SoftBank | Results Presentation Deck | 72 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 5
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

72
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Attention
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other
Open slide detailBeat · Attention
03
The slide uses a high-impact photo of the Nasdaq bell-ringing ceremony.front_matter
Open slide detailBeat · Attention
04
The slide uses a high-contrast dark background with a technical circuit-board aesthetic.summarize
Open slide detailBeat · Attention
05
The slide uses a stacked bar chart to show the breakdown of investment and return into equity and borrowings.analyze_data
Open slide detailBeat · NeedLoop · Logic Chain
06
The slide uses a stacked bar chart format to compare investment vs return, highlighting equity value and borrowings.analyze_data
Open slide detailBeat · NeedLoop · Logic Chain
07
The chart uses a broken axis for the Saudi Aramco data point to accommodate its significantly larger scale.quantify_opportunity
Open slide detailBeat · NeedLoop · Logic Chain
08
transition
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09
The table highlights a significant decline in net income and income before tax year-over-year.analyze_data
Open slide detailBeat · NeedLoop · Logic Chain
10
Focuses on the consolidation accounting treatment of intra-group transactions.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
11
Shows the specific accounting entries for Cash, Capital Surplus, and Non-controlling interests.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
12
The chart uses a stacked bar format with a line overlay for consolidated results.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
13
The slide illustrates a bridge between two periods, highlighting the negative impact of third-party interests.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
14
transition
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15
The slide uses a before-after comparison format to highlight financial indicator shifts.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
16
The chart illustrates a bridge from 15.5T to 16.4T, resulting in a net increase of 0.9T.show_valuation_bridge
Open slide detailBeat · SatisfactionLoop · Logic Chain
17
The chart shows a significant discount of share price relative to NAV per share, with percentage gaps labeled.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
18
The chart shows a recovery in equity value in Q2 FY2023, with Arm being a significant component.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
19
The chart tracks the percentage contribution of various assets (Alibaba, SoftBank Corp, SVF1, SVF2, LatAm Funds, T-Mobile/DT, Arm, Others) over four years.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
20
The chart displays quarterly data points over a 25-year period.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
21
The chart includes two horizontal reference lines at 25% and 35%.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
22
The chart tracks cash and cash equivalents plus short-term investments and undrawn commitment lines on a stand-alone basis.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
23
The slide highlights the divergence between NAV growth and accounting net income due to forex effects.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
24
transition
Open slide detailBeat · ActionLoop · Cost Of Inaction
25
The chart uses a visual arrow to emphasize growth trend.summarize
Open slide detailBeat · ActionLoop · Cost Of Inaction
26
The slide uses a table format to compare market segments.size_opportunity
Open slide detailBeat · ActionLoop · Cost Of Inaction
27
present_framework
Open slide detailBeat · ActionLoop · Cost Of Inaction
28
The slide uses a hub-and-spoke visual metaphor with AI as the central hub connecting the four market segments.present_framework
Open slide detailBeat · ActionLoop · Cost Of Inaction
29
illustrate_case
Open slide detailBeat · ActionLoop · Cost Of Inaction
30
The slide highlights record revenue and the impact of high-value licenses.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
31
The slide compares Q2 FY2022 (198M) to Q2 FY2023 (381M) to derive the 92% growth figure.analyze_data
Open slide detailBeat · Action
32
The 2023 column includes H1 actuals and a guidance range.analyze_data
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33
Includes a disclaimer about non-GAAP operating expense adjustments.analyze_data
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34
Includes a disclaimer at the bottom regarding rounding and fund composition.transition
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35
The slide presents financial performance data for specific funds in USD.analyze_data
Open slide detailBeat · Action
36
The chart highlights a return to profitability in the most recent two quarters after a period of significant losses.analyze_data
Open slide detailBeat · Action
37
The chart tracks cumulative performance in USD. The final data point is -7,316 for FY23Q2.analyze_data
Open slide detailBeat · Action
38
The slide uses a stacked bar chart to compare cost vs return, with detailed disclaimers at the bottom.analyze_data
Open slide detailBeat · Action
39
The slide uses a stacked bar chart to compare cost vs return, with detailed disclaimers at the bottom.analyze_data
Open slide detailBeat · Action
40
The slide displays a portfolio summary for SVF1, SVF2, and LatAm Funds, highlighting 50 public listings and a $29B+ late-stage portfolio.analyze_data
Open slide detailBeat · Action
41
The slide uses a combination of a trend chart for ByteDance and a process/feature list for Swiggy.illustrate_case
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42
transition
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43
The chart highlights a resumption of investment activity in FY2023.analyze_data
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44
The slide uses a comparison frame to distinguish between two investment vehicles within the same organization.compare_peers
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45
establish_context
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46
Company profile slide for Balyo.summarize
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47
establish_context
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filler
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front_matter
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50
Slide features Masayoshi Son on stage; text emphasizes the urgency of the '10-year crossover'.frame_situation
Open slide detailBeat · Action
51
The slide uses a visual progression of circles to represent the growth of intelligence capabilities.present_framework
Open slide detailBeat · Action
52
The slide uses a circular feedback loop diagram to illustrate the AGI value chain.present_framework
Open slide detailBeat · Action
53
establish_context
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54
Slide 54 from SoftBank World 2023 keynote.establish_context
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transition
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56
summarize
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summarize
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58
present_solution
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59
The slide uses a visual layout to represent a tri-part capital allocation strategy.present_framework
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60
summarize
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61
transition
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62
front_matter
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63
appendix
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64
The chart uses a waterfall structure to bridge the opening and closing cash positions.analyze_data
Open slide detailBeat · Action
65
The chart tracks the percentage breakdown of holdings by category (Alibaba, SoftBank Corp, T-Mobile/DT, Arm, SVF1+SVF2+LatAm, Others) and total investment countanalyze_data
Open slide detailBeat · Action
66
The chart illustrates a significant reduction in China exposure and an increase in EMEA exposure over the 18-month period.analyze_data
Open slide detailBeat · Action
67
The slide uses pie charts to show the distribution of companies by performance category (Gain, Loss, No change) at two different time points.analyze_data
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68
The slide uses a waterfall-style visualization to show the components of gains (markups) and losses (markdowns) for two distinct periods.analyze_data
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69
The table includes a breakdown of public companies, a subtotal for private companies, and a grand total for the SBG basis.analyze_data
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70
Includes a breakdown of public company totals versus private company totals.analyze_data
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71
This is a highly technical disclosure slide detailing financial accounting methodology for internal metrics.present_framework
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72
This is a highly technical methodology slide defining specific accounting adjustments for various asset classes and debt instruments.analyze_data
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