Acme Corp · Internal

Q3 Product Review

Revenue, delivery, and the three bets that carry us into Q4.

Platform team · 26 August 2026

Agenda

Where the numbers landed
What shipped, and what it looks like
A live walk-through of the ARR curve
Three bets for Q4
Risks we are carrying

One company, one system

The mark, type scale, and scene palette share one token file. Rebrand once; slides, exports, and SVG scenes follow.

Revenue by quarter

Delivery pipeline

Throughput, in motion

Animated loop of the throughput ticker — Two-second loop of the live throughput ticker

The new replay console

Replaying a failed batch in five seconds

Always on

The platform does not stop

99.98% availability across the quarter.

The alert that woke nobody

The new low-urgency chime — three seconds, no pager

Try it here

A self-contained page, embedded straight into the slide

The deck is data

(deck/deck
 {:title "Acme Corp — Q3 Product Review"
  :slides
  [(deck/slide :metrics
     (content/table ["Metric" "Q2" "Q3"]
                    [["ARR" "$96.0M" "$118.4M"]]))
   (deck/slide :product-demo
     (content/video "assets/acme/demo.mp4"))]})

examples/plato/acme/deck.cljc

Breaking changes

Unit economics

Contribution margin

\[ m = \frac{R - C_v}{R} = \frac{118.4 - 41.2}{118.4} = 0.652 \]

Each point of margin is about $ \$1.2\text{M} $ of annual free cash flow.

The numbers

Finance close, 12 August 2026 · USD
Metric	Q2 FY26	Q3 FY26	QoQ	Target
ARR	$96.0M	$118.4M	+23.3%	$115.0M
Net revenue retention	112%	119%	+7 pts	115%
Gross margin	61.0%	65.2%	+4.2 pts	64.0%
Weekly active accounts	8,410	10,972	+30.5%	10,000

Three bets for Q4

◆

Replay everywhere

Every pipeline stage replayable from the console, not just ingest.

◈

Self-serve onboarding

First event to first dashboard in under ten minutes, unassisted.

◉

Cost per event

Halve it by moving enrichment off the hot path.

We replaced four internal dashboards with one Acme replay link, and on-call load halved inside a month.
Director of Platform Engineering, Northwind Logistics

What could go wrong

Carrying into Q4

Replay storage grows faster than the retention policy assumed.
Two of the three bets depend on the same four engineers.
The enrichment move needs a migration window we have not booked.

The one number

$118.4M

Annual recurring revenue

The one number

$118.4M

Annual recurring revenue

+23.3% quarter over quarter · +42% year over year

Exporting the deck

(require '[plato.acme.deck :as acme]
         '[plato.html :as html])

(spit "dist/acme.html"
      (html/deck->html acme/model
                       {:asset-base "." :theme "night"}))

The same model, rendered on the JVM

Where the numbers come from

Revenue chart — One chart, one source of truth: the finance close

Follow-ups

Book the enrichment migration window before 5 September.
Publish the replay retention policy.
Hire two platform engineers.

Q4 starts Monday

Ship the replay lane. Halve the cost per event.

Owners are in the appendix; the board pack goes out Friday.

Questions?