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Slide from KPCB Internet Trends report.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · Deeper LayerLoop · Pivot1 hit
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Colors denote current market value relative to Y/Y market value. Green = higher. Red = lower. Purple = newly public.2014 Bond Cap Internet Trends 2014 · Mary Meeker
Consulting deck VC research Beat · ImplicationsLoop · Benchmark Gap1 hit
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Data as of 5/31/16. Includes both public and private companies.2016 Bond Cap Internet Trends 2016 · Mary Meeker
Consulting deck VC research Beat · Evidence & ProofLoop · Pattern Hunter1 hit
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2017 Bond Cap Internet Trends 20172017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research 1 hit
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Data source: Analysys. Excludes certain P2P and transfer payments. Constant FX rate of 1USD = 6.9RMB.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Zoom In1 hit
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The slide uses a circular process flow to represent a feedback loop.2017 Bond Cap Internet Trends 2017 · Mary Meeker
Consulting deck VC research Beat · The Facts (What)Loop · Maturity Curve1 hit
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The chart categorizes retail sectors into 'Could be parcels', 'Could be custom delivered or collected', and 'Can't be delivered (?)'.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Myth Buster1 hit
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The slide uses a simple linear process flow to explain the 'unbundling' phenomenon.2020 Benedict Evans 2020 December The Great Unbundling · Benedict Evans
Consulting deck Independent analyst Beat · Deeper LayerLoop · The Reveal1 hit
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2021 Bessemer Venture Partners State of Cloud 20212021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research 1 hit
48
The slide uses a growth curve to visualize the transition between business maturity stages.2021 Bessemer Venture Partners State of Cloud 2021 · Bessemer Venture Partners
Consulting deck VC research Beat · The Implications (So What)Loop · Issue Tree1 hit
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The slide uses a simple flow diagram to show the synthesis of two market conditions into a new business opportunity.2022 Benedict Evans 2022 The New Gatekeepers · Benedict Evans
Consulting deck Independent analyst Beat · The Implications (So What)Loop · Aha Moment1 hit
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The chart highlights the significant increase in infrastructure spending by major tech companies.2023 Benedict Evans 2023 AI and Everything Else · Benedict Evans
Consulting deck Independent analyst Beat · First LayerLoop · Pattern Hunter1 hit
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Includes non-GAAP FX-adjusted metrics and standard financial disclosures.2024 Q1 Earnings Presentation · American Express
Consulting deck Strategy consulting Beat · Setup & Stakes1 hit
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2024 Q1 Earnings Presentation2024 Q1 Earnings Presentation · American Express
Consulting deck Strategy consulting Beat · ClimaxLoop · So What Cascade1 hit
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2025 Benedict Evans 2025 Autum AI eats the world2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Rising Action1 hit
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2025 Benedict Evans 2025 Autum AI eats the world2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Climax1 hit
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2025 Benedict Evans 2025 Autum AI eats the world2025 Benedict Evans 2025 Autum AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · Resolution1 hit
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The slide uses a sequential growth curve to illustrate the cyclical nature of tech industry platform shifts.2025 Benedict Evans 2025 Spring AI eats the world · Benedict Evans
Consulting deck Independent analyst Beat · The Facts (What)Loop · Why Now1 hit
03
The slide contrasts two distinct growth profiles in the AI sector, highlighting differences in ARR growth, gross margins, and capital efficiency (ARR/FTE).2025 Bessemer Venture Partners State of AI 2025 · Bessemer Venture Partners
Consulting deck VC research Beat · The Facts (What)Loop · Segmentation Split1 hit
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The slide uses a consistent planet icon as a bullet point for each takeaway.2025 Bessemer Venture Partners State of AI 2025 · Bessemer Venture Partners
Consulting deck VC research Beat · The Action (Now What)Loop · So What Cascade1 hit
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2025 Q4 Earnings Slides2025 Q4 Earnings Slides · Alphabet
Consulting deck Strategy consulting Beat · Surface ObservationLoop · Pattern Hunter1 hit
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Data presented in millions, except percentages and EPS; unaudited.2025 Q4 Earnings Slides · Alphabet
Consulting deck Strategy consulting Beat · First LayerLoop · Pattern Hunter1 hit
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Data presented in millions, except percentages. Includes Y/Y growth rates and operating margin.2025 Q4 Earnings Slides · Alphabet
Consulting deck Strategy consulting Beat · Core InsightLoop · Segmentation Split1 hit
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The table provides a bridge between GAAP operating cash flow and non-GAAP free cash flow, including TTM metrics.2025 Q4 Earnings Slides · Alphabet
Consulting deck Strategy consulting Beat · Implications1 hit
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2026 Q1 Earnings Presentation 22026 Q1 Earnings Presentation 2 · American Express
Consulting deck Strategy consulting Beat · The Facts (What)Loop · Pattern Hunter1 hit
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Includes non-GAAP FX-adjusted revenue metric and EPS details.2026 Q1 Earnings Presentation 2 · American Express
Consulting deck Strategy consulting Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide uses a split-view layout to compare two key performance indicators: spend growth and retention rates.2026 Q1 Earnings Presentation 2 · American Express
Consulting deck Strategy consulting Beat · The Facts (What)Loop · Pattern Hunter1 hit
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Shows a significant growth multiplier for membership-based services across Lodging, Restaurants, and Airlines.2026 Q1 Earnings Presentation 2 · American Express
Consulting deck Strategy consulting Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The slide includes a disclaimer at the bottom regarding the scope of the metrics (Consumer and Small Business Services Card Balances).2026 Q1 Earnings Presentation 2 · American Express
Consulting deck Strategy consulting Beat · The Facts (What)Loop · Pattern Hunter1 hit
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The table displays financial performance metrics across four categories plus a total, with growth rates provided on both a reported and FX-adjusted basis.2026 Q1 Earnings Presentation 2 · American Express
Consulting deck Strategy consulting Beat · The Implications (So What)Loop · Build Up1 hit