SoftBank | Investor Presentation Deck | 103 slides

SoftBank · 2023-11
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

6
coverage by narrative range · generated from this deck JSON

Slide inventory

103
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
Standard legal boilerplate for private placement or investment fund pitch decks.other
Open slide detailBeat · Attention
03
other
Open slide detailBeat · Attention
04
The chart transitions from Japanese-GAAP to IFRS accounting standards between FY13 and FY14.show_traction
Open slide detailBeat · Attention
05
The chart transitions from Japanese-GAAP to IFRS accounting standards between 2013 and 2014.show_traction
Open slide detailBeat · Attention
06
The slide highlights consistent financial performance above a key psychological threshold.show_traction
07
The chart uses a step-line format to represent annual or periodic changes in shareholder value.show_traction
08
transition
09
transition
Open slide detailBeat · WhyLoop · Golden Circle
10
Uses historical figures as an argument from analogy to frame the current business opportunity.cite_precedent
Open slide detailBeat · WhyLoop · Golden Circle
11
The slide uses a historical figure to provide credibility or context for the business model or solution.cite_precedent
Open slide detailBeat · WhyLoop · Golden Circle
12
Uses a historical figure and image to establish a precedent for market commoditization.argue_timing
Open slide detailBeat · WhyLoop · Golden Circle
13
Uses a historical figure as a metaphor for business strategy.inspire_vision
Open slide detailBeat · WhyLoop · Golden Circle
14
The slide uses a historical figure to establish credibility or context for a financial business model.cite_precedent
Open slide detailBeat · WhyLoop · Golden Circle
15
The slide uses a historical ranking to establish the dominance of traditional industrial sectors (oil, car, steel) in the mid-20th century.establish_context
Open slide detailBeat · WhyLoop · Golden Circle
16
The chart illustrates the long-term decline of agriculture and the rise of industrial/service sectors.establish_context
Open slide detailBeat · WhyLoop · Golden Circle
17
The chart uses a normalized index where 1850 equals 1.establish_context
Open slide detailBeat · WhyLoop · Golden Circle
18
The slide uses a high-impact visual of a neural network/brain to set a thematic tone for the next section.transition
Open slide detailBeat · WhyLoop · Golden Circle
19
The chart uses a non-linear scale to emphasize the hockey-stick growth curve.argue_timing
Open slide detailBeat · HowLoop · Why Now
20
The slide uses a dual-axis line chart to demonstrate a strong positive correlation between infrastructure usage and market value.argue_timing
Open slide detailBeat · HowLoop · Why Now
21
The chart highlights IBM at the bottom of the top 10 list.compare_peers
Open slide detailBeat · HowLoop · Why Now
22
The chart highlights tech companies in blue and non-tech companies in grey.compare_peers
Open slide detailBeat · HowLoop · Why Now
23
The chart uses a donut visualization to highlight the specific market segments within the broader U.S. GDP context.size_opportunity
Open slide detailBeat · HowLoop · Why Now
24
The slide uses a donut chart to illustrate the total addressable market size for AI applications across the entire U.S. economy.size_opportunity
Open slide detailBeat · HowLoop · Why Now
25
Uses a circuit-board brain graphic to symbolize AI.inspire_vision
Open slide detailBeat · HowLoop · Why Now
26
The slide serves as a social proof or credibility slide, showcasing a network of founders.other
27
transition
28
The slide uses a metaphor of a conductor to represent the company's role in orchestrating or managing complex systems.transition
29
This slide serves as a visual break or transition, likely representing harmony, coordination, or scale.filler
30
The slide uses a metaphor of an orchestra to represent the portfolio companies, with SoftBank as the conductor.other
31
Uses musical imagery to frame the team/hiring philosophy.inspire_vision
32
The slide highlights the scale of the ride-sharing platform investments.show_traction
33
The slide highlights rapid growth in membership numbers over a two-year period.show_traction
34
The slide highlights OYO's rapid growth compared to established incumbents.compare_peers
35
The chart uses annualized data based on Jan-Mar quarterly figures for each year.show_traction
36
The chart uses annualized Q1 data to project annual revenue. The currency conversion rate is specified in the footer.show_traction
37
The slide uses a honeycomb/hexagonal grid layout to connect various companies to the central SoftBank brand.show_traction
38
transition
39
Uses a linear process diagram to illustrate technological progression.argue_timing
40
The slide uses a simple, bold metric to convey the scale of the fund.show_traction
41
Uses a mathematical inequality symbol to emphasize market dominance.show_traction
Open slide detailBeat · What
42
The slide uses a three-column layout to define the fund's strategic focus areas.inspire_vision
Open slide detailBeat · What
43
Includes detailed legal and accounting disclosures regarding IFRS 13, AIFM Directive, and definitions of IRR metrics.appendix
Open slide detailBeat · What
44
The slide serves as a formal disclosure for performance metrics, heavily focused on IFRS 13 compliance and valuation processes.summarize
Open slide detailBeat · What
45
This is a filler or placeholder slide used in a pitch deck to signal future news.other
Open slide detailBeat · What
46
The slide uses a simple arrow diagram to represent growth over time/plan.show_traction
Open slide detailBeat · What
47
The slide uses a high-quality photograph of the orchestra as a background, likely serving as a transition or thematic filler.filler
Open slide detailBeat · What
48
The slide uses a visual metaphor comparing individual musicians to an orchestra to represent a business ecosystem.illustrate_case
Open slide detailBeat · What
49
The slide uses a hub-and-spoke visual metaphor to connect a large network of portfolio companies to the SoftBank Vision Fund.inspire_vision
Open slide detailBeat · What
50
inspire_vision
Open slide detailBeat · What
51
transition
Open slide detailBeat · What
52
transition
Open slide detailBeat · What
53
The slide uses a contrast between a bold vision and a negative financial reality to build credibility and demonstrate long-term ambition.inspire_vision
Open slide detailBeat · What
54
The slide uses a pun/metaphor to illustrate the scale of ambition.inspire_vision
Open slide detailBeat · What
55
The slide uses a visual pun: 'cho' is a Korean counter for tofu blocks, and also means 'trillion' in Korean financial contexts.size_opportunity
Open slide detailBeat · What
56
The slide uses a visual metaphor of tofu blocks on a perspective grid to represent scale.size_opportunity
Open slide detailBeat · What
57
This slide acts as a section divider or title page for a long-term strategic presentation.transition
Open slide detailBeat · What
58
The slide uses a dashed exponential curve to illustrate long-term growth ambition.size_opportunity
Open slide detailBeat · What
59
The slide uses a combination of historical data (2010-2019) and a forward-looking projection (2040).show_traction
Open slide detailBeat · What
60
The slide uses a combination of a solid line for historical data and a dashed line for future projections.show_traction
Open slide detailBeat · What
61
Likely used as a transition or a 'shock' slide to emphasize market size or a specific financial metric.other
Open slide detailBeat · Satisfaction
62
The chart uses a step-line format to represent discrete fiscal year data points.show_traction
Open slide detailBeat · Satisfaction
63
The chart is a stacked bar representation of asset values.analyze_data
Open slide detailBeat · Satisfaction
64
The chart transitions from Japanese-GAAP to IFRS accounting standards. The SVF segment is shown as a blue stack on top of the grey 'Others' bars for 2017 and 20show_traction
Open slide detailBeat · Satisfaction
65
The slide provides a specific valuation metric for SVF1 with detailed footnotes explaining the calculation methodology.analyze_data
Open slide detailBeat · Satisfaction
66
The slide provides a breakdown of SVF1 and SVF2 equity values, with SVF2 marked as illustrative.analyze_data
Open slide detailBeat · Satisfaction
67
The slide serves as a formal disclosure page for performance metrics, including a detailed legal and methodological footnote section.summarize
Open slide detailBeat · Satisfaction
68
The chart appears to be a placeholder or a very sparse data visualization with only one data point plotted at the origin.analyze_data
Open slide detailBeat · Satisfaction
69
The chart shows a JPY 6t initial investment growing to 120t over 10 years.analyze_data
Open slide detailBeat · Satisfaction
70
The chart illustrates a compounding effect over a 10-year period with no dividends.analyze_data
Open slide detailBeat · Satisfaction
71
The chart illustrates a compound growth scenario starting from 6 JPY trillion to 120 JPY trillion over 10 years.analyze_data
Open slide detailBeat · Satisfaction
72
The chart illustrates the compounding effect of high IRR over two decades, starting from an initial investment of 6 JPY trillion.analyze_data
Open slide detailBeat · Satisfaction
73
The chart illustrates the power of compounding returns over a long horizon, specifically highlighting the transition from 35% IRR to 26% IRR after year 10.analyze_data
Open slide detailBeat · Satisfaction
74
The chart uses a two-stage growth model (35% IRR for 10 years, 26% IRR for the next 10 years) to demonstrate exponential value creation.analyze_data
Open slide detailBeat · Satisfaction
75
The chart uses a compound growth model to demonstrate long-term value creation.analyze_data
Open slide detailBeat · Satisfaction
76
The slide illustrates compounding returns over two 10-year periods with different IRR assumptions.analyze_data
Open slide detailBeat · Satisfaction
77
The slide uses a large red 'X' overlay, likely to indicate that the simple multiplication of 20x and 10x is an incorrect or oversimplified way to view the compoanalyze_data
Open slide detailBeat · Satisfaction
78
The chart shows a compounding effect starting from 6 (Year 0) to 200 (Year 20).analyze_data
Open slide detailBeat · Satisfaction
79
The chart shows exponential growth from 6 to 200 JPY trillion over 20 years.analyze_data
Open slide detailBeat · Satisfaction
80
The slide uses a bar chart to illustrate compound growth over a 20-year period.analyze_data
Open slide detailBeat · Satisfaction
81
The visual uses a perspective-based grid to imply scale, likely referencing a market size in 'cho' (trillion).size_opportunity
Open slide detailBeat · DesireLoop · Cost Of Inaction
82
transition
Open slide detailBeat · DesireLoop · Cost Of Inaction
83
transition
Open slide detailBeat · DesireLoop · Cost Of Inaction
84
The slide uses a visual metaphor of a brain-circuit hybrid to represent the company's long-term technological goal.inspire_vision
Open slide detailBeat · DesireLoop · Cost Of Inaction
85
Uses a visual metaphor comparing biological complexity to computational power.argue_timing
Open slide detailBeat · DesireLoop · Cost Of Inaction
86
The slide uses a visual metaphor comparing chip transistor counts to human brain complexity.establish_context
Open slide detailBeat · DesireLoop · Cost Of Inaction
87
The slide uses a central brain icon to represent AI, connecting to eight industry-specific clusters of company logos.establish_context
Open slide detailBeat · DesireLoop · Cost Of Inaction
88
The slide uses a combination of scientific imagery (lab equipment) and human imagery (elderly couple) to convey the vision.inspire_vision
Open slide detailBeat · DesireLoop · Cost Of Inaction
89
Uses a before-after-framing approach to contrast traditional methods with the company's solution.compare_peers
Open slide detailBeat · DesireLoop · Cost Of Inaction
90
The slide uses a collage of images to convey a futuristic, friendly vision of robotics.inspire_vision
Open slide detailBeat · DesireLoop · Cost Of Inaction
91
The slide features images of Atlas, Pepper, Whiz, and Spot robots.establish_context
Open slide detailBeat · Desire
92
The slide uses a recurring globe icon to symbolize cloud connectivity across various consumer goods.inspire_vision
Open slide detailBeat · Desire
93
The slide uses a 'hub-spoke' visual metaphor to represent IoT connectivity across a city landscape.establish_context
Open slide detailBeat · Desire
94
The slide uses a process flow to connect IoT data collection to AI intelligence.inspire_vision
Open slide detailBeat · Desire
95
The slide uses a brain-circuit graphic background to symbolize AI/customization.inspire_vision
Open slide detailBeat · Desire
96
inspire_vision
Open slide detailBeat · Desire
97
The slide uses a visual metaphor of connected autonomous vehicles to support the mission statement.inspire_vision
Open slide detailBeat · Desire
98
inspire_vision
Open slide detailBeat · Desire
99
Page number 97 is visible in the bottom right corner.filler
Open slide detailBeat · Desire
100
The slide uses a central brain-circuit graphic as a focal point, surrounded by six diverse lifestyle photos.inspire_vision
Open slide detailBeat · Desire
101
front_matter
102
Includes standard financial disclaimer regarding past performance and valuation subjectivity.other
103
Provides specific accounting adjustments for hybrid bonds, subsidiary debt, and asset transfers to SVF.present_framework