Eutelsat | Investor Presentation Deck | 70 slides

Eutelsat · 2023-08
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 5
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

70
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
front_matter
Open slide detailBeat · Attention
03
The slide uses a linear process flow to illustrate the industry ecosystem.present_framework
Open slide detailBeat · Attention
04
establish_context
Open slide detailBeat · Attention
05
summarize
Open slide detailBeat · AttentionLoop · Golden Circle
06
The slide uses a visual arrow to indicate the mapping from the old vertical structure to the new one.transition
Open slide detailBeat · InterestLoop · Golden Circle
07
analyze_data
Open slide detailBeat · InterestLoop · Golden Circle
08
The slide uses a stylized world map with dots representing satellite locations and a legend explaining orbit types and status.establish_context
Open slide detailBeat · InterestLoop · Golden Circle
09
Includes specific callout for insurance proceeds in FY 2020-21.analyze_data
Open slide detailBeat · InterestLoop · Golden Circle
10
The chart displays debt maturity by year (2023-2028) for Eutelsat SA and Eutelsat Communications, including interest rate percentages for specific years.analyze_data
Open slide detailBeat · InterestLoop · Golden Circle
11
The slide displays the percentage breakdown of shareholders including Bpifrance, CMA-CGM, FSP, Bharti, and Free float.analyze_data
Open slide detailBeat · InterestLoop · Golden Circle
12
The slide uses a numbered list of four pillars followed by a bulleted list of governance and implementation details.present_framework
Open slide detailBeat · InterestLoop · Golden Circle
13
The slide uses a series of vertical columns to display individual agency scores and qualitative performance indicators.summarize
Open slide detailBeat · InterestLoop · Golden Circle
14
Uses a hub-and-spoke diagram to show four key pillars of the merger: growth potential, unique assets, integrated LEO/GEO capabilities, and value creation.present_solution
Open slide detailBeat · InterestLoop · Golden Circle
15
transition
16
summarize
Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction
17
The slide uses a split-screen layout to compare channel volume trends against regional HD adoption metrics.analyze_data
Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction
18
The slide contrasts a stacked area chart showing the growth of HD/UHD channels against a table detailing channel capacity per 36 Mhz transponder.analyze_data
Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction
19
The chart highlights the growth gap in fiber penetration across different European markets.analyze_data
Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction
20
The slide uses two bar charts to compare 2020 and 2030e market sizes for the total market and the NGSO segment specifically.size_opportunity
Open slide detailBeat · Problem (Identify pain)Loop · Cost Of Inaction
21
The slide uses a table structure to segment the market by B2B and B2C categories.size_opportunity
22
The slide uses two distinct chart types (bar and grouped bar) to illustrate growth in two different mobility sectors.quantify_opportunity
23
size_opportunity
24
The slide highlights the third agenda item, 'Combination with OneWeb', in bold white text.transition
25
establish_context
Open slide detailBeat · Solution (Provide relief)Loop · Quick Win Big Bet
26
The slide uses a comparison table to contrast Ku-band and Ka-band specifications.present_framework
Open slide detailBeat · Solution (Provide relief)Loop · Quick Win Big Bet
27
diagnose_problem
Open slide detailBeat · Solution (Provide relief)Loop · Quick Win Big Bet
28
Includes a footnote regarding the $275m Take-or-Pay Agreement with Eutelsat.summarize
Open slide detailBeat · Solution (Provide relief)Loop · Quick Win Big Bet
29
Includes financial savings estimates and technical improvements over Gen-1.present_solution
Open slide detailBeat · Solution (Provide relief)Loop · Quick Win Big Bet
30
compare_peers
Open slide detailBeat · Solution (Provide relief)Loop · Quick Win Big Bet
31
summarize
Open slide detailBeat · Solution (Provide relief)Loop · Quick Win Big Bet
32
The slide uses a horizontal timeline structure to map service phases against technical enablers and hardware requirements.plan_implementation
Open slide detailBeat · Solution (Provide relief)Loop · Quick Win Big Bet
33
The slide uses a structured table format to break down synergy types and their associated financial impact and strategic drivers.quantify_opportunity
Open slide detailBeat · Solution (Provide relief)Loop · Quick Win Big Bet
34
Includes guidance horizon markers and specific financial policy notes.analyze_data
Open slide detailBeat · Solution (Provide relief)Loop · Quick Win Big Bet
35
transition
Open slide detailBeat · Solution (Provide relief)Loop · Quick Win Big Bet
36
Includes a footnote regarding EBITDA calculation and a reference to the Eutelsat-OneWeb combination.summarize
Open slide detailBeat · Satisfaction
37
The chart uses a waterfall bridge to decompose revenue variance.analyze_data
Open slide detailBeat · Satisfaction
38
Includes a satellite imagery visual on the right.analyze_data
Open slide detailBeat · Satisfaction
39
Includes a stacked bar chart comparing quarterly revenue for FY 2021-22 and FY 2022-23.analyze_data
Open slide detailBeat · Satisfaction
40
Includes a stacked bar chart showing quarterly revenue breakdown for two fiscal years.analyze_data
Open slide detailBeat · Satisfaction
41
The slide uses a stacked bar chart to show quarterly revenue contributions to the total annual revenue.analyze_data
Open slide detailBeat · Satisfaction
42
Includes a footnote regarding constant currency and perimeter.analyze_data
Open slide detailBeat · Satisfaction
43
Backlog excludes managed services; transponder data excludes HTS capacity.analyze_data
Open slide detailBeat · Satisfaction
44
The slide uses a bold highlight for the current agenda item (5).front_matter
Open slide detailBeat · Satisfaction
45
The slide highlights the strategic positioning of Eutelsat following the OneWeb merger and E10B satellite deployment.summarize
Open slide detailBeat · Satisfaction
46
The slide uses a checkmark icon to indicate successful launches for the first two satellites.analyze_data
Open slide detailBeat · Satisfaction
47
The slide explicitly notes this is the standalone outlook, excluding the impact of the OneWeb combination.summarize
Open slide detailBeat · Satisfaction
48
summarize
Open slide detailBeat · Satisfaction
49
front_matter
51
analyze_data
52
The table provides a bridge-like view of the income statement items.analyze_data
53
The chart includes a bridge from 735 to 518, with a breakdown of one-off costs and a table showing reported changes.analyze_data
54
The chart uses a standard waterfall bridge format to reconcile opening and closing net debt positions.analyze_data
55
The slide explains the drivers behind the margin compression, specifically mentioning the Video vertical, staff/technical costs, inflation, and Russia-related tanalyze_data
57
propose_solution
58
present_solution
60
Includes a break in the x-axis between FY25e and FY27e.analyze_data
61
The map illustrates the complementary nature of GEO (targeted high-demand areas) and LEO (global coverage) satellite networks.propose_solution
62
The slide uses a causal flow from technical capabilities (left) to strategic benefits (right).present_solution
63
The slide uses a matrix structure to categorize market segments by their current and future satellite connectivity needs.size_opportunity
64
plan_implementation
66
Contains three images: the rocket launch, a long-exposure shot of the trajectory, and a rendering of the satellite in orbit.illustrate_case
67
Slide 67 of a presentation.illustrate_case
68
Includes a photo of the rocket launch and a rendering of the satellite in orbit.illustrate_case
69
state_next_steps