SoftBank · conference-presentation
SoftBank | Results Presentation Deck | 130 slides
130 pages · 0 arc beats · 2 loops
SoftBank | Results Presentation Deck | 130 slides
SoftBank · 2023-11 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
1 coverage by narrative range · generated from this deck JSON
Narrative range 130 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 130 slides 100% 130/130 slides 100% 130/130 slides · 548 hits — 0/130 slides
36.9% 48/130 slides · 52 hits 22.3% 29/130 slides — 0/130 slides
13.1% 17/130 slides Slide inventory
130 every slide · same image gating as the playbook
06
The table includes a reference section for investment gains, broken down by business segment.analyze_data
07
Uses an org-chart style diagram to show structural changes over time.present_framework
08
The diagram illustrates the flow of capital and investment types for SBG's holding company segment.present_framework
09
The slide uses color-coded dashed boxes to group related line items and their corresponding explanations.analyze_data
10
The table tracks share counts, sale proceeds, gains/losses on sale, and end-of-period valuation adjustments.analyze_data
11
Explains the distinction in accounting classification between SBG's direct investments and SB Northstar's asset management activities.present_framework
12
The table breaks down investments by entity (SBG vs SB Northstar) and type (stocks vs derivatives), mapping them to specific B/S accounts and quarterly P/L gainanalyze_data
13
The table displays sensitivity to 10% and 30% increases/decreases in underlying asset prices.analyze_data
14
The slide provides a chronological and categorical breakdown of complex financial transactions.analyze_data
15
The table provides a breakdown of financial positions and income statement impacts for various investment types including common stock, preferred stock, and deranalyze_data
16
Includes a detailed footnote explaining accounting treatment for loan commitments and financial guarantees.analyze_data
17
Includes a line chart showing Alibaba share price trend overlaid with quarterly financial impact bars.analyze_data
18
The diagram illustrates a joint venture structure between SoftBank and NAVER, leading to Z Holdings and its subsidiaries.present_framework
19
Includes a waterfall-style bridge for goodwill calculation and a treemap-style breakdown of assets and liabilities.analyze_data
20
The table details the $40B total consideration, split between cash, NVIDIA shares, and earn-outs.analyze_data
21
The slide uses a timeline diagram to illustrate the transition period and a table to map accounting treatments across different stages of the transaction.present_framework
22
The slide explains the SPAC process and provides a breakdown of companies at different stages (Post-IPO, Identification, De-SPAC) for various SBG entities.analyze_data
23
Explains why SPAC interests are classified as liabilities rather than equity under IFRS.analyze_data
24
The slide uses color-coded boxes to link specific line items in the P/L table to detailed explanatory text on the right.analyze_data
25
The table shows the reconciliation of the effective statutory tax rate to the actual tax rate using both percentages and JPY billion amounts.analyze_data
26
The slide uses callouts (1, 2, 3) to link specific balance sheet line items to detailed explanatory text on the right.analyze_data
27
The slide uses numbered callouts (1 and 2) to link specific line items in the table to detailed explanations on the right.analyze_data
28
The slide uses red boxes and numbered callouts to link specific line items (Retained earnings, Treasury stock) to explanatory text blocks on the right.analyze_data
29
The slide uses color-coded boxes to link table rows to detailed text explanations on the right.analyze_data
30
The table breaks down investment gains, expenses, and third-party interests, with explanatory notes for specific line items.analyze_data
32
The slide outlines the accounting logic behind the new P/L structure following the Sprint/T-Mobile merger.present_framework
33
The slide illustrates the flow of valuation and realized gains/losses into consolidated P/L accounts.analyze_data
34
Includes specific accounting adjustments and reconciliations labeled A, B, C, and D.analyze_data
35
The table includes specific amortizations and exchange rate impacts for assets like Arm, SBKK, ZOZO, LINE, and Fortress.analyze_data
36
The chart breaks down the JPY 1,526.9 bn gross proceeds into taxes, gain on sale, carrying amount, and non-controlling interest adjustments to arrive at JPY 1,3analyze_data
38
The slide uses a structured table format to present key financial highlights.summarize
40
The slide uses a stacked bar chart to decompose investment gains by source and a simple bar chart for net income.analyze_data
Open slide detailLoop · Aha Moment
41
Includes disclaimer regarding gross return calculations and investment selection.analyze_data
Open slide detailLoop · Aha Moment
42
The slide highlights the impact of the ¥4.5T program announcement on both share price recovery and bond yield stabilization.analyze_data
Open slide detailLoop · Aha Moment
44
The chart highlights the growth of SVF1 and SVF2 in the final period.analyze_data
Open slide detailLoop · Aha Moment
45
The chart excludes asset-backed finance. Detailed footnotes explain the calculation methodology for each asset class.analyze_data
Open slide detailLoop · Aha Moment
46
The slide uses two pie charts to illustrate the change in asset allocation over a one-year period.analyze_data
Open slide detailLoop · Aha Moment
47
The slide uses a waterfall-like logic to explain the 43% increase in NAV per share.analyze_data
Open slide detailLoop · Aha Moment
48
The slide uses a column-based layout to categorize investment vehicles by strategy and asset type.present_framework
Open slide detailLoop · Aha Moment
49
The chart highlights a significant recovery and growth in investment performance starting from FY19 Q4.analyze_data
Open slide detailLoop · Aha Moment
50
The slide uses stacked bar charts to show the composition of investment returns relative to cost.analyze_data
Open slide detailLoop · Aha Moment
51
The slide serves as a formal disclosure of performance metrics and the underlying valuation framework.summarize
52
The slide serves as a formal disclosure page for financial performance metrics, heavily focused on regulatory and accounting methodology.summarize
53
Includes detailed valuation methodology and process disclosures in the footer.analyze_data
54
The chart bridges gains from stocks and derivatives to the final net loss figure.show_valuation_bridge
55
The table categorizes investments into 'Stocks' and 'Others', with a total fair value of $19,907 million.analyze_data
56
The chart uses a stacked bar approach to show net positions, with positive values in blue and negative values in red.analyze_data
57
The slide uses a list format where all items are greyed out except for the active section.transition
58
The slide uses a waterfall-like logic to show the allocation of funds.analyze_data
60
The slide highlights the scale of the repurchase program across two distinct categories (foreign vs domestic) and provides a total aggregate value.analyze_data
61
The chart shows the share price trend from Jan 2020 to May 2021, highlighting the average repurchase price of ¥6,815.summarize
62
The chart includes a timeline of events (COVID-19, Program announced, Monetization executed, Monetization completed) mapped against the LTV trend.analyze_data
64
The slide highlights financial stability improvements through specific corporate programs and asset growth.analyze_data
65
The slide highlights specific financial maneuvers to manage liquidity and debt levels.analyze_data
66
The slide uses a visual comparison (greater than sign) to highlight that cash reserves exceed the upcoming two-year bond obligations.summarize
67
The chart distinguishes between recourse and non-recourse debt, with the latter highlighted as a separate segment in the bars and detailed in the table.analyze_data
68
The chart highlights the impact of SB Northstar's cash and deposits on the total cash position.analyze_data
69
The chart shows total debt split into an adjusted portion and an adjustment portion (asset-backed and hybrid finance).analyze_data
70
The chart includes a specific annotation for the FY21 bar regarding domestic hybrid bonds issued in Feb 2021.analyze_data
76
The slide uses a two-column structure to define the financial strategy.present_framework
Open slide detailLoop · Golden Circle
77
Shows the shift from current corporate/asset-backed financing to a self-sustaining cycle of investment recovery.present_framework
Open slide detailLoop · Golden Circle
78
The slide uses a cascading process flow to show how funds are recycled and scaled.plan_implementation
79
The chart uses a combination of line and step charts to show the relationship between financial metrics.present_solution
80
The slide highlights the company's financial management strategy during the pandemic, specifically focusing on asset monetization and debt control.analyze_data
81
The slide uses a list format where all items except the current one are greyed out.transition
85
Includes photos of the facility and a small table summarizing implementation partners.illustrate_case
86
The slide uses a two-column layout: left side lists specific governance achievements, right side outlines the strategic goal and its outcome.summarize
87
The slide highlights specific sectors (Transportation, HealthTech, EdTech) and their social contributions, followed by a policy update in FY21.summarize
89
The chart uses a step-line format to visualize credit rating changes over time (2004-2021).analyze_data
90
Includes detailed footnotes explaining the adjustments for hybrid and asset-backed finance.analyze_data
91
The slide uses a bridge-style decomposition to arrive at the ¥29.81T valuation.show_valuation_bridge
92
The chart displays both total committed capital and contributed capital (in brackets).analyze_data
93
Includes detailed footnotes explaining accounting methodology for SVF1 performance metrics.analyze_data
94
Includes a breakdown of listed companies, private companies, and total consolidated basis figures.analyze_data
95
Includes detailed footnotes explaining accounting methodologies for fair market value and performance fees.analyze_data
96
Includes footnotes explaining the calculation of Gross MOIC and the limitations of the data presented.analyze_data
97
The slide uses a flow-chart style decomposition to show how the total transaction value is composed.show_valuation_bridge
98
Data is presented in billions of Yen (¥ B). Includes footnotes clarifying exclusions related to The Japan Net Bank.analyze_data
104
Includes detailed footnotes regarding calculation methodology for Fair Value, Investment Gains, and Distributions.analyze_data
106
The slide uses a structured grid to display financial metrics across sectors.analyze_data
107
The slide uses a gradient bar chart style to represent financial values.analyze_data
108
Includes a line chart showing stock price performance from 2018 to 2021.analyze_data
109
Slide compares SVF1 and SVF2 investments using stock price charts and MOIC metrics.analyze_data
110
The slide highlights performance metrics for specific portfolio companies that have gone public.analyze_data
111
The slide highlights valuation growth between the most recent round and the prior round for Cruise, Fanatics, goPuff, and Loggi.analyze_data
114
The table breaks down Fund Net Profit into SBG LP Income and SBG GP Income (Management & Performance Fees).analyze_data
115
The slide uses a waterfall-style calculation to arrive at the final contribution figure.analyze_data
116
The slide uses a bridge-like structure to show how the Total Value is composed of three distinct components.analyze_data
117
The slide uses a bracket to show the components of the Total Value metric.analyze_data
119
The diagram uses a circular flow to represent the investment philosophy.present_framework
120
The slide uses a process flow diagram to illustrate the transition from investing to value creation to monetization.present_solution
129
The HSBC logo is integrated into the shipping container design using a digital matrix effect.front_matter