2024 Investor Day

Revvity
arc beats above · slides in the middle · loops below · scroll → 16 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

109
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
front_matter
03
front_matter
04
summarize
05
front_matter
06
establish_context
Open slide detailBeat · Situation & Context
07
The slide uses a stylized graphic and a pull-quote style layout to emphasize the company's core mission.summarize
Open slide detailBeat · Situation & ContextLoop · Golden Circle
08
The slide uses a branding-focused layout with a split purpose statement and a specific impact metric.establish_context
Open slide detailBeat · Situation & ContextLoop · Golden Circle
09
summarize
Open slide detailBeat · Situation & ContextLoop · Golden Circle
10
The slide uses donut charts to represent revenue composition.summarize
Open slide detailBeat · Situation & ContextLoop · Segmentation Split
11
summarize
Open slide detailBeat · Situation & ContextLoop · Segmentation Split
12
size_opportunity
Open slide detailBeat · Situation & ContextLoop · Segmentation Split
13
The slide uses a horizontal flow from left (Legacy) to right (Today) to illustrate strategic transformation.summarize
Open slide detailBeat · Problem & ComplicationLoop · Before After
14
The slide uses a visual comparison of revenue composition (stacked bars) and key financial KPIs (growth, margin, cash flow) to demonstrate business evolution.summarize
Open slide detailBeat · Solution & ApproachLoop · Before After
15
The slide outlines a structural realignment of business units.summarize
Open slide detailBeat · Solution & Approach
16
The slide uses a linear process flow (arrow) to map the drug development lifecycle.present_framework
Open slide detailBeat · Solution & Approach
17
summarize
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
18
The slide uses a linear process flow connecting four distinct service areas to a final strategic partnership outcome.present_solution
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
19
illustrate_case
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
20
The slide uses a donut chart to show revenue split and maps each segment to its growth target and strategic rationale.present_solution
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
21
summarize
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
22
summarize
Open slide detailBeat · Solution & ApproachLoop · Mece Breakdown
23
summarize
Open slide detailBeat · Solution & Approach
24
other
Open slide detailBeat · Evidence & Proof
25
Includes a donut chart for revenue split and key performance metrics.summarize
Open slide detailBeat · Evidence & Proof
26
other
Open slide detailBeat · Evidence & Proof
27
summarize
Open slide detailBeat · Evidence & Proof
28
HSD = High Single Digit; MSD = Mid Single Digit; TAM = Total Addressable Market; LS = Life Sciences.summarize
Open slide detailBeat · Evidence & ProofLoop · Value Chain Walk
29
decompose_segments
Open slide detailBeat · Evidence & ProofLoop · Value Chain Walk
30
summarize
Open slide detailBeat · Evidence & ProofLoop · Value Chain Walk
31
The slide uses a vertical pairing structure to link hardware (top) with consumables/reagents (bottom) via bidirectional arrows.present_solution
Open slide detailBeat · Evidence & ProofLoop · Value Chain Walk
32
The slide uses a horizontal arrow process flow to map service offerings to stages of the drug development lifecycle.present_solution
Open slide detailBeat · Evidence & ProofLoop · Value Chain Walk
33
The slide highlights the revenue contribution of Academia/Government vs Pharma/Biotech and lists five key pillars of the company's value proposition.establish_context
Open slide detailBeat · Evidence & Proof
34
The slide uses a simple causal flow diagram to link strategic drivers to a financial outcome.summarize
Open slide detailBeat · Evidence & ProofLoop · Build Up
35
The chart is a cumulative stacked area chart representing revenue contribution over time.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Build Up
36
The slide uses a central arrow graphic to connect the two acquisitions to the theme of 'Content accelerates innovation'.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Build Up
37
illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Build Up
38
illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Build Up
39
The slide uses a structured layout to communicate strategic expansion into downstream bioprocessing.present_solution
Open slide detailBeat · Evidence & ProofLoop · Build Up
40
Uses a causal chain/additive logic to explain growth drivers.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Build Up
41
other
Open slide detailBeat · Evidence & Proof
42
summarize
Open slide detailBeat · Evidence & Proof
43
ELN stands for Electronic Lab Notebook.summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
44
summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
45
present_solution
Open slide detailBeat · Evidence & ProofLoop · Zoom In
46
The slide uses a linear process flow (value chain) to categorize product offerings.present_solution
Open slide detailBeat · Evidence & ProofLoop · Zoom In
47
HSD likely stands for High Single Digit.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Zoom In
48
The slide uses a hierarchical structure to connect growth drivers and enablers to a specific financial outcome.present_solution
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
49
The slide highlights two specific product pillars: BioDesign (Design) and Signals LabGistics (Logistics).present_solution
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
50
The slide uses a simple input-output flow diagram to illustrate the value proposition of internal collaboration.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
51
illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
52
Uses a mathematical equation structure to explain growth drivers.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
53
Uses a simple additive formula (6-8% * 85% + 9-11% * 15% = 7-9%) to explain the total organic growth rate.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Waterfall Value
54
other
Open slide detailBeat · Evidence & Proof
55
summarize
Open slide detailBeat · Evidence & Proof
56
The slide uses a donut chart to show revenue split and yellow callout boxes for key performance metrics.summarize
Open slide detailBeat · Evidence & ProofLoop · Zoom In
57
present_solution
Open slide detailBeat · Evidence & ProofLoop · Zoom In
58
The slide uses a horizontal process flow diagram to map out the stages from discovery to commercialization, with a specific focus on the 'Diagnosis to cure' phapresent_framework
Open slide detailBeat · Evidence & ProofLoop · Zoom In
59
present_solution
Open slide detailBeat · Evidence & ProofLoop · Zoom In
60
transition
Open slide detailBeat · Evidence & Proof
61
HSD likely stands for High Single Digit growth.summarize
Open slide detailBeat · Evidence & ProofLoop · Build Up
62
LRP likely stands for Long Range Plan.summarize
Open slide detailBeat · Evidence & ProofLoop · Build Up
63
The chart shows a clear upward trend in ANA prevalence over time, supporting the 'market growth' theme.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Build Up
64
illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Build Up
65
The slide uses a side-by-side comparison framework to map market needs to specific R&D/innovation focus areas.present_solution
Open slide detailBeat · Evidence & ProofLoop · Build Up
66
The chart uses a stacked bar format to illustrate the shift from 5% U.S. revenue in 2017 to a 40% future goal.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Build Up
67
Uses a causal chain/additive logic to explain growth components.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Build Up
68
transition
Open slide detailBeat · Evidence & Proof
69
LSD likely stands for Low Single Digit growth.summarize
Open slide detailBeat · Evidence & ProofLoop · Build Up
70
The slide highlights the scale of operations (70+ conditions, >100 countries) and the technical workflow from sample collection to advanced testing.present_solution
Open slide detailBeat · Evidence & ProofLoop · Build Up
71
The slide uses a simple flow diagram to connect strategic initiatives to a financial outcome.present_solution
Open slide detailBeat · Evidence & ProofLoop · Build Up
72
summarize
Open slide detailBeat · Evidence & ProofLoop · Build Up
73
The slide uses a choropleth map for the US and a list of country-specific metrics for international comparison.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Build Up
74
The chart shows the growth of conditions approved for newborn screening (NBS) from 54 in 2007 to 64 in 2024.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Build Up
75
The slide highlights two key innovation areas: Metachromatic Leukodystrophy (MLD) and Next Generation Sequencing (NGS) for newborn screening.present_solution
Open slide detailBeat · Evidence & ProofLoop · Build Up
76
The slide uses a mathematical equation format to explain growth components.quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Build Up
77
quantify_impact
Open slide detailBeat · Evidence & ProofLoop · Build Up
78
Uses a simple additive equation visual to explain the weighted average growth rate.summarize
Open slide detailBeat · Evidence & ProofLoop · Build Up
79
other
Open slide detailBeat · Evidence & Proof
80
The slide uses a stacked bar chart to show the shift in medical focus and a process-like diagram to list the pillars of the new era.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Time Machine
81
The slide uses a path-based journey framework to illustrate the end-to-end process from drug discovery to patient monitoring.present_solution
Open slide detailBeat · Evidence & ProofLoop · Time Machine
82
The diagram uses a hub-and-spoke style with a central 'Customer Needs' node connected to six peripheral nodes, which are also interconnected.present_framework
Open slide detailBeat · Evidence & ProofLoop · Time Machine
83
The slide uses a visual flow to represent M&A activity culminating in the Revvity brand.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Time Machine
84
illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Time Machine
85
The slide uses a value chain / process flow diagram to illustrate how the company's business units align with the drug and diagnostic development lifecycle.present_solution
Open slide detailBeat · Evidence & ProofLoop · Time Machine
86
present_solution
Open slide detailBeat · Evidence & ProofLoop · Time Machine
87
The slide uses an infinity loop diagram to connect diagnostic testing and therapeutic approaches.present_solution
Open slide detailBeat · Evidence & ProofLoop · Time Machine
88
The slide highlights a specific diagnostic application (T1D) and the cross-functional collaboration (Euroimmun, Reproductive Health, Global Lab Network) to deliillustrate_case
Open slide detailBeat · Evidence & ProofLoop · Time Machine
89
The slide uses a scientific diagram to illustrate the mechanism of the base editing technology.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Time Machine
90
summarize
Open slide detailBeat · Evidence & ProofLoop · Time Machine
91
transition
Open slide detailBeat · Impact & Next Steps
92
summarize
Open slide detailBeat · Impact & Next StepsLoop · Before After
93
The slide uses a color-coded approach (purple for 2019, yellow for 2024E) to highlight performance improvement.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Before After
94
present_framework
Open slide detailBeat · Impact & Next StepsLoop · Before After
95
The slide uses a three-column layout to group initiatives under functional areas.present_solution
Open slide detailBeat · Impact & Next StepsLoop · Before After
96
LSD = Low Single Digit, MSD = Mid Single Digit. The slide shows a shift in revenue and margin profiles due to organizational restructuring.summarize
Open slide detailBeat · Impact & Next Steps
97
plan_implementation
Open slide detailBeat · Impact & Next Steps
98
LRP stands for Long-range plan. HSD = High Single Digit, LDD = Low Double Digit, LSD = Low Single Digit.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
99
The slide uses a hub-and-spoke style diagram to connect the central metric to the three drivers.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
100
The slide highlights the Revvity Operating Model and the expected growth rates for SG&A and R&D relative to revenue.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
101
The slide uses a waterfall chart to bridge current performance to a future target.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Waterfall Value
102
The slide highlights a shift in FCF conversion targets, noting the impact of increased CapEx in the LRP.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Build Up
103
The slide uses a donut chart to visualize the shift in capital allocation priorities.present_solution
Open slide detailBeat · Impact & Next StepsLoop · Build Up
104
The slide uses a purple sidebar for 'Strategic Criteria' and a white box for 'Key priority areas'.prioritize
Open slide detailBeat · Impact & Next StepsLoop · Build Up
105
The slide uses a simple additive equation to communicate long-term financial targets.quantify_impact
Open slide detailBeat · Impact & Next StepsLoop · Build Up
106
state_next_steps
Open slide detailBeat · Impact & Next StepsLoop · Build Up
107
transition
Open slide detailBeat · Impact & Next StepsLoop · So What Cascade
108
summarize
Open slide detailBeat · Impact & Next StepsLoop · So What Cascade
109
The slide uses organic, fluid shapes to frame photos of people, emphasizing a human-centric brand identity.transition
Open slide detailBeat · Impact & Next StepsLoop · So What Cascade