SoftBank | Investor Presentation Deck | 31 slides

SoftBank · 2023-11
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
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7
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Slide inventory

31
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Setup
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other
Open slide detailBeat · Setup
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other
Open slide detailBeat · Setup
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front_matter
Open slide detailBeat · Setup
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transition
Open slide detailBeat · KPI OverviewLoop · Logic Chain
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The slide uses a circular flow diagram to represent the investment lifecycle (Investing, Value Creation, Monetization).illustrate_case
Open slide detailBeat · KPI OverviewLoop · Logic Chain
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The slide uses a circular 'Investing / Value Creation / Monetization' diagram on the left and a segment-based performance table on the right.summarize
Open slide detailBeat · KPI OverviewLoop · Logic Chain
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Includes a circular process diagram for SVF1 Monetization and a bar chart for IPO valuation metrics.analyze_data
Open slide detailBeat · KPI OverviewLoop · Logic Chain
09
The slide uses a split-view layout to contrast realized public listings against current late-stage holdings across three fund segments (SVF1, SVF2, LATAM).summarize
Open slide detailBeat · KPI OverviewLoop · Logic Chain
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The chart shows a shift from 37% private/63% exited & public in June 2023 to 24% private/76% exited & public in September 2023.analyze_data
Open slide detailBeat · KPI OverviewLoop · Logic Chain
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Includes detailed footnotes regarding accounting methodology for commitments, acquisition costs, gains/losses, fair value, and distributions.analyze_data
Open slide detailBeat · KPI OverviewLoop · Logic Chain
12
The slide uses a combination of big numbers for performance and a bulleted list for qualitative drivers.analyze_data
Open slide detailBeat · KPI OverviewLoop · Logic Chain
13
The table highlights the breakdown of distributions, with a sub-total of $46.7B for the sum of Return of Capital and Pref Coupon/Equity Gains.analyze_data
Open slide detailBeat · KPI OverviewLoop · Logic Chain
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The chart shows a decrease in total loan principal from $9.9B to $3.6B over the quarter.analyze_data
Open slide detailBeat · KPI OverviewLoop · Logic Chain
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transition
Open slide detailBeat · Section Divider
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The slide uses a waterfall-style calculation to arrive at the final contribution figure.analyze_data
Open slide detailBeat · Contribution to SBG
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The slide uses a hierarchical breakdown to show how Total Value is composed of NAV and Distributions.analyze_data
Open slide detailBeat · Contribution to SBG
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The slide breaks down SBG Total Value into Net Asset Value and Distributions.analyze_data
Open slide detailBeat · Contribution to SBG
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The slide breaks down SBG Total Value into Net Asset Value and Distributions.analyze_data
Open slide detailBeat · Contribution to SBG
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transition
Open slide detailBeat · In Focus
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Includes detailed footnotes regarding investment definitions and valuation methodology.analyze_data
Open slide detailBeat · In Focus
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Includes detailed footnotes regarding methodology for MOIC and valuation calculations.summarize
Open slide detailBeat · In Focus
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The slide highlights top monetization events and a key performance metric (Gross MOIC).analyze_data
Open slide detailBeat · In Focus
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Includes a donut chart showing the split between private and public asset fair values.analyze_data
Open slide detailBeat · In Focus
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summarize
Open slide detailBeat · In Focus
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Includes disclaimer and detailed footnotes regarding data sources and investment selection criteria.summarize
Open slide detailBeat · Key MessagesLoop · Golden Circle
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The slide uses a side-by-side comparison of two distinct market opportunities.illustrate_case
Open slide detailBeat · Key MessagesLoop · Golden Circle
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The slide uses a split layout: a left panel for general growth strategies and a right panel for specific company case studies.illustrate_case
Open slide detailBeat · Key MessagesLoop · Golden Circle
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The slide highlights key financial metrics for SoftBank's top 10 public investments as of September 30, 2023.analyze_data
Open slide detailBeat · Key MessagesLoop · Golden Circle
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The slide uses a gradient background for the top section and a clean white background for the bottom section, typical of SoftBank's corporate deck style.summarize
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closing_ask
Open slide detailBeat · Closing Ask