SoftBank | Results Presentation Deck | 30 slides

SoftBank · 2023-11
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide inventory

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every slide · same image gating as the playbook
01
Slide 1
front_matter
03
Includes both average quarterly rates and end-of-quarter (EOQ) rates for USD and CNY against JPY.appendix
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transition
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The table includes a reference section for investment losses broken down by business segment.analyze_data
Open slide detailBeat · ProblemLoop · Logic Chain
06
Includes a footnote regarding the reclassification of PayPay from 'Other' to 'SoftBank segment' starting in FY22Q3.summarize
Open slide detailLoop · Logic Chain
07
Uses a downward arrow to visually represent the lack of impact flow from SBKK to SBG.preempt_rebuttal
Open slide detailLoop · Logic Chain
08
The slide tracks the shift in accounting treatment for Alibaba shares based on ownership percentage and settlement type.analyze_data
Open slide detailLoop · Logic Chain
09
Shows the impact of physical settlement and remeasurement on the balance sheet carrying value.analyze_data
Open slide detailLoop · Logic Chain
10
Details the components of the ¥5,371.6B income recorded in FY22Q2.analyze_data
Open slide detailLoop · Logic Chain
11
The slide uses a plus sign to aggregate two distinct tax components related to Alibaba share settlements.analyze_data
Open slide detailLoop · Logic Chain
12
The slide uses a table to decompose the segment income, specifically detailing the components of investment losses across SVF1, SVF2, and LatAm Funds.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
13
Includes detailed breakdowns for exited investments, investments before exit, and derivatives/interests/dividends.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
14
The table provides a reconciliation of investment gains/losses, highlighting specific impacts from Alibaba and T-Mobile positions.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
15
The table tracks share counts and dollar amounts across multiple financial instruments including margin loans, prepaid forward contracts, and call options.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
16
Includes a line chart for share price and a stacked bar chart for fair value components over time.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
17
The chart combines a line graph for share price and a bar chart for fair value, with a callout highlighting the unrealized valuation loss.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
18
The chart displays a combination of a line graph for share price and a bar chart for fair value, with a specific callout for a derivative gain.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
19
The slide uses color-coded boxes to link specific P/L line items to detailed explanatory text on the right.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
20
The slide uses numbered callouts to link specific balance sheet line items to detailed explanations of the changes.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
21
The table highlights significant movements in specific holdings like Alibaba, T-Mobile, and Deutsche Telekom, with currency translation impacts noted.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
22
Includes amortization and FX rate change impacts for specific assets like Arm, ZOZO, LINE, and Fortress.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
23
The slide uses red dashed boxes to highlight specific line items (Interest-bearing debt) and corresponding explanatory text blocks.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
24
The slide uses numbered callouts to explain specific line item movements in the equity section.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
25
The slide uses arrows to indicate the direction of financial impact (gain/loss/translation difference).analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
26
Includes specific exchange rate references for FY21-end and FY22Q2-end.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
27
The slide uses color-coded boxes to link table rows to detailed explanatory text blocks on the right.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
28
Includes specific financial figures for equity interests, acquisition amounts, and receivables related to the SVF2 co-investment program.analyze_data
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Amounts are in billions of yen (¥ B).analyze_data
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Uses a waterfall-style diagram to illustrate tax accounting logic.present_framework