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-finance-x · deck

7 finance x

35 pages · 0 arc beats · 0 loops

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7 finance x

-finance-x
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

1
coverage by narrative range · generated from this deck JSON
Narrative range 35 total
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Whole deck 35 slides 100% 35/35 slides 100% 35/35 slides · 143 hits
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31.4% 11/35 slides 2.9% 1/35 slides
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Slide inventory

35
every slide · same image gating as the playbook
01
Slide 1
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other
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other
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summarize
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transition
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analyze_data
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The chart illustrates the composition of revenue over time, with variable revenue (blue) significantly outpacing base revenue (grey).analyze_data
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08
Twilio is highlighted in green; data represents year-over-year GAAP revenue growth as of December 1, 2017.compare_peers
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09
analyze_data
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10
The chart uses a long-tail distribution to demonstrate customer revenue diversification.analyze_data
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11
transition
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12
The chart tracks quarterly growth of active customer accounts, defined as accounts with at least $5 of revenue in the last month of the period.analyze_data
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13
The slide highlights growth metrics for total active accounts, accounts with >$10k ARR, and accounts with >$1M ARR.summarize
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14
The chart tracks revenue retention for active customer accounts, excluding variable accounts and expansion/reduction in spend.analyze_data
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15
The chart highlights the impact of a single large customer (Uber) on the overall expansion rate metric.analyze_data
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16
The chart tracks expansion rates ranging from 137% to 158% over 11 quarters.analyze_data
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17
The chart tracks ARPU in $K, showing a consistent upward trend with a slight dip in Q2 2016.analyze_data
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18
The chart illustrates revenue retention and expansion across different customer cohorts over time.analyze_data
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19
Non-GAAP Sales & Marketing. See Appendix for Twilio GAAP financial measures and reconciliations. Comps based on last 4 quarters ended September 30, 2017 or Octocompare_peers
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transition
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Data points: Network ($41M), Hosting ($4M), Other ($2M).analyze_data
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analyze_data
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transition
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analyze_data
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The chart shows 53% International and 47% US revenue.analyze_data
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analyze_data
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27
analyze_data
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transition
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The table displays non-GAAP financial metrics for Twilio.analyze_data
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front_matter
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summarize
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state_next_steps
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appendix
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The table includes adjustments for stock-based compensation, amortization of acquired intangibles, stock repurchase, gain on lease termination, payroll taxes, aanalyze_data
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The slide contains two distinct tables: a financial reconciliation table and a key metrics table.appendix
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