale and disposal of assets, net\nOther\nChanges in operating assets and liabilities:\nPrepaid expenses and other assets\nOperating lease right-of-use assets\nAccounts payable\nInsurance reserves\nAccrued and other liabilities\nLease liabilities\nNet cash provided by (used in) operating activities", "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": "2026-05-01 23:10:02.688+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fbd8a9f6-a43c-475b-b15e-fd01d8568d53", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.69, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Condensed Consolidated Statement of 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": "2026-05-01 23:10:02.688+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "426c665b-b797-450e-94f3-03f90dd5acd3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 22, "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": 57, "componentCount": 4, "textChars": 585, "nDataPoints": 57, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:02.689+00", "seconds": 4.039, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/22", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-22", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.016, "w": 0.086, "x": 0.049, "y": 0.11 }, "kind": "paragraph", "text": "($ in millions)", "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": "2026-05-01 23:10:02.689+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "179885f6-2ac0-4692-a9f4-36484de7423f", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.44, "x": 0.049, "y": 0.934 }, "kind": "source-note", "text": "Note: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:02.689+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf31e65b-5bee-4d44-933f-4eb1fb9d823c", "parentComponentId": null }, { "bbox": { "h": 0.504, "w": 0.964, "x": 0.018, "y": 0.176 }, "kind": "table", "text": "Cash flows from investing activities\nPurchases of marketable securities\nPurchases of term deposits\nProceeds from sales of marketable securities\nProceeds from maturities of marketable securities\nProceeds from maturities of term deposits\nPurchases of property and equipment and scooter fleet\nCash paid for acquisitions, net of cash acquired\nSale of property and equipment\nOther\nNet cash provided by (used in) investing activities", "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": "2026-05-01 23:10:02.689+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ebc4e754-a8a4-48ad-b26f-2e2a87af5788", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.81, "x": 0.049, "y": 0.07 }, "kind": "title", "text": "Condensed Consolidated Statement of Cash Flows (cont.)", "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": "2026-05-01 23:10:02.689+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0914dec7-9695-419e-b190-60c9569d84b2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 23, "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": 59, "componentCount": 4, "textChars": 660, "nDataPoints": 77, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:03.895+00", "seconds": 4.276, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/23", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-23", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.018, "w": 0.126, "x": 0.048, "y": 0.118 }, "kind": "paragraph", "text": "($ in millions)", "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": "2026-05-01 23:10:03.895+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96a2c560-48ac-4aa3-82a6-9aac0fba37d0", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.49, "x": 0.048, "y": 0.938 }, "kind": "source-note", "text": "Note: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:03.895+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "182fb370-11e5-427a-a2f5-5026a8af771d", "parentComponentId": null }, { "bbox": { "h": 0.557, "w": 0.942, "x": 0.029, "y": 0.176 }, "kind": "table", "text": "Cash flows from financing activities Repayment of loans Proceeds from issuance of convertible senior notes Payment of debt issuance costs Purchase of capped call Repurchase of Class A Common Stock Payment for settlement of convertible debt Proceeds from exercise of stock options and other common stock issuances Taxes paid related to net share settlement of equity awards Principal payments on finance lease obligations Contingent consideration paid Net cash provided by (used in) financing activities", "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": "2026-05-01 23:10:03.895+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a4cd2bd5-23a0-4a40-9aa5-27535d94c3ba", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.799, "x": 0.048, "y": 0.069 }, "kind": "title", "text": "Condensed Consolidated Statement of Cash Flows (cont.)", "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": "2026-05-01 23:10:03.895+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de20614f-4c69-4dc7-ae59-ed5774f71cdb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 24, "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": 65, "componentCount": 4, "textChars": 1514, "nDataPoints": 108, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:07.494+00", "seconds": 6.901, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/24", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-24", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.016, "w": 0.126, "x": 0.049, "y": 0.11 }, "kind": "paragraph", "text": "($ in millions)", "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": "2026-05-01 23:10:07.494+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ade11b4-91fc-433a-b374-6634424ca13d", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.504, "x": 0.049, "y": 0.93 }, "kind": "source-note", "text": "Note: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:07.494+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aed39fae-9332-462f-9334-8787c1a1ff3e", "parentComponentId": null }, { "bbox": { "h": 0.703, "w": 0.901, "x": 0.049, "y": 0.16 }, "kind": "table", "text": "Net cash provided by (used in) operating activities $ (74.0) $ (70.0) $ 2.3 $ 43.5 $ (98.2) $ 156.2 $ 276.2 $ 264.0 Net cash provided by (used in) investing activities 449.4 391.5 (134.1) (107.0) 599.8 (242.1) (75.1) (6.7) Net cash provided by (used in) financing activities (27.7) (55.6) (22.7) (16.0) (122.1) (31.4) (35.5) (35.4) Effect of foreign exchange on cash, cash equivalents and restricted cash and cash equivalents $- $ 0.3 $ (0.4) $ 0.6 $ 0.5 $ (0.5) $- $ 0.4 Net increase (decrease) in cash and cash equivalents and restricted cash and cash equivalents 347.6 266.2 (154.9) (78.9) 380.0 (117.8) 165.6 222.3 Cash and cash equivalents and restricted cash and cash equivalents Beginning of period 391.8 739.4 1,005.6 850.7 391.8 771.8 654.0 819.6 End of period $739.4 $ 1,005.6 $ 850.7 $ 771.8 $ 771.8 $ 654.0 $ 819.6 $ 1,041.9 Reconciliation of cash, cash equivalents and restricted cash and cash equivalents to the condensed consolidated balance sheets Cash and cash equivalents 509.6 638.4 590.5 558.6 558.6 507.9 604.4 770.3 Restricted cash and cash equivalents 228.5 365.8 258.8 211.8 211.8 144.7 213.9 270.2 Restricted cash, incl. in prepaid expenses and other current assets 1.4 1.4 1.4 1.4 1.4 1.4 1.4 1.4 Total cash, cash equivalents and restricted cash and cash equivalents $739.4 $1,005.6 $ 850.7 $ 771.8 $771.8 $ 654.0 $ 819.6 $1,041.9", "attrs": { "header_rows": 2, "first_col_header": false }, "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": "2026-05-01 23:10:07.494+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1219011c-1802-4bad-8370-e7da7b7f3231", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.829, "x": 0.049, "y": 0.069 }, "kind": "title", "text": "Condensed Consolidated Statement of Cash Flows (cont.)", "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": "2026-05-01 23:10:07.494+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2f1d164-30c0-4dfe-b189-c4e117fae699", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 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": "dense", "densityScore": 65, "componentCount": 4, "textChars": 1509, "nDataPoints": 108, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:07.406+00", "seconds": 5.891, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/25", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-25", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.11, "x": 0.05, "y": 0.08 }, "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": "2026-05-01 23:10:07.406+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5be5acb7-bd48-4ef7-9ecd-b8a5151e256a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.61, "x": 0.05, "y": 0.89 }, "kind": "source-note", "text": "(1) Non-GAAP other income (expense), net excludes sublease income, which is presented as a contra-expense to the related lease rent expense within operating expenses for non-GAAP purposes. Note: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:07.406+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ffc939c-1e73-447b-bd14-d49d1ecc3c80", "parentComponentId": null }, { "bbox": { "h": 0.61, "w": 0.93, "x": 0.05, "y": 0.17 }, "kind": "table", "text": "Fiscal 2023 Q1 $1,000.5 Q2 $1,020.9 Q3 $1,157.6 Q4 $1,224.6 Total $4,403.6 Fiscal 2024 Q1 $1,277.2 Q2 $1,435.8 Q3 $1,522.7 Revenue Cost of revenue (535.4) (594.5) (637.6) (736.1) (2,503.7) (747.3) (812.0) (845.8) Operating expenses Operations and support (79.6) (94.4) (115.7) (98.8) (388.6) (100.5) (113.5) (114.5) Research and development (96.2) (81.7) (66.5) (62.8) (307.2) (65.4) (68.6) (69.7) Sales and marketing (103.7) (95.8) (123.9) (121.4) (444.9) (140.7) (171.7) (210.8) General and administrative (185.6) (138.0) (148.3) (167.1) (639.1) (193.8) (202.3) (207.2) Total costs and expenses (1,000.6) (1,004.4) (1,092.1) (1,186.3) (4,283.4) (1,247.5) (1,368.1) (1,448.0) Non-GAAP income (loss) from operations $ (0.1) $16.5 $ 65.5 $38.3 $ 120.2 $ 29.7 $ 67.7 $74.7 Interest expense (5.4) (6.2) (6.2) (8.4) (26.2) (7.0) (7.9) (7.4) Non-GAAP other income (expense), net 35.9 51.8 33.2 44.3 165.3 40.0 40.9 50.0 Non-GAAP income (loss) before income taxes 30.4 62.1 92.5 74.2 259.3 62.7 100.7 117.3 Provision for (benefit from) income taxes 2.7 2.7 0.1 3.2 8.6 2.6 1.9 (0.7) Adjusted net income (loss) $ 27.7 $ 59.5 $ 92.3 $ 71.1 $ 250.7 $ 60.0 $ 98.9 $ 118.1", "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": "2026-05-01 23:10:07.406+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6665f8b-c4ad-4c8a-95f0-4e7db4898e90", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.86, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Non-GAAP Condensed Consolidated Statement of Operations", "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": "2026-05-01 23:10:07.406+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "996b7a32-8e88-4297-bf4e-67b973de8169", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 26, "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": 72, "componentCount": 5, "textChars": 813, "nDataPoints": 63, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:05.835+00", "seconds": 4.308, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/26", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-26", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.017, "w": 0.119, "x": 0.047, "y": 0.12 }, "kind": "source-note", "text": "($ 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": "2026-05-01 23:10:05.835+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6410fa42-78f9-4cc4-991e-c4983f92850d", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.62, "x": 0.03, "y": 0.927 }, "kind": "source-note", "text": "Note: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:05.835+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "745b0987-8edd-4f2c-99d6-0c96104baa89", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.939, "x": 0.03, "y": 0.882 }, "kind": "source-note", "text": "(1) For the GAAP income statement, sublease income is included as other income while the related lease rent expense is included in its respective operating expense line item. For non-GAAP purposes, sublease income is presented as a contra-expense to the related lease rent expense. There has been no sublease income allocated to cost of revenue through September 30, 2024.", "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": "2026-05-01 23:10:05.835+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b04f475-ec0d-40a7-8b9c-9db6ecb3343e", "parentComponentId": null }, { "bbox": { "h": 0.379, "w": 0.942, "x": 0.029, "y": 0.216 }, "kind": "table", "text": "Non-GAAP Operating Expenses\nGAAP Cost of Revenue\nAdjusted to exclude the following (as related to cost of revenue):\nAmortization of intangible assets\nStock-based compensation expense\nPayroll tax expense related to stock-based compensation\nSublease income (1)\nRestructuring charges\nNon-GAAP Cost of 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": "2026-05-01 23:10:05.835+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9599e976-d8cd-46c3-8e3b-38033f0b69bb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.699, "x": 0.047, "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": "2026-05-01 23:10:05.835+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76147e81-4997-4bd7-8cda-56793e0f6179", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 27, "type": "appendix", "function": "analyze_data", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 75, "componentCount": 5, "textChars": 1507, "nDataPoints": 108, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:08.769+00", "seconds": 7.128, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/27", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-27", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.11, "x": 0.05, "y": 0.11 }, "kind": "paragraph", "text": "($ in millions)", "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": "2026-05-01 23:10:08.769+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2516ed35-1118-4b4e-b237-1f7d7ff2c3bb", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.87, "x": 0.05, "y": 0.88 }, "kind": "source-note", "text": "(1) For the GAAP income statement, sublease income is included as other income while the related lease rent expense is included in its respective operating expense line item. For non-GAAP purposes, sublease income is presented as a contra-expense to the related lease rent expense.", "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": "2026-05-01 23:10:08.769+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5717ec0d-fe54-4390-8d5c-88239bb2bb4f", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.67, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Note: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:08.769+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfa8c783-c18a-48cb-9751-00b99b6c5002", "parentComponentId": null }, { "bbox": { "h": 0.66, "w": 0.94, "x": 0.03, "y": 0.16 }, "kind": "table", "text": "Non-GAAP Operating Expenses\nGAAP Operations and Support\n$ (98.9)\n$ (107.6)\n$ (118.8)\n$ (101.9)\n$ (427.2)\n$ (103.0)\n$ (115.7)\n$ (117.5)\nAmortization of intangible assets\n-\n-\n-\n-\n-\n-\n-\n-\nStock-based compensation expense\n5.9\n4.0\n2.8\n2.7\n15.5\n2.1\n1.9\n2.3\nPayroll tax expense related to\nstock-based compensation\n0.3\n0.1\n0.1\n0.1\n0.6\n0.3\n0.2\n0.1\nSublease income (1)\n0.2\n0.2\n0.1\n0.2\n0.7\n0.2\n0.1\n0.2\nRestructuring charges\n12.9\n9.0\n-\n-\n21.9\n-\n-\n0.4\nNon-GAAP Operations and Support\n$ (79.6)\n$ (94.4)\n$ (115.7)\n$ (98.8)\n$ (388.6)\n$ (100.5)\n$ (113.5)\n$ (114.5)\nGAAP Research and Development\n$ (196.9)\n$ (154.6)\n$ (109.2)\n$ (95.2)\n$ (555.9)\n$ (100.0)\n$ (98.8)\n$ (104.4)\nAmortization of intangible assets\n-\n-\n-\n0.1\n0.2\n0.1\n0.1\n-\nStock-based compensation expense\n93.5\n49.4\n40.7\n30.6\n214.2\n29.8\n27.3\n32.0\nPayroll tax expense related to\nstock-based compensation\n3.6\n1.6\n0.9\n0.8\n6.8\n3.8\n1.9\n0.8\nSublease income (1)\n1.1\n1.1\n1.1\n0.9\n4.2\n0.9\n0.9\n0.7\nRestructuring charges\n2.6\n20.9\n-\n-\n23.4\n-\n-\n1.2\nNon-GAAP Research and\nDevelopment\n$ (96.2)\n$ (81.7)\n$ (66.5)\n$ (62.8)\n$ (307.2)\n$ (65.4)\n$ (68.6)\n$ (69.7)", "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": "2026-05-01 23:10:08.769+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fcee1089-ef66-4747-9386-a437e85d62db", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.59, "x": 0.05, "y": 0.06 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations (cont.)", "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": "2026-05-01 23:10:08.769+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a3e5afe-11f1-4609-8420-a6549851c15d", "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": "74b6fd7a-797a-4f5a-803f-f8b73a0ac109", "evidence": "table/data: Non-GAAP Operating Expenses", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:45.725426+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 27, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 28, "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": 5, "textChars": 1038, "nDataPoints": 108, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:09.284+00", "seconds": 6.884, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/28", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-28", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.1, "x": 0.05, "y": 0.12 }, "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": "2026-05-01 23:10:09.284+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "24aa8dbb-d54d-4b66-a533-5036c81a9bb7", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.56, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Note: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:09.284+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f4ab95f-b93c-4468-bfcd-1d6c9df730b8", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "(1) For the GAAP income statement, sublease income is included as other income while the related lease rent expense is included in its respective operating expense line item. For non-GAAP purposes, sublease income is presented as a contra-expense to the related lease rent expense. There has been no sublease income allocated to sales and marketing or general and administrative expenses through September 30, 2024.", "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": "2026-05-01 23:10:09.284+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89db24fa-fc2d-42c9-afeb-c130d9c4c6ec", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.96, "x": 0.03, "y": 0.16 }, "kind": "table", "text": "Non-GAAP Operating Expenses\nGAAP Sales and Marketing\nAmortization of intangible assets\nStock-based compensation expense\nPayroll tax expense related to stock-based compensation\nSublease income (1)\nRestructuring charges\nNon-GAAP Sales and Marketing\nGAAP General and Administrative\nAmortization of intangible assets\nStock-based compensation expense\nPayroll tax expense related to stock-based compensation\nSublease income (1)\nRestructuring charges\nNon-GAAP General and Administrative", "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": "2026-05-01 23:10:09.284+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8f11f3f-c547-4cbd-a5e9-bf0b40e32bbc", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.59, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations (cont.)", "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": "2026-05-01 23:10:09.284+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9017ebe9-7a4e-4def-958d-fa448a924cf5", "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": "f97d4715-1cc0-4efd-9653-e5dcc43ec70c", "evidence": "table/data: Non-GAAP Operating Expenses", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:45.807601+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 28, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 29, "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": 65, "componentCount": 4, "textChars": 1525, "nDataPoints": 120, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:08.979+00", "seconds": 5.934, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/29", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-29", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.014, "w": 0.108, "x": 0.058, "y": 0.103 }, "kind": "source-note", "text": "($ 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": "2026-05-01 23:10:08.979+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4058e2e4-4721-44cc-89e4-90c160bd1794", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.89, "x": 0.058, "y": 0.887 }, "kind": "source-note", "text": "(1) For the GAAP income statement, sublease income is included as other income while the related lease rent expense is included in its respective operating expense line item. For non-GAAP purposes, sublease income is presented as a contra-expense to the related lease rent expense.\nNote: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:08.979+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8390b80-c136-4a35-9079-2cb677af38cd", "parentComponentId": null }, { "bbox": { "h": 0.656, "w": 0.94, "x": 0.03, "y": 0.16 }, "kind": "table", "text": "GAAP Operating Expenses (excludes COR) $ (668.3) $ (572.8) $ (553.2) $ (540.9) $ (2,335.2) $ (584.8) $ (643.6) $ (691.1) Amortization of intangible assets 3.3 2.9 2.8 2.9 11.9 2.8 2.8 2.2 Stock-based compensation expense 169.6 106.4 93.0 85.3 454.4 74.1 80.0 82.2 Payroll tax expense related to stock-based compensation 5.8 2.5 1.8 1.5 11.6 6.5 3.7 1.5 Sublease income (1) 1.3 1.3 1.2 1.1 4.9 1.1 1.0 0.9 Restructuring charges 23.1 49.8 - 72.9 - 2.2 Non-GAAP Operating Expenses (excludes COR) $ (465.2) $ (409.9) $ (454.5) $ (450.1) $ (1,779.7) $ (500.3) $ (556.1) $ (602.1) GAAP Loss from Operations $ (216.8) $ (158.5) $ (40.2) $ (60.2) $ (475.6) $ (63.0) $ (27.2) $ (56.7) Amortization of intangible assets 4.5 4.2 4.0 4.1 16.8 4.1 4.0 3.5 Stock-based compensation expense 180.4 113.9 98.5 91.7 484.5 80.1 85.7 89.0 Payroll tax expense related to stock-based compensation 6.2 2.7 1.9 1.6 12.5 7.4 4.2 1.7 Sublease income (1) 1.3 1.3 1.2 1.1 4.8 1.1 1.0 0.9 Restructuring charges 24.2 52.9 - 77.2 - 36.4 Non-GAAP Income (Loss) from Operations $ (0.1) $ 16.5 $65.5 $38.3 $ 120.2 $ 29.7 $ 67.7 $74.7", "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": "2026-05-01 23:10:08.979+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4e8b59a-d01d-400b-8814-88609ee556cc", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.583, "x": 0.058, "y": 0.069 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations (cont.)", "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": "2026-05-01 23:10:08.979+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0c02460-ea08-49b7-accf-c4c3f7704f74", "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": "e4e5c3f3-3f62-493a-90c5-782d7f455b78", "evidence": "table/data: GAAP Operating Expenses (excludes COR)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:45.887464+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 30, "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": 65, "componentCount": 4, "textChars": 1604, "nDataPoints": 54, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:07.991+00", "seconds": 4.942, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/30", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-30", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.12, "x": 0.05, "y": 0.13 }, "kind": "paragraph", "text": "($ in millions)", "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": "2026-05-01 23:10:07.991+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "02e1be87-df99-4404-87e4-bc8b4bc7f29c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "source-note", "text": "(1) For the GAAP income statement, sublease income is included as other income while the related lease rent expense is included in its respective operating expense line item. For non-GAAP purposes, sublease income is presented as a contra-expense to the related lease rent expense. The non-GAAP presentation of sublease income as a contra-expense has no impact to Adjusted Net Income (Loss).\n(2) In the three months ended September 30, 2024, we incurred restructuring charges of $13.4 million of fixed asset disposals, $10.8 million of other current assets disposals and other costs, $10.6 million of accelerated depreciation and $1.5 million of severance and other employee costs. Refer to prior period supplemental data for a breakdown of prior period restructuring charges.\nNote: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:07.991+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dbe690eb-f463-49bf-8aec-8b9c880f8765", "parentComponentId": null }, { "bbox": { "h": 0.34, "w": 0.97, "x": 0.02, "y": 0.17 }, "kind": "table", "text": "Reconciliation of Net Income (Loss) to Non-GAAP Adjusted Net Income (Loss)\nGAAP Net Income (Loss)\nAmortization of intangible assets\nStock-based compensation expense\nPayroll tax expense related to stock-based compensation\nSublease income (1)\nRestructuring charges (2)\nAdjusted Net Income (Loss)\nFiscal 2023 Q1 $(187.6) 4.5 180.4 6.2 - 24.2 $27.7\nFiscal 2023 Q2 $(114.3) 4.2 113.9 2.7 - 52.9 $59.5\nFiscal 2023 Q3 $(12.1) 4.0 98.5 1.9 - - $92.3\nFiscal 2023 Q4 $(26.3) 4.1 91.7 1.6 - - $71.1\nFiscal 2023 Total $(340.3) 16.8 484.5 12.5 - 77.2 $250.7\nFiscal 2024 Q1 $(31.5) 4.1 80.1 7.4 - - $60.0\nFiscal 2024 Q2 $5.0 4.0 85.7 4.2 - - $98.9\nFiscal 2024 Q3 $(12.4) 3.5 89.0 1.7 - 36.4 $118.1", "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": "2026-05-01 23:10:07.991+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0941101-3d79-49c8-8550-ae668744fe23", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.61, "x": 0.05, "y": 0.07 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations (cont.)", "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": "2026-05-01 23:10:07.991+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "933d5d65-d812-46ac-afff-f689c6f2e595", "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": "a2f4fac9-00d9-4e24-9550-0de6b16139d2", "evidence": "table/data: Reconciliation of Net Income (Loss) to Non-GAAP Adjusted Net Income (Loss)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:45.968563+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 31, "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": 76, "componentCount": 5, "textChars": 2225, "nDataPoints": 108, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:11.6+00", "seconds": 8.388, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/31", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-31", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.018, "w": 0.119, "x": 0.058, "y": 0.125 }, "kind": "paragraph", "text": "($ in millions)", "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": "2026-05-01 23:10:11.6+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb886fbf-e5c1-48df-9b78-20d4b04cde27", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.95, "x": 0.025, "y": 0.916 }, "kind": "source-note", "text": "(1) Lyft defines Gross Bookings as the total dollar value invoiced to rideshare riders including any applicable taxes, tolls and fees while excluding tips to drivers. It also includes amounts invoiced for other offerings, including but not limited to: Express Drive, bikes and scooter rentals, and the amounts recognized for subscriptions, bikes and bike station hardware and software sales, media, sponsorships, partnerships, and licensing and data access agreements.", "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": "2026-05-01 23:10:11.6+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38a8f286-e21c-4b6b-9eae-ac48c95fed27", "parentComponentId": null }, { "bbox": { "h": 0.012, "w": 0.602, "x": 0.025, "y": 0.96 }, "kind": "source-note", "text": "Note: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:11.6+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c207a513-ebc8-4383-b678-36e38cbc42a8", "parentComponentId": null }, { "bbox": { "h": 0.702, "w": 0.918, "x": 0.058, "y": 0.166 }, "kind": "table", "text": "Gross Bookings (1) $ 3,050.7 $ 3,446.0 $ 3,554.1 $ 3,724.3 $ 13,775.2 $ 3,693.2 $ 4,018.9 $ 4,108.4 Non-GAAP Cost of Revenue (535.4) (594.5) (637.6) (736.1) (2,503.7) (747.3) (812.0) (845.8) Non-GAAP Cost of Revenue as a % of Gross Bookings (17.6%) (17.3%) (17.9%) (19.8%) (18.2%) (20.2%) (20.2%) (20.6%) Non-GAAP Operations and Support (79.6) (94.4) (115.7) (98.8) (388.6) (100.5) (113.5) (114.5) Non-GAAP Operations and Support as a % of Gross Bookings (2.6%) (2.7%) (3.3%) (2.7%) (2.8%) (2.7%) (2.8%) (2.8%) Non-GAAP Research and Development (96.2) (81.7) (66.5) (62.8) (307.2) (65.4) (68.6) (69.7) Non-GAAP Research and Development as a % of Gross Bookings (3.2%) (2.4%) (1.9%) (1.7%) (2.2%) (1.8%) (1.7%) (1.7%) Non-GAAP Sales and Marketing (103.7) (95.8) (123.9) (121.4) (444.9) (140.7) (171.7) (210.8) Non-GAAP Sales and Marketing as a % of Gross Bookings (3.4%) (2.8%) (3.5%) (3.3%) (3.2%) (3.8%) (4.3%) (5.1%) Non-GAAP General and Administrative (185.6) (138.0) (148.3) (167.1) (639.1) (193.8) (202.3) (207.2) Non-GAAP General and Administrative as a % of Gross Bookings (6.1%) (4.0%) (4.2%) (4.5%) (4.6%) (5.3%) (5.0%) (5.0%) Non-GAAP Operating Expenses (excludes COR) (465.2) (409.9) (454.5) (450.1) (1,779.7) (500.3) (556.1) (602.1) Non-GAAP Operating Expenses (excludes COR) as a % of Gross Bookings (15.2%) (11.9%) (12.8%) (12.1%) (12.9%) (13.6%) (13.8%) (14.7%) Non-GAAP Total Costs and Expenses (1,000.6) (1,004.4) (1,092.1) (1,186.3) (4,283.4) (1,247.5) (1,368.1) (1,448.0) Non-GAAP Total Costs and Expenses as a % of Gross Bookings (32.8%) (29.1%) (30.7%) (31.9%) (31.1%) (33.8%) (34.0%) (35.3%)", "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": "2026-05-01 23:10:11.6+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e3021fa-d42a-4a98-8a17-91d7636dd9df", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.596, "x": 0.058, "y": 0.066 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations (cont.)", "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": "2026-05-01 23:10:11.6+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9e0ea39-9f68-4082-be28-2c35bb71ef63", "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": "7a27dc10-acaf-494a-aebd-a9e4e36bc9eb", "evidence": "table/data: Gross Bookings (1) $ 3,050.7 $ 3,446.0 $ 3,554.1 $ 3,724.3 $ 13,775.2 $ 3,693.2 $ 4,018.9 $ 4,108.4", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:46.051411+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 32, "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": 65, "componentCount": 4, "textChars": 1390, "nDataPoints": 108, "notes": null, "elementsJson": null, "confidence": 0.9, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:08.783+00", "seconds": 4.521, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/32", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-32", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.017, "w": 0.12, "x": 0.049, "y": 0.125 }, "kind": "source-note", "text": "($ 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": "2026-05-01 23:10:08.783+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39cb8c24-57b1-464a-a1b9-7bdc06d02f89", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.899, "x": 0.049, "y": 0.897 }, "kind": "source-note", "text": "(1) For the GAAP income statement, sublease income is included as other income while the related lease rent expense is included in its respective operating expense line item. For non-GAAP purposes, sublease income is presented as a contra-expense to the related lease rent expense.\n(2) In the three months ended September 30, 2024, we incurred restructuring charges of $13.4 million of fixed asset disposals, $10.8 million of other current assets disposals and other costs and $1.5 million of severance and other employee costs. Restructuring related charges for accelerated\ndepreciation of $10.6 million are included on its respective line item. Refer to prior period supplemental data for a breakdown of prior period restructuring charges.\nNote: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:08.783+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef7218e6-27d7-40d4-8319-82f3101702d4", "parentComponentId": null }, { "bbox": { "h": 0.69, "w": 0.909, "x": 0.049, "y": 0.176 }, "kind": "table", "text": "Reconciliation of Net Income (Loss) to Non-GAAP Adjusted EBITDA\nGAAP Net Income (Loss)\nAdjusted for the following:\nInterest expense\nOther (income) expense, net\nProvision for (benefit from) income taxes\nDepreciation and amortization\nStock-based compensation expense\nPayroll tax expense related to stock-based compensation\nSublease income (1)\nRestructuring charges (2)\nAdjusted EBITDA\nNet income (loss) as a percentage of Gross Bookings\nAdjusted EBITDA margin (calculated as a percentage of Gross Bookings)", "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": "2026-05-01 23:10:08.783+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6129b6b-c1c0-419b-b3c2-85f0f546c21b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.589, "x": 0.049, "y": 0.07 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations (cont.)", "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": "2026-05-01 23:10:08.783+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb2355e9-ebb8-499e-9101-19490780d68f", "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": "c42e5ef0-b0e6-44ee-8645-f869c27920e9", "evidence": "table/data: Reconciliation of Net Income (Loss) to Non-GAAP Adjusted EBITDA", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:46.130246+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 33, "type": "appendix", "function": "analyze_data", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 89, "componentCount": 7, "textChars": 1271, "nDataPoints": 72, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-01 23:10:10.873+00", "seconds": 6.32, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-c148-763d-a979-eac02e7cba5a/33", "deck": "/decks/019de518-c148-763d-a979-eac02e7cba5a", "deckAnchor": "/decks/019de518-c148-763d-a979-eac02e7cba5a#slide-33", "deckJson": "/decks/019de518-c148-763d-a979-eac02e7cba5a.json" }, "components": [ { "bbox": { "h": 0.019, "w": 0.119, "x": 0.049, "y": 0.123 }, "kind": "paragraph", "text": "($ in millions)", "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": "2026-05-01 23:10:10.873+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d95ebd5-57c7-4591-9394-66fe9b1a5c2c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.904, "x": 0.049, "y": 0.465 }, "kind": "paragraph", "text": "The below table calculates free cash flow for the trailing twelve months period, which represent the sum of the current quarter and prior three quarters.", "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": "2026-05-01 23:10:10.873+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39047c15-3257-4090-99ca-e8e74eb2a3ae", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.904, "x": 0.049, "y": 0.885 }, "kind": "source-note", "text": "(1) Net cash provided by (used in) operating activities was ($25.2) million, ($26.2) million and ($33.6) million for the three months ended June 30, 2022, September 30, 2022 and December 31, 2022, respectively.\n(2) Purchases of property and equipment and scooter fleet was ($23.0) million, ($29.1) million and ($32.6) million for the three months ended June 30, 2022, September 30, 2022 and December 31, 2022, respectively.\n(3) Free cash flow was ($48.2) million, ($55.3) million and ($66.2) million for the three months ended June 30, 2022, September 30, 2022 and December 31, 2022, respectively.", "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": "2026-05-01 23:10:10.873+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0279fe0a-19fe-407e-8ba8-6b4da3d5d5de", "parentComponentId": null }, { "bbox": { "h": 0.014, "w": 0.599, "x": 0.049, "y": 0.954 }, "kind": "source-note", "text": "Note: Due to rounding, numbers presented may not add up precisely to the totals provided.", "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": "2026-05-01 23:10:10.873+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9908e7e-e7fe-42c8-afd7-926feaae2831", "parentComponentId": null }, { "bbox": { "h": 0.266, "w": 0.735, "x": 0.218, "y": 0.162 }, "kind": "table", "text": "Reconciliation of Net Cash Provided by (Used in) Operating Activities to Free Cash Flow\nNet Cash Provided by (Used in) Operating Activities\nLess: Purchases of property and equipment and scooter fleet\nFree cash flow", "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": "2026-05-01 23:10:10.873+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc090dc1-9fbc-4b4a-8bcb-fa491638465e", "parentComponentId": null }, { "bbox": { "h": 0.266, "w": 0.735, "x": 0.218, "y": 0.522 }, "kind": "table", "text": "Net Cash Provided by (Used in) Operating Activities (1)\nLess: Purchases of property and equipment and scooter fleet (2)\nFree cash flow (Trailing Twelve Months) (3)", "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": "2026-05-01 23:10:10.873+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eea0c0ed-2ff7-4c12-bbae-5c3ef4dcdf2b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.589, "x": 0.049, "y": 0.069 }, "kind": "title", "text": "GAAP to Non-GAAP Reconciliations (cont.)", "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": "2026-05-01 23:10:10.873+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f01d8db8-9d99-4bec-8f02-896f91c51354", "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": "e775b507-3f3a-49af-b233-4be4fc12a93d", "evidence": "table/data: Reconciliation of Net Cash Provided by (Used in) Operating Activities to Free Cash Flow", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:07:46.209373+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 33, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 16, "name": "Action", "beatId": "429cd05f-08a5-4a11-8a7f-785371c67038", "matchId": "4634b95f-d461-48ab-b8d2-99cadc016cf1", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The presentation concludes with detailed financial information and a clear call to action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 4, "label": "Attention", "description": "The presentation begins with a cover slide and a strong KPI overview, grabbing the audience's attention." }, { "from": 5, "to": 9, "label": "Need", "description": "The presentation highlights Lyft's achievements, emphasizing the need for continued growth and improvement." }, { "from": 10, "to": 15, "label": "Satisfaction", "description": "The presentation showcases Lyft's strategic partnerships and improvements, providing satisfaction to the audience." }, { "from": 16, "to": 33, "label": "Action", "description": "The presentation concludes with detailed financial information and a clear call to action." } ], "loops": [ { "from": 10, "to": 15, "label": "Cost Of Inaction", "description": "Highlighting the benefits of Lyft's strategic partnerships and improvements, implying the cost of inaction." } ] }