SoftBank · conference-presentation
SoftBank | Results Presentation Deck | 100 slides
100 pages · 4 arc beats · 2 loops
SoftBank | Results Presentation Deck | 100 slides
SoftBank · 2023-11 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
4 coverage by narrative range · generated from this deck JSON
Narrative range 100 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 5 slides 100% 5/5 slides 100% 5/5 slides · 16 hits — 0/5 slides
20% 1/5 slides — 0/5 slides
100% 5/5 slides — 0/5 slides
Need 15 slides 100% 15/15 slides 100% 15/15 slides · 64 hits — 0/15 slides
80% 12/15 slides 13.3% 2/15 slides 100% 15/15 slides — 0/15 slides
Satisfaction 30 slides 100% 30/30 slides 100% 30/30 slides · 138 hits — 0/30 slides
30% 9/30 slides · 12 hits 10% 3/30 slides 100% 30/30 slides 70% 21/30 slides Visualization 50 slides 100% 50/50 slides 100% 50/50 slides · 215 hits — 0/50 slides
38% 19/50 slides · 20 hits 24% 12/50 slides 100% 50/50 slides 30% 15/50 slides Slide inventory
100 every slide · same image gating as the playbook
03
Includes both FX rate table and company abbreviation definitions.appendix
Open slide detailBeat · Attention
06
The slide includes a reference section for investment losses, broken down by business unit.analyze_data
Open slide detailBeat · Need
07
The slide uses a table format to detail financial performance, with specific callouts explaining major drivers of the FY23Q1 results.analyze_data
Open slide detailBeat · Need
08
The slide uses a waterfall-style bridge to illustrate how valuation losses on shares are offset by gains on derivative contracts.show_valuation_bridge
Open slide detailBeat · Need
09
Includes shares subject to unexercised Deutsche Telekom call options.analyze_data
Open slide detailBeat · Need
11
The slide explains the mechanism of a contingent consideration agreement and its impact on financial reporting.analyze_data
Open slide detailBeat · Need
12
The table shows a transition from a significant loss in FY22Q1 to a profit in FY23Q1, with specific callouts for investment gains and FX impacts.analyze_data
Open slide detailBeat · Need
13
The slide uses a waterfall-style bridge logic to show how segment figures reconcile to consolidated figures.analyze_data
Open slide detailBeat · Need
14
Includes detailed footnotes explaining accounting methodology for exited investments and derivatives.analyze_data
Open slide detailBeat · Need
15
The table breaks down six categories (a-f) of financial exposure, showing both P/L losses/gains and B/S carrying amounts in billions of Yen, with USD equivalentanalyze_data
Open slide detailBeat · Need
16
The slide uses numbered callouts to explain specific line item changes in the P/L table.analyze_data
Open slide detailBeat · Need
17
The slide uses numbered callouts to link specific line items in the table to detailed explanations on the right.analyze_data
Open slide detailBeat · Need
19
The table includes amortization and FX rate changes for specific assets like Arm, SBKK, LINE, and ZOZO.analyze_data
Open slide detailBeat · Need
20
The slide uses numbered callouts to explain specific line item variances in the balance sheet.analyze_data
Open slide detailBeat · Need
21
Includes specific callouts for net loss and foreign exchange translation differences.analyze_data
Open slide detailBeat · Satisfaction
22
The slide uses arrows to indicate the direction of financial impact (gain/loss/translation difference) based on currency fluctuations.analyze_data
Open slide detailBeat · Satisfaction
23
Includes specific exchange rate data for March 31, 2023 ($=¥133.53) and June 30, 2023 ($=¥144.99).analyze_data
Open slide detailBeat · Satisfaction
24
The slide uses a color-coded table (Operating, Investing, Financing) and numbered callouts to explain specific cash flow movements.analyze_data
Open slide detailBeat · Satisfaction
25
The table provides a breakdown of tax payments and refunds, with specific notes explaining the net calculation and the impact of refunds from previous years.analyze_data
Open slide detailBeat · Satisfaction
26
Details the equity interests, acquisition amounts, and receivable balances for the SVF2 co-investment program.analyze_data
Open slide detailBeat · Satisfaction
27
The slide uses two distinct panels to explain complex ownership and loan structures, including specific financial figures for different fiscal periods.analyze_data
Open slide detailBeat · Satisfaction
30
The slide uses three line charts to provide a snapshot of the current financial environment.establish_context
31
The slide uses a dual-chart layout: a line chart for 2023 YTD performance and a grouped bar chart for 2022 vs 2023 YTD performance.analyze_data
32
NAV is shown as a bar chart, LTV as a line chart. LTV threshold indicated by a dashed red line.analyze_data
33
The slide uses a structured table format to categorize key financial metrics and activities.summarize
34
The chart shows a decline in investment volume from Q1 FY2021 to Q4 FY2022, followed by a slight increase in Q1 FY2023.analyze_data
35
The chart highlights the incremental $4.4B monetization in FY2023 Q1 on top of the previous $76.2B.analyze_data
36
The chart illustrates the divestment strategy via financial derivatives.analyze_data
37
The chart tracks portfolio composition across three time periods: Mar 2022, Mar 2023, and Jun 2023.analyze_data
38
The chart excludes asset-backed finance. Data points represent percentage shares of total assets held per region.analyze_data
39
The slide uses a visual comparison (greater than sign) to demonstrate liquidity coverage.quantify_opportunity
40
The slide highlights the shift in interest rate returns relative to benchmark US Treasury yields.analyze_data
41
The slide highlights currency matching as a risk management strategy for SoftBank Group.analyze_data
42
The slide contrasts the positive impact on NAV and Equity against the negative impact on Consolidated Net Income due to FX losses on borrowings.summarize
43
The slide highlights the company's interest rate risk management strategy.analyze_data
44
Includes a callout for refinanced bonds in FY2023 Q1 and secondary repurchases.analyze_data
46
The chart tracks LTV from June 2021 to June 2023.analyze_data
47
The chart distinguishes between SB Northstar debt and other SBG debt. The table provides a granular view of borrowings, bonds, CPs, and subsidiary debt, includianalyze_data
48
The chart uses a stacked bar approach to distinguish between SB Northstar investments and core cash.analyze_data
49
The chart breaks down total debt into adjusted net debt (dark blue) and finance-related adjustments (light grey).analyze_data
50
The chart uses a step-line format to represent credit rating changes over time.analyze_data
51
The slide uses a side-by-side comparison to frame the company's response to external financial scrutiny.preempt_rebuttal
52
The slide uses two distinct time-series charts to demonstrate market resilience to a credit rating event.analyze_data
53
The slide uses a simple two-box layout to contrast two core pillars of the financial strategy.present_framework
55
The slide uses a simple two-part framework to categorize corporate strategy.present_framework
56
The slide uses a tripartite visual structure to represent the three pillars of capital allocation.present_framework
Open slide detailBeat · Visualization
57
The table provides a detailed breakdown of tax payments and refunds, with specific notes on accounting methodology for refunds and Q1 payments.analyze_data
Open slide detailBeat · Visualization
58
SoftBank Group is highlighted in the table. Data sourced from S&P Global Capital IQ.analyze_data
Open slide detailBeat · Visualization
60
Uses a custom bridge visualization connecting a stacked bar chart to individual asset valuation formulas.show_valuation_bridge
Open slide detailBeat · Visualization
61
The slide uses a bridge-style decomposition to show how the total equity value of 16.90T is derived from major assets, SVF interests, and other investments.show_valuation_bridge
Open slide detailBeat · Visualization
62
The table provides a granular view of how LTV components are derived, specifically highlighting the impact of asset-backed finance adjustments on gross asset vaanalyze_data
Open slide detailBeat · Visualization
63
The table provides specific line-item adjustments for derivative financial liabilities and collar contracts.show_valuation_bridge
Open slide detailBeat · Visualization
64
The slide uses a waterfall-style logic to explain the derivation of the numerator (1.35T) for the LTV ratio.analyze_data
Open slide detailBeat · Visualization
65
Data as of June 30, 2023. Values in trillion yen.analyze_data
Open slide detailBeat · Visualization
66
The slide details the specific accounting adjustments for non-recourse debt, distinguishing between the treatment of debt amounts and asset settlement values.analyze_data
Open slide detailBeat · Visualization
67
This slide defines financial derivative structures used by SoftBank for financing.present_framework
Open slide detailBeat · Visualization
74
The chart is a stacked area chart showing the performance of Mega Cap Tech & AI stocks vs the broader Nasdaq 100.summarize
Open slide detailBeat · Visualization
75
Includes detailed footnotes regarding accounting methodology for acquisition costs, investment gains, fair value, and distributions.analyze_data
Open slide detailBeat · Visualization
76
The slide uses a summary bar for financial metrics and a bulleted list for qualitative drivers.analyze_data
Open slide detailBeat · Visualization
77
The slide uses a grouped bar chart structure to compare investment counts and fair value across three distinct fund entities.analyze_data
Open slide detailBeat · Visualization
78
The slide includes a detailed disclaimer and footnotes regarding the valuation methodology.analyze_data
Open slide detailBeat · Visualization
79
The slide uses a grid layout to present financial metrics across nine distinct sectors.analyze_data
Open slide detailBeat · Visualization
80
The slide uses stacked bar charts with circular callouts to highlight the percentage of Exited & Public fair value for each fund.analyze_data
Open slide detailBeat · Visualization
81
The slide highlights financial health metrics across three distinct investment funds.summarize
Open slide detailBeat · Visualization
82
Includes portfolio performance metrics and specific exit data for Pismo.analyze_data
Open slide detailBeat · Visualization
83
Includes a list of portfolio companies split by SVF1 and SVF2 funds.present_framework
Open slide detailBeat · Visualization
85
The slide uses a waterfall-style logic to derive the final contribution figure from the total fund net profit.analyze_data
Open slide detailBeat · Visualization
86
The slide uses a hierarchical breakdown to show how Total Value is composed of Net Asset Value and Distributions.analyze_data
Open slide detailBeat · Visualization
87
The slide uses a hierarchical breakdown to show how Total Value is composed of NAV and Distributions.analyze_data
Open slide detailBeat · Visualization
88
Includes detailed footnotes explaining the calculation methodology for each metric.analyze_data
Open slide detailBeat · Visualization
90
The slide uses a comparison table to demonstrate the rapid growth of AI-related metrics over a six-year period.compare_peers
91
The slide uses a timeline-style progression to frame the shift from traditional computing to AI, supported by three key economic metrics.size_opportunity
92
The diagram uses a network-like background to represent the interconnected nature of AI subfields.establish_context
93
The chart uses icons to represent each AI application category.analyze_data
94
The slide uses a gradient color scheme to group sectors, with icons for each.present_framework
95
Part of a series of slides (1/3) detailing AI use cases.illustrate_case
96
Part of a series (2/3). Includes disclaimer text at the bottom.illustrate_case
97
Part of a series of slides showing AI use cases across different industries.illustrate_case
98
The slide uses a timeline-like framing for historical eras leading to the current AI focus.analyze_data