{ "schemaVersion": "deck-intelligence.v1", "id": "019f6b8e-e64e-73fb-bccc-d76ae486c252", "slug": "jarvis-7-finance-x", "title": "7 finance x", "subtitle": "-finance-x", "author": "-finance-x", "pageCount": 35, "kind": "deck", "document": { "id": "019f6b8e-e64e-73fb-bccc-d76ae486c252", "slug": "jarvis-7-finance-x", "title": "7 finance x", "rawTitle": "7 finance x", "authorId": "7-finance-x", "authorName": null, "authorDisplay": "-finance-x", "kind": { "slug": "deck", "label": "Deck" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "jarvis-7-finance-x.pdf", "sourceUrl": "file://Jarvis_Resources/7__finance-x.pdf", "sourceDate": null, "presentationDate": null, "ingestedAt": "2026-07-16 15:32:35.103704+00", "status": "ready", "pageCount": 35, "orientation": null, "aspectRatio": null, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "jarvis", "industry": null, "local_root": "/Users/miguelsuredasuau/Desktop/jarvis-staging/decks/jarvis-7-finance-x", "image_width": 1995, "image_format": "jpg", "deck_type_raw": "other", "deck_type_slug": null, "source_url_pattern": null } }, "coverage": { "pageCount": 35, "pagesIndexed": 35, "pagesWithImages": 35, "pagesWithMetadata": 35, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 143, "chartCount": 17, "metricSlides": 0, "toolMatches": 11, "documentToolMatches": 0, "frameworkMatches": 1, "arcMatches": 0, "beatMatches": 0, "loopMatches": 0, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [], "beats": [], "loops": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "49281df0-d2da-41c7-898e-fcbba8b334a4", "evidence": "list/bullet: Rapid Revenue Growth at Scale Powerful Business Model Attractive Long Term Model", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:11:57.62457+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ceffe4eb-e772-40c9-9cb5-b556321c2161", "evidence": "Line chart showing quarterly revenue retention percentages from 95% to 97% over 11 periods.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:11:44.200923+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f346dba6-2d68-43cc-9e52-057e9b4bd5a3", "evidence": "Grouped bar chart of expansion rates", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:11:44.26798+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "f62549e5-e9ab-4b84-8c35-1debc34790f9", "evidence": "Expansion rate data points from 142% to 137%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:11:44.335769+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "6152d2b3-e5fe-438c-9e72-3f78e6239c47", "evidence": "Bar chart showing sales and marketing expense percentages for 11 companies, with Twilio highlighted in green.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:11:44.470355+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "df728cb9-4b1e-44fd-8fac-95a703487bbc", "evidence": "chart/bar-vertical: Revenue growth from $4.7M in Q3 2016 to $9.5M in Q3 2017", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:11:44.349327+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "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": "c462d0fe-4513-4c31-8995-de4b9910508a", "evidence": "table/data: Gross Margin, R&D, S&M, G&A, Operating Margin across 2016, 9m 2017, and Long-Term Model", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:11:44.496849+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": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8ae6a2d9-f5eb-415f-a81a-494d3fb35409", "evidence": "list/bullet: Rapid Growth at Scale, Powerful Business Model, Attractive Long Term Model", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:11:44.60877+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": "Slide recipe: Closing ask", "slug": "closing-ask-slide", "status": "active", "bestFor": null, "canonId": "019df269-295e-70bc-9ee8-baa90a49922d", "version": 1, "bodyDocId": "019df269-293a-7523-9bb5-2692a9047168", "description": "The last slide the reader sees. Treat it as a single design moment —", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "b7490678-0b58-4e44-b03a-ba955915e921", "evidence": "title/headline: THANK YOU", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:11:44.679594+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "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": "7720285e-b3b9-473f-95df-c251f09eaca9", "evidence": "table/data: Financial reconciliation table showing GAAP to non-GAAP adjustments for revenue, gross profit, R&D, S&M, G&A, and loss from operations.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:11:44.788507+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "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": "8d82030a-8e8b-4839-b860-f5d17902bf6e", "evidence": "table/data: Financial reconciliation table showing net loss, adjustments, and per-share calculations across multiple quarters and years.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:11:44.860619+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "237057f4-f0e2-4ff9-b16e-5535d1663d9c", "evidence": "Benchmarking Twilio against a peer group of software companies to demonstrate efficiency.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:35:00.924+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "comparison_frame" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "transition", "imagePath": "https://imgproxy.kitesheet.com/JrX_CemjVrEDJVU5X6ACW7-OFjaBhps1tjjTYWfw_8s/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtNy1maW5hbmNlLXgvcDAwMS5qcGc", "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": 24, "componentCount": 4, "textChars": 71, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:34:57.161+00", "seconds": 2.796, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/1", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-1", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.24, "x": 0.38, "y": 0.95 }, "kind": "disclaimer", "text": "© 2017 TWILIO, INC. ALL RIGHTS RESERVED.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:57.161+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da7eef91-3266-4117-83b8-cbc1d8dc1da9", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.11, "x": 0.02, "y": 0.03 }, "kind": "image", "text": "Twilio 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": "2026-07-16 19:34:57.161+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e70b669-7f11-400e-b266-bd9b91204f24", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.15, "x": 0.425, "y": 0.43 }, "kind": "title", "text": "FINANCE", "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": "2026-07-16 19:34:57.161+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22100e1a-103c-4126-b2c3-75e296db3387", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.13, "x": 0.435, "y": 0.53 }, "kind": "title", "text": "December 2017", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:57.161+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5440b995-d89c-4d38-9ce3-7c2eeee140e8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/d3yZ3MrgxdRXRfaqUgu7eoVVaVy_laN7TpJuUXv9QaM/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtNy1maW5hbmNlLXgvcDAwMS5qcGc", "imagePathAlt": "https://imgproxy.kitesheet.com/LdncmUovn5lH56aGoqTkoAvGg19OBNOgLb_DMjrstzw/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtNy1maW5hbmNlLXgvcDAwMS5wbmc", "thumbSrcAlt": "https://imgproxy.kitesheet.com/LyIF45mf_9-mC7roRj0mkTpggqHOW2lgUkaGewwvGe4/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtNy1maW5hbmNlLXgvcDAwMS5wbmc" }, { "page": 2, "type": "setup", "function": "other", "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": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 3, "textChars": 351, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:34:57.469+00", "seconds": 3.076, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/2", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-2", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.42, "x": 0.527, "y": 0.238 }, "kind": "paragraph", "text": "This presentation also contains estimates and other statistical data made by independent parties and by the Company relating to market size and growth...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:57.469+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0916a2b6-348d-4631-b1ee-61765ce9a33b", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.42, "x": 0.053, "y": 0.238 }, "kind": "paragraph", "text": "This presentation and the accompanying oral presentation contain forward-looking statements. All statements other than statements of historical fact contained in this presentation...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:57.469+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe90b79e-ddd0-48b5-8c43-585d3163d222", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.238, "x": 0.381, "y": 0.118 }, "kind": "title", "text": "LEGAL DISCLAIMER", "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": "2026-07-16 19:34:57.469+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28c9ba79-fc2c-4f86-851f-befe1f3c1060", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "function": "other", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "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": "balanced", "densityScore": 32, "componentCount": 5, "textChars": 66, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:34:57.322+00", "seconds": 2.82, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/3", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-3", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.42, "w": 0.21, "x": 0.395, "y": 0.205 }, "kind": "image", "text": null, "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": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:57.322+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d8af663-b8f4-47a0-a4fc-0ea8fff3c290", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.11, "x": 0.023, "y": 0.04 }, "kind": "image", "text": null, "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": "2026-07-16 19:34:57.322+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "148c2f8e-395e-4531-90c7-e8287f7039d8", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.198, "x": 0.401, "y": 0.95 }, "kind": "other", "text": "© 2017 TWILIO, INC. ALL RIGHTS RESERVED.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:57.322+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "160ada9d-b953-4b9c-adc5-99e47f3930b1", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.126, "x": 0.437, "y": 0.718 }, "kind": "subtitle", "text": "CFO, TWILIO", "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": "2026-07-16 19:34:57.322+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eab641fd-bf51-42e4-8e86-f1d3a6c632f5", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.196, "x": 0.402, "y": 0.648 }, "kind": "title", "text": "LEE KIRKPATRICK", "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": "2026-07-16 19:34:57.322+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6555eaf1-d84c-479b-9de5-84bff18ea758", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 17, "componentCount": 3, "textChars": 104, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:34:56.831+00", "seconds": 2.221, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/4", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-4", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.11, "x": 0.02, "y": 0.04 }, "kind": "image", "text": "Twilio 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": "2026-07-16 19:34:56.831+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf38ce25-7711-46d1-9928-78daf50c9feb", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.55, "y": 0.2 }, "kind": "list", "text": "Rapid Revenue Growth at Scale\nPowerful Business Model\nAttractive Long Term Model", "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": "2026-07-16 19:34:56.831+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34af1e43-8d0b-4c77-9ad2-4e8c347e774e", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.37, "x": 0.12, "y": 0.45 }, "kind": "title", "text": "KEY TAKEAWAYS", "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": "2026-07-16 19:34:56.831+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39768a7c-395e-45cc-bc6c-abd876640d0c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "49281df0-d2da-41c7-898e-fcbba8b334a4", "evidence": "list/bullet: Rapid Revenue Growth at Scale Powerful Business Model Attractive Long Term Model", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:11:57.62457+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 5, "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": 14, "componentCount": 3, "textChars": 67, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:34:57.483+00", "seconds": 2.744, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/5", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-5", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.038, "w": 0.11, "x": 0.023, "y": 0.041 }, "kind": "image", "text": null, "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": "2026-07-16 19:34:57.483+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "956a6be3-fd3b-4409-9036-9a856419e443", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.198, "x": 0.401, "y": 0.951 }, "kind": "other", "text": "© 2017 TWILIO, INC. ALL RIGHTS RESERVED.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:57.483+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f448fc3d-e1dc-4337-b0a2-a56fb9f78dd1", "parentComponentId": null }, { "bbox": { "h": 0.124, "w": 0.578, "x": 0.211, "y": 0.438 }, "kind": "title", "text": "REVENUE AND REVENUE DRIVERS", "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": "2026-07-16 19:34:57.483+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13614696-b3ca-4a1b-82fa-89937d805e63", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 6, "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": 55, "componentCount": 5, "textChars": 341, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:34:58.411+00", "seconds": 3.449, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/6", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-6", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.45, "x": 0.51, "y": 0.25 }, "kind": "chart", "text": "Q3 2017 revenue split: 82% usage based, 18% non-usage based", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:58.411+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72abb3d7-3a4d-46a1-be83-5b260aaf51b7", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.06, "y": 0.46 }, "kind": "list", "text": "Non-Usage Based: Phone numbers, Support, Enterprise Plan", "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": "2026-07-16 19:34:58.411+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "773f5b73-49be-45c0-8616-123a931d84f6", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.06, "y": 0.26 }, "kind": "list", "text": "Usage Based: Messages (SMS, Chat, Short Code), Minutes (Voice, IP Voice), Capacity (Video, Wireless)", "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": "2026-07-16 19:34:58.411+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d291b5c8-1639-46c2-86ac-60c63210c7e2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.06, "y": 0.88 }, "kind": "other", "text": "For the three month period ended September 30, 2017. Sample list of products - not exhaustive.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:58.411+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4503c728-38b8-493e-8c50-4a350b313b72", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.45, "x": 0.06, "y": 0.14 }, "kind": "title", "text": "REVENUE IS PRIMARILY USAGE BASED", "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": "2026-07-16 19:34:58.411+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ec63cf5-05cc-4c64-8cb9-e2ecd9b88aad", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 7, "type": "appendix", "title": "The chart illustrates the composition of revenue over time, with variable revenue (blue) significantly outpacing base revenue (grey).", "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": 61, "componentCount": 5, "textChars": 390, "nDataPoints": 30, "notes": "The chart illustrates the composition of revenue over time, with variable revenue (blue) significantly outpacing base revenue (grey).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:34:58.357+00", "seconds": 3.183, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/7", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-7", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.88, "x": 0.06, "y": 0.25 }, "kind": "chart", "text": "Stacked bar chart showing revenue growth over time", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:58.357+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "818a0fd2-5faa-49e3-88b5-3be9207a4d47", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.06, "y": 0.25 }, "kind": "legend", "text": "Base Revenue ($M) and Variable Revenue ($M)", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:58.357+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "667c3e96-5350-4edb-9b3a-06af5cabea29", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.35, "x": 0.06, "y": 0.28 }, "kind": "list", "text": "Base Revenue: Our focus, Reliable indicator of future revenue. Variable Revenue: Large customer accounts with no commitments, May have significant usage fluctuations.", "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": "2026-07-16 19:34:58.357+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0a3578da-e079-47ed-a48e-bde53f331925", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.06, "y": 0.94 }, "kind": "other", "text": "1 For the three month period ended. 2 % for the three month period ended September 30, 2017.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:58.357+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5adb5a26-aedd-4a30-af4a-379e348ea9b8", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.67, "x": 0.06, "y": 0.14 }, "kind": "title", "text": "USAGE BASED MODEL DRIVES REVENUE GROWTH", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:58.357+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d10753d-0864-4cc6-b73b-becb327095f8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 8, "type": "setup", "title": "Twilio is highlighted in green; data represents year-over-year GAAP revenue growth as of December 1, 2017.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 4, "textChars": 289, "nDataPoints": 35, "notes": "Twilio is highlighted in green; data represents year-over-year GAAP revenue growth as of December 1, 2017.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:34:59.174+00", "seconds": 3.064, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/8", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-8", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.88, "x": 0.06, "y": 0.33 }, "kind": "chart", "text": "Bar chart showing revenue growth percentages for 35 software companies.", "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": "2026-07-16 19:34:59.174+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57fed828-e959-44ff-a632-ae180229ff17", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.42, "x": 0.06, "y": 0.92 }, "kind": "other", "text": "Year over year growth of GAAP Revenue for the most recently reported three month period as of December 1, 2017.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:59.174+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3801b006-54ea-4db9-a0b3-a8098ec7778e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.68, "x": 0.06, "y": 0.28 }, "kind": "subtitle", "text": "Revenue Growth in the Software sector with a Quarterly Run Rate >$100 Million", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:59.174+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c299521-2d2c-4743-b7f8-271ff5fd6431", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.52, "x": 0.06, "y": 0.15 }, "kind": "title", "text": "Q3 TOTAL REVENUE GROWTH OF 41%", "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": "2026-07-16 19:34:59.174+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e26bfa16-00cc-4a80-89b1-31f43e941e01", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 9, "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": "balanced", "densityScore": 48, "componentCount": 5, "textChars": 226, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:34:58.915+00", "seconds": 2.753, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/9", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-9", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.31, "w": 0.31, "x": 0.495, "y": 0.255 }, "kind": "chart", "text": "Q3 2017 pie chart showing 17% and 83% revenue split", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:58.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50a648b0-3d81-4393-a1b5-2ee50e02a61b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.11, "x": 0.02, "y": 0.04 }, "kind": "image", "text": "Twilio 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": "2026-07-16 19:34:58.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f79f4a2-be02-4b80-be94-c0868a428899", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.34, "x": 0.06, "y": 0.495 }, "kind": "legend", "text": "Top 10 Active Customer Accounts (Green), Remainder (Blue)", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:58.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef788618-c4ed-4c2a-94d0-8575e2e15b13", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.4, "x": 0.06, "y": 0.885 }, "kind": "source-note", "text": "% of Total Revenue for the three month period ended September 30, 2017.", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:58.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cad1f008-5743-4817-930b-5e56461cae5e", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.58, "x": 0.06, "y": 0.15 }, "kind": "title", "text": "INCREASING DIVERSITY IN REVENUE BASE", "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": "2026-07-16 19:34:58.915+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eab6cffc-11aa-47b2-98a4-5e683c1345c2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 10, "type": "appendix", "title": "The chart uses a long-tail distribution to demonstrate customer revenue diversification.", "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": 5, "textChars": 335, "nDataPoints": 100, "notes": "The chart uses a long-tail distribution to demonstrate customer revenue diversification.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:34:59.647+00", "seconds": 3.485, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/10", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-10", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.94, "x": 0.06, "y": 0.25 }, "kind": "chart", "text": "Long-tail distribution of top 100 customers by revenue percentage", "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": "2026-07-16 19:34:59.647+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d18537d1-f871-4585-ab39-ae5ac3a9a298", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0, "y": 0.9 }, "kind": "legend", "text": "Variable Customers (Green), Base Customers (Blue)", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:59.647+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "917f9d0d-1b27-4caf-887a-c750dbe1a7aa", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.6, "x": 0.06, "y": 0.88 }, "kind": "source-note", "text": "Revenue per individual company for the three months ended September 30, 2017, divided by Total Revenue for the same period.", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:59.647+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5d48e93e-efcf-4cc0-a50e-70d66bf9d5f4", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.76, "x": 0.06, "y": 0.14 }, "kind": "title", "text": "DIVERSE REVENUE BASE OUTSIDE OF TOP 2 CUSTOMERS", "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": "2026-07-16 19:34:59.647+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd752db9-de6f-4e08-8883-72c19304ae32", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.56, "x": 0.22, "y": 0.28 }, "kind": "title", "text": "TOP 100 CUSTOMERS AS A % OF TOTAL REVENUE (Q3 2017)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:59.647+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7794620-721d-4cd2-be05-3fdc177cffc0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 11, "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": 6, "componentCount": 2, "textChars": 63, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:00.375+00", "seconds": 3.918, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/11", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-11", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.015, "w": 0.198, "x": 0.401, "y": 0.95 }, "kind": "other", "text": "© 2017 TWILIO, INC. ALL RIGHTS RESERVED.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:00.375+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a424a996-31b1-47bf-99f0-78233936f3bb", "parentComponentId": null }, { "bbox": { "h": 0.124, "w": 0.466, "x": 0.267, "y": 0.438 }, "kind": "title", "text": "POWERFUL BUSINESS MODEL", "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": "2026-07-16 19:35:00.375+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "100e27b8-7ae1-4d2b-bc17-fa56385faab3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 12, "type": "appendix", "title": "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.", "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": "balanced", "densityScore": 47, "componentCount": 4, "textChars": 325, "nDataPoints": 15, "notes": "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.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:34:59.243+00", "seconds": 2.735, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/12", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-12", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.35 }, "kind": "chart", "text": "Bar chart showing quarterly growth from 12.8K in Mar 2014 to 46.5K in Sep 2017.", "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": "2026-07-16 19:34:59.243+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6fd36d53-0154-471b-bffb-66fb111a8899", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.88 }, "kind": "other", "text": "As of the end date of the quarter. An Active Customer Account is an individual account for which we have recognized at least $5 of revenue in the last month of the period. All figures in thousands.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "body", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:59.243+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0dcdbc31-a3f1-46bf-b550-ff66f68e1567", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.25, "x": 0.05, "y": 0.28 }, "kind": "subtitle", "text": "Active Customer Accounts (K)", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:59.243+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78029af3-7fcc-4e7d-a15f-4a07e7153b3d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.05, "y": 0.15 }, "kind": "title", "text": "RAPID CUSTOMER GROWTH", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:59.243+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74815f57-fdc2-4340-a5f1-e4a5a4865e59", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 13, "type": "resolution", "title": "The slide highlights growth metrics for total active accounts, accounts with >$10k ARR, and accounts with >$1M ARR.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "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": 72, "componentCount": 11, "textChars": 252, "nDataPoints": 6, "notes": "The slide highlights growth metrics for total active accounts, accounts with >$10k ARR, and accounts with >$1M ARR.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:02.171+00", "seconds": 5.657, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/13", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-13", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.2, "x": 0.65, "y": 0.38 }, "kind": "metric", "text": "47", "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": "2026-07-16 19:35:02.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "036962b0-fa98-4870-9f47-e728bd4f4f5b", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.4, "y": 0.38 }, "kind": "metric", "text": "3,739", "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": "2026-07-16 19:35:02.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0730b3a-6c19-469a-b2a9-ffeaef230cbe", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.15, "y": 0.38 }, "kind": "metric", "text": "46,489", "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": "2026-07-16 19:35:02.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f19ec40c-9a01-4caf-bb33-87a38b231a28", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.02, "y": 0.94 }, "kind": "other", "text": "For the three month period ending September 30, 2017", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0c2f557-a68f-4e06-8d11-521cab3a345a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.2, "x": 0.4, "y": 0.55 }, "kind": "paragraph", "text": "Active Customer Accounts ARR >$10K", "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": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17fe4a09-e0bf-47c9-8cdc-1e74473b5921", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.15, "y": 0.55 }, "kind": "paragraph", "text": "Active Customer 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": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "372b8448-4c7b-4467-af9b-9565df9c8aba", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.15, "y": 0.75 }, "kind": "paragraph", "text": "35% year over year growth", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "66643795-aa98-4efa-b736-8999d55cd0c7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.65, "y": 0.75 }, "kind": "paragraph", "text": "74% year over year growth", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93243901-9a28-450c-ba7c-0295cc8f6595", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.4, "y": 0.75 }, "kind": "paragraph", "text": "43% year over year growth", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b45842de-15a8-48a0-8d85-53eb58b85192", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.2, "x": 0.65, "y": 0.55 }, "kind": "paragraph", "text": "Active Customer Accounts ARR >$1M", "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": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d1a1c80d-8207-4502-8fad-46df4c1e16c5", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.4, "x": 0.06, "y": 0.15 }, "kind": "title", "text": "RAPID CUSTOMER GROWTH", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.171+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5b8e629-136d-460e-b619-8a57507adee2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 14, "type": "appendix", "title": "The chart tracks revenue retention for active customer accounts, excluding variable accounts and expansion/reduction in spend.", "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": "balanced", "densityScore": 41, "componentCount": 3, "textChars": 376, "nDataPoints": 11, "notes": "The chart tracks revenue retention for active customer accounts, excluding variable accounts and expansion/reduction in spend.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:34:59.304+00", "seconds": 2.759, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/14", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-14", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.84, "x": 0.08, "y": 0.45 }, "kind": "chart", "text": "Line chart showing quarterly revenue retention percentages from 95% to 97% over 11 periods.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:59.304+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d6a3bb1-63bb-4ce0-8014-62f853eaa3b3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.87, "x": 0.065, "y": 0.88 }, "kind": "paragraph", "text": "For the three months ended. Ratio of revenue from Active Customer Accounts, other than Variable Customer Accounts, from the prior year's period that are still active in the current year period. Does not include expansion or reduction in spend year over year.", "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": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:59.304+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23cbcfae-48dc-4710-b781-181fc6b83ba2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.47, "x": 0.065, "y": 0.15 }, "kind": "title", "text": "HIGH REVENUE RETENTION RATE", "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": "2026-07-16 19:34:59.304+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e47802a-cd3b-4efc-bf4b-9ceb1d165e6d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "ceffe4eb-e772-40c9-9cb5-b556321c2161", "evidence": "Line chart showing quarterly revenue retention percentages from 95% to 97% over 11 periods.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:11:44.200923+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 15, "type": "appendix", "title": "The chart highlights the impact of a single large customer (Uber) on the overall expansion rate metric.", "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": "balanced", "densityScore": 46, "componentCount": 4, "textChars": 295, "nDataPoints": 22, "notes": "The chart highlights the impact of a single large customer (Uber) on the overall expansion rate metric.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:34:59.831+00", "seconds": 2.849, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/15", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-15", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.88, "x": 0.06, "y": 0.25 }, "kind": "chart", "text": "Grouped bar chart of expansion rates", "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": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:59.831+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ecc81ee4-ab4a-4ce8-b2aa-0548edac6645", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.06, "y": 0.25 }, "kind": "legend", "text": "Reported Expansion Rate; Expansion Rate ex Uber", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:59.831+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26e66bd5-c3ee-4e08-83d4-716693fe2a69", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.88, "x": 0.06, "y": 0.92 }, "kind": "paragraph", "text": "For the three months ended. Compares revenue generated by our Active Customer Accounts, other than Variable, in one period to the same period in the prior year, net of churn.", "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": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:34:59.831+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a93d0b3-b592-4f6a-9ed0-afbeb0545a59", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.06, "y": 0.15 }, "kind": "title", "text": "STRONG DOLLAR-BASED NET EXPANSION RATE", "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": "2026-07-16 19:34:59.831+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0c9314e-167f-4b8d-8da7-7027a2224866", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f346dba6-2d68-43cc-9e52-057e9b4bd5a3", "evidence": "Grouped bar chart of expansion rates", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:11:44.26798+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 16, "type": "appendix", "title": "The chart tracks expansion rates ranging from 137% to 158% over 11 quarters.", "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": 54, "componentCount": 5, "textChars": 297, "nDataPoints": 11, "notes": "The chart tracks expansion rates ranging from 137% to 158% over 11 quarters.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:00.608+00", "seconds": 3.28, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/16", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-16", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.88, "x": 0.06, "y": 0.45 }, "kind": "chart", "text": "Expansion rate data points from 142% to 137%", "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": "2026-07-16 19:35:00.608+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae4349fd-b09f-4fc2-a96d-033c5a00ef0a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.11, "x": 0.02, "y": 0.03 }, "kind": "image", "text": "Twilio 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": "2026-07-16 19:35:00.608+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b7fa78a-7e9a-4598-a87e-a8c5805ade55", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.2, "x": 0.06, "y": 0.26 }, "kind": "legend", "text": "Expansion Rate ex Uber", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:00.608+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dce00d1e-3c11-4f54-8189-88d85e02fbaf", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.88, "x": 0.06, "y": 0.91 }, "kind": "paragraph", "text": "For the three months ended. Compares revenue generated by our Active Customer Accounts, other than Variable, in one period to the same period in the prior year, net of churn.", "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": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:00.608+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa246088-d79e-4476-bd1d-4f1db10478a1", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.75, "x": 0.06, "y": 0.14 }, "kind": "title", "text": "STRONG DOLLAR-BASED NET EXPANSION RATE EX UBER", "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": "2026-07-16 19:35:00.608+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0097cb1c-f727-433c-abf8-c802c85d29a2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Chart Selection Guide", "slug": "chart-selection-guide", "status": "active", "bestFor": null, "canonId": "019dd956-b1a0-700b-ba17-0e16c4d5bcae", "version": 1, "bodyDocId": null, "description": "Choosing the right chart type for your data and message", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Designer", "layer": "slide", "agents": [ "Designer" ], "matchId": "f62549e5-e9ab-4b84-8c35-1debc34790f9", "evidence": "Expansion rate data points from 142% to 137%", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 02:11:44.335769+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "type": "appendix", "title": "The chart tracks ARPU in $K, showing a consistent upward trend with a slight dip in Q2 2016.", "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": 50, "componentCount": 4, "textChars": 373, "nDataPoints": 11, "notes": "The chart tracks ARPU in $K, showing a consistent upward trend with a slight dip in Q2 2016.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:01.831+00", "seconds": 4.482, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/17", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-17", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.88, "x": 0.06, "y": 0.26 }, "kind": "chart", "text": "Base ARPU Ex Uber ($K) over time from Mar 2015 to Sep 2017", "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": "2026-07-16 19:35:01.831+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca8b70ee-bf13-41b1-a1f5-ae4bac5d14e1", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.2, "x": 0.06, "y": 0.26 }, "kind": "legend", "text": "Base ARPU Ex Uber ($K)", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:01.831+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8da692ca-d046-4af7-b96f-35eaa1d4561b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.88, "x": 0.06, "y": 0.85 }, "kind": "other", "text": "For the three months ended. ARPU = annualized base revenue per average base customer account. Calculation based on Base Revenue for three month period, divided by the average number of base active customer accounts over the last two three month periods, annualized.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:01.831+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53885035-74be-4ab7-848e-bd6a22ef11cc", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.48, "x": 0.06, "y": 0.14 }, "kind": "title", "text": "BASE ARPU EX UBER INCREASING", "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": "2026-07-16 19:35:01.831+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c6a69b1e-b9cc-44eb-87a5-07f74df2d4f0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "type": "appendix", "title": "The chart illustrates revenue retention and expansion across different customer cohorts over time.", "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": "balanced", "densityScore": 47, "componentCount": 4, "textChars": 337, "nDataPoints": 6, "notes": "The chart illustrates revenue retention and expansion across different customer cohorts over time.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:00.513+00", "seconds": 2.95, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/18", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-18", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.82, "x": 0.09, "y": 0.25 }, "kind": "chart", "text": "Stacked area chart of revenue cohorts", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked area chart", "slug": "area-stacked", "status": "active", "canonId": "019de52c-ffb1-75fa-a614-76782f418cf1", "version": 1, "description": null }, "framework": null }, "subkind": "area-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:00.513+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52808dce-eb8f-4d86-aea7-6863915e3ee2", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.13, "x": 0.09, "y": 0.26 }, "kind": "legend", "text": "2016, 2015, 2014, 2013, 2012, 2009-2011", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:00.513+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ad7fac7-17d1-4037-948d-0b9668f59f5e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.78, "x": 0.06, "y": 0.88 }, "kind": "other", "text": "1 For the twelve month period ended December 31. Represents Base Revenue from our Active Customer Accounts, other than our Variable Customer Accounts, grouped by cohorts based on the year when each customer account cohort originated.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:00.513+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "966dc9a2-8a0b-4e31-af48-8e548440142b", "parentComponentId": null }, { "bbox": { "h": 0.065, "w": 0.505, "x": 0.065, "y": 0.145 }, "kind": "title", "text": "BASE REVENUE COHORTS GROWING", "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": "2026-07-16 19:35:00.513+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e28aa8cc-bf96-4227-be2f-9ecd80e6cbd8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 19, "type": "setup", "title": "Non-GAAP Sales & Marketing. See Appendix for Twilio GAAP financial measures and reconciliations. Comps based on last 4 quarters ended September 30, 2017 or Octo", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 4, "textChars": 383, "nDataPoints": 11, "notes": "Non-GAAP Sales & Marketing. See Appendix for Twilio GAAP financial measures and reconciliations. Comps based on last 4 quarters ended September 30, 2017 or October 31, 2017.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:00.924+00", "seconds": 3.305, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/19", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-19", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.58, "w": 0.78, "x": 0.11, "y": 0.28 }, "kind": "chart", "text": "Bar chart showing sales and marketing expense percentages for 11 companies, with Twilio highlighted in green.", "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": "2026-07-16 19:35:00.924+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ded86da3-b1b3-4190-870d-9764bd76d3a9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.92, "x": 0.06, "y": 0.92 }, "kind": "other", "text": "Notes: Non-GAAP Sales & Marketing. See Appendix for Twilio GAAP financial measures and reconciliations. Comps based on last 4 quarters ended September 30, 2017 or October 31, 2017.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:00.924+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "11c3d6ea-4941-4ef4-9c6b-c90112a649f5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.82, "x": 0.09, "y": 0.24 }, "kind": "subtitle", "text": "LTM NON-GAAP SALES & MARKETING EXPENSE AS A PERCENTAGE OF REVENUE", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:00.924+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f61da06e-6236-4676-a6b5-484098ed71a7", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.48, "x": 0.06, "y": 0.15 }, "kind": "title", "text": "EFFICIENT REVENUE ACQUISITION", "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": "2026-07-16 19:35:00.924+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4f6ab65-4913-4669-8090-1db6ac40456e", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "6152d2b3-e5fe-438c-9e72-3f78e6239c47", "evidence": "Bar chart showing sales and marketing expense percentages for 11 companies, with Twilio highlighted in green.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:11:44.470355+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "237057f4-f0e2-4ff9-b16e-5535d1663d9c", "evidence": "Benchmarking Twilio against a peer group of software companies to demonstrate efficiency.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 19:35:00.924+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 19, "frameworkName": "comparison_frame" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 20, "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": 7, "componentCount": 2, "textChars": 67, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:01.767+00", "seconds": 4.123, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/20", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-20", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.015, "w": 0.202, "x": 0.399, "y": 0.95 }, "kind": "other", "text": "© 2017 TWILIO, INC. ALL RIGHTS RESERVED.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:01.767+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "287509e6-0e1d-443e-9638-0d3a69a892f5", "parentComponentId": null }, { "bbox": { "h": 0.124, "w": 0.584, "x": 0.208, "y": 0.438 }, "kind": "title", "text": "REVENUE MIX & GROSS MARGINS", "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": "2026-07-16 19:35:01.767+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cb74c20b-2228-4c77-a5a4-007bad7a5eaf", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 21, "type": "analysis", "title": "Data points: Network ($41M), Hosting ($4M), Other ($2M).", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 6, "textChars": 183, "nDataPoints": 3, "notes": "Data points: Network ($41M), Hosting ($4M), Other ($2M).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:01.963+00", "seconds": 3.361, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/21", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-21", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.4, "x": 0.5, "y": 0.3 }, "kind": "chart", "text": null, "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:01.963+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54db97f6-6646-43f9-8dda-9f3d2ce77560", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.11, "x": 0.02, "y": 0.04 }, "kind": "image", "text": null, "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": "2026-07-16 19:35:01.963+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e774c44a-9002-439a-998b-f5fb5b5eb416", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.1, "x": 0.06, "y": 0.35 }, "kind": "legend", "text": "Network\nHosting\nOther", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:01.963+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d470cd1e-8dbe-4407-91ab-a0a1350f58af", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.06, "y": 0.88 }, "kind": "other", "text": "Non-GAAP Cost of Goods Sold rounded to the nearest million, for the three month period ended September 30, 2017.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:01.963+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4de0b66f-45f6-4728-aef3-3452a31455e5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.09, "x": 0.61, "y": 0.25 }, "kind": "subtitle", "text": "Q3 2017", "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": "2026-07-16 19:35:01.963+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "08a8219e-0ad7-4caa-83f4-056ec932aa24", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.72, "x": 0.06, "y": 0.15 }, "kind": "title", "text": "COMPONENTS OF COST OF GOODS SOLD (NON-GAAP)", "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": "2026-07-16 19:35:01.963+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "297e9f7c-7b6c-49e9-9956-6260832b2819", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "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": 51, "componentCount": 5, "textChars": 277, "nDataPoints": 1, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:02.005+00", "seconds": 3.366, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/22", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-22", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.1, "x": 0.45, "y": 0.38 }, "kind": "metric", "text": "~60%", "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": "2026-07-16 19:35:02.005+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5778347e-4586-40c1-a0cc-5872174e302e", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.88, "x": 0.06, "y": 0.9 }, "kind": "other", "text": "Estimated Non-GAAP gross margins for revenue not including Variable Customer Accounts, Uber, and business added through the acquisition of Beepsend in February 2017.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.005+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c049da06-f557-462c-b948-ae0346084dd0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.4, "y": 0.55 }, "kind": "paragraph", "text": "Non-GAAP Gross Margin", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.005+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2cc2f725-4e0d-4615-9c50-18726a69d5e2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.24, "x": 0.38, "y": 0.7 }, "kind": "paragraph", "text": "Excluding Variable, Uber, Beepsend impacts", "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": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.005+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b197e9e2-8567-48db-bd36-0709d6f667ce", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.73, "x": 0.06, "y": 0.14 }, "kind": "title", "text": "DEEPER LOOK AT Q3 2017 NON-GAAP GROSS MARGINS", "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": "2026-07-16 19:35:02.005+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1f885405-e4c0-48c8-a7db-603893ec78a4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 23, "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": 7, "componentCount": 2, "textChars": 67, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:01.721+00", "seconds": 2.58, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/23", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-23", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.015, "w": 0.202, "x": 0.399, "y": 0.95 }, "kind": "other", "text": "© 2017 TWILIO, INC. ALL RIGHTS RESERVED.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": { "name": "Unclassified", "slug": "unclassified", "status": "active", "canonId": "019de52d-05ca-77db-81fb-db7d4234bbc0", "version": 1, "description": null }, "framework": null }, "subkind": "unclassified", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:01.721+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "24a5a475-92a6-4b8b-bdea-a45475c58aa5", "parentComponentId": null }, { "bbox": { "h": 0.124, "w": 0.584, "x": 0.208, "y": 0.438 }, "kind": "title", "text": "REVENUE MIX & GROSS MARGINS", "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": "2026-07-16 19:35:01.721+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a8d4562-d54a-429f-a5df-7f500fb49e63", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 24, "type": "analysis", "function": "analyze_data", "rawType": "segmentation", "block": null, "metadata": { "slideType": "segmentation", "slideTypeCanon": { "name": "Segmentation", "slug": "segmentation", "status": "active", "canonId": "019de52d-0917-75d5-9172-1b3b3c2f6400", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 5, "textChars": 224, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:02.302+00", "seconds": 2.941, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/24", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-24", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.45, "x": 0.48, "y": 0.028 }, "kind": "chart", "text": "Q3 2017 revenue split: 76% US, 24% International", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.302+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b05d23a-067f-4dc7-95af-fc032d3c1cef", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.06, "y": 0.036 }, "kind": "legend", "text": "International (Green), US (Blue)", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.302+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "af3b6c70-d5c8-415a-98f7-434f666bd26c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.06, "y": 0.088 }, "kind": "paragraph", "text": "% of Total Revenue for the three month period ended September 30, 2017.", "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": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.302+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "792da183-cc66-4f62-8401-7d0e76b4bbdb", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.06, "y": 0.28 }, "kind": "paragraph", "text": "Based on location of Active Customer 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": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.302+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c003cac8-72ad-4688-96bb-3b4b27e99901", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.06, "y": 0.15 }, "kind": "title", "text": "GEOGRAPHIC REVENUE BREAKDOWN", "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": "2026-07-16 19:35:02.302+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2bba64a7-5583-4bc2-acca-12aa321c2b91", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 25, "type": "analysis", "title": "The chart shows 53% International and 47% US revenue.", "function": "analyze_data", "rawType": "segmentation", "block": null, "metadata": { "slideType": "segmentation", "slideTypeCanon": { "name": "Segmentation", "slug": "segmentation", "status": "active", "canonId": "019de52d-0917-75d5-9172-1b3b3c2f6400", "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": 6, "textChars": 383, "nDataPoints": 2, "notes": "The chart shows 53% International and 47% US revenue.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:02.649+00", "seconds": 3.189, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/25", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-25", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.4, "x": 0.5, "y": 0.3 }, "kind": "chart", "text": "53% International, 47% US", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.649+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9d50c8e-b76e-4c51-87ee-af186a960575", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.06, "y": 0.37 }, "kind": "legend", "text": "International (Green), US (Blue)", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.649+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e1653eb-538f-42e7-8a8e-e35687d64f2d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.06, "y": 0.87 }, "kind": "other", "text": "Geographic split of Programmable Voice, Programmable SMS/MMS Messaging, and Short Code Messaging revenue based on location of usage for the three month period ending September 30, 2017.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.649+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ce76960-32b5-4ab8-bfb7-88fe4f419928", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.4, "x": 0.06, "y": 0.26 }, "kind": "subtitle", "text": "Only includes revenue from Programmable Voice Minutes and Programmable Messages", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.649+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71312c02-5891-4a7c-83e6-0cb30a624ac4", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.62, "y": 0.25 }, "kind": "subtitle", "text": "Q3 2017", "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": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.649+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f0086c8e-f88b-4e3d-81ad-6abe2bce52d4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.06, "y": 0.15 }, "kind": "title", "text": "INTERNATIONAL REVENUE MIX - CORE VOICE & MESSAGING ONLY", "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": "2026-07-16 19:35:02.649+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9307fdb5-31bd-4ec9-81eb-50f2074b64b9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "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": "balanced", "densityScore": 36, "componentCount": 3, "textChars": 324, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:02.2+00", "seconds": 2.73, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/26", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-26", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.54, "x": 0.23, "y": 0.28 }, "kind": "chart", "text": "Revenue growth from $4.7M in Q3 2016 to $9.5M in Q3 2017", "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": "2026-07-16 19:35:02.2+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3dfddf9b-5784-4646-93e1-462253465fad", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.06, "y": 0.88 }, "kind": "paragraph", "text": "Revenue from Application Services products for the three month period ended September 30. Examples include Client Voice, Programmable Chat, Programmable Video, Authy, TaskRouter, recording, storage, conferencing and others.", "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": null, "framework": null }, "subkind": "description", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.2+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "655f01bc-c8b9-4023-ad04-37866b054be3", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.75, "x": 0.06, "y": 0.14 }, "kind": "title", "text": "APPLICATION SERVICES REVENUE GROWING 100% YOY", "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": "2026-07-16 19:35:02.2+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d5973e7-d7e8-4f7b-adf1-2f189f1862f5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "df728cb9-4b1e-44fd-8fac-95a703487bbc", "evidence": "chart/bar-vertical: Revenue growth from $4.7M in Q3 2016 to $9.5M in Q3 2017", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:11:44.349327+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "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": "dense", "densityScore": 60, "componentCount": 5, "textChars": 453, "nDataPoints": 2, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:02.737+00", "seconds": 2.842, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/27", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-27", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.4, "x": 0.5, "y": 0.3 }, "kind": "chart", "text": "91% Core Communications, 9% Application Services", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.737+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c27da669-c38b-43a1-8794-02ced78584a3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.06, "y": 0.88 }, "kind": "disclaimer", "text": "% of Total Revenue for each category for the three month period ended September 30, 2017. Sample list of products - not exhaustive.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.737+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92359ba0-becf-4d1f-b781-21c4fa219558", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.06, "y": 0.3 }, "kind": "legend", "text": "Core Communications Revenue: Programmable Messaging, Programmable Voice, Phone Numbers, Other. Application Services Revenue: Client Voice, Programmable Chat, Programmable Video, Authy, Recording, Storage, TaskRouter", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "legend", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.737+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30641596-c5ed-40cd-96d3-2a2a0a886004", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.61, "y": 0.25 }, "kind": "subtitle", "text": "Q3 2017", "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": "2026-07-16 19:35:02.737+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27f40bf4-5934-47f2-a0de-c45cfd03eb81", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.82, "x": 0.06, "y": 0.14 }, "kind": "title", "text": "APPLICATION SERVICES GROWING AS A % OF TOTAL REVENUE", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.737+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ef6f6e15-0e01-4a87-a46e-25a6ab7dfb93", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 28, "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": 15, "componentCount": 3, "textChars": 76, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:02.594+00", "seconds": 2.547, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/28", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-28", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.013, "w": 0.202, "x": 0.399, "y": 0.949 }, "kind": "disclaimer", "text": "© 2017 TWILIO, INC. ALL RIGHTS RESERVED.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:02.594+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c89c45bf-0902-422c-8d26-7e99f96154f1", "parentComponentId": null }, { "bbox": { "h": 0.088, "w": 0.11, "x": 0.023, "y": 0.041 }, "kind": "image", "text": "Twilio 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": "2026-07-16 19:35:02.594+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5bff1dde-1a23-453e-80cc-725f8bad434f", "parentComponentId": null }, { "bbox": { "h": 0.124, "w": 0.544, "x": 0.228, "y": 0.438 }, "kind": "title", "text": "LONG TERM OPERATING MODEL", "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": "2026-07-16 19:35:02.594+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f827516b-b50d-43ed-9e21-6daf56a2b580", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 29, "type": "appendix", "title": "The table displays non-GAAP financial metrics for Twilio.", "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": "balanced", "densityScore": 33, "componentCount": 3, "textChars": 233, "nDataPoints": 18, "notes": "The table displays non-GAAP financial metrics for Twilio.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:03.173+00", "seconds": 2.658, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/29", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-29", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.65, "x": 0.17, "y": 0.85 }, "kind": "other", "text": "Notes: All numbers presented are Non-GAAP. See Appendix for GAAP financial measures and reconciliations.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "annotation", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:03.173+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4cf1ec26-aa92-477f-83db-f7c12217ed0a", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.65, "x": 0.17, "y": 0.267 }, "kind": "table", "text": "Gross Margin, R&D, S&M, G&A, Operating Margin across 2016, 9m 2017, and Long-Term Model", "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": "2026-07-16 19:35:03.173+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e296dc0-6db8-4538-b289-3ab30a1c1b8d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.65, "x": 0.06, "y": 0.15 }, "kind": "title", "text": "TARGET LONG TERM OPERATING MARGINS OF 20%+", "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": "2026-07-16 19:35:03.173+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e27ec09-0a24-4166-8545-4de9e5bf0bab", "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": "c462d0fe-4513-4c31-8995-de4b9910508a", "evidence": "table/data: Gross Margin, R&D, S&M, G&A, Operating Margin across 2016, 9m 2017, and Long-Term Model", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:11:44.496849+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": [], "loops": [], "locked": true }, { "page": 30, "type": "setup", "function": "front_matter", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 24, "componentCount": 4, "textChars": 73, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:03.336+00", "seconds": 2.603, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/30", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-30", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.11, "x": 0.02, "y": 0.04 }, "kind": "image", "text": "Twilio 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": "2026-07-16 19:35:03.336+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74d66da6-af7e-4db1-b7ad-056f776fc99e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.26, "x": 0.37, "y": 0.44 }, "kind": "paragraph", "text": "NOT MATERIAL", "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": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:03.336+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ced8aee6-0dcc-407e-9bda-968ed53057bb", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.2, "x": 0.4, "y": 0.95 }, "kind": "source-note", "text": "© 2017 TWILIO, INC. ALL RIGHTS RESERVED.", "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": "source-note", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:03.336+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3ef11a4-c988-4025-a4b8-ca1734bb5310", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.22, "x": 0.065, "y": 0.15 }, "kind": "title", "text": "606 UPDATE", "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": "2026-07-16 19:35:03.336+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c1df019-a21f-43a6-b77f-e0c1ff1225a1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 31, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 17, "componentCount": 3, "textChars": 96, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:03.257+00", "seconds": 2.383, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/31", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-31", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.11, "x": 0.02, "y": 0.04 }, "kind": "image", "text": "Twilio 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": "2026-07-16 19:35:03.257+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "74ec14ed-88c7-4b9b-b65e-b22451c94437", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.55, "y": 0.2 }, "kind": "list", "text": "Rapid Growth at Scale\nPowerful Business Model\nAttractive Long Term Model", "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": "2026-07-16 19:35:03.257+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6084095-2c0e-41c4-99f3-af7f4bbddb04", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.37, "x": 0.12, "y": 0.45 }, "kind": "title", "text": "KEY TAKEAWAYS", "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": "2026-07-16 19:35:03.257+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36a177db-71d6-4e3b-b6b5-a3b28a07f013", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8ae6a2d9-f5eb-415f-a81a-494d3fb35409", "evidence": "list/bullet: Rapid Growth at Scale, Powerful Business Model, Attractive Long Term Model", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:11:44.60877+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": [], "loops": [], "locked": true }, { "page": 32, "type": "setup", "function": "state_next_steps", "rawType": "closing_ask", "block": null, "metadata": { "slideType": "closing_ask", "slideTypeCanon": { "name": "Closing ask", "slug": "closing_ask", "status": "active", "canonId": "019de52d-0aa4-750f-8aa1-8d622dd99f5c", "version": 1, "description": null }, "function": "state_next_steps", "functionCanon": { "name": "State next steps", "slug": "state_next_steps", "status": "active", "canonId": "019de52d-14ca-70ac-b534-971f458cdf29", "version": 1, "description": null }, "density": "sparse", "densityScore": 14, "componentCount": 3, "textChars": 60, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:03.748+00", "seconds": 2.508, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/32", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-32", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.013, "w": 0.198, "x": 0.401, "y": 0.95 }, "kind": "disclaimer", "text": "© 2017 TWILIO, INC. ALL RIGHTS RESERVED.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:03.748+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fef74e53-15a8-4710-a1ec-f9e3d379bd04", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.11, "x": 0.023, "y": 0.041 }, "kind": "image", "text": "Twilio 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": "2026-07-16 19:35:03.748+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc40ddfc-4a76-4956-840f-a6ed52d1a771", "parentComponentId": null }, { "bbox": { "h": 0.118, "w": 0.198, "x": 0.401, "y": 0.441 }, "kind": "title", "text": "THANK YOU", "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": "2026-07-16 19:35:03.748+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49234f97-6f2d-4be4-b31c-3ffa4a1898e9", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Closing ask", "slug": "closing-ask-slide", "status": "active", "bestFor": null, "canonId": "019df269-295e-70bc-9ee8-baa90a49922d", "version": 1, "bodyDocId": "019df269-293a-7523-9bb5-2692a9047168", "description": "The last slide the reader sees. Treat it as a single design moment —", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "b7490678-0b58-4e44-b03a-ba955915e921", "evidence": "title/headline: THANK YOU", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 02:11:44.679594+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 33, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 14, "componentCount": 3, "textChars": 59, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:04.078+00", "seconds": 2.496, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/33", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-33", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.083, "w": 0.11, "x": 0.023, "y": 0.042 }, "kind": "image", "text": "Twilio 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": "2026-07-16 19:35:04.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a146f55-d907-4b1f-98fb-ff0034ad5e99", "parentComponentId": null }, { "bbox": { "h": 0.014, "w": 0.198, "x": 0.401, "y": 0.951 }, "kind": "other", "text": "© 2017 TWILIO, INC. ALL RIGHTS RESERVED.", "attrs": null, "canon": { "kind": { "name": "Other", "slug": "other", "status": "active", "canonId": "019de52c-fa90-743c-8bf6-20d1fbe82b6d", "version": 1, "description": "Fallback when no canonical kind applies." }, "tool": null, "subkind": null, "framework": null }, "subkind": "body", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:04.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77b4a89b-cc49-43d8-90a5-5e84331d7695", "parentComponentId": null }, { "bbox": { "h": 0.124, "w": 0.176, "x": 0.412, "y": 0.438 }, "kind": "title", "text": "APPENDIX", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:04.078+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0e79684-96b8-4e4c-b501-306d7165970d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 34, "type": "analysis", "title": "The table includes adjustments for stock-based compensation, amortization of acquired intangibles, stock repurchase, gain on lease termination, payroll taxes, a", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 2, "textChars": 193, "nDataPoints": 300, "notes": "The table includes adjustments for stock-based compensation, amortization of acquired intangibles, stock repurchase, gain on lease termination, payroll taxes, acquisition-related expenses, and tax liability releases.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:05.234+00", "seconds": 3.381, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/34", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-34", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.9, "w": 0.9, "x": 0.05, "y": 0.08 }, "kind": "table", "text": "Financial reconciliation table showing GAAP to non-GAAP adjustments for revenue, gross profit, R&D, S&M, G&A, and loss from operations.", "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": "2026-07-16 19:35:05.234+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56cbc0ee-4619-468c-9910-754b6a4d2d1c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.05, "y": 0.02 }, "kind": "title", "text": "TWILIO INC. Reconciliation to Non-GAAP Financial Measures*", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:05.234+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c2a2ab9-e4b0-4f5a-811e-b9b400509dda", "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": "7720285e-b3b9-473f-95df-c251f09eaca9", "evidence": "table/data: Financial reconciliation table showing GAAP to non-GAAP adjustments for revenue, gross profit, R&D, S&M, G&A, and loss from operations.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:11:44.788507+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 35, "type": "appendix", "title": "The slide contains two distinct tables: a financial reconciliation table and a key metrics table.", "function": "appendix", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 5, "textChars": 367, "nDataPoints": 200, "notes": "The slide contains two distinct tables: a financial reconciliation table and a key metrics table.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:35:05.112+00", "seconds": 3.173, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8e-e64e-73fb-bccc-d76ae486c252/35", "deck": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252", "deckAnchor": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252#slide-35", "deckJson": "/decks/019f6b8e-e64e-73fb-bccc-d76ae486c252.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.2, "x": 0.05, "y": 0.97 }, "kind": "disclaimer", "text": "* Some columns may not add due to rounding", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "disclaimer", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:05.112+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9fe969ea-4b86-4ead-97b0-b90e377e6e4b", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.07 }, "kind": "table", "text": "Financial reconciliation table showing net loss, adjustments, and per-share calculations across multiple quarters and years.", "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": "2026-07-16 19:35:05.112+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a65bc33-195e-4f51-8b58-d79462a883b6", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.86 }, "kind": "table", "text": "Key metrics table showing Active Customers, Base Revenue, Base Revenue Growth Rate, and Dollar-Based Net Expansion Rate.", "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": "2026-07-16 19:35:05.112+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f149dba-2713-4c61-8adf-a106f1d45925", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "y": 0.02 }, "kind": "title", "text": "TWILIO INC. Reconciliation to Non-GAAP Financial Measures*", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:05.112+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "043ddbdd-ef6d-4da8-b442-269a0a7939f8", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.82 }, "kind": "title", "text": "TWILIO INC. Key Metrics", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:35:05.112+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d71a19c-422c-4942-b43b-8cecf905a54a", "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": "8d82030a-8e8b-4839-b860-f5d17902bf6e", "evidence": "table/data: Financial reconciliation table showing net loss, adjustments, and per-share calculations across multiple quarters and years.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 02:11:44.860619+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [], "loops": [] }