{
  "docId": "019dd923-5efe-75c0-8dff-dde54545c5ba",
  "docSlug": "92b80b4c1a08c8a8",
  "documentTitle": "2025 Investor Day",
  "authorId": "Cloudflare",
  "authorName": "Cloudflare",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 101,
  "pageCount": 117,
  "prevPage": 100,
  "nextPage": 102,
  "slideType": "competitive_analysis",
  "function": "compare_peers",
  "density": "balanced",
  "nDataPoints": 100,
  "notes": "The slide uses a scatter plot to show the growth trajectory of Cloudflare relative to other SaaS companies.",
  "elementsJson": [
    "headline_text",
    "action_title",
    "scatter_plot",
    "callout_box",
    "footnote",
    "logo_grid"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5efe-75c0-8dff-dde54545c5ba/101",
  "deckHref": "/decks/019dd923-5efe-75c0-8dff-dde54545c5ba",
  "deckJsonHref": "/decks/019dd923-5efe-75c0-8dff-dde54545c5ba.json",
  "deckAnchorHref": "/decks/019dd923-5efe-75c0-8dff-dde54545c5ba#slide-101",
  "components": [
    {
      "bbox": {
        "h": 0.4,
        "w": 0.2,
        "x": 0.75,
        "y": 0.3
      },
      "kind": "callout",
      "text": "$1M+ customers represent less than 1% of Cloudflare's total paying customers.",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f297752a-521a-4bbd-a141-a291225a7bbb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.65,
        "x": 0.05,
        "y": 0.25
      },
      "kind": "chart",
      "text": "$1M+ Customers vs. Annualized Revenue",
      "attrs": null,
      "subkind": "scatter",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "33058606-e341-46d9-882c-546fdda2835d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "$1M+ Customers",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-611f-7478-a43c-5384351446b5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.65,
        "x": 0.05,
        "y": 0.93
      },
      "kind": "source-note",
      "text": "Source: Latest company reports, filings, and investor presentations. Annualized Revenue = quarterly revenue x 4, except for UiPath displaying Annual Recurring Revenue. Chart uses data from CY-2020 to CY-2024, except for ServiceNow (2015 to 2018). Some of Zscaler, Datadog, and Snowflake's latest data points not displayed due to boundaries of the chart.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "337fea9e-24b8-4731-bed5-705afa630301",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.5,
        "x": 0.05,
        "y": 0.11
      },
      "kind": "title",
      "text": "Enterprise accounts are just getting started...",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "68678033-a748-49ce-b647-73be27b634af",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [
    {
      "to": 105,
      "from": 97,
      "name": "Quick Win Big Bet",
      "slug": "47-quick-win-big-bet",
      "bestFor": "Transformation planning, 100-day plans, resource allocation",
      "matchId": "f0f320df-1341-40cb-83a1-a6046843b94f",
      "evidence": "The deck presents Cloudflare's growth metrics and pipeline growth",
      "position": 1,
      "objective": "Showcase Cloudflare's growth and traction",
      "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap",
      "confidence": 0.7,
      "description": "Separate initiatives into immediate wins and longer-term strategic bets"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}