Nikola | Investor Day Presentation Deck | 95 slides

Nikola · 2022-03
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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5
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Slide inventory

95
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Problem
02
other
Open slide detailBeat · Problem
03
introduce_nominees
Open slide detailBeat · Problem
04
The slide uses a clean, minimalist design to present corporate culture.establish_context
Open slide detailBeat · Problem
05
front_matter
Open slide detailBeat · Problem
06
The slide uses a circular diagram to connect product offerings (Class 8 Trucks) and infrastructure (H2 Fueling Ecosystem) to six strategic value pillars.summarize
Open slide detailBeat · Solution
07
The slide uses a semi-circular arc diagram to connect six distinct achievement categories.summarize
Open slide detailBeat · Solution
08
The slide uses a simple additive framework (Trucks + Ecosystem) to define the business model.establish_context
Open slide detailBeat · SolutionLoop · Golden Circle
09
Uses a before-after comparison frame to contrast fragmented industry value streams with a consolidated model.size_opportunity
Open slide detailBeat · SolutionLoop · Golden Circle
10
The slide uses a timeline framework to illustrate the growth of the partner ecosystem.present_framework
Open slide detailBeat · SolutionLoop · Golden Circle
11
The slide uses a hub-and-spoke style layout to connect the executive team to two primary business pillars.other
Open slide detailBeat · SolutionLoop · Golden Circle
12
The slide uses a visual progression from left to right to show product evolution.present_solution
Open slide detailBeat · SolutionLoop · Golden Circle
13
The slide uses a split-screen layout to compare two product lines (BEV vs FCEV) and their respective customer commitments.analyze_data
Open slide detailBeat · SolutionLoop · Golden Circle
14
The slide uses a value-chain style layout to show how Nikola controls the H2 molecule while offloading infrastructure costs to partners.present_framework
Open slide detailBeat · SolutionLoop · Golden Circle
15
The slide uses a dual-list structure: a global navigation list on the left and a local section-specific agenda on the right.transition
Open slide detailBeat · SolutionLoop · Golden Circle
16
introduce_nominees
Open slide detailBeat · SolutionLoop · Golden Circle
17
Includes footnotes regarding range variability and charging time conditions.summarize
Open slide detailBeat · SolutionLoop · Golden Circle
18
Includes a timeline of production milestones and a list of customer demo partners.summarize
Open slide detailBeat · SolutionLoop · Golden Circle
19
The slide uses a combination of a hero image and a row of icons with descriptive text to communicate product features.present_solution
Open slide detailBeat · SolutionLoop · Golden Circle
20
The slide uses a range comparison bar and a donut chart to illustrate market fit.compare_peers
Open slide detailBeat · Solution
21
The slide uses a callout-style diagram to label specific technical components on a photo of the truck chassis.present_solution
22
Includes a footnote regarding the data cutoff date.summarize
23
The slide uses a case study format to validate product performance through real-world testing.illustrate_case
24
The slide highlights supply chain constraints as the primary driver for the 2022 delivery guidance.plan_implementation
25
summarize
26
transition
27
introduce_nominees
28
The slide uses a dual-track timeline to show parallel engineering efforts across different regions.plan_implementation
29
The slide uses a case study format to demonstrate technology readiness.illustrate_case
30
Includes a timeline of pilot deployments and a summary of performance data (payload, miles, fueling, uptime).illustrate_case
31
present_solution
32
Includes callouts for fuel cell power units, H2 tanks, battery packs, and e-axle.present_solution
33
Includes a photo of the team and the vehicle; highlights key engineering improvements in the Beta phase.plan_implementation
34
The slide uses a timeline framework to illustrate product evolution.plan_implementation
35
summarize
36
transition
37
introduce_nominees
38
compare_peers
39
Includes a map of Arizona showing proximity between Nikola HQ and the Coolidge facility.plan_implementation
40
establish_context
41
The slide uses a modular manufacturing framework to demonstrate operational efficiency.present_solution
42
state_next_steps
43
transition
44
The slide uses a two-column layout to show the main presentation flow on the left and the specific sub-agenda for the highlighted section on the right.transition
Open slide detailBeat · Market Size
45
introduce_nominees
Open slide detailBeat · Market Size
46
The slide uses icons to represent Hydrogen and FCEV trucks, with a list of strategic drivers below.present_framework
Open slide detailBeat · Market Size
47
The slide uses a value-chain style layout to explain the business model.present_solution
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
48
The slide uses a hierarchical tree structure to categorize supply strategies.propose_solution
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
49
The slide outlines a hub-and-spoke model for hydrogen production using SPVs to minimize capital intensity.present_solution
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
50
The slide uses a split-screen layout to contrast two distinct incentive mechanisms.quantify_opportunity
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
51
The slide uses a process flow diagram to contextualize the distribution phase within the broader hydrogen value chain.present_solution
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
52
The slide uses a value-chain style diagram to contextualize dispensing within the broader production/distribution flow.present_solution
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
53
The slide uses a visual flow from fuel types to incentive mechanisms to a final potential value range.quantify_opportunity
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
54
The slide uses a hub-and-spoke style diagram to explain the role of the 'Supply Co.' entity in the hydrogen value chain.present_framework
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
55
The map uses PADD regions to display diesel price data points.size_opportunity
Open slide detailBeat · Market SizeLoop · Cost Of Inaction
56
state_next_steps
Open slide detailLoop · Cost Of Inaction
57
The slide uses a visual transition (a chevron-like shape) to highlight the current section (05) and expand its contents.transition
59
The slide uses a two-tier structure: product offering vs. commercial business model.present_solution
60
plan_implementation
61
The slide focuses on the Nikola Tre BEV and its eligibility for state incentives.quantify_opportunity
62
The slide uses a funnel-like logic to aggregate various customer commitments into a total delivery forecast.size_opportunity
63
The slide uses a funnel-like logic to show current contracted volume vs. future pipeline focus.size_opportunity
64
The slide uses a comparison structure to contrast the BEV charging trailer and the FCEV fueling trailer.present_solution
65
The slide outlines a consulting and guidance framework for charging infrastructure, supported by specific partners.present_solution
66
The slide highlights both the physical network (dealers) and the operational framework (infrastructure, engineering, etc.) supporting service.establish_context
67
The slide uses a collage of social media screenshots to provide social proof of product delivery.illustrate_case
68
state_next_steps
69
transition
70
The slide uses a visual 'drill-down' effect to show the sub-agenda for section 06.transition
71
introduce_nominees
72
Uses a hub-and-spoke diagram to categorize incentives by jurisdiction.quantify_opportunity
73
Uses a hub-and-spoke diagram to categorize regulatory environments.establish_context
75
summarize
76
transition
77
introduce_nominees
78
The slide uses a three-column layout to define compensation principles.present_framework
79
The chart displays a clear correlation between job level and the percentage of stock-based compensation.analyze_data
80
analyze_data
81
summarize
82
transition
83
introduce_nominees
84
The slide uses a matrix-like structure to map revenue drivers (Units/Price/Rate) to specific product lines and sales strategies.present_solution
85
Includes a waterfall-style breakdown of unit costs and a list of cost reduction levers.analyze_data
86
Includes illustrative gross margin targets and capacity scaling from 2022 to 2024.analyze_data
87
Includes revenue recognition timing and modeling guidance for fuel price vs volume.present_solution
88
Uses a value chain framework to explain the business model and profit capture mechanism.present_framework
89
The slide uses a value chain flow to illustrate financial optimization.present_solution
90
Includes annotations A, B, C, D explaining specific line items and strategic considerations like sale-leaseback.analyze_data
Open slide detailBeat · The Ask
91
The slide uses a structured table format to explain how specific business opportunities generate revenue.quantify_opportunity
Open slide detailBeat · The Ask
92
Includes a stacked bar chart showing cash and ELOC balance, alongside key strategic funding pillars.analyze_data
Open slide detailBeat · The Ask
93
summarize
Open slide detailBeat · The Ask
94
state_next_steps
Open slide detailBeat · The Ask
95
summarize
Open slide detailBeat · The Ask