SoftBank · conference-presentation
SoftBank | Results Presentation Deck | 81 slides
81 pages · 5 arc beats · 2 loops
SoftBank | Results Presentation Deck | 81 slides
SoftBank · 2024-02 arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
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Deck intelligence map
5 coverage by narrative range · generated from this deck JSON
Narrative range 51 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 3 slides 100% 3/3 slides 100% 3/3 slides · 9 hits — 0/3 slides
33.3% 1/3 slides — 0/3 slides
100% 3/3 slides — 0/3 slides
Need 3 slides 100% 3/3 slides 100% 3/3 slides · 13 hits — 0/3 slides
33.3% 1/3 slides 33.3% 1/3 slides 100% 3/3 slides 66.7% 2/3 slides Satisfaction 10 slides 100% 10/10 slides 100% 10/10 slides · 56 hits — 0/10 slides
50% 5/10 slides — 0/10 slides
100% 10/10 slides — 0/10 slides
Visualization 20 slides 100% 20/20 slides 100% 20/20 slides · 89 hits — 0/20 slides
40% 8/20 slides · 9 hits 30% 6/20 slides 100% 20/20 slides 10% 2/20 slides Action 15 slides 100% 15/15 slides 100% 15/15 slides · 47 hits — 0/15 slides
46.7% 7/15 slides 13.3% 2/15 slides 100% 15/15 slides — 0/15 slides
Slide inventory
81 every slide · same image gating as the playbook
05
The slide uses a red circle annotation to draw attention to the FY2023 Q3 Net income figure.analyze_data
Open slide detailBeat · Attention
06
The chart uses a dual-axis style (line for investment gains, bars for net income) to show the relationship between the two metrics over five quarters.analyze_data
07
The chart uses a combination of stacked bars for segment performance and a line chart for the consolidated total, highlighting the recovery trend.analyze_data
09
The slide explains the financial impact of a contingent consideration clause from the Sprint merger.analyze_data
10
The slide uses a stacked bar chart to show the composition of investment and return, split between equity value and borrowings.analyze_data
11
The slide compares initial investment against returns at two different dates, highlighting the breakdown between equity value and repaid borrowings.analyze_data
12
The slide uses a before-after framework to illustrate T-Mobile's market position shift.quantify_opportunity
13
The slide uses a before-after structure to demonstrate the impact of the Sprint acquisition on T-Mobile's market position.quantify_opportunity
14
The chart uses a trend line to emphasize growth from the merger date to the record high.analyze_data
16
The slide provides a comparative snapshot of three core financial metrics over a three-month period.analyze_data
17
The chart illustrates the components of the ¥2.8T increase in NAV.show_valuation_bridge
18
The chart uses a trend line to connect the IPO price to the record high.analyze_data
19
The slide uses a stacked bar chart to illustrate the decomposition of investment and return values.analyze_data
20
The slide uses a stacked bar chart to illustrate the growth in value from the initial investment to two different return dates.show_valuation_bridge
21
The slide highlights a record high share price and significant dividend income for the parent company.summarize
22
The chart highlights a recent trend of profitability over the last three quarters.analyze_data
23
The chart highlights the volatility of the fund's performance, peaking in FY2021 and trending into negative territory since FY2022Q2.analyze_data
26
The slide highlights the discrepancy between NAV impact and accounting net income impact due to currency fluctuations.analyze_data
Open slide detailBeat · Need
28
The slide uses two pie charts to illustrate the shift in asset allocation over a four-year period.analyze_data
29
The slide uses a before-after visual to demonstrate a strategic pivot in investment focus.analyze_data
Open slide detailLoop · Pattern Hunter
30
The slide uses a before-after visual structure to demonstrate a strategic shift in asset allocation.analyze_data
Open slide detailLoop · Pattern Hunter
31
The chart includes a line graph overlay representing Market Cap values.analyze_data
Open slide detailLoop · Pattern Hunter
32
The chart shows quarterly data points. The current value is explicitly called out as ¥19.2T as of Dec 31, 2023.analyze_data
33
The chart shows a significant divergence between NAV and Market Cap, with a specific callout for the current discount.analyze_data
35
The chart uses a stylized bar representation to emphasize exponential growth.analyze_data
37
The slide uses red circles to emphasize the record-high total revenue (824) and record-high royalty revenue (470) for Q3 FY2023.analyze_data
Open slide detailBeat · Satisfaction
38
The slide uses a red circle annotation to emphasize the Q3 FY2023 value of 338.analyze_data
Open slide detailBeat · Satisfaction
39
The 2023 bar includes a dashed box representing the guidance range.analyze_data
Open slide detailBeat · Satisfaction
40
The slide uses a comparison table format to show updated guidance against prior guidance.summarize
Open slide detailBeat · Satisfaction
45
The background image is a stylized global network map, reinforcing the 'ecosystem' theme.summarize
Open slide detailBeat · Satisfaction
46
The slide features a photograph of Rene Haas with a direct quote overlay.establish_context
47
Includes a disclaimer footnote regarding the SVF segment definition and rounding.transition
Open slide detailBeat · Visualization
48
The slide uses a combination of USD and JPY for the combined figure, while individual segments are in USD.analyze_data
Open slide detailBeat · Visualization
49
The slide uses a stacked bar/waterfall hybrid to show the composition of quarterly valuation changes.analyze_data
Open slide detailBeat · Visualization
50
The chart highlights a recent trend of profitability over the last three quarters.analyze_data
Open slide detailBeat · Visualization
51
The chart uses a zero-baseline horizontal axis to distinguish between cumulative gains and losses.analyze_data
Open slide detailBeat · Visualization
52
The slide uses a stacked bar chart to compare cost vs return, with detailed disclaimers at the bottom.analyze_data
Open slide detailBeat · Visualization
53
The chart uses a stacked bar format to compare two distinct financial states (cost vs return).analyze_data
Open slide detailBeat · Visualization
54
Includes a disclaimer regarding the selection of investments and methodology for 'Up rounds'.analyze_data
Open slide detailBeat · Visualization
55
The chart tracks investment activity across two fiscal years, highlighting a shift in investment volume.analyze_data
Open slide detailBeat · Visualization
56
The slide uses a split-screen layout to showcase two distinct companies with their respective logos, funding details, product screenshots/diagrams, and descriptillustrate_case
Open slide detailBeat · Visualization
60
The slide uses a simple two-part strategic framing (Defense vs Offense) to justify specific financial metrics.present_solution
Open slide detailBeat · Visualization
61
The slide uses a visual grouping of three key areas to explain a balanced capital allocation strategy.present_framework
Open slide detailBeat · Visualization
62
The slide uses a simple causal flow diagram to link the two main drivers to their underlying performance indicators.present_framework
Open slide detailBeat · Visualization
63
The chart shows a correlation between share buyback periods and SBG's relative performance.analyze_data
Open slide detailBeat · Visualization
64
The chart shows a long-term trend from 1998 to 2023. The blue bars represent NAV and the yellow line represents Market Cap.analyze_data
65
The diagram functions as a flywheel or capital allocation loop.present_solution
70
The slide illustrates a bridge between two financial reporting metrics.analyze_data
Open slide detailBeat · Action
71
The slide uses pie charts to visualize the distribution of companies across three categories (Gain, Loss, No change) and their associated financial impact.analyze_data
Open slide detailBeat · Action
72
The slide uses a mirrored bar chart structure to show positive and negative valuation changes across two quarters.analyze_data
Open slide detailBeat · Action
73
The slide uses a waterfall-style visualization to show the net impact of markups and markdowns across different categories.analyze_data
Open slide detailBeat · Action
74
The slide uses a waterfall-style visualization to show the net impact of various factors on portfolio valuation.analyze_data
Open slide detailBeat · Action
75
The slide contains two side-by-side tables summarizing performance metrics for public portfolio companies, with a summary row at the bottom.analyze_data
Open slide detailBeat · Action
76
The table is split into two columns of companies, with a summary row for public company totals and a total SBG basis row at the bottom right.analyze_data
Open slide detailBeat · Action
77
The chart uses a waterfall structure to bridge the opening and closing cash positions.analyze_data
Open slide detailBeat · Action
78
The chart tracks the shift in portfolio composition, specifically highlighting the changing weight of Alibaba, Arm, and the SVF funds.analyze_data
Open slide detailBeat · Action
79
The chart shows a significant shift in geographic exposure, particularly the reduction in China and the increase in EMEA exposure over the period.analyze_data
Open slide detailBeat · Action
80
This is a technical appendix slide defining financial metrics.analyze_data
Open slide detailBeat · Action
81
This is a highly technical appendix slide defining financial metrics.other
Open slide detailBeat · Action