Sonos | Results Presentation Deck | 33 slides

Sonos · 2023-02
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

33
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Attention
02
front_matter
Open slide detailBeat · Attention
03
Includes non-GAAP financial measure disclaimer.summarize
Open slide detailBeat · Attention
04
Includes regional revenue growth breakdowns and FX impact analysis.analyze_data
Open slide detailBeat · Overview of Key Performance Indicators
05
Includes a waterfall-style bridge for 1Q23 showing the impact of FX headwinds.analyze_data
Open slide detailBeat · Overview of Key Performance Indicators
06
The slide provides a detailed reconciliation of GAAP to Non-GAAP operating expenses, highlighting R&D, S&M, and G&A line items.analyze_data
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · Cost Of Inaction
07
Includes non-GAAP reconciliation disclaimer.analyze_data
Open slide detailBeat · Overview of Key Performance IndicatorsLoop · Cost Of Inaction
08
The slide provides a breakdown of inventory levels and year-over-year/quarter-over-quarter changes.analyze_data
Open slide detailLoop · Cost Of Inaction
09
Page number 9 in bottom right corner.transition
Open slide detailBeat · Situation & ContextLoop · Cost Of Inaction
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Includes non-GAAP disclaimer at the bottom.analyze_data
Open slide detailBeat · Situation & ContextLoop · Cost Of Inaction
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front_matter
12
summarize
13
The slide uses a grid-based layout to showcase product images alongside their names and price points.establish_context
14
The chart uses a 2x2 matrix framework (Premium/Commodity vs Walled Garden/Open Platform).compare_peers
15
The slide uses a horizontal bar chart/timeline hybrid to illustrate Sonos's first-mover advantage.cite_precedent
16
Data sourced from NPD and GfK; highlights market leadership in specific price-point categories.compare_peers
17
Uses a simple additive framework to illustrate value proposition.present_framework
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The chart uses a combination of a line graph for total applications and a bar chart for issued patents.analyze_data
19
The slide uses a logo grid to demonstrate the breadth of the company's open platform strategy.establish_context
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The slide uses a custom flywheel-style diagram structure.present_framework
Open slide detailLoop · Quick Win Big Bet
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The chart uses a stacked bar format to visualize cumulative growth over time.analyze_data
Open slide detailLoop · Quick Win Big Bet
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Uses a nested circle diagram to illustrate market segmentation and penetration.size_opportunity
Open slide detailLoop · Quick Win Big Bet
23
Includes a table of historical household data (2018-2022) and a revenue bridge calculation.quantify_opportunity
Open slide detailLoop · Quick Win Big Bet
24
The slide demonstrates a consistent product release cadence to drive customer engagement.present_solution
Open slide detailLoop · Quick Win Big Bet
25
Uses a nested circle diagram to show market segments from total global audio down to premium home audio, with Sonos revenue as a small point.size_opportunity
26
Uses a chevron-style arrow to imply progression from current state to future state.frame_situation
Open slide detailBeat · Return with ElixirLoop · Before After
27
The slide uses a table to show both absolute revenue and percentage mix, with a summary of channel performance drivers on the right.analyze_data
Open slide detailBeat · Return with Elixir
28
Includes GAAP and non-GAAP financial metrics; table uses alternating row shading for readability.analyze_data
Open slide detailBeat · Return with Elixir
30
Note: $ in thousands, unaudited.analyze_data
31
Includes a footnote explaining the nature of 'Legal and transaction related costs'.analyze_data
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Values are in thousands, unaudited.analyze_data
33
front_matter