{
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  "documentTitle": "2023 Investor Day",
  "authorId": "Samsara",
  "authorName": "Samsara",
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  "nDataPoints": 3,
  "notes": "The funnel illustrates market segmentation based on financial performance metrics.",
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  "slideHref": "/slides/019dd923-5eff-723e-9be5-1309376a6a70/47",
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      "kind": "chart",
      "text": "Funnel showing reduction from ~200 to 58 to 6 companies",
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      "subkind": "funnel",
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      "kind": "image",
      "text": "Samsara and peer company logos",
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    {
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      "kind": "metric",
      "text": "ARR: 6",
      "attrs": null,
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      "toolName": "Quantification",
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      "componentId": "019dd952-7daf-731c-89c2-332ffa3e3a65",
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      "kind": "paragraph",
      "text": "US-listed software companies with CY23 consensus estimates of: $1B+ ARR, 30%+ growth, Free cash flow positive (Q4 CY23)",
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      "kind": "source-note",
      "text": "Source: CapIQ and FactSet data as of June 16 2023 based on CY23 consensus estimates for publicly listed Application Software, System Software and Internet Services and Infrastructure companies.",
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      "kind": "title",
      "text": "Samsara is operating in rarified air",
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      "evidence": "Funnel chart matches narrowing-peer-set message",
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      "evidence": "'Rarified air' framing flatters the position",
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  "frameworks": [
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      "evidence": "Funnel visualization used to segment companies by financial criteria",
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      "evidence": "Funnel benchmarking Samsara vs US-listed peer set",
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      "evidence": "Funnel narrowing 200 software peers to 6.",
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      "evidence": "p46 $850M+ ARR; p47 funnel narrows 200 to 58 to 6 peers.",
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      "structure": "Top of Funnel -> Stage 1 Conversion -> Stage 2 Conversion -> Bottom of Funnel -> The Leak",
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      "description": "Show progressive filtering through stages to identify where drop-off occurs"
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