{ "docId": "019de518-c769-76ae-ac0e-55ab22fef1da", "docSlug": "9bfcd56aff9e69a690e402b38ed34378", "documentTitle": "Procore | Investor Day Presentation Deck | 81 slides", "authorId": "procore", "authorName": "Procore", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2024-11-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 27, "pageCount": 81, "prevPage": 26, "nextPage": 28, "slideType": "market_sizing", "function": "size_opportunity", "density": "overcrowded", "nDataPoints": 10, "notes": null, "elementsJson": null, "metadataConfidence": 0.9, "imagePath": null, "slideHref": "/slides/019de518-c769-76ae-ac0e-55ab22fef1da/27", "deckHref": "/decks/019de518-c769-76ae-ac0e-55ab22fef1da", "deckJsonHref": "/decks/019de518-c769-76ae-ac0e-55ab22fef1da.json", "deckAnchorHref": "/decks/019de518-c769-76ae-ac0e-55ab22fef1da#slide-27", "components": [ { "bbox": { "h": 0.176, "w": 0.176, "x": 0.066, "y": 0.204 }, "kind": "chart", "text": "<12%*", "attrs": null, "subkind": "donut", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4d466cd0-1a59-4362-a25c-cffb479c4316", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.176, "w": 0.176, "x": 0.066, "y": 0.55 }, "kind": "chart", "text": "<2%*", "attrs": null, "subkind": "donut", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b07c23d2-626f-4117-8093-777f76f22e5b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.089, "w": 0.93, "x": 0.035, "y": 0.852 }, "kind": "disclaimer", "text": "Note: Logo capture rates reflect our customer count as of September 30, 2024, as a percentage of the total estimated number of logos in Procore's addressable markets (or a specified subset thereof) with at least $2.5M of annual construction volume, where the number of \"captured\" customers is defined as the aggregate number of entities (i) that have entered into one or more subscriptions with us that have recurring charges for which the term has not ended as of September 30, 2024, or (ii) with which we are negotiating a subscription renewal. Active go-to-market countries are countries where we are actively pursuing new customers and do not include countries where we only sell via inbound demand. Logo estimates by region and stakeholder are based on Procore calculations using data from the U.S. Census Bureau, Frost & Sullivan, and D&B Hoovers. \"ARR\" refers to annual recurring revenue. Refer to the appendix for the definitions of customer count and annual recurring revenue. 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We have seen early success (~25% of ARR) across corporations (ie Fortune 1000), energy, utilities, education, and healthcare.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "86917b00-c25a-49a1-8d82-353b6190a8f9", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.016, "w": 0.119, "x": 0.77, "y": 0.754 }, "kind": "paragraph", "text": "US MM+ SC Logos", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "93636b77-5f72-4b25-8bb9-67a1a8876c5f", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.016, "w": 0.119, "x": 0.77, "y": 0.546 }, "kind": "paragraph", "text": "US MM+ GC Logos", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a1d95e36-c7bd-46a0-ab4e-0e783e7b8a88", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.016, "w": 0.059, "x": 0.62, "y": 0.754 }, "kind": "paragraph", "text": "ENR 600", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b1f8dd56-3afd-4f4f-a328-1ce6a4317095", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.016, "w": 0.059, "x": 0.62, "y": 0.546 }, "kind": "paragraph", "text": "ENR 400", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "caf29561-4c22-4548-acf5-234679c95819", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.026, "w": 0.189, "x": 0.057, "y": 0.504 }, "kind": "source-note", "text": "*Updated methodology excludes logos with <$2.5M in annual construction volume.", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "123f3487-de56-4c56-b05d-0e940d5f332b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.059, "w": 0.43, "x": 0.047, "y": 0.096 }, "kind": "title", "text": "New Logo Opportunity", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "42e05358-60e2-4d80-be39-bf90ec8a9554", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.016, "w": 0.384, "x": 0.542, "y": 0.18 }, "kind": "title", "text": "Select Penetration Rates Within Each Stakeholder", "attrs": null, "subkind": "subtitle", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ae39de8e-ab70-4f62-85db-33beb6dd70eb", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "List presentation", "slug": "list-presentation", "agent": null, "layer": "slide", "matchId": "a6e912ad-b0e4-4bae-8ff0-9f845fa55c5a", "evidence": "list/bullet: Estimated International Logo Capture 260K+ Addressable Construction Logos in Active GTM Countries", "confidence": 0.8 } ], "frameworks": [], "arcBeats": [], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }