eBay | Mergers and Acquisitions Presentation Deck | 78 slides

eBay · 2005-09
arc beats above · slides in the middle · loops below · scroll → 4 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

78
every slide · same image gating as the playbook
01
Slide 1
transition
Open slide detailBeat · Situation & Context
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appendix
Open slide detailBeat · Situation & Context
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transition
Open slide detailBeat · Situation & Context
04
The slide uses a bulleted list to represent a timeline of key corporate milestones.establish_context
Open slide detailBeat · Situation & Context
05
The chart uses a logarithmic scale on the y-axis to compare growth rates across companies of different sizes.illustrate_case
Open slide detailBeat · Situation & Context
06
The chart uses a logarithmic scale on the Y-axis to compare companies of vastly different sizes and growth rates.compare_peers
07
present_solution
Open slide detailBeat · Problem & Complication
08
front_matter
Open slide detailBeat · Problem & Complication
09
The slide uses a hub-and-spoke style diagram with the internet as the central hub connecting two users.present_solution
Open slide detailBeat · Problem & Complication
10
Early Skype marketing slide showing connectivity between devices and the internet.present_solution
Open slide detailBeat · Problem & ComplicationLoop · Pattern Hunter
11
The slide uses a numbered step (1) to indicate a process flow, though only the first step is shown.present_solution
Open slide detailLoop · Pattern Hunter
12
The slide uses a numbered process flow to demonstrate ease of use.present_solution
Open slide detailLoop · Pattern Hunter
13
The slide uses a linear process flow to demonstrate product usability.present_solution
Open slide detailLoop · Pattern Hunter
14
The slide uses callouts to map specific UI elements to functional benefits.present_solution
Open slide detailLoop · Pattern Hunter
15
The slide highlights a projection of 57M users by Q3 2005.analyze_data
Open slide detailLoop · Pattern Hunter
16
CQGR stands for Compound Quarterly Growth Rate.analyze_data
Open slide detailLoop · Pattern Hunter
17
The chart shows growth trajectories for four major internet companies; the y-axis represents millions of registered users.compare_peers
Open slide detailLoop · Pattern Hunter
18
The chart highlights Skype's rapid growth compared to other major internet companies.illustrate_case
Open slide detailLoop · Pattern Hunter
19
The map highlights almost the entire world in blue (Skype users), with a tiny yellow spot (North Korea) representing non-Skype users.establish_context
Open slide detailLoop · Pattern Hunter
20
The slide uses a logo-grid to establish social proof and brand authority.illustrate_case
Open slide detailLoop · Pattern Hunter
21
front_matter
22
The slide uses a process-flow diagram to link two core strategic pillars to four specific growth outcomes.present_solution
Open slide detailBeat · Solution & Approach
23
The slide uses a simple before-and-after comparison structure to highlight the addition of 'Pay per call' revenue.present_solution
Open slide detailBeat · Solution & Approach
24
Uses stock photos to represent personas 'Steve' and 'Bob'.illustrate_case
Open slide detailBeat · Solution & Approach
25
Uses persona-based storytelling to illustrate the buyer-seller relationship.establish_context
Open slide detailBeat · Solution & Approach
26
establish_context
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
27
Uses a simple mapping framework to illustrate value proposition.frame_problem
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
28
The chart uses a vertical dashed line to mark the introduction of PayPal, with a color shift from dark blue to light green bars to signify the growth inflectionillustrate_case
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
29
Uses a simple process flow diagram (left to right) to show how specific actions lead to broader strategic goals.present_solution
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
30
The slide uses a process-like arrow to connect criteria to specific eBay categories, highlighting their importance to GMV.establish_context
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
31
The slide uses a screenshot of an eBay listing with a mock-up of a Skype 'online' status indicator added to the contact section.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
32
present_solution
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
33
size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
34
The slide shows a Kijiji classifieds page with 'Skype moi!' buttons added to sponsored listings, demonstrating the Pay Per Call concept.illustrate_case
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
35
establish_context
Open slide detailBeat · Evidence & ProofLoop · Golden Circle
36
Historical screenshot showing early integration of Skype into eBay's Chinese marketplace interface.illustrate_case
Open slide detailBeat · Evidence & Proof
37
front_matter
Open slide detailBeat · Evidence & Proof
38
summarize
Open slide detailBeat · Evidence & Proof
39
The slide uses a bar chart to contextualize the importance of communication activities relative to other online behaviors.size_opportunity
Open slide detailBeat · Evidence & Proof
40
The chart displays regional growth and CAGR for the 2004-2009 period.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
41
Slide from an eBay/PayPal/Skype presentation deck.size_opportunity
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
42
The chart displays exponential growth in VOIP usage over the decade.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
43
analyze_data
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
44
The slide uses a callout line to connect the 'NA' segment of the pie chart to the bar chart showing North American market share.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
45
other
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
46
establish_context
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
47
The slide uses a simple mapping of brand logos to business categories to argue for specialization.establish_context
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
48
The slide uses a simple mapping diagram to illustrate the concept of corporate focus.establish_context
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
49
present_solution
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
50
The slide features screenshots of early 2000s software interfaces and icons representing various services.present_solution
Open slide detailBeat · Evidence & ProofLoop · Cost Of Inaction
51
The slide features screenshots of early 2000s software interfaces (Internet Explorer, Outlook, Jyve) and conceptual icons for voice services.illustrate_case
52
The slide shows a legacy Skype interface overlaying a search results page.illustrate_case
53
present_solution
54
The slide demonstrates the integration of Skype into enterprise software (Outlook) to enable click-to-call functionality.illustrate_case
55
present_solution
56
The slide showcases the Jyve platform UI, featuring user profiles with communication options (Skype, IM, Voicemail, Email).illustrate_case
57
present_solution
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present_solution
59
The slide uses a hub-and-spoke visual arrangement centered on the Skype logo to demonstrate network effects.illustrate_case
60
The slide title 'The power of three' seems slightly disconnected from the two-step loop shown, possibly implying a third step or a broader network effect concepillustrate_case
Open slide detailLoop · Hypothesis Test
61
The slide uses a circular flow diagram to represent self-reinforcing network effects for three different business models.present_framework
Open slide detailLoop · Hypothesis Test
62
The slide uses a circular flywheel/cycle diagram to show how each platform reinforces the others.present_framework
Open slide detailLoop · Hypothesis Test
63
front_matter
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
64
analyze_data
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
65
The slide uses a circular arrow diagram to imply a flywheel or interconnected ecosystem, though only the first circle is populated with data.present_solution
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
66
The slide uses a circular arrow diagram to imply a flywheel or interconnected ecosystem effect.present_solution
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
67
The slide uses a circular arrow motif to suggest a flywheel or ecosystem effect between the three entities.present_solution
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
68
The slide outlines the financial terms of the acquisition, including cash, stock, and earn-out components.present_solution
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
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summarize
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
70
present_solution
Open slide detailBeat · Impact & Next StepsLoop · Hypothesis Test
71
The chart uses a starburst graphic to highlight 'Existing Lines Of Business'.analyze_data
Open slide detailBeat · Impact & Next Steps
72
The chart displays two distinct sets of data: one for 2004-2006E (eBay, PayPal, Skype) and one for 1996-2002 (eBay and PayPal).analyze_data
Open slide detailBeat · Impact & Next Steps
73
The slide contrasts existing Skype business models with broader eBay strategic growth areas.present_solution
Open slide detailBeat · Impact & Next Steps
74
The slide uses a causal chain structure to link cost structure attributes to cash generation.summarize
Open slide detailBeat · Impact & Next Steps
75
Slide 75 from an eBay investor presentation regarding the Skype acquisition.analyze_data
Open slide detailBeat · Impact & Next Steps
76
establish_context
Open slide detailBeat · Impact & Next Steps
77
summarize
Open slide detailBeat · Impact & Next Steps
78
The slide uses a circular flow diagram to represent self-reinforcing growth loops for three distinct business models.present_framework
Open slide detailBeat · Impact & Next Steps