SoftBank | Results Presentation Deck | 32 slides

SoftBank · 2024-02
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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Slide inventory

32
every slide · same image gating as the playbook
01
Slide 1
front_matter
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02
front_matter
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03
Includes a footnote regarding Arm Holdings corporate reorganization.appendix
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transition
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Includes a reference section for investment losses broken down by business unit.analyze_data
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06
The chart uses a dual-axis style representation where bars represent Net Income and the line represents SVF segment income.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
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The table provides a detailed reconciliation of segment income, highlighting significant gains and losses related to specific investments like Alibaba and T-Mobanalyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
08
Shows the accounting treatment of contingent consideration related to the Sprint/T-Mobile merger.analyze_data
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Includes shares subject to unexercised Deutsche Telekom call options.analyze_data
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Includes derivative financial liabilities related to collar transactions.analyze_data
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Uses a waterfall-bridge style to show how valuation losses on shares are offset by gains on derivatives.show_valuation_bridge
Open slide detailBeat · FinancialsLoop · Logic Chain
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The table details investment gains/losses, operating expenses, and segment income, with specific callouts for SVF1 and SVF2 performance.analyze_data
Open slide detailBeat · FinancialsLoop · Logic Chain
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The slide uses a waterfall-bridge style visual to show how segment figures reconcile to consolidated figures.analyze_data
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Includes footnotes explaining accounting methodology for exited investments and derivatives.analyze_data
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15
The table highlights that the carrying amount for these investments is zero, following cumulative losses.analyze_data
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16
Uses a waterfall-style bridge logic presented in a tabular format.show_valuation_bridge
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17
The slide uses numbered callouts to explain specific line item variances in the P/L table.analyze_data
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18
The slide uses numbered callouts to link specific balance sheet line items to detailed explanations on the right.analyze_data
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19
The table includes both JPY values and USD equivalents for major holdings, with explanatory notes on the drivers of change.analyze_data
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20
The table provides a granular view of asset valuations across various subsidiaries like Arm, SBKK, LY, and ZOZO.analyze_data
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21
The slide uses numbered callouts to explain specific line item changes in the balance sheet.analyze_data
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22
The slide uses numbered callouts to explain specific line item variances in the equity section.analyze_data
23
The slide uses arrows to indicate the direction of financial impact (gain/loss/translation difference).analyze_data
Open slide detailLoop · Cost Of Inaction
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Includes specific breakdowns for SBG stand-alone balance and subsidiary net assets.analyze_data
Open slide detailLoop · Cost Of Inaction
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Includes breakdown of SBG stand-alone balance and exchange differences from translation in consolidated B/S for SVF, SBGC, and Arm.analyze_data
Open slide detailLoop · Cost Of Inaction
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The slide uses numbered callouts to link specific line items in the table to detailed explanations on the right.analyze_data
27
The table provides a breakdown of tax payments and refunds, with specific notes on the netting of refunds against payments for FY18 and FY20.analyze_data
28
Details related party transactions and capital flows for the SVF2 co-investment program.present_framework
29
The slide uses two distinct diagrams to explain complex inter-company financial structures and equity stakes.analyze_data
31
Explains why the disposal of 10% of Arm shares does not result in a gain on the P/L due to continued consolidation.analyze_data
32
The slide uses a waterfall-style bridge logic presented in a tabular format to explain variances between IFRS and US GAAP reporting.show_valuation_bridge