{
  "docId": "019de517-666b-77f5-8d79-ce8736ac351a",
  "docSlug": "a2323b8c96c7db4b815767a662a5b09f",
  "documentTitle": "Matterport | Results Presentation Deck | 21 slides",
  "authorId": "matterport",
  "authorName": "Matterport",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-11-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 13,
  "pageCount": 21,
  "prevPage": 12,
  "nextPage": 14,
  "slideType": "kpi_overview",
  "function": "summarize",
  "density": "dense",
  "nDataPoints": 20,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de517-666b-77f5-8d79-ce8736ac351a/13",
  "deckHref": "/decks/019de517-666b-77f5-8d79-ce8736ac351a",
  "deckJsonHref": "/decks/019de517-666b-77f5-8d79-ce8736ac351a.json",
  "deckAnchorHref": "/decks/019de517-666b-77f5-8d79-ce8736ac351a#slide-13",
  "components": [
    {
      "bbox": {
        "h": 0.37,
        "w": 0.286,
        "x": 0.683,
        "y": 0.21
      },
      "kind": "list",
      "text": "ARR of >$91M\n800 bps improvement in Non-GAAP Gross Margin, driven by meaningfully enhanced subscription & product margins\nNon-GAAP Net loss improved by 56%",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e5ea1553-dad9-4138-b398-e6dadfee1ccf",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.07,
        "w": 0.449,
        "x": 0.075,
        "y": 0.83
      },
      "kind": "source-note",
      "text": "Notes:\nUnaudited\nFor the definition of non-GAAP gross margin, loss from operations and net loss and a reconciliation to their most directly\ncomparable financial measures prepared in accordance with GAAP, please see the appendix",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e27c1de0-daff-405f-ac43-869c88b4eac1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.606,
        "w": 0.24,
        "x": 0.319,
        "y": 0.165
      },
      "kind": "table",
      "text": "Three Months Ended September 30,\n2023\n2022\n($000s)\nRevenue:\nSubscription\n22,850\n18,981\nLicense\n28\n21\nServices\n9,936\n10,015\nProduct\n7,828\n8,976\nTotal revenue\n40,642\n37,993\nNon-GAAP Gross Margin\nSubscription\n77%\n72%\nLicense\n100%\n100%\nServices\n35%\n35%\nProduct\n23%\n13%\nTotal non-GAAP GM%\n56%\n48%\nTotal non-GAAP operating expenses\n38,982\n46,028\nNon-GAAP loss from operations\n(16,088)\n(27,650)\nNon GAAP net loss\n(11,956)\n(26,923)",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "57bfdf19-db8a-40dd-8a70-5f44fab37e0d",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Table data",
      "slug": "table-data",
      "agent": null,
      "layer": "slide",
      "matchId": "63e96ba6-063a-4ce1-aa69-f11a8d8285c5",
      "evidence": "table/data: Three Months Ended September 30, 2023 2022 ($000s) Revenue: Subscription 22,850 18,981 License 28 21 Services 9,936 10,015 Product 7,828 8,976 Total revenue 40,642 37,993",
      "confidence": 0.9
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 16,
      "from": 8,
      "beatId": "894535da-361b-4c63-842f-745ae6a10903",
      "arcName": "Rags to Riches",
      "arcSlug": "rags-to-riches",
      "beatName": "Rising Success",
      "beatSlug": "rags-to-riches-rising-success",
      "evidence": "Slides on 'The next generation of digital twins,' 'Financial Overview,' and various KPI overviews demonstrate rising success.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    },
    {
      "to": 15,
      "from": 10,
      "beatId": "86a7d0d6-34cb-4a6b-b6f0-298426e952b6",
      "arcName": "Rags to Riches",
      "arcSlug": "rags-to-riches",
      "beatName": "The Breakthrough",
      "beatSlug": "rags-to-riches-the-breakthrough",
      "evidence": "The slides on 'Largest sequential increase in subscription revenue growth' and 'Step function improvement in Non-GAAP loss per share' highlight key breakthroughs.",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 16,
      "from": 8,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "0b917694-0bc4-4eac-9042-c02456288f4e",
      "evidence": "The 'The next generation of digital twins is here' slide implies that not acting now would be costly.",
      "position": 0,
      "objective": "What if Matterport doesn't capitalize on the demand for digital twins?",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    },
    {
      "to": 15,
      "from": 10,
      "name": "Quick Win Big Bet",
      "slug": "47-quick-win-big-bet",
      "bestFor": "Transformation planning, 100-day plans, resource allocation",
      "matchId": "482e0eeb-b2b6-47cf-97f5-66f154017095",
      "evidence": "Slides on 'Largest sequential increase in subscription revenue growth' and 'Step function improvement in Non-GAAP loss per share' demonstrate quick wins and big bets.",
      "position": 1,
      "objective": "Can Matterport achieve quick wins and make big bets on digital twins?",
      "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
}