Deezer | Investor Day Presentation Deck | 93 slides

Deezer · 2022-10
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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Deck intelligence map

1
coverage by narrative range · generated from this deck JSON
Narrative range 93 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 93 slides 100% 93/93 slides 100% 93/93 slides · 437 hits
0/93 slides
37.6% 35/93 slides · 37 hits 29% 27/93 slides
0/93 slides
23.7% 22/93 slides

Slide inventory

93
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
front_matter
04
The slide uses a wave-like background to represent growth over time, integrating revenue figures as circular callouts.summarize
05
introduce_nominees
06
The slide uses a creative 'playlist' theme to list the presentation sections, mapping business topics to song titles.summarize
07
The slide uses a song lyric as a thematic hook for the section.transition
08
The chart uses a non-linear time axis (2000, 2007, 2016, 2021).analyze_data
Open slide detailLoop · Cost Of Inaction
09
The slide uses a Venn-like diagram to show the intermediary position of the DSP.establish_context
Open slide detailLoop · Cost Of Inaction
10
The chart uses a split color scheme to distinguish between historical data (16A-21A) and projected data (22E-25E).size_opportunity
Open slide detailLoop · Cost Of Inaction
11
The slide uses a dual-chart layout to contrast consumer engagement (increasing) with monetization efficiency (decreasing/stabilizing).analyze_data
Open slide detailLoop · Cost Of Inaction
12
Uses US-specific data as indicated by the flag icons.compare_peers
Open slide detailLoop · Cost Of Inaction
13
The slide uses two line charts to compare price trajectories of competing services.compare_peers
Open slide detailLoop · Cost Of Inaction
14
Donut charts show market share percentages for major streaming services in two specific countries.analyze_data
Open slide detailLoop · Cost Of Inaction
15
present_framework
Open slide detailLoop · Cost Of Inaction
16
Uses a causal-chain style flow to equate market attributes with strategic positioning.compare_peers
Open slide detailLoop · Cost Of Inaction
17
summarize
Open slide detailLoop · Cost Of Inaction
18
Includes a musical quote as a thematic element.transition
Open slide detailLoop · Cost Of Inaction
19
The slide uses a combination of qualitative rankings and quantitative engagement metrics to validate product quality.summarize
20
The slide uses a visual comparison of star ratings and numerical scores for various music streaming services.illustrate_case
21
present_solution
22
Includes footnotes regarding technical specifications and market limitations.present_solution
23
Shows two mobile app screenshots demonstrating the lyrics interface.present_solution
24
present_framework
25
Shows two mobile app interface screenshots demonstrating the identification process.present_solution
26
The slide uses screenshots of a mobile app to demonstrate the radio identification feature.present_solution
27
The slide uses screenshots of the mobile app to demonstrate the user flow for importing music.present_solution
28
The slide uses a visual representation of the 'Flow' interface to demonstrate the product's core differentiator.present_solution
29
The slide uses a screenshot of a mobile app interface to illustrate the feature.present_solution
30
The slide emphasizes a competitive advantage over major streaming platforms.present_solution
31
The chart uses a trend line overlaying a time-series line graph, with product screenshots annotated at specific points in time.illustrate_case
32
Uses a simple process flow to show evolution from a legacy state to a new, more immersive state.present_framework
33
The diagram uses a vinyl record aesthetic to represent the music ecosystem, connecting 'Communities' and 'Artists & fans' with core activities like Learn, Play,present_framework
34
The slide uses a Venn diagram to show the intersection of two core business strategies.present_framework
35
summarize
36
The slide uses a collage of playlist covers to visually represent the diversity of content.present_solution
37
The slide uses a grid of images to illustrate different content pillars (VOD, originals, live, etc.).present_solution
38
The slide serves as a visual mood board or proof-point gallery for the brand's experiential marketing activities.illustrate_case
39
Includes a song lyric quote at the bottom.transition
40
summarize
41
Uses a mathematical bridge structure (Subscribers * ARPU = Revenue) to explain performance.analyze_data
42
The slide uses a timeline framework to correlate partnership acquisition dates with revenue growth and contract renewal frequency.illustrate_case
43
summarize
44
The slide uses a causal arrow to suggest that tech bundling is the catalyst for media/telco partnerships.present_framework
45
summarize
46
The slide uses a Venn diagram to illustrate market overlap and a stacked bar chart to show subscriber growth.summarize
47
The slide uses a simple additive framework (1 + 2 + 3) to illustrate growth strategy.present_solution
48
summarize
49
The slide uses a timeline to correlate revenue mix shifts with strategic partnerships.summarize
50
The slide uses a mix of bar charts, growth multipliers, and margin improvement metrics to demonstrate success.illustrate_case
51
Includes a testimonial/quote from Deutsche Bank.present_solution
52
present_solution
53
The slide highlights a contrast between established markets (France/Brazil) and growth opportunities (US/UK/etc) using visual grouping boxes.size_opportunity
54
The slide uses a three-column layout to segment market opportunities.size_opportunity
55
Includes a quote by Buddy Guy at the bottom.transition
56
analyze_data
57
Uses a mathematical equation visual (Subscribers * ARPU = Revenue) to explain business performance.analyze_data
58
Uses a concentric circle diagram to imply future growth or expansion beyond the current implemented state.present_solution
Open slide detailLoop · Quick Win Big Bet
59
Includes a timeline of international rollouts (France, US, Germany, Brazil) and iOS user migration.analyze_data
Open slide detailLoop · Quick Win Big Bet
60
The 2022E bar shows a significant shift toward the 'FR, BR, DE' segment (85%) compared to previous years.analyze_data
Open slide detailLoop · Quick Win Big Bet
61
The slide uses circular callouts to highlight key performance metrics for two distinct geographic segments.analyze_data
Open slide detailLoop · Quick Win Big Bet
62
The diagram uses a Venn-like or nested circle structure to categorize initiatives.plan_implementation
Open slide detailLoop · Quick Win Big Bet
63
The slide uses visual evidence of marketing campaigns to support the thesis of targeting a younger demographic.illustrate_case
Open slide detailLoop · Quick Win Big Bet
64
The slide uses a specific highlight on the 16-24 age group to emphasize the +55% conversion potential compared to other age groups.size_opportunity
Open slide detailLoop · Quick Win Big Bet
65
The slide combines strategic acquisition details with performance metrics from a specific event (Little Mix) to validate the business case.quantify_opportunity
Open slide detailLoop · Quick Win Big Bet
66
The slide uses a nested circle diagram to represent the progression of initiatives.plan_implementation
Open slide detailLoop · Quick Win Big Bet
67
Uses pie charts to illustrate the disproportionate spending power of superfans relative to their audience size.quantify_opportunity
Open slide detailLoop · Quick Win Big Bet
68
propose_solution
Open slide detailLoop · Quick Win Big Bet
69
The slide includes a quote from Guns N' Roses, likely used as a thematic hook.transition
70
The table uses a waterfall-like structure to bridge revenue to cash flow.analyze_data
71
The slide uses a table structure to contrast subscriber counts, ARPU, revenue, gross profit, and marketing spend across three distinct business segments.analyze_data
72
The slide uses a table structure to contrast historical performance with future strategic drivers.present_solution
73
The chart uses a waterfall-style buildup to explain the revenue growth drivers.present_solution
74
present_solution
75
The chart shows the bridge from a negative EBITDA of (65) to a cash flow pre-funding of (47) through working capital, capex, lease repayments, and other investmshow_valuation_bridge
76
summarize
77
transition
78
summarize
79
summarize
80
The slide uses a column-based layout to categorize ESG initiatives and their corresponding goals.present_solution
81
The slide highlights Deezer's performance relative to peers using a blue-bordered column for emphasis.compare_peers
82
summarize
83
Includes a legend for committee abbreviations (A = Audit, N&R = Nomination & Remuneration).introduce_nominees
84
The slide uses a grid layout for individual profiles with headshots, flags, and descriptive text.introduce_nominees
85
summarize
86
summarize
87
summarize
89
Includes annotations for Covid-19 impact and working capital benefits.analyze_data
90
The slide shows three distinct blocks of reconciliation: Gross Profit, EBITDA, and Cash-Flow.analyze_data
91
Includes a table of share classes and a pie chart of shareholder ownership.analyze_data
92
The chart illustrates the transition of shares from locked-up to freely transferable status over time.analyze_data
93
The slide provides a breakdown of warrants, ESOPs, free shares, and long-term incentive plans.analyze_data