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Sonos · conference-presentation

Sonos | Results Presentation Deck | 41 slides

41 pages · 4 arc beats · 2 loops

Conference-Presentation Download JSON
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Sonos | Results Presentation Deck | 41 slides

Sonos · 2022-11
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 2
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
—

Deck intelligence map

4
coverage by narrative range · generated from this deck JSON
Narrative range 37 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 3 slides 100% 3/3 slides 100% 3/3 slides · 14 hits
— 0/3 slides
66.7% 2/3 slides
— 0/3 slides
100% 3/3 slides
— 0/3 slides
Need 4 slides 100% 4/4 slides 100% 4/4 slides · 22 hits
— 0/4 slides
— 0/4 slides
— 0/4 slides
100% 4/4 slides
— 0/4 slides
Satisfaction 5 slides 100% 5/5 slides 100% 5/5 slides · 27 hits
— 0/5 slides
40% 2/5 slides
— 0/5 slides
100% 5/5 slides 20% 1/5 slides Action 25 slides 100% 25/25 slides 100% 25/25 slides · 112 hits
— 0/25 slides
52% 13/25 slides 28% 7/25 slides 100% 25/25 slides 4% 1/25 slides

Slide inventory

41
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
other
Open slide detailBeat · Attention
03
Includes a disclaimer regarding non-GAAP measures.summarize
Open slide detailBeat · Attention
04
present_solution
Open slide detail
05
summarize
Open slide detail
06
The slide highlights corporate social responsibility and innovation milestones for 2022.summarize
Open slide detail
07
Includes qualitative commentary explaining the drivers for FY2022 performance in each metric.analyze_data
Open slide detailBeat · Need
08
The table includes fiscal year data for households, product registrations, products per household, and listening hours.analyze_data
Open slide detailBeat · Need
09
The table provides a reconciliation of GAAP to Non-GAAP operating expenses, highlighting the impact of stock-based compensation, restructuring, and legal/transaanalyze_data
Open slide detailBeat · Need
10
Includes a disclaimer regarding non-GAAP measures and rounding.analyze_data
Open slide detailBeat · Need
11
The table provides year-over-year and quarter-over-quarter percentage changes for inventory categories.analyze_data
Open slide detail
12
summarize
Open slide detailBeat · Satisfaction
13
The slide provides a breakdown of revenue by region and explains the decline in EBITDA.analyze_data
Open slide detailBeat · Satisfaction
14
LSD = low single digits, LDD = low double digitsanalyze_data
Open slide detailBeat · SatisfactionLoop · Pattern Hunter
15
The slide uses a bar chart to show historical margin performance and a future guidance point.analyze_data
Open slide detailBeat · Satisfaction
16
The table provides a detailed breakdown of R&D, S&M, and G&A expenses, adjusting for stock-based compensation, restructuring, and legal/transaction costs.analyze_data
Open slide detailBeat · Satisfaction
17
front_matter
Open slide detailBeat · Action
18
analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
19
front_matter
Open slide detailBeat · Action
20
summarize
Open slide detailBeat · Action
21
The slide uses a grid-like layout to organize products by category (All-in-One, Home Theater, Components, Automotive).other
Open slide detailBeat · Action
22
The slide uses a 2x2 matrix to illustrate Sonos's unique market position relative to Apple, Google, Amazon, and legacy audio companies.compare_peers
Open slide detailBeat · Action
23
The slide uses a horizontal bar chart style to represent the duration of market presence for Sonos and its competitors.establish_context
Open slide detailBeat · Action
24
The slide highlights market leadership across specific product categories ($200+ Home Theater and $150+ All In One) in two major regions.summarize
Open slide detailBeat · Action
25
Uses a simple additive framework to explain competitive advantage.present_framework
Open slide detailBeat · Action
26
The chart uses a combination of a line graph for applications and a bar chart for issued patents.analyze_data
Open slide detailBeat · Action
27
The slide uses a logo-grid layout to demonstrate ecosystem breadth.establish_context
Open slide detailBeat · Action
28
The slide uses a custom flywheel-style diagram to illustrate the relationship between growth drivers and market conditions.present_framework
Open slide detailBeat · Action
29
analyze_data
Open slide detailBeat · Action
30
Uses a nested circle diagram to illustrate market segmentation and penetration.size_opportunity
Open slide detailBeat · Action
31
Includes a table of historical household data (2018-2022) and a revenue bridge calculation.quantify_opportunity
Open slide detailBeat · Action
32
present_solution
Open slide detailBeat · Action
33
Uses a nested circle diagram to show market segmentation and penetration.size_opportunity
Open slide detailBeat · Action
34
The slide uses a chevron graphic to imply progression from current state to future state.summarize
Open slide detailBeat · Action
35
The slide highlights a strategic shift toward higher-margin channels (DTC and IS) which now account for 44% of total revenue.analyze_data
Open slide detailBeat · Action
36
Includes non-GAAP metrics and constant currency growth rates.summarize
Open slide detailBeat · Action
37
appendix
Open slide detailBeat · Action
38
other
Open slide detailBeat · Action
39
Includes footnotes explaining restructuring expenses and legal/transaction costs.analyze_data
Open slide detailBeat · Action
40
Note: $ in thousands, unaudited.analyze_data
Open slide detailBeat · Action
41
front_matter
Open slide detailBeat · Action