Flutter · conference-presentation
Flutter | Investor Day Presentation Deck | 113 slides
113 pages · 4 arc beats · 2 loops
Flutter | Investor Day Presentation Deck | 113 slides
Flutter · 2022-11 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
15101520253035404550556065707580859095100105110113
Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 113 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 4 slides 100% 4/4 slides 100% 4/4 slides · 13 hits — 0/4 slides
25% 1/4 slides 50% 2/4 slides 100% 4/4 slides — 0/4 slides
Need 6 slides 100% 6/6 slides 100% 6/6 slides · 29 hits — 0/6 slides
— 0/6 slides
— 0/6 slides
100% 6/6 slides 100% 6/6 slides Satisfaction 40 slides 100% 40/40 slides 100% 40/40 slides · 200 hits — 0/40 slides
67.5% 27/40 slides · 32 hits 42.5% 17/40 slides 100% 40/40 slides 15% 6/40 slides Action 63 slides 100% 63/63 slides 100% 63/63 slides · 300 hits — 0/63 slides
63.5% 40/63 slides · 41 hits 58.7% 37/63 slides 100% 63/63 slides — 0/63 slides
Slide inventory
113 every slide · same image gating as the playbook
01
Background is a collage of various brand imagery and marketing assets.front_matter
Open slide detailBeat · Attention
05
The slide highlights the scale and diversification of the business model.summarize
06
The slide uses a map to visualize the company's footprint in its top 15 revenue-generating markets.summarize
07
The slide uses a bridge-style visual to connect the 'Sportsbook' segment of the first pie chart to a detailed breakdown in the second pie chart.analyze_data
08
The slide highlights the strategic value of FanDuel to Flutter, emphasizing market share, brand investment, and customer base.summarize
11
The chart highlights the 'winner-take-most' dynamic in digital markets.compare_peers
Open slide detailBeat · Satisfaction
12
The slide uses a comparative structure to justify the investment thesis by contrasting US growth potential with the stability and cash generation of internationsummarize
Open slide detailBeat · Satisfaction
15
The slide highlights market leadership positions (#1, #2, #3) across different product verticals.summarize
Open slide detailBeat · Satisfaction
16
The chart uses a smoothed line representation of market share data.compare_peers
Open slide detailBeat · Satisfaction
17
The chart highlights market dominance with a #1 badge; data covers Jan 1 - Sep 30 2022.analyze_data
Open slide detailBeat · Satisfaction
18
The chart uses a stacked bar format to show revenue composition changes between 2018 and 2022E.analyze_data
Open slide detailBeat · Satisfaction
19
The slide uses a stacked bar chart to illustrate growth in iGaming and Sportsbook segments, supported by penetration data.size_opportunity
Open slide detailBeat · Satisfaction
20
The slide uses a classic three-column strategic framework to summarize business drivers.summarize
Open slide detailBeat · Satisfaction
22
The slide uses a numbered 3-step process mapped onto a circular flywheel.present_framework
Open slide detailBeat · Satisfaction
23
The slide uses two distinct callout boxes with icons to highlight revenue growth and margin targets.summarize
Open slide detailBeat · Satisfaction
27
Uses a simple two-column layout with icons to represent strategic goals.present_framework
28
The chart tracks GGR growth alongside the expansion of addressable population and new state launches.size_opportunity
29
The slide uses a series of icons and descriptive text blocks to explain the benefits of the current regulatory environment.establish_context
30
Uses a waterfall-bridge style visualization to show growth multipliers.size_opportunity
31
The slide uses a waterfall-style bridge to explain the 2.2x and 1.8x growth multipliers.size_opportunity
Open slide detailBeat · Satisfaction
32
Uses a multiplicative bridge (2.3x * 2.0x = 4.5x) to project market growth.size_opportunity
Open slide detailBeat · Satisfaction
34
The slide uses a simple additive framework to illustrate the components of their business model.present_framework
Open slide detailBeat · Satisfaction
35
The slide uses a numbered process flow to illustrate competitive advantages.present_solution
Open slide detailBeat · Satisfaction
36
The slide uses a bar chart for brand awareness and a custom bubble-based timeline for marketing spend.quantify_opportunity
Open slide detailBeat · Satisfaction
38
The chart shows a stacked area growth of 14m+ total accounts, split between live and non-live sportsbook states.quantify_opportunity
Open slide detailBeat · Satisfaction
39
The chart uses a 'before-after' style comparison across cohorts of state launches over time.analyze_data
Open slide detailBeat · Satisfaction
40
The slide uses a logo-grid to demonstrate market dominance and barrier to entry.present_framework
Open slide detailBeat · Satisfaction
41
The slide uses a logo grid to demonstrate market reach.present_solution
Open slide detailBeat · Satisfaction
42
The slide uses a grid of headshots with associated metrics to illustrate the scale of the influencer network.present_framework
Open slide detailBeat · Satisfaction
44
The slide uses a bar chart to illustrate the shift from local to national media buying efficiency.analyze_data
Open slide detailBeat · Satisfaction
45
Uses a before-after-bridge style to show performance delta.compare_peers
Open slide detailBeat · Satisfaction
47
Uses a visual progression to explain product complexity.present_framework
Open slide detailBeat · Satisfaction
48
The chart shows FanDuel has significantly more pre-live NBA markets than competitors A and B.compare_peers
Open slide detailBeat · Satisfaction
49
The slide uses a timeline framework to illustrate competitive advantage through in-house product development.compare_peers
Open slide detailBeat · Satisfaction
50
The slide uses a three-column layout with screenshots of the mobile app to illustrate each pillar.present_solution
Open slide detailBeat · Satisfaction
51
The slide uses a central smartphone mockup to visualize the 'one account' concept, flanked by two key metrics demonstrating cross-state and cross-product engagesummarize
Open slide detailBeat · Action
52
The slide uses a central product screenshot to anchor two key performance metrics.summarize
Open slide detailBeat · Action
53
Part of a 'Retain' section, specifically '2. Best App'.present_solution
Open slide detailBeat · Action
54
The slide uses a combination of social proof (app store ratings) and expert validation (Eilers & Krejcik report) to reinforce the 'Best App' pillar of their strillustrate_case
Open slide detailBeat · Action
55
The slide uses a three-column layout to categorize promotional tactics.present_solution
Open slide detailBeat · Action
56
The slide uses a bar chart to demonstrate competitive advantage in promotional efficiency.compare_peers
Open slide detailBeat · Action
57
The slide uses a visual contrast between a modest FanDuel offer and a large Caesars offer to illustrate the 'disciplined' vs 'aggressive' spend strategy.illustrate_case
Open slide detailBeat · Action
58
The slide uses a bridge-style annotation to highlight the 1.8X efficiency gap.compare_peers
Open slide detailBeat · Action
60
The slide uses a nested circle diagram to represent the relationship between global specialists, US-focused employees, and the final product output.summarize
Open slide detailBeat · Action
61
The slide uses a three-column layout to define the operational scope of the pricing and risk management function.present_framework
Open slide detailBeat · Action
62
The funnel diagram acts as a process flow for probability calculation.present_framework
Open slide detailBeat · Action
63
Uses a funnel diagram to represent the aggregation of probability data.present_framework
Open slide detailBeat · Action
64
The slide uses a bar chart to show market depth and a vertical arrow diagram to show margin hierarchy.compare_peers
Open slide detailBeat · Action
66
Uses a bridge/waterfall structure to explain the delta between market average and FanDuel revenue.show_valuation_bridge
Open slide detailBeat · Action
67
The chart highlights a widening gap between FanDuel and the rest of the market, with a specific callout for 2022 full-year estimates.compare_peers
Open slide detailBeat · Action
68
The slide uses a simple before-after bridge to show margin expansion, supported by a numbered list of strategic drivers.present_solution
Open slide detailBeat · Action
69
The slide uses a three-column layout to categorize strategic advantages and their corresponding KPIs.summarize
Open slide detailBeat · Action
71
The slide uses a linear process-like flow to connect the 'Flutter Edge' to four distinct strategic assets.present_framework
Open slide detailBeat · Action
72
The slide uses a before-after framing to link capital injection to market dominance.analyze_data
Open slide detailBeat · Action
73
The slide uses a 'Flutter Edge' navigation bar at the top, indicating this is part of a larger strategic presentation.summarize
Open slide detailBeat · Action
74
The slide uses a circular diagram to represent the framework pillars and a table-like layout to detail specific initiatives for each.present_framework
Open slide detailBeat · Action
76
Uses a before-after framing to contrast industry challenges with company performance.frame_problem
Open slide detailBeat · Action
77
The slide uses a color-coded legend where blue represents proprietary technology and grey represents 3rd party technology.present_solution
Open slide detailBeat · Action
78
The slide uses a timeline-like structure to show the evolution of their tech stack.present_solution
Open slide detailBeat · Action
80
The slide uses a before-after comparison to highlight operational improvements.analyze_data
Open slide detailBeat · Action
81
The slide uses a funnel-like visual to imply growth in transaction capacity over time/scale.compare_peers
Open slide detailBeat · Action
85
The slide uses a process flow diagram to show the relationship between sportsbook leadership, cross-sell rates, and market share.summarize
Open slide detailBeat · Action
86
Uses a funnel-like visual to show the transition of TAM split.present_solution
Open slide detailBeat · Action
87
The slide uses a hub-and-spoke style linear progression to outline strategic pillars.present_solution
Open slide detailBeat · Action
88
Uses a before-after framing style to show current market standing vs future brand positioning.present_framework
Open slide detailBeat · Action
89
Shows growth in both total game count (+49%) and market-leading game coverage (from <50% to 90%+).present_solution
Open slide detailBeat · Action
90
Uses a causal equation format (A + B = C) to explain the strategy.present_solution
Open slide detailBeat · Action
91
The slide uses a two-column layout to contrast leadership team composition with broader group capabilities.summarize
Open slide detailBeat · Action
93
The slide uses a visual grid of icons and photos to represent three pillars of growth.plan_implementation
Open slide detailBeat · Action
95
Uses a numbered process flow to outline three strategic pillars.summarize
Open slide detailBeat · Action
96
The slide uses a vertical logic flow to define the financial metrics of the business.present_framework
Open slide detailBeat · Action
97
The slide uses a before-after framing to show growth metrics.analyze_data
Open slide detailBeat · Action
98
The chart uses a stacked bar format to illustrate growth from $9.0bn to $40.5bn.size_opportunity
Open slide detailBeat · Action
99
The chart shows a trend from 31% in 2019 to 50% in 2022E, with a specific callout for the NY launch tax rate.analyze_data
Open slide detailBeat · Action
100
The slide uses a bar chart to show market concentration and a table to show CoS and the gap between the #1 and #2 operators.compare_peers
Open slide detailBeat · Action
101
The slide uses a circular process diagram to illustrate a self-reinforcing business model.present_framework
Open slide detailBeat · Action
102
The chart uses a grouped bar format to show revenue progression over time.compare_peers
Open slide detailBeat · Action
103
The slide uses a dual-chart layout to show the correlation between margin expansion and promotional spend growth.analyze_data
Open slide detailBeat · Action
104
The slide emphasizes the scale of investment as a competitive moat.analyze_data
Open slide detailBeat · Action
105
The slide uses a before-after framing to highlight efficiency gains.compare_peers
Open slide detailBeat · Action
106
The slide uses a line chart to show historical trends and a list to explain the drivers of efficiency.compare_peers
Open slide detailBeat · Action
107
The slide uses a bar chart to illustrate financial trajectory, specifically focusing on contribution margin growth.analyze_data
Open slide detailBeat · Action
108
The slide uses a series of bar charts to demonstrate the 'flywheel' effect where older cohorts become profitable over time.analyze_data
Open slide detailBeat · Action
109
The slide uses a bar chart to show efficiency gains and a list to categorize cost structures.analyze_data
Open slide detailBeat · Action
110
The slide uses a bridge-like visual structure to show how cost inputs lead to an EBITDA margin output.analyze_data
Open slide detailBeat · Action