Sonos | Results Presentation Deck | 40 slides

Sonos · 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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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON

Slide inventory

40
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Current State Overview
02
other
Open slide detailBeat · Current State Overview
03
The slide uses a lifestyle image of a home audio setup to anchor the brand context.summarize
Open slide detailBeat · Current State Overview
04
present_solution
Open slide detailBeat · Current State Overview
05
summarize
Open slide detailBeat · Current State Overview
06
summarize
Open slide detailBeat · Current State Overview
07
Includes GAAP to non-GAAP reconciliation disclaimer.summarize
Open slide detailBeat · Current State Overview
08
The table includes both primary metrics and derived sub-metrics (e.g., 'Change in registrations').summarize
09
The slide provides a detailed breakdown of operating expenses, adjusting for stock-based compensation, amortization, and restructuring costs.analyze_data
10
Slide 10 of a presentation.analyze_data
11
Includes non-GAAP measures disclaimer.analyze_data
12
Includes non-GAAP disclaimer.summarize
Open slide detailLoop · Cost Of Inaction
13
Includes GAAP and non-GAAP metrics with regional sales mix data.analyze_data
Open slide detailLoop · Cost Of Inaction
14
Includes non-GAAP adjustments for FX and excess component provisions.analyze_data
Open slide detailLoop · Cost Of Inaction
15
The table provides a bridge between GAAP and non-GAAP operating expenses by adjusting for stock-based compensation, amortization, and restructuring costs.analyze_data
Open slide detailLoop · Cost Of Inaction
16
The slide uses a high-quality lifestyle photograph to set a mood for the upcoming financial outlook section.transition
Open slide detailBeat · Future Vision
17
Includes non-GAAP reconciliation disclaimer at the bottom.analyze_data
Open slide detailBeat · Future Vision
18
Page number 18 in bottom right corner.front_matter
Open slide detailBeat · Future VisionLoop · Quick Win Big Bet
19
The slide uses a background image of an office interior with a living wall.summarize
Open slide detailBeat · Future VisionLoop · Quick Win Big Bet
20
The slide uses a grid-based layout to organize products by category and price.present_framework
Open slide detailBeat · Future VisionLoop · Quick Win Big Bet
21
The chart uses a 2x2 matrix structure (Premium/Commodity vs Walled Garden/Open Platform).compare_peers
Open slide detailBeat · Future VisionLoop · Quick Win Big Bet
22
The slide uses a timeline to establish Sonos as a first-mover in the smart speaker/digital music space.present_framework
Open slide detailBeat · Future VisionLoop · Quick Win Big Bet
23
The slide highlights market leadership through brand rankings and specific product performance.compare_peers
Open slide detailBeat · Future VisionLoop · Quick Win Big Bet
24
Uses a simple additive equation structure to explain competitive advantage.present_framework
Open slide detailBeat · Future VisionLoop · Quick Win Big Bet
25
The chart uses a combination of a line graph for total applications and a bar chart for issued patents.analyze_data
Open slide detailBeat · Future Vision
26
The slide uses a logo-grid layout to demonstrate ecosystem breadth.establish_context
Open slide detailBeat · Future Vision
27
The slide uses a central 'flywheel' concept supported by four strategic pillars and two foundational market conditions.present_framework
Open slide detailBeat · Future Vision
28
The chart uses a stacked bar format to visualize cumulative growth over time.analyze_data
Open slide detailBeat · Long-term Growth and Outlook
29
Uses a nested circle diagram to show market segmentation and penetration.size_opportunity
Open slide detailBeat · Long-term Growth and Outlook
30
Includes a calculation bridge for incremental revenue opportunity.size_opportunity
Open slide detailBeat · Long-term Growth and Outlook
31
The slide uses a combination of line charts, tables, and a simple arithmetic bridge to demonstrate LTV growth.analyze_data
Open slide detailBeat · Long-term Growth and Outlook
32
present_solution
Open slide detailBeat · Long-term Growth and Outlook
33
Uses a nested circle diagram to show market segmentation and penetration.size_opportunity
Open slide detailBeat · Long-term Growth and Outlook
34
The slide uses a chevron-style transition to imply growth or progression from current guidance to long-term targets.summarize
Open slide detailBeat · Long-term Growth and Outlook
35
The slide highlights a shift toward higher-margin channels (DTC and IS) despite recent headwinds.analyze_data
36
Includes detailed footnotes regarding non-GAAP adjustments and constant currency metrics.analyze_data
38
Financial data in thousands, unaudited. Includes specific footnotes regarding legal/transaction costs and restructuring/abandonment costs.analyze_data
39
The slide includes detailed footnotes explaining legal/transaction costs and restructuring/abandonment costs.analyze_data
40
Note: $ in thousands, unaudited.analyze_data