{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5de0-76bd-a168-45c656dcb333", "slug": "ce5983ea879ea598", "title": "Perspective on Tower & Fiber", "subtitle": "McKinsey", "author": "McKinsey", "pageCount": 8, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.778, "document": { "id": "019dd923-5de0-76bd-a168-45c656dcb333", "slug": "ce5983ea879ea598", "title": "Perspective on Tower & Fiber", "rawTitle": "Perspective on Tower & Fiber", "authorId": "McKinsey", "authorName": "McKinsey", "authorDisplay": "McKinsey", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "strategy_consulting", "label": "Strategy consulting" }, "fileName": "MWC-Perspective-on-Tower-Fiber-investment-vFS_rev.pdf", "sourceUrl": "https://www.gsma.com/solutions-and-impact/technologies/networks/wp-content/uploads/2025/03/MWC-Perspective-on-Tower-Fiber-investment-vFS_rev.pdf", "sourceDate": "2025-03-06 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-24 07:54:33+00", "status": "ready", "pageCount": 8, "orientation": "landscape", "aspectRatio": 1.778, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/ce5983ea879ea598", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 8, "pagesIndexed": 8, "pagesWithImages": 8, "pagesWithMetadata": 8, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 36, "chartCount": 2, "metricSlides": 2, "toolMatches": 1, "documentToolMatches": 0, "frameworkMatches": 1, "arcMatches": 1, "beatMatches": 2, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "b908015d-40e3-48d1-b918-e9c4cd5e12d4", "evidence": "The deck follows a logical structure, starting with a problem statement, presenting data, discussing pain points, and offering strategic options.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 21:13:40.480999+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 4, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 2, "name": "Problem & Complication", "beatId": "8bc7efe1-86f5-4d90-8c79-0dc08e924919", "matchId": "b908015d-40e3-48d1-b918-e9c4cd5e12d4", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Slides 2-4 present the problem statement, data table, and pain points.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 7, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Solution & Approach", "beatId": "58cd132e-5919-41c6-9108-7afb13705aad", "matchId": "b908015d-40e3-48d1-b918-e9c4cd5e12d4", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Slides 5-7 present strategic options for TowerCos and FiberCos, and initiative lists.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 4, "from": 2, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "34825b99-3b9d-4ea7-bda8-d017c97ee559", "evidence": "The problem statement and pain points slides imply the costs of inaction.", "position": 0, "objective": "Highlight the challenges of inaction in the tower and fiber sector", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:13:40.598346+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 7, "from": 5, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "f226daad-5945-4e73-b010-d0d178331c55", "evidence": "The strategic options slides suggest potential quick wins and big bets.", "position": 1, "objective": "Present strategic options for quick wins and big bets in the sector", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:13:40.640175+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "b46e3b1a-c706-4d83-a61c-0611c77bb322", "evidence": "The slide is a cover slide with a title, subtitle, and logo.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 21:34:08.245409+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "eea73aab-9954-4a9b-84c7-9482cfd1931b", "evidence": "Categorization of business activities into 'Core' and 'Beyond the core' growth levers.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 18:38:07.448+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "hfs-horizons" } ], "patterns": [] }, "storymakers": null, "score": { "backend": "claude", "scoredAt": "2026-05-02 07:32:08.808+00", "subScores": { "scqa_arc": 62, "action_titles": 85, "mece_structure": 65, "closing_strength": 35, "evidence_quality": 65, "clarity_of_thesis": 70, "production_quality": 72, "visual_storytelling": 70 }, "totalScore": 68, "coveragePct": 100, "explanations": { "scqa_arc": "Situation (s2) and Complication (s3-4) are clear, but the deck answers with options menus rather than a single resolved Answer, weakening the arc.", "action_titles": "Nearly every content slide uses an insight-bearing sentence, e.g. slide 3: 'M&A activity in tower & fiber have slowed down; deployment growing modestly with single digit growth'.", "mece_structure": "Sections (problem, challenges, TowerCo options, FiberCo options, investor plays) are reasonably distinct but slides 5-7 are three overlapping cuts of strategic options.", "closing_strength": "Slide 8 is a generic McKinsey filler/sign-off with no recommendation, CTA, or next steps; the investor plays on slide 7 are listed but not resolved.", "evidence_quality": "Slides 2 and 3 carry quantitative backing (16 data points on s3), but slides 4-7 lean on qualitative frameworks and assertions without supporting figures.", "clarity_of_thesis": "Slide 2 establishes the connectivity-gap thesis declaratively, but the deck reads more as a 'perspective' tour than a single sharpened argument.", "production_quality": "High action-title density and consistent McKinsey styling, but slide 2 is overcrowded and slide 6 contains a visible typo ('oppoprtunities').", "visual_storytelling": "Charts on s2, comparison table on s3, icon grid on s4, Today/Future diagram on s5, and 3-column framework on s6 generally fit the message; slide 2 flagged as overcrowded." }, "slidesAnalyzed": 8 }, "review": { "backend": null, "verdict": "A competent McKinsey 'perspective' brief with strong stakes-setting and mostly declarative titles, but it ends on a menu instead of a recommendation — useful as an example of opening discipline, not as a Storymakers exemplar of resolution.", "reviewedAt": "2026-04-25 03:37:30+00", "slidesSeen": 8, "suggestions": [ "Add an executive-summary slide between p.2 and p.3 stating the 2-3 plays McKinsey actually recommends, so the deck leads with the answer.", "Rewrite p.4 title to name the top 2-3 challenges (e.g. \"Rising rates, capex pressure and tenancy plateaus are squeezing TowerCo/FiberCo economics\") instead of labeling the topic.", "Replace the closing p.7 with a synthesis/CTA slide that picks a point of view (\"For investors, brownfield FiberCo carve-outs offer the best risk-adjusted entry\") rather than listing options." ], "closingScore": 55, "openingScore": 72, "topStrengths": [ "P.2 opens with a quantified, stakes-laden thesis (2.6B unconnected, >30% of world) that doubles as the deck's spine.", "P.3 action title is genuinely insight-bearing: names the trend (M&A slowdown) AND the qualifier (single-digit deployment growth) in one line.", "Logical audience split across p.5/p.6/p.7 (TowerCos / FiberCos / investors) gives the deck an implicit MECE structure." ], "topWeaknesses": [ "No explicit recommendation or call-to-action slide — p.7 ends on \"several strategic plays available,\" which is a menu, not a verdict.", "P.4 title is a topic label (\"facing several challenges\") rather than naming what the challenges actually are.", "No executive summary up front and no section dividers, so a reader skimming titles cannot see the pillar structure.", "Typo in p.6 action title (\"oppoprtunities\") undermines the polish expected of a McKinsey perspective." ], "narrativeScore": 68, "pillarCritique": "There are no explicit section dividers; the deck relies on slide-title sequencing (challenges → TowerCo levers → FiberCo levers → investor plays). The TowerCo/FiberCo/investor split is roughly MECE by audience, but it is implicit rather than signposted.", "closingCritique": "Closes on p.7 with \"For investors, there remains several strategic plays available\" — a menu, not a recommendation or call to action — followed only by a McKinsey cover. No synthesis slide, no \"so what,\" no next-step ask.", "openingCritique": "P.2 leads with a clear thesis sentence (\"Over 30% of the world still lack access… requiring further investments\") that frames stakes and direction in one line. Strong for a 'perspective' piece, but the cover is bare and there is no executive summary slide before diving into market data on p.3.", "extractionSeconds": 53.448997, "narrativeCritique": "Deck follows a recognizable S→C→A→R-lite arc: connectivity gap (situation, p.2), slowing M&A (complication, p.3), challenges + levers (analysis, p.4-6), and investor plays (resolution, p.7). The arc is intact but compressed into 7 content pages with no explicit recommendation/next-steps slide, so resolution feels like a third options menu rather than a verdict.", "titleQualityScore": 74, "titleQualityCritique": "Most titles are declarative and insight-bearing — e.g. p.3 \"M&A activity in tower & fiber have slowed down; deployment growing modestly with single digit growth\" and p.2's stakes-setting line. Weaker titles drift into topic-label territory (p.4 \"TowerCos and FiberCos globally are facing several challenges\", p.7 \"there remains several strategic plays available\"), and p.6 has a typo (\"oppoprtunities\")." }, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/fNldAhQU1GaPJdh0AfMKRbDYlcB-vaKb7EoqDJWo17g/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9jZTU5ODNlYTg3OWVhNTk4L3AwMDEuanBn", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "balanced", "densityScore": 29, "componentCount": 5, "textChars": 343, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "photo" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:38:08.671+00", "seconds": 4.048, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5de0-76bd-a168-45c656dcb333/1", "deck": "/decks/019dd923-5de0-76bd-a168-45c656dcb333", "deckAnchor": "/decks/019dd923-5de0-76bd-a168-45c656dcb333#slide-1", "deckJson": "/decks/019dd923-5de0-76bd-a168-45c656dcb333.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.35, "x": 0.045, "y": 0.9 }, "kind": "disclaimer", "text": "CONFIDENTIAL AND PROPRIETARY | © 2024 McKinsey & Company. This material is intended solely for your internal use and any use of this material without specific permission of McKinsey & Company is strictly prohibited. All rights reserved.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:08.671+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "27ff9189-f9e9-4745-9c04-73af42667d0e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.2, "x": 0.045, "y": 0.065 }, "kind": "image", "text": "McKinsey & Company", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:08.671+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69856f90-6ceb-4580-81f8-5d273aedc163", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.045, "y": 0.7 }, "kind": "paragraph", "text": "6 March 2025", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:08.671+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8025ba66-9ce4-4cbb-8cbe-bcef09f91b8b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.35, "x": 0.045, "y": 0.4 }, "kind": "title", "text": "Perspective on Tower & Fiber", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:08.671+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14b74a6e-d423-4875-ad3d-a7a38f936ed2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.045, "y": 0.6 }, "kind": "title", "text": "Mobile World Congress 2025 Tower and Fiber Summit", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:08.671+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2b72659-0048-475c-9d1c-334f0c326d04", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "b46e3b1a-c706-4d83-a61c-0611c77bb322", "evidence": "The slide is a cover slide with a title, subtitle, and logo.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 21:34:08.245409+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/CLZzr51_WRfCOWcyCY23_W-n8QbvMGkdBN0llxVZGks/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9jZTU5ODNlYTg3OWVhNTk4L3AwMDEuanBn", "imagePathAlt": "https://imgproxy.kitesheet.com/9VRltHtLo7WF_Q-LDb-w4pqIuDOJARS6Mt49ez0pFyw/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9jZTU5ODNlYTg3OWVhNTk4L3AwMDEucG5n", "thumbSrcAlt": "https://imgproxy.kitesheet.com/TkV3aVmyIOyAWw50AhNJKsF5wB1e7MQr5pOvdHIjw_0/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9jZTU5ODNlYTg3OWVhNTk4L3AwMDEucG5n" }, { "page": 2, "type": "tension", "function": "frame_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "frame_problem", "functionCanon": { "name": "Frame problem", "slug": "frame_problem", "status": "active", "canonId": "019de52d-13db-753e-ad70-e9b2d0dab398", "version": 1, "description": null }, "density": "dense", "densityScore": 72, "componentCount": 9, "textChars": 524, "nDataPoints": 12, "notes": null, "elementsJson": [ "headline_text", "bar_chart_stacked", "icon_grid", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:38:07.528+00", "seconds": 2.677, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5de0-76bd-a168-45c656dcb333/2", "deck": "/decks/019dd923-5de0-76bd-a168-45c656dcb333", "deckAnchor": "/decks/019dd923-5de0-76bd-a168-45c656dcb333#slide-2", "deckJson": "/decks/019dd923-5de0-76bd-a168-45c656dcb333.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Over 30% of the world still lack access to the Internet, requiring further investments in tower & fiber infrastructure", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 13:34:37+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-d3be-700b-83d1-9546083229db", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.3, "x": 0.65, "y": 0.35 }, "kind": "chart", "text": "Data traffic, EB/month", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.528+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91d88d8f-ee0b-4b4f-ae72-0ec35c4697fa", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.28, "x": 0.05, "y": 0.35 }, "kind": "chart", "text": "Internet users population, Bn", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.528+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7530f64-a37f-46e3-b678-357e66f0cd3e", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Unconnected population: 2.6 billion", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 13:34:37+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-d3be-700b-83d1-99f3418dd8ec", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.65, "y": 0.18 }, "kind": "paragraph", "text": "... further investment required for ~14% p.a. traffic growth", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.528+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b839594a-e5c3-4ed6-81fa-55e8746db1f9", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.36, "y": 0.18 }, "kind": "paragraph", "text": ">$400 Bn for universal Internet access...", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.528+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf0c5edd-2195-48b1-90e7-c16cbe65c1ac", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.05, "y": 0.18 }, "kind": "paragraph", "text": "2.6 billion people remain unconnected to the Internet", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.528+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8ced4b5-ae36-40dc-9f27-e1567ad87019", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: ITU, Ericsson Mobility Report, IMF, A4AI", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.528+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23870c32-997f-4e19-807b-536aa53cdd6a", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.92, "x": 0.04, "y": 0.03 }, "kind": "title", "text": "Over 30% of the world still lack access to the Internet, requiring further investments in tower & fiber infrastructure", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.528+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03c453c1-8976-4f8d-b98e-ecae8c75a1e1", "parentComponentId": null } ], "metrics": [ { "metricRaw": "Unconnected population", "numberRaw": "2.6 billion", "numberKind": "plain", "actionTitle": "Over 30% of the world still lack access to the Internet, requiring further investments in tower & fiber infrastructure", "calloutText": "Over 30% of the world still lack access to the Internet, requiring further investments in tower & fiber infrastructure", "numberScale": "b", "numberValue": 2.6, "metricFamily": "other", "numberCurrency": null } ], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 2, "name": "Problem & Complication", "beatId": "8bc7efe1-86f5-4d90-8c79-0dc08e924919", "matchId": "b908015d-40e3-48d1-b918-e9c4cd5e12d4", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Slides 2-4 present the problem statement, data table, and pain points.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 4, "from": 2, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "34825b99-3b9d-4ea7-bda8-d017c97ee559", "evidence": "The problem statement and pain points slides imply the costs of inaction.", "position": 0, "objective": "Highlight the challenges of inaction in the tower and fiber sector", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:13:40.598346+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 3, "type": "analysis", "title": "The slide uses a split-table layout to contrast M&A deal activity with operational deployment metrics.", "function": "summarize", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 5, "textChars": 524, "nDataPoints": 16, "notes": "The slide uses a split-table layout to contrast M&A deal activity with operational deployment metrics.", "elementsJson": [ "headline_text", "data_table", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:38:08.167+00", "seconds": 3.08, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5de0-76bd-a168-45c656dcb333/3", "deck": "/decks/019dd923-5de0-76bd-a168-45c656dcb333", "deckAnchor": "/decks/019dd923-5de0-76bd-a168-45c656dcb333#slide-3", "deckJson": "/decks/019dd923-5de0-76bd-a168-45c656dcb333.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Deal count: 31", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-24 13:34:37+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd951-d3be-700b-83d2-5e10182bf7d6", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.6, "x": 0.04, "y": 0.95 }, "kind": "source-note", "text": "Source: TIDE, Preqin, TMT Finance, Tower Exchange, IDATE, Omdia Communications Provider Revenue and Capex Tracker Q22024 and 2024-2029 Forecast", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:08.167+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46d56b2a-8338-47be-9b69-69e716c476a7", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.45, "x": 0.51, "y": 0.21 }, "kind": "table", "text": "Towers and fiber deployment (Tower count, Mn: 5.0, 5.1; FTTx homes passed, Bn: 1.3, 1.35; Mobile CAPEX, USD bn: 163, 164; Fixed CAPEX, USD bn: 149, 160)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:08.167+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41d1a52b-2909-4f3b-a2e9-b2d2a72b14e1", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.45, "x": 0.04, "y": 0.21 }, "kind": "table", "text": "TMT infrastructure deals count, # (Towers: 43, 31; Fiber: 42, 40; Data Centers: 86, 90; Deal value, USD Bn: 53, 96)", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:08.167+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "59837bd7-1e4a-426c-a355-6f689816145b", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "M&A activity in tower & fiber have slowed down; deployment growing modestly with single digit growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:08.167+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "31da7ecf-5626-4958-9a17-0d5fe5831d70", "parentComponentId": null } ], "metrics": [ { "metricRaw": "Deal count", "numberRaw": "31", "numberKind": "plain", "actionTitle": "M&A activity in tower & fiber have slowed down; deployment growing modestly with single digit growth", "calloutText": null, "numberScale": null, "numberValue": 31, "metricFamily": "volume_count", "numberCurrency": null } ], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 2, "name": "Problem & Complication", "beatId": "8bc7efe1-86f5-4d90-8c79-0dc08e924919", "matchId": "b908015d-40e3-48d1-b918-e9c4cd5e12d4", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Slides 2-4 present the problem statement, data table, and pain points.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 4, "from": 2, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "34825b99-3b9d-4ea7-bda8-d017c97ee559", "evidence": "The problem statement and pain points slides imply the costs of inaction.", "position": 0, "objective": "Highlight the challenges of inaction in the tower and fiber sector", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:13:40.598346+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 4, "type": "analysis", "title": "Non-exhaustive list of challenges presented in a structured table format.", "function": "diagnose", "rawType": "pain_points", "block": null, "metadata": { "slideType": "pain_points", "slideTypeCanon": { "name": "Pain points", "slug": "pain_points", "status": "active", "canonId": "019de52d-08a0-761d-a14f-1dbc5e447381", "version": 1, "description": null }, "function": "diagnose", "functionCanon": { "name": "Diagnose", "slug": "diagnose", "status": "active", "canonId": "019de52d-1657-7223-acc5-7437d878c850", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 5, "textChars": 462, "nDataPoints": 0, "notes": "Non-exhaustive list of challenges presented in a structured table format.", "elementsJson": [ "headline_text", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:38:07.479+00", "seconds": 2.322, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5de0-76bd-a168-45c656dcb333/4", "deck": "/decks/019dd923-5de0-76bd-a168-45c656dcb333", "deckAnchor": "/decks/019dd923-5de0-76bd-a168-45c656dcb333#slide-4", "deckJson": "/decks/019dd923-5de0-76bd-a168-45c656dcb333.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.25, "x": 0.04, "y": 0.28 }, "kind": "list", "text": "Competitive markets; Significant CAPEX needed to meet universal coverage obligations; Higher-for-longer interest rates; Challenging tenant economics", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ff5b349-4a64-4612-a072-a18bbfc23bc1", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.55, "x": 0.38, "y": 0.38 }, "kind": "list", "text": "Telco market consolidation and network sharing; Recontracts at unfavorable or lower rates; Increasingly tense relationship with tenants", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30ce01fb-34f7-4b7a-8414-d8218fe96302", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.55, "x": 0.38, "y": 0.75 }, "kind": "list", "text": "Risk of fiber overbuilding; Uptake and monetization challenges; Competition from alternative technologies", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46830495-8d3c-4265-8325-517a71738c0a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.04, "y": 0.14 }, "kind": "source-note", "text": "Non-exhaustive", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77e0584e-da34-4cb0-9a62-19a22742eabd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.04, "y": 0.07 }, "kind": "title", "text": "TowerCos and FiberCos globally are facing several challenges", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.479+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23f8d279-b99a-4dac-8c9b-8ad3a28f97ff", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 2, "name": "Problem & Complication", "beatId": "8bc7efe1-86f5-4d90-8c79-0dc08e924919", "matchId": "b908015d-40e3-48d1-b918-e9c4cd5e12d4", "beatType": { "name": "Problem & Complication", "slug": "consultants-gambit-problem-complication", "status": "active", "canonId": "019dd9b8-064a-777f-a374-e9a8c43dedd4", "version": 1, "description": null }, "evidence": "Slides 2-4 present the problem statement, data table, and pain points.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 4, "from": 2, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "34825b99-3b9d-4ea7-bda8-d017c97ee559", "evidence": "The problem statement and pain points slides imply the costs of inaction.", "position": 0, "objective": "Highlight the challenges of inaction in the tower and fiber sector", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:13:40.598346+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "setup", "title": "Uses a 'Today vs Future' transition framework to show business model expansion.", "function": "present_solution", "rawType": "strategic_options", "block": null, "metadata": { "slideType": "strategic_options", "slideTypeCanon": { "name": "Strategic options", "slug": "strategic_options", "status": "active", "canonId": "019de52d-0c0d-745a-8f0a-50898a91cc12", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "sparse", "densityScore": 14, "componentCount": 4, "textChars": 128, "nDataPoints": 0, "notes": "Uses a 'Today vs Future' transition framework to show business model expansion.", "elementsJson": [ "process_diagram", "other" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:38:07.448+00", "seconds": 2.244, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5de0-76bd-a168-45c656dcb333/5", "deck": "/decks/019dd923-5de0-76bd-a168-45c656dcb333", "deckAnchor": "/decks/019dd923-5de0-76bd-a168-45c656dcb333#slide-5", "deckJson": "/decks/019dd923-5de0-76bd-a168-45c656dcb333.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.92, "x": 0.04, "y": 0.2 }, "kind": "diagram", "text": "Today vs Future transition", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.448+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f99bdbc4-d005-4f42-881a-f0815d9a0b48", "parentComponentId": null }, { "bbox": null, "kind": "framework", "text": "Core vs Beyond the Core", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.448+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "190ef534-ca29-45af-b60c-9f09dae7f0a7", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.04, "y": 0.15 }, "kind": "paragraph", "text": "Illustrative", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.448+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "32d10d5e-ed6b-4730-a223-a2163262841d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.8, "x": 0.04, "y": 0.03 }, "kind": "title", "text": "TowerCos are exploring commercial and operational levers for growth", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.448+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58c5017f-813d-4f49-abc3-859b1ce4fbd1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "eea73aab-9954-4a9b-84c7-9482cfd1931b", "evidence": "Categorization of business activities into 'Core' and 'Beyond the core' growth levers.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 18:38:07.448+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "hfs-horizons" } ], "arcBeats": [ { "to": 7, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Solution & Approach", "beatId": "58cd132e-5919-41c6-9108-7afb13705aad", "matchId": "b908015d-40e3-48d1-b918-e9c4cd5e12d4", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Slides 5-7 present strategic options for TowerCos and FiberCos, and initiative lists.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 5, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "f226daad-5945-4e73-b010-d0d178331c55", "evidence": "The strategic options slides suggest potential quick wins and big bets.", "position": 1, "objective": "Present strategic options for quick wins and big bets in the sector", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:13:40.640175+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "setup", "title": "The slide uses a three-column layout to categorize strategic initiatives, with a cross-cutting 'Transform cost structure' initiative at the bottom.", "function": "present_solution", "rawType": "initiative_list", "block": null, "metadata": { "slideType": "initiative_list", "slideTypeCanon": { "name": "Initiative list", "slug": "initiative_list", "status": "active", "canonId": "019de52d-0caf-770e-9b91-b99239121f50", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 29, "componentCount": 5, "textChars": 341, "nDataPoints": 0, "notes": "The slide uses a three-column layout to categorize strategic initiatives, with a cross-cutting 'Transform cost structure' initiative at the bottom.", "elementsJson": [ "headline_text", "icon_grid", "other" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:38:08.09+00", "seconds": 2.852, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5de0-76bd-a168-45c656dcb333/6", "deck": "/decks/019dd923-5de0-76bd-a168-45c656dcb333", "deckAnchor": "/decks/019dd923-5de0-76bd-a168-45c656dcb333#slide-6", "deckJson": "/decks/019dd923-5de0-76bd-a168-45c656dcb333.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.25, "x": 0.23, "y": 0.75 }, "kind": "callout", "text": "Transform cost structure", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:08.09+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b201d5bd-b3b5-4f23-851b-2b89ddc61ef0", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.35, "y": 0.25 }, "kind": "list", "text": "B2B: Reshape product portfolio, Accelerate sales and improve delivery effectiveness", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:08.09+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23095360-d688-49db-a9b2-7bc3ec38db29", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.04, "y": 0.25 }, "kind": "list", "text": "B2C: Expand fiber footprint, Achieve best in class penetration", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:08.09+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23c5245c-320a-4e92-b73e-289c948b82c1", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.25, "x": 0.68, "y": 0.25 }, "kind": "list", "text": "New infra and services: Data centers, Edge infrastructure, AI infrastructure", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:08.09+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e2182a74-abd5-44e4-aac8-3308297ce6d2", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.04, "y": 0.04 }, "kind": "title", "text": "FiberCos are reshaping their portfolio, improving uptake and exploring new growth oppoprtunities", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:08.09+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54f79141-e8bb-4004-8183-6b1df52124e4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Solution & Approach", "beatId": "58cd132e-5919-41c6-9108-7afb13705aad", "matchId": "b908015d-40e3-48d1-b918-e9c4cd5e12d4", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Slides 5-7 present strategic options for TowerCos and FiberCos, and initiative lists.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 5, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "f226daad-5945-4e73-b010-d0d178331c55", "evidence": "The strategic options slides suggest potential quick wins and big bets.", "position": 1, "objective": "Present strategic options for quick wins and big bets in the sector", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:13:40.640175+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "title": "The slide uses a numbered list format with icons to present strategic options.", "function": "present_solution", "rawType": "strategic_options", "block": null, "metadata": { "slideType": "strategic_options", "slideTypeCanon": { "name": "Strategic options", "slug": "strategic_options", "status": "active", "canonId": "019de52d-0c0d-745a-8f0a-50898a91cc12", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "sparse", "densityScore": 15, "componentCount": 2, "textChars": 333, "nDataPoints": 0, "notes": "The slide uses a numbered list format with icons to present strategic options.", "elementsJson": [ "numbered_list", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:38:07.174+00", "seconds": 1.84, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5de0-76bd-a168-45c656dcb333/7", "deck": "/decks/019dd923-5de0-76bd-a168-45c656dcb333", "deckAnchor": "/decks/019dd923-5de0-76bd-a168-45c656dcb333#slide-7", "deckJson": "/decks/019dd923-5de0-76bd-a168-45c656dcb333.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.85, "x": 0.07, "y": 0.25 }, "kind": "list", "text": "1. Partnerships to deploy more towers and fiber\n2. Building a platform play through investment and consolidation of smaller or medium-sized tower and fiber players\n3. Network separation\n4. Linkages to other digital infrastructure to support build out of AI infrastructure", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a39d52b-8579-43ff-8d9d-c5ce8d453f35", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.85, "x": 0.04, "y": 0.07 }, "kind": "title", "text": "For investors, there remains several strategic plays available", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:07.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d458691e-2c9d-49eb-a305-614a6f69c97c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "The Consultant's Gambit", "slug": "consultants-gambit", "status": "active", "bestFor": "Business cases, project proposals, strategic recommendations", "canonId": "019dd956-5e0a-73c8-b305-81c38c959e9c", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Situation & Context -> Problem & Complication -> Solution & Approach -> Evidence & Proof -> Impact & Next Steps", "description": null, "familyLabel": null }, "from": 5, "name": "Solution & Approach", "beatId": "58cd132e-5919-41c6-9108-7afb13705aad", "matchId": "b908015d-40e3-48d1-b918-e9c4cd5e12d4", "beatType": { "name": "Solution & Approach", "slug": "consultants-gambit-solution-approach", "status": "active", "canonId": "019dd9b8-071c-7161-9184-580fdac7a4f9", "version": 1, "description": null }, "evidence": "Slides 5-7 present strategic options for TowerCos and FiberCos, and initiative lists.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 5, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "f226daad-5945-4e73-b010-d0d178331c55", "evidence": "The strategic options slides suggest potential quick wins and big bets.", "position": 1, "objective": "Present strategic options for quick wins and big bets in the sector", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:13:40.640175+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "setup", "title": "This is a blank template slide used for the cover or section dividers.", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 18, "nDataPoints": 0, "notes": "This is a blank template slide used for the cover or section dividers.", "elementsJson": [ "other" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 18:38:08.907+00", "seconds": 2.747, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5de0-76bd-a168-45c656dcb333/8", "deck": "/decks/019dd923-5de0-76bd-a168-45c656dcb333", "deckAnchor": "/decks/019dd923-5de0-76bd-a168-45c656dcb333#slide-8", "deckJson": "/decks/019dd923-5de0-76bd-a168-45c656dcb333.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.16, "x": 0.04, "y": 0.06 }, "kind": "image", "text": "McKinsey & Company", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 18:38:08.907+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3cabca9-3439-45fa-9c90-0b35216dae6f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 2, "to": 4, "label": "Problem & Complication", "description": "Slides 2-4 present the problem statement, data table, and pain points." }, { "from": 5, "to": 7, "label": "Solution & Approach", "description": "Slides 5-7 present strategic options for TowerCos and FiberCos, and initiative lists." } ], "loops": [ { "from": 2, "to": 4, "label": "Cost Of Inaction", "description": "Highlight the challenges of inaction in the tower and fiber sector" }, { "from": 5, "to": 7, "label": "Quick Win Big Bet", "description": "Present strategic options for quick wins and big bets in the sector" } ] }