{ "schemaVersion": "deck-intelligence.v1", "id": "019de076-fd9d-73d2-8e05-3055a9cfa543", "slug": "90f942664dc4b257b81b443a064a153d", "title": "Disney | Shareholder Engagement Presentation Deck | 66 slides", "subtitle": "The Walt Disney Company · 2024-03", "author": "The Walt Disney Company", "date": "2024-03-01 00:00:00", "pageCount": 66, "kind": "activist-deck", "orientation": "landscape", "aspectRatio": 1.7744917, "document": { "id": "019de076-fd9d-73d2-8e05-3055a9cfa543", "slug": "90f942664dc4b257b81b443a064a153d", "title": "Disney | Shareholder Engagement Presentation Deck | 66 slides", "rawTitle": "Disney | Shareholder Engagement Presentation Deck | 66 slides", "authorId": "disney", "authorName": "The Walt Disney Company", "authorDisplay": "The Walt Disney Company", "kind": { "slug": "activist-deck", "label": "Activist deck" }, "sourceType": { "slug": "investor_relations", "label": "Investor relations" }, "fileName": "2024-03__disney__shareholder__90f94266.pdf", "sourceUrl": "https://www.slidebook.io/company/disney/presentation/90f942664dc4b257b81b443a064a153d/", "sourceDate": "2024-03-15 00:00:00", "presentationDate": "2024-03-01 00:00:00", "ingestedAt": "2026-04-30 22:16:27.905668+00", "status": "ready", "pageCount": 66, "orientation": "landscape", "aspectRatio": 1.7744917, "targetCompany": null, "targetTicker": null, "metadata": { "corpus": "slidebook", "industry": "entertainment", "local_root": "/Users/miguelsuredasuau/Desktop/lalalalla/_scrape/slidebook/decks/2024-03__disney__shareholder__90f94266", "image_width": 1920, "image_format": "jpg", "deck_type_raw": "Shareholder Engagement Presentation Deck", "deck_type_slug": null, "source_url_pattern": "https://www.slidebook.io/company/{company_slug}/presentation/{deck_id}/" } }, "coverage": { "pageCount": 66, "pagesIndexed": 66, "pagesWithImages": 66, "pagesWithMetadata": 66, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 323, "chartCount": 30, "metricSlides": 0, "toolMatches": 24, "documentToolMatches": 0, "frameworkMatches": 41, "arcMatches": 1, "beatMatches": 3, "loopMatches": 3, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": false, "reviewAvailable": false, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "evidence": "The document follows a problem-agitate-solution narrative, presenting the industry disruption as a problem, agitating it by highlighting the challenges, and offering a solution through Disney's strategic transformation.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:43:39.902966+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 12, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 12, "name": "Problem (Identify pain)", "beatId": "1792e2b0-aa54-46ea-b2f5-75878eba00a0", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The document identifies the disruption of historic economic models by streaming as a problem.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 19, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 12, "name": "Agitate (Make it worse)", "beatId": "effc4e4f-7715-4760-87c8-e33c397beb17", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The document agitates the problem by highlighting the challenges faced by Disney and the industry.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 19, "from": 12, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "9576d9f5-38cd-4a7c-9254-db71a8ffd058", "evidence": "The document highlights the risks of not adapting to industry disruption, such as losing competitiveness and shareholder value.", "position": 0, "objective": "What are the consequences of not adapting to industry disruption?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:43:40.034838+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 9, "from": 4, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null, "categoryName": "Vision", "categorySlug": "vision" }, "matchId": "5fb1f840-2875-4126-a5ac-6e0c763eb408", "evidence": "The document presents Disney's strategy as effective due to its focus on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 1, "objective": "Why is Disney's strategy effective?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:43:40.070171+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 25, "from": 20, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "370e8292-ad9b-469f-92d2-bae41270ac87", "evidence": "The document breaks down Disney's strategy into key components, such as building leading global streaming platforms and investing in Experiences.", "position": 2, "objective": "How is Disney's strategy structured?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:43:40.10187+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "edf87ba9-f7a7-41d5-a722-65c0306070c3", "evidence": "table/data: Strategic commitments and progress table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:40:19.642904+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Flywheel", "slug": "flywheel", "status": "active", "bestFor": null, "canonId": "019de52d-1ad8-75ab-9027-a40365590152", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "52bd6d7f-0eb6-45a3-a689-20a2809fb3a2", "evidence": "Flywheel diagram showing Film and TV Studios, Content Distribution, and Products and Experiences", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:40:19.719102+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "82e1caef-b65f-474b-a6ba-61299caf6997", "evidence": "Creative teams now determine what content is made and how it is marketed, distributed, and monetized.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:40:20.370825+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Authority Bias", "slug": "authority-bias", "status": "active", "bestFor": null, "canonId": "019dd956-c38d-70b9-a284-b2b479763356", "version": 1, "bodyDocId": null, "description": "Expert opinions are weighted more heavily - cite credible sources", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Architect", "Storyteller" ], "matchId": "439e9d0d-97aa-4e13-9079-54f747eb8cfa", "evidence": "By restoring authority to creative leaders, Disney is improving efficiency and effectiveness", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:40:20.404876+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a4c74b9f-4972-471e-8ca7-d4b041133afa", "evidence": "Portfolio of brands and franchises across Film, Television, and Sports", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:40:20.468391+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Big Idea Formula", "slug": "big-idea-formula", "status": "active", "bestFor": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "canonId": "019dd956-7dd1-74d7-9866-ffdef19ecfbf", "version": 1, "bodyDocId": "c30d7484-69e0-4e21-82cf-20fa0966869e", "description": "Nancy Duarte's articulation of how to frame a presentation's central message: the speaker's unique point of view plus what's at stake for the audience, expressed as one complete declarative sentence. The narrative-driven counterpart to Minto's analytical governing thought.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "2e49f178-1283-4417-a448-ade56aa2d552", "evidence": "Our creative engine remains powerful", "pageRefs": null, "priority": "Core", "whenToUse": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "confidence": 0.5, "extraction": { "at": "2026-07-17 03:40:20.56609+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": "Solves the topic-not-thesis trap and the stake-less recommendation trap simultaneously. A single declarative sentence with a verb forces the speaker's stance into the room; routing the consequence through the word 'you' translates internal urgency into the audience's currency. The result is short enough to be repeated after the meeting — and that repetition is the persuasion mechanism.", "antipattern": "A topic dressed as a thesis ('Sustainability Roadmap 2026'), a stake attached to the speaker rather than the audience, two ideas spliced with 'and', abstract verbs (leverage / unlock / empower) that survive deletion, or writing the Big Idea after the deck is already built so the slides don't actually defend it.", "cardinality": null, "narrativePurpose": "Forces the deck to commit to a single declarative thesis before slide one — a sentence that names the speaker's stance and routes a consequence through the audience's currency. Acts as the filter every slide, anecdote, and chart must ladder up to." }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "21b659c1-294a-4351-9d60-cba8908fa996", "evidence": "6 of 10 most-streamed movies across all streaming platforms in the US in 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:40:20.532199+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "ed6a3ae1-6e46-47a5-b8a7-9843e14f142c", "evidence": "Streaming has disrupted the industry’s historic economic models", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:40:20.662903+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "81c12aa9-67bc-4570-bb31-25351c76985a", "evidence": "TV and streaming consumption habits dramatically shifted; Pay TV ecosystem continues to decline at an accelerated rate; Streaming economics vs. Pay TV; Evolving theatrical distribution model", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:40:20.630464+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "709bdf0f-e1a6-4c8c-8d8d-7e142ba06fc1", "evidence": "Disney's TSR outperformed relevant peers facing a similar transition from legacy Pay TV to streaming", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:40:20.756775+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d4c09a81-9844-42b7-af1c-a2a2e974e3c3", "evidence": "BAMTech rationale: Tech infrastructure, backbone for streaming, video delivery, management, personalization.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:40:20.849512+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4c4208d0-ec6e-4964-aafc-60dba9812213", "evidence": "chart/waterfall-bridge: SIGNIFICANTLY IMPROVED ENTERTAINMENT DTC OPERATING LOSSES ($BN)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:45:06.629894+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience frame", "slug": "audience-frame", "status": "active", "bestFor": null, "canonId": "2a1eefbd-5be8-4600-898b-49dbfcf73ec8", "version": 1, "bodyDocId": null, "description": "Tools for modelling and segmenting the audience (persona, JTBD, segmentation).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "068b1f81-f56b-4613-bba1-7730013794a1", "evidence": "Directors Mark Parker and James Gorman have both executed high-profile, seamless CEO transitions", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:45:00.532608+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "Credibility Transfer", "slug": "credibility-transfer", "status": "active", "bestFor": null, "canonId": "019dd956-bd34-759a-8e3b-2f14b571a2a1", "version": 1, "bodyDocId": null, "description": "Borrowing authority from trusted sources or vivid details", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "440232e5-1d88-423b-9420-4fc2221cf2fd", "evidence": "Four testimonials from Telsey Advisory, UBS, Reuters, and FT praising the well-planned nature of the transitions", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:45:00.572809+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "a6d06b3d-3654-4e69-96b6-b95c44520f22", "evidence": "Disney’s independent, highly-qualified Board is focused on delivering superior, sustained shareholder value", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:45:00.644976+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "87d0fc17-89cb-4c90-a308-ea63042e6f0b", "evidence": "Skills matrix grid", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:45:00.719984+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Audience Persona", "slug": "audience-persona", "status": "active", "bestFor": null, "canonId": "019dd956-7fe3-74e9-88b8-be0bea34f219", "version": 1, "bodyDocId": null, "description": "Detailed fictional profile of typical audience member including goals, frustrations, and context", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "390eef22-8217-4f51-9606-240126c1dc67", "evidence": "Extensive foreign relations expertise provides uniquely valuable insights on complex geopolitical issues affecting our strategy and operations", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:45:00.794922+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Persona", "slug": "audience-persona", "status": "active", "bestFor": null, "canonId": "019dd956-7fe3-74e9-88b8-be0bea34f219", "version": 1, "bodyDocId": null, "description": "Detailed fictional profile of typical audience member including goals, frustrations, and context", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "2ee01281-f280-4cf9-8bf6-ad66d823d1bf", "evidence": "Long-term shareholder perspective, capital markets experience, and corporate governance expertise inform the Board's ongoing accountability and responsiveness to shareholders", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:45:00.87343+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Thesis archetype", "slug": "thesis-archetype", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b0b-7428-9b26-f171d1e753fb", "version": 1, "bodyDocId": null, "description": "A canonical investment / activist thesis shape (breakup, fraud, governance).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fc041849-c3b5-4463-b957-3a9db395b50a", "evidence": "Trian wants to replace these valuable directors with nominees who lack relevant and non-duplicative expertise", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:45:00.986913+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "Villain slide", "slug": "villain-slide", "status": "active", "bestFor": "In activist decks where the personality matters", "canonId": "019dd9e1-518c-7404-976a-5be5a517b659", "version": 1, "bodyDocId": null, "description": "A dedicated slide presenting the named villain visually", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fb251469-c200-4fd9-bcfe-297033ced60e", "evidence": "Trian wants to replace these valuable directors with nominees who lack relevant and non-duplicative expertise", "pageRefs": null, "priority": null, "whenToUse": "In activist decks where the personality matters", "confidence": 0.9, "extraction": { "at": "2026-07-17 00:45:00.948265+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": "Makes the antagonist concrete", "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "ca3c3786-2d79-4a81-85d2-2494822bc0d7", "evidence": "Compensation of media CEOs relative to Iger's", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:45:01.062323+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Thesis archetype", "slug": "thesis-archetype", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b0b-7428-9b26-f171d1e753fb", "version": 1, "bodyDocId": null, "description": "A canonical investment / activist thesis shape (breakup, fraud, governance).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "804d0efe-d3de-402e-8afc-aac83460e44a", "evidence": "This Board is already delivering on Disney's potential", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:45:02.984265+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2ca289e3-4e9e-4109-946b-96c457b1f402", "evidence": "table/data: Operating income, Taxes, Operating income net of taxes, Average invested capital, Return on invested capital for 2009 and 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:45:10.793417+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "965a41c0-2e28-4fb3-98a4-32e9d5120d5e", "evidence": "type: cover", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:45:10.870184+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 66, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "8393e8a9-9147-4c30-ad3e-75b660709929", "evidence": "The slide explicitly frames Nelson Peltz and Trian as a threat to Disney's business model.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:17.699+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "frameworkName": "antagonist-introduction" }, { "matchId": "a3911448-5ee7-4165-9f08-07b355748e3f", "evidence": "Contrasting current board performance with nominee risks", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "frameworkName": "contrast-pairs" }, { "matchId": "08a11164-e582-4157-9976-731ab50b89f5", "evidence": "Uses Bloomberg, WSJ, and TD Cowen quotes to validate strategy", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:27.303+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "authority-citation" }, { "matchId": "9fa5c747-dadd-4521-9845-05275db833ca", "evidence": "Numbered list of strategic commitments", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:16.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "list-presentation" }, { "matchId": "dcdaec0e-290b-4891-9fa9-98d01717072e", "evidence": "Circular diagram showing interconnected business segments", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:18.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "flywheel" }, { "matchId": "be5dd3a0-2f41-42f1-b1f6-b744e7946b3d", "evidence": "Chronological mapping of franchise events", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:02:18.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "timeline" }, { "matchId": "09fe9c1f-bbeb-40be-8609-d92393cba505", "evidence": "Circular diagram showing iterative process of creative excellence", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:24.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "flywheel" }, { "matchId": "2f264194-e09c-4333-b9dc-f11e53886c2e", "evidence": "Chronological progression of strategic events", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:02:25.566+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "timeline" }, { "matchId": "6461b2ac-c297-4470-be12-70b41f0c0806", "evidence": "The slide explicitly addresses why certain companies were excluded from the peer group to counter potential arguments.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "preempt_rebuttal" }, { "matchId": "e6519899-d3d7-4d47-8b7d-e566cce01042", "evidence": "Mentions IP, global scale, and sports media brand as differentiators.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 11:02:20.451+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "competitive-advantage" }, { "matchId": "c1f4ee28-fb56-4dc5-8af2-c4f96e8d2cf6", "evidence": "Directly addresses and dismisses the 'Netflix comparison' as fatuous to frame Disney's progress positively.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-05-02 11:02:19.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "frameworkName": "preempt_rebuttal" }, { "matchId": "04072a94-0bdb-4b40-af72-90c754fc71b7", "evidence": "Used to show the components of change in operating income.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:02:19.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "frameworkName": "waterfall-bridge" }, { "matchId": "220d572d-6eb3-4d4e-a02d-b13c515a8da2", "evidence": "Structured comparison of two entities across four distinct operational categories.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:18.632+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "comparison-frame" }, { "matchId": "de905a5c-5fa6-4cbb-b28c-c45b1d6b3df3", "evidence": "Central core with radiating strategic pillars", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:21.944+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "frameworkName": "hub-spoke" }, { "matchId": "b8bbe386-43e9-480f-90f7-b07d8df59399", "evidence": "The slide uses a quote to argue that management was already doing what the activist demanded.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:19.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "64084414-4f0f-456b-a5c1-10649701796e", "evidence": "Mentions disciplined approach to capital allocation, dividends, and share repurchases.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:22.348+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "capital-allocation-framework" }, { "matchId": "32035e59-2e73-48fc-937e-96ed14aff8a1", "evidence": "Comparing Disney's leverage metrics against industry peers to establish relative strength.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:19.542+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "frameworkName": "comparison_frame" }, { "matchId": "e49de9b9-65f0-4e45-a407-77a33d43efb2", "evidence": "Table structure comparing 'November 2022' (Before) to 'Today' (After) across key business metrics.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:02:19.862+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "frameworkName": "before-after-framing" }, { "matchId": "5e2ed2e9-cd93-42d4-850b-4ea14706203c", "evidence": "Uses analyst and media quotes to validate the board's succession planning.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:22.388+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "frameworkName": "authority-citation" }, { "matchId": "5ef766cd-7ed6-40df-9166-1648fd6542c5", "evidence": "Grid mapping board members to specific competencies", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:20.632+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "frameworkName": "skills-matrix" }, { "matchId": "b39925b9-665f-4bf6-8042-9bc0f00f953e", "evidence": "The slide explicitly frames the nominees as threats to the company's success.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:37.24+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "frameworkName": "antagonist-introduction" }, { "matchId": "c520d55b-3db9-4dde-ac2a-047d0d11f310", "evidence": "Comparing Disney's internal compensation structure against external peer benchmarks.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:26.618+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "frameworkName": "comparison_frame" }, { "matchId": "e87647fe-880e-4aae-bcd1-f803f30ac4c9", "evidence": "Contrasts Board's 'skin in the game' with Trian's actual lower ownership and selling behavior.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:22.994+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "frameworkName": "expose_contradiction" }, { "matchId": "886aa44b-cbc9-427b-a7bc-f03f19d35c50", "evidence": "Explicitly frames the activist nominees as harmful to the company's strategic goals.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:24.813+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "frameworkName": "antagonist-introduction" }, { "matchId": "8fad1a78-e03c-4c03-88f2-d2b91a87e279", "evidence": "The slide explicitly contrasts interviewer questions with Peltz's answers to derive negative conclusions.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:02:22.249+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 40, "frameworkName": "expose_contradiction" }, { "matchId": "9e44c96f-fc1f-45b5-af9e-5071422b58f6", "evidence": "Contrasting a critic's statement with the CEO's original strategic rationale.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:23.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "1731d504-20ac-4f61-8769-f9a31a99dca8", "evidence": "The slide uses a side-by-side table to contrast Trian's goals with Disney's perspective.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:23.061+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "frameworkName": "comparison-frame" }, { "matchId": "b97052c6-8696-470d-8048-445f52b9c5d3", "evidence": "Framing Peltz and Perlmutter as the primary threat to Disney's core values.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:23.999+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "frameworkName": "antagonist-introduction" }, { "matchId": "5505f1af-52cd-4e14-9a0e-6c43a3a8dd52", "evidence": "The slide explicitly frames the three nominees as a 'trio' with personal vendettas against the CEO.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:24.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 44, "frameworkName": "antagonist-introduction" }, { "matchId": "07ee4cba-9076-42f2-8294-dda11837123f", "evidence": "The slide explicitly contrasts the activist's negative actions with the company's positive actions in a side-by-side table.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-05-02 11:02:23.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "frameworkName": "contrast-pairs" }, { "matchId": "a23c05d8-409e-4594-b58d-a772f9494150", "evidence": "Direct attack on the competence and track record of specific board nominees.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:02:23.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 47, "frameworkName": "villain_critique" }, { "matchId": "31795654-bdfc-4d84-96f1-1071afe94757", "evidence": "Directly contrasts a CEO quote with empirical data to expose a lie.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:02:23.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "8a78453c-f49c-4ac9-921d-db207b5a06e4", "evidence": "Contrasts a specific CEO quote with empirical data to undermine credibility.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:02:35.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "frameworkName": "ceo-quote-contradiction" }, { "matchId": "4f60d52d-482e-4cd7-abc6-ac443b4b2b25", "evidence": "Compares Disney's TSR against S&P 500 and media peers to validate CEO performance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:25.381+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "frameworkName": "comparison_frame" }, { "matchId": "e4d0574f-4b17-4561-a704-08c61be3aa36", "evidence": "The slide explicitly attacks the activist's qualifications and proposals to defend the current management's strategy.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:24.648+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 52, "frameworkName": "preempt_rebuttal" }, { "matchId": "98309138-0fde-4253-bf96-1f41355e69cf", "evidence": "The slide explicitly structures arguments to discredit the opposition (Peltz et al.) while reinforcing the incumbent's value proposition.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-05-02 11:02:25.597+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "frameworkName": "preempt_rebuttal" }, { "matchId": "d71ee837-ea77-4637-b036-f2efca443745", "evidence": "Direct side-by-side refutation of activist claims.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:31.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 55, "frameworkName": "comparison-frame" }, { "matchId": "ea198e17-4826-413c-9f82-048f447a93ab", "evidence": "The Synergy Map illustrates the interconnected nature of Disney's business units reinforcing each other.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:26.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "frameworkName": "flywheel" }, { "matchId": "2d426cec-9078-440e-a95f-53447a6ca3fc", "evidence": "Contrasts activist thesis with company reality", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:25.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 57, "frameworkName": "before-after-framing" }, { "matchId": "bf757c85-d808-48d2-8bd3-1f19790a3be3", "evidence": "Directly refutes specific activist claims point-by-point.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-05-02 11:02:27.304+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 58, "frameworkName": "preempt_rebuttal" }, { "matchId": "94c013a5-10a8-4cd2-9e75-dc36e94836cf", "evidence": "Framing nominees as unqualified and detrimental to the company's goals.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:26.476+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 59, "frameworkName": "antagonist-introduction" } ], "patterns": [] }, "storymakers": null, "score": null, "review": null, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "title": "The slide uses a 'bubble' collage aesthetic to represent the breadth of Disney's portfolio.", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/qxsmOJbPO3JsNaE2EjqaSF6vVQ6DqDdB-EMWfSc-lLQ/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85MGY5NDI2NjRkYzRiMjU3YjgxYjQ0M2EwNjRhMTUzZC9wMDAxLmpwZw", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 16, "componentCount": 5, "textChars": 155, "nDataPoints": 0, "notes": "The slide uses a 'bubble' collage aesthetic to represent the breadth of Disney's portfolio.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:17.213+00", "seconds": 3.073, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/1", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-1", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 1, "w": 1, "x": 0, "y": 0 }, "kind": "image", "text": "Collage of Disney characters and properties", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Icon grid", "slug": "icon-grid", "status": "active", "canonId": "019de52c-fdfe-749d-9990-1db465a3eed4", "version": 1, "description": null }, "framework": null }, "subkind": "icon-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:17.213+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45bdebe2-efdf-42f7-b12a-e6a4cff7710c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.24, "x": 0.38, "y": 0.31 }, "kind": "image", "text": "The Walt Disney Company", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:17.213+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "487ea8b0-9eca-4f54-8b78-55086cf6e23d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.45, "y": 0.67 }, "kind": "paragraph", "text": "MARCH 2024", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:17.213+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc019191-6524-4b2c-9b9f-28385897bb5b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.25, "y": 0.44 }, "kind": "title", "text": "THE RIGHT BOARD, THE RIGHT STRATEGY", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:17.213+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "477ea0ef-2a4c-492b-ba9b-aab85301cb93", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.3, "y": 0.5 }, "kind": "title", "text": "Disney's Plan For Shareholder Value Creation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:17.213+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7caea75-5469-4ab1-8bc3-a3cc57418402", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/l4e9nT9g353ysrTK4bjyi8I6vhP8rH9-BWcICFEh1N4/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85MGY5NDI2NjRkYzRiMjU3YjgxYjQ0M2EwNjRhMTUzZC9wMDAxLmpwZw", "imagePathAlt": "https://imgproxy.kitesheet.com/yavNocZmFjAbTE6B5YYS0xCyS7qE0a7TdAcLkOeDO5M/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85MGY5NDI2NjRkYzRiMjU3YjgxYjQ0M2EwNjRhMTUzZC9wMDAxLnBuZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/Tbu13yI6lt7_h7c5X1OjBiRrbHiUmJ3FMDSy5Jms5YI/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy85MGY5NDI2NjRkYzRiMjU3YjgxYjQ0M2EwNjRhMTUzZC9wMDAxLnBuZw" }, { "page": 2, "type": "setup", "title": "This is a classic 'villain critique' slide used in activist defense decks to frame the activist as an outsider who doesn't understand the business.", "function": "preempt_rebuttal", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "preempt_rebuttal", "functionCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-18ab-7479-9a7e-820a2f03586a", "version": 1, "description": null }, "density": "sparse", "densityScore": 13, "componentCount": 4, "textChars": 273, "nDataPoints": 0, "notes": "This is a classic 'villain critique' slide used in activist defense decks to frame the activist as an outsider who doesn't understand the business.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:17.699+00", "seconds": 3.403, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/2", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-2", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.9, "x": 0.03, "y": 0.14 }, "kind": "list", "text": "Disney has an unparalleled creative engine that drives shareholder value creation", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:17.699+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ccbe0c5-752c-43a2-9a68-f3a6355eef1c", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.9, "x": 0.03, "y": 0.4 }, "kind": "list", "text": "Disney is uniquely positioned to thrive amid generational disruption", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:17.699+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9c37730b-3019-4716-876c-1a6be7ab31bf", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.9, "x": 0.03, "y": 0.66 }, "kind": "list", "text": "Nelson Peltz and Trian's approach would absolutely damage Disney", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:17.699+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4840857-9aeb-41bf-b299-7e5cba5a4e44", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.8, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "You cannot \"restore the magic\" if you don't understand magic", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:17.699+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d285719-eefd-4043-90ac-f5cf14ac169c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "8393e8a9-9147-4c30-ad3e-75b660709929", "evidence": "The slide explicitly frames Nelson Peltz and Trian as a threat to Disney's business model.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:17.699+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 2, "frameworkName": "antagonist-introduction" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "setup", "title": "This is a classic activist defense slide, using a three-column-like structure to contrast current management success with nominee inadequacy.", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 39, "componentCount": 6, "textChars": 491, "nDataPoints": 8, "notes": "This is a classic activist defense slide, using a three-column-like structure to contrast current management success with nominee inadequacy.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:18.587+00", "seconds": 4.252, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/3", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-3", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.2, "x": 0.05, "y": 0.45 }, "kind": "list", "text": "A strong, independent, and well-qualified Board is focused on delivering sustained shareholder value", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "355c1123-5e6d-40d2-8c0a-ee39dbea9453", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.05, "y": 0.15 }, "kind": "list", "text": "Disney is positioned to thrive amid unprecedented industry disruption", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91b3fbef-0f18-436e-9d09-48b8d33b93a1", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.05, "y": 0.7 }, "kind": "list", "text": "Nelson Peltz, Isaac Perlmutter, and Jay Rasulo are not what Disney needs now", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bf47f6a7-806a-4337-a073-4b5160358b3e", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.7, "x": 0.25, "y": 0.15 }, "kind": "paragraph", "text": "Detailed bullet points outlining Q1 FY24 growth, strategic initiatives, board composition, and critique of Trian nominees.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35844dd0-e2e0-4796-8136-0e00af7968c1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "Diluted EPS excluding certain items is a non-GAAP financial measure...", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd9a76cc-465a-4492-8bdf-4f005827f56d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "This Board is already delivering on Disney’s potential", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a573d0c9-8d27-443a-9aef-0c4b5a801499", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "a3911448-5ee7-4165-9f08-07b355748e3f", "evidence": "Contrasting current board performance with nominee risks", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "frameworkName": "contrast-pairs" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "setup", "function": "summarize", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 2, "componentCount": 1, "textChars": 69, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:16.173+00", "seconds": 1.763, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/4", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-4", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.8, "x": 0.1, "y": 0.35 }, "kind": "title", "text": "DISNEY IS POSITIONED TO THRIVE AMID UNPRECEDENTED INDUSTRY DISRUPTION", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:16.173+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69d95eed-f990-4b17-8152-b25d925d9e9a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 9, "from": 4, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "5fb1f840-2875-4126-a5ac-6e0c763eb408", "evidence": "The document presents Disney's strategy as effective due to its focus on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 1, "objective": "Why is Disney's strategy effective?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:43:40.070171+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 5, "type": "resolution", "title": "Uses external quotes to validate internal strategic progress.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 6, "textChars": 626, "nDataPoints": 1, "notes": "Uses external quotes to validate internal strategic progress.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:27.303+00", "seconds": 4.931, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/5", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-5", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.9 }, "kind": "disclaimer", "text": "DTC streaming businesses operating income is a non-GAAP financial measure...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:27.303+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3bdc30ee-f2fc-47ba-a1b5-079f4851ecb4", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.7, "x": 0.03, "y": 0.15 }, "kind": "list", "text": "Studio Creativity, Streaming Profitability, Future of ESPN, Experiences Growth", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:27.303+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "955b7b72-6649-4990-96ce-ea7f4007f149", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.22, "x": 0.75, "y": 0.15 }, "kind": "quote", "text": "Twenty percent EPS growth... Bob Iger has obviously done everything that he can... We're seeing some tangible results when it comes to streaming profitability.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:27.303+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "177a257d-9ae4-4698-8540-d25f5d88cef6", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.22, "x": 0.75, "y": 0.45 }, "kind": "quote", "text": "The new, rebuilt Disney that Bob Iger has been promising investors and fans is coming into focus...", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:27.303+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81ebf24f-8377-4488-85c4-a3435ff402a9", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.22, "x": 0.75, "y": 0.7 }, "kind": "quote", "text": "Whatever chance of success these activist investors had is being buried by 100,000 tons of Disney carbonite... The market likes what it sees.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:27.303+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5c89340-be5f-4145-a702-27a9c9afa5dd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "Our strategic transformation, building on four key priorities, is working", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:27.303+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96f688fa-94af-4062-892d-aaddd34ce7ab", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "08a11164-e582-4157-9976-731ab50b89f5", "evidence": "Uses Bloomberg, WSJ, and TD Cowen quotes to validate strategy", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:27.303+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "frameworkName": "authority-citation" } ], "arcBeats": [], "loops": [ { "to": 9, "from": 4, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "5fb1f840-2875-4126-a5ac-6e0c763eb408", "evidence": "The document presents Disney's strategy as effective due to its focus on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 1, "objective": "Why is Disney's strategy effective?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:43:40.070171+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "resolution", "title": "The slide uses a numbered list format to map strategic pillars to specific operational achievements.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 3, "textChars": 384, "nDataPoints": 10, "notes": "The slide uses a numbered list format to map strategic pillars to specific operational achievements.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:16.929+00", "seconds": 2.378, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/6", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-6", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.91 }, "kind": "disclaimer", "text": "As of Q1 FY24; DTC streaming businesses operating income is a non-GAAP financial measure. See page 2 for how we define and calculate this measure and why Disney is not providing a forward-looking quantitative reconciliation...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:16.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ed88508-9dd2-47a3-a17e-555df19d8593", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.94, "x": 0.03, "y": 0.15 }, "kind": "table", "text": "Strategic commitments and progress table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:16.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd795dd6-8be3-44b3-8ec3-0178867e00f5", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "We are delivering on our commitments to create superior, sustainable shareholder value in a rapidly changing ecosystem", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:16.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d8316c6-e908-4f35-a236-6a4546f2df3f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "edf87ba9-f7a7-41d5-a722-65c0306070c3", "evidence": "table/data: Strategic commitments and progress table", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:40:19.642904+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "9fa5c747-dadd-4521-9845-05275db833ca", "evidence": "Numbered list of strategic commitments", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:16.929+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "frameworkName": "list-presentation" } ], "arcBeats": [], "loops": [ { "to": 9, "from": 4, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "5fb1f840-2875-4126-a5ac-6e0c763eb408", "evidence": "The document presents Disney's strategy as effective due to its focus on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 1, "objective": "Why is Disney's strategy effective?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:43:40.070171+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "setup", "title": "The slide uses a circular flywheel diagram to illustrate the synergy between three core business segments.", "function": "establish_context", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "establish_context", "functionCanon": { "name": "Establish context", "slug": "establish_context", "status": "active", "canonId": "019de52d-1314-74e6-9074-d213dc0bdcdf", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 8, "textChars": 757, "nDataPoints": 0, "notes": "The slide uses a circular flywheel diagram to illustrate the synergy between three core business segments.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:18.037+00", "seconds": 3.147, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/7", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-7", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.35, "x": 0.05, "y": 0.2 }, "kind": "diagram", "text": "Flywheel diagram showing Film and TV Studios, Content Distribution, and Products and Experiences", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "flywheel", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79cf072d-b085-4ee2-ab47-78c3b66663c5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.42, "y": 0.53 }, "kind": "image", "text": "Logos for Disney+, Hulu, ESPN+, etc.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39da7bd9-72f9-4c46-b499-2e5557155b5a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.5, "x": 0.42, "y": 0.73 }, "kind": "image", "text": "Logos for Disney World, Disneyland, Disney Cruise Line, etc.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84b8c43d-cd91-447a-b3d8-30dd4469c045", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.5, "x": 0.42, "y": 0.28 }, "kind": "image", "text": "Logos for Disney Studios, Pixar, Marvel, Lucasfilm, etc.", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9221854e-f40b-49df-8c31-13f31ad2563f", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.55, "x": 0.42, "y": 0.65 }, "kind": "list", "text": "C: We extend the relevancy and lifetime value of our content by bringing beloved franchises to consumers through products and experiences around the world", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "479e6fce-1288-415d-8b8a-eec5b70ba15d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.55, "x": 0.42, "y": 0.2 }, "kind": "list", "text": "A: Unmatched content creation and storytelling capabilities generate our iconic IP and franchise tentpoles to maximize our audience and impact", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2eb18a1-f2e7-466c-bf51-57aabbc5c91e", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.55, "x": 0.42, "y": 0.45 }, "kind": "list", "text": "B: Our content is seamlessly delivered to billions of global consumers in a highly engaging entertainment experience", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0a62916-35bf-4bf9-a212-64c80d956a36", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.7, "x": 0.08, "y": 0.05 }, "kind": "title", "text": "Disney's unparalleled IP and storytelling have been a core strategic advantage for over 100 years", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6dc1da0-2d4d-49b6-a09d-a56154f4434d", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Flywheel", "slug": "flywheel", "status": "active", "bestFor": null, "canonId": "019de52d-1ad8-75ab-9027-a40365590152", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "52bd6d7f-0eb6-45a3-a689-20a2809fb3a2", "evidence": "Flywheel diagram showing Film and TV Studios, Content Distribution, and Products and Experiences", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 03:40:19.719102+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "dcdaec0e-290b-4891-9fa9-98d01717072e", "evidence": "Circular diagram showing interconnected business segments", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:18.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "flywheel" } ], "arcBeats": [], "loops": [ { "to": 9, "from": 4, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "5fb1f840-2875-4126-a5ac-6e0c763eb408", "evidence": "The document presents Disney's strategy as effective due to its focus on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 1, "objective": "Why is Disney's strategy effective?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:43:40.070171+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "setup", "title": "The slide uses a timeline framework to demonstrate the long-term value extraction from intellectual property.", "function": "quantify_opportunity", "rawType": "timeline", "block": null, "metadata": { "slideType": "timeline", "slideTypeCanon": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-0851-75eb-b758-ea2965e7739a", "version": 1, "description": null }, "function": "quantify_opportunity", "functionCanon": { "name": "Quantify opportunity", "slug": "quantify_opportunity", "status": "active", "canonId": "019de52d-17e4-726f-aa15-83350acef1dd", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 7, "textChars": 264, "nDataPoints": 4, "notes": "The slide uses a timeline framework to demonstrate the long-term value extraction from intellectual property.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:18.174+00", "seconds": 3.191, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/8", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-8", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.88 }, "kind": "disclaimer", "text": "Source: Company data. Reflects the ratio between revenue and investment on titles released following Disney's acquisition of the IP...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc2decf8-643f-427f-a24b-6cb638c50f0b", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.8, "x": 0.05, "y": 0.15 }, "kind": "framework", "text": "Timeline of franchise milestones", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d58012f3-59d0-4f35-8147-cd6726ab16a0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.06, "x": 0.88, "y": 0.38 }, "kind": "metric", "text": "5.5x", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12343087-4910-4b81-a591-538aac18c4c5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.06, "x": 0.88, "y": 0.78 }, "kind": "metric", "text": "2.9x", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76615ce9-3869-43ce-89bd-3c1deb08e27b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.06, "x": 0.88, "y": 0.18 }, "kind": "metric", "text": "9.9x", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94a8a84a-c0a7-4fe0-9536-2380b438449d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.06, "x": 0.88, "y": 0.58 }, "kind": "metric", "text": "3.3x", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bce03767-38a5-41eb-973e-e04aff922dcd", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.08, "y": 0.04 }, "kind": "title", "text": "Enduring franchises highlight our powerful IP and unique monetization capabilities", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dde82337-f260-4c27-9944-1fe64346edac", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "be5dd3a0-2f41-42f1-b1f6-b744e7946b3d", "evidence": "Chronological mapping of franchise events", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:02:18.174+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "timeline" } ], "arcBeats": [], "loops": [ { "to": 9, "from": 4, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "5fb1f840-2875-4126-a5ac-6e0c763eb408", "evidence": "The document presents Disney's strategy as effective due to its focus on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 1, "objective": "Why is Disney's strategy effective?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:43:40.070171+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 9, "type": "setup", "title": "Slide highlights the shift in management structure and the key leaders responsible for various business units.", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 5, "textChars": 414, "nDataPoints": 0, "notes": "Slide highlights the shift in management structure and the key leaders responsible for various business units.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:22.916+00", "seconds": 7.824, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/9", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-9", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.55 }, "kind": "image", "text": "Alan Bergman & Dana Walden, Josh D'Amaro, Jimmy Pitaro, Asad Ayaz", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.916+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3fd45f41-3019-47e3-bf67-4bad5e020f01", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.7, "x": 0.05, "y": 0.7 }, "kind": "image", "text": "Disney brand logos", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.916+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be59657d-bf99-47ad-986a-4ace6cc91af2", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.95, "x": 0.03, "y": 0.15 }, "kind": "list", "text": "Creative teams now determine what content is made and how it is marketed, distributed, and monetized. Recent changes to organizational structure addressed key challenges.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.916+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "226ae4bc-6ca1-411b-8c54-b411324e36b2", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.7, "x": 0.08, "y": 0.05 }, "kind": "title", "text": "By restoring authority to creative leaders, Disney is improving efficiency and effectiveness", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.916+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d67c6d2c-e38e-4982-875d-d8724eb70a68", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.95, "x": 0.03, "y": 0.465 }, "kind": "title", "text": "BEST-IN-CLASS BUSINESS CREATIVE LEADERSHIP MANAGING ICONIC FRANCHISES", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.916+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "429a09de-6daa-4a2b-b0f9-a18afbd7b3d8", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "82e1caef-b65f-474b-a6ba-61299caf6997", "evidence": "Creative teams now determine what content is made and how it is marketed, distributed, and monetized.", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:40:20.370825+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Authority Bias", "slug": "authority-bias", "status": "active", "bestFor": null, "canonId": "019dd956-c38d-70b9-a284-b2b479763356", "version": 1, "bodyDocId": null, "description": "Expert opinions are weighted more heavily - cite credible sources", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Architect", "Storyteller" ], "matchId": "439e9d0d-97aa-4e13-9079-54f747eb8cfa", "evidence": "By restoring authority to creative leaders, Disney is improving efficiency and effectiveness", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:40:20.404876+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [ { "to": 9, "from": 4, "loop": { "name": "11_golden_circle", "slug": "11-golden-circle", "status": "active", "bestFor": "Visionary leadership, brand positioning, mission statements", "canonId": "019dd956-6a50-7202-882d-505fcb9922ed", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Why (Belief) -> The How (Process) -> The What (Result)", "description": "Invert the typical pitch by starting with why you exist, rather than what you do", "familyLabel": null }, "matchId": "5fb1f840-2875-4126-a5ac-6e0c763eb408", "evidence": "The document presents Disney's strategy as effective due to its focus on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 1, "objective": "Why is Disney's strategy effective?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:43:40.070171+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "setup", "title": "The slide uses a logo-grid to demonstrate the breadth of the portfolio.", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 3, "textChars": 503, "nDataPoints": 1, "notes": "The slide uses a logo-grid to demonstrate the breadth of the portfolio.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:18.105+00", "seconds": 2.982, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/10", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-10", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.94, "x": 0.03, "y": 0.4 }, "kind": "image", "text": "Portfolio of brands and franchises across Film, Television, and Sports", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.105+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72fb06f5-7d72-4d09-83d2-6708f91234bb", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.7, "x": 0.03, "y": 0.16 }, "kind": "list", "text": "Disney has the ability to create, distribute, and monetize our IP in unparalleled ways; The longevity of our franchises and our ability to progress consumers across our unique set of assets is unequaled; We have reduced content output with fewer projects and improved quality; We are targeting a $4.5bn reduction of annualized entertainment cash content spend", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.105+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "afcc8021-363c-4f73-af0c-5bc8483c7d0a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.08, "y": 0.05 }, "kind": "title", "text": "Disney is focusing on core brands and franchises to deliver higher returns", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.105+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6112cb14-8fb6-4305-84c1-160862e09d93", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a4c74b9f-4972-471e-8ca7-d4b041133afa", "evidence": "Portfolio of brands and franchises across Film, Television, and Sports", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:40:20.468391+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 11, "type": "setup", "title": "Includes a circular process diagram for creative excellence and a timeline-style list of upcoming releases.", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 9, "textChars": 488, "nDataPoints": 8, "notes": "Includes a circular process diagram for creative excellence and a timeline-style list of upcoming releases.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:24.104+00", "seconds": 8.94, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/11", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-11", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.35, "x": 0.08, "y": 0.22 }, "kind": "framework", "text": "HOW WE DRIVE CREATIVE EXCELLENCE", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cecf6765-f00f-4394-be01-66647519b52e", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.12, "x": 0.45, "y": 0.25 }, "kind": "metric", "text": "20 Academy Award Nominations in 2024", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adb98b37-090c-4465-90bc-7bb6b86082ce", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.12, "x": 0.58, "y": 0.25 }, "kind": "metric", "text": "6 of 10 most-streamed movies across all streaming platforms in the US in 2023", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aedc3452-694c-45de-9676-47bdd1d7ddf5", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.12, "x": 0.84, "y": 0.25 }, "kind": "metric", "text": "8 of 10 and 13 of 20 highest grossing films of all time globally", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2bf2331-c34d-4153-a5f3-14b41f3209f2", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.12, "x": 0.71, "y": 0.25 }, "kind": "metric", "text": "#1 in global box office 7 of the last 8 years", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f817c2be-48a2-41bb-9bd1-c91224092d12", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.5, "x": 0.45, "y": 0.2 }, "kind": "paragraph", "text": "UNPARALLELED SUCCESS OF DISNEY'S FILM STUDIOS", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0138eff9-d382-4672-891c-749e9be06217", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.5, "x": 0.45, "y": 0.5 }, "kind": "paragraph", "text": "UPCOMING FILMS: ORIGINALS, REIMAGINED CLASSICS & SEQUELS", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e1f99544-7e2d-42d2-9413-12cf460e72fb", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.03, "y": 0.92 }, "kind": "source-note", "text": "Note: Reflects select publicly announced planned releases as of 05/07/24 and is subject to change", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f965f51-ba77-4785-8ef4-77f46ff82fbe", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.08, "y": 0.06 }, "kind": "title", "text": "Our creative engine remains powerful", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e49a288-e224-4d17-bb72-58871ec42c59", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Big Idea Formula", "slug": "big-idea-formula", "status": "active", "bestFor": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "canonId": "019dd956-7dd1-74d7-9866-ffdef19ecfbf", "version": 1, "bodyDocId": "c30d7484-69e0-4e21-82cf-20fa0966869e", "description": "Nancy Duarte's articulation of how to frame a presentation's central message: the speaker's unique point of view plus what's at stake for the audience, expressed as one complete declarative sentence. The narrative-driven counterpart to Minto's analytical governing thought.", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "2e49f178-1283-4417-a448-ade56aa2d552", "evidence": "Our creative engine remains powerful", "pageRefs": null, "priority": "Core", "whenToUse": "Any narrative-driven persuasive deck whose job is to move the audience: keynotes, fundraising pitches, capital-allocation board asks, all-hands behaviour-change talks, conference talks meant to shift mental models. Use it before structuring; pair with Pyramid when the deck must also withstand line-by-line scrutiny.", "confidence": 0.5, "extraction": { "at": "2026-07-17 03:40:20.56609+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": "Solves the topic-not-thesis trap and the stake-less recommendation trap simultaneously. A single declarative sentence with a verb forces the speaker's stance into the room; routing the consequence through the word 'you' translates internal urgency into the audience's currency. The result is short enough to be repeated after the meeting — and that repetition is the persuasion mechanism.", "antipattern": "A topic dressed as a thesis ('Sustainability Roadmap 2026'), a stake attached to the speaker rather than the audience, two ideas spliced with 'and', abstract verbs (leverage / unlock / empower) that survive deletion, or writing the Big Idea after the deck is already built so the slides don't actually defend it.", "cardinality": null, "narrativePurpose": "Forces the deck to commit to a single declarative thesis before slide one — a sentence that names the speaker's stance and routes a consequence through the audience's currency. Acts as the filter every slide, anecdote, and chart must ladder up to." }, { "tool": { "name": "List presentation", "slug": "list-presentation", "status": "active", "bestFor": null, "canonId": "019dd9e1-4ef7-777d-ba68-9074c2b3bcf1", "version": 1, "bodyDocId": null, "description": "Bulleted, numbered, or checklist enumerations.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "21b659c1-294a-4351-9d60-cba8908fa996", "evidence": "6 of 10 most-streamed movies across all streaming platforms in the US in 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:40:20.532199+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "09fe9c1f-bbeb-40be-8609-d92393cba505", "evidence": "Circular diagram showing iterative process of creative excellence", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:24.104+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "frameworkName": "flywheel" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 12, "type": "tension", "title": "The slide uses a series of charts to support the narrative of industry disruption across four key areas.", "function": "diagnose_problem", "rawType": "problem_statement", "block": null, "metadata": { "slideType": "problem_statement", "slideTypeCanon": { "name": "Problem statement", "slug": "problem_statement", "status": "active", "canonId": "019de52d-0879-768d-bba8-8da8a5a121d4", "version": 1, "description": null }, "function": "diagnose_problem", "functionCanon": { "name": "Diagnose problem", "slug": "diagnose_problem", "status": "active", "canonId": "019de52d-176d-761f-b608-cf52262d2ab2", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 7, "textChars": 472, "nDataPoints": 18, "notes": "The slide uses a series of charts to support the narrative of industry disruption across four key areas.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:22.592+00", "seconds": 7.425, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/12", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-12", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.2, "x": 0.75, "y": 0.13 }, "kind": "chart", "text": "TV & streaming consumption (avg daily hrs)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart (100%)", "slug": "bar-stacked-100pct", "status": "active", "canonId": "019de52c-ff14-71b8-8d88-860f8d7da84b", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked-100pct", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.592+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "418d903a-2281-4c5f-9eeb-175064063657", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.75, "y": 0.58 }, "kind": "chart", "text": "Traditional media sector DTC losses ($bn)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.592+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56ea3e0b-9e5a-4223-8898-d59bdfff6103", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.75, "y": 0.78 }, "kind": "chart", "text": "Global box office ($bn)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.592+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0657da71-b2ab-4707-a480-1acfe754fc41", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.2, "x": 0.75, "y": 0.35 }, "kind": "chart", "text": "Pay TV subscribers (mm)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.592+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dadcc3ac-f7a9-44d5-9ae9-f09e0b7c4c0f", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.65, "x": 0.03, "y": 0.13 }, "kind": "list", "text": "TV and streaming consumption habits dramatically shifted; Pay TV ecosystem continues to decline at an accelerated rate; Streaming economics vs. Pay TV; Evolving theatrical distribution model", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.592+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1587003c-ce18-483b-a048-28bba5dbeaf5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.03, "y": 0.9 }, "kind": "source-note", "text": "Source: Kagan, Wall Street Research, Insider Intelligence (eMarketer), Activate Consulting", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.592+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ed49a70-b913-4c60-a8fd-1ca6c16a1bad", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.08, "y": 0.03 }, "kind": "title", "text": "Streaming has disrupted the industry’s historic economic models", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.592+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0cc8dd9e-fa00-43f3-b473-1b2da2b4444f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Before-After-Bridge", "slug": "before-after-bridge", "status": "active", "bestFor": null, "canonId": "019dd956-8604-7188-883f-42370288ad05", "version": 1, "bodyDocId": null, "description": "Narrative structure: Paint the before, show the after, explain the bridge", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "ed6a3ae1-6e46-47a5-b8a7-9843e14f142c", "evidence": "Streaming has disrupted the industry’s historic economic models", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-17 03:40:20.662903+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Problem Statement Canvas", "slug": "problem-statement-canvas", "status": "active", "bestFor": null, "canonId": "019dd956-839d-744b-ad11-9bf3e3642a18", "version": 1, "bodyDocId": null, "description": "Structured definition of the problem: What? Who? Where? When? Scale?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Architect", "layer": "slide", "agents": [ "Architect" ], "matchId": "81c12aa9-67bc-4570-bb31-25351c76985a", "evidence": "TV and streaming consumption habits dramatically shifted; Pay TV ecosystem continues to decline at an accelerated rate; Streaming economics vs. Pay TV; Evolving theatrical distribution model", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:40:20.630464+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 12, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 12, "name": "Problem (Identify pain)", "beatId": "1792e2b0-aa54-46ea-b2f5-75878eba00a0", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Problem (Identify pain)", "slug": "problem-agitate-solution-problem-identify-pain", "status": "active", "canonId": "019dd9b8-0e78-74bb-b8f6-54348367a131", "version": 1, "description": null }, "evidence": "The document identifies the disruption of historic economic models by streaming as a problem.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 19, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 12, "name": "Agitate (Make it worse)", "beatId": "effc4e4f-7715-4760-87c8-e33c397beb17", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The document agitates the problem by highlighting the challenges faced by Disney and the industry.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 19, "from": 12, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "9576d9f5-38cd-4a7c-9254-db71a8ffd058", "evidence": "The document highlights the risks of not adapting to industry disruption, such as losing competitiveness and shareholder value.", "position": 0, "objective": "What are the consequences of not adapting to industry disruption?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:43:40.034838+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "setup", "title": "The slide uses a dual-row timeline structure to show sequential strategic actions taken by the Board and Management.", "function": "summarize", "rawType": "timeline", "block": null, "metadata": { "slideType": "timeline", "slideTypeCanon": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-0851-75eb-b758-ea2965e7739a", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 4, "textChars": 349, "nDataPoints": 3, "notes": "The slide uses a dual-row timeline structure to show sequential strategic actions taken by the Board and Management.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:25.566+00", "seconds": 3.512, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/13", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-13", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.48 }, "kind": "diagram", "text": "Timeline from 2015 to 2025", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.566+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "96153189-32ee-4384-be6e-8dd945f46488", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.55 }, "kind": "list", "text": "2017: Strategy to accelerate streaming; 2020-22: Pandemic response; 2024: Future positioning", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Timeline item", "slug": "timeline-item", "status": "active", "canonId": "019de52c-fd0e-74ce-9443-440fbd8c23b4", "version": 1, "description": null }, "framework": null }, "subkind": "timeline-item", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.566+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34083d06-43dc-4355-a589-41060647df4f", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "list", "text": "2015-16: Deterioration of Pay TV ecosystem; 2019: Launch of Disney+; 2023: Transformation and cost reduction", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Timeline item", "slug": "timeline-item", "status": "active", "canonId": "019de52c-fd0e-74ce-9443-440fbd8c23b4", "version": 1, "description": null }, "framework": null }, "subkind": "timeline-item", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.566+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84ba8b16-8e52-45cc-b689-66276c200f95", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.08, "y": 0.03 }, "kind": "title", "text": "The Board is overseeing a carefully planned, long-term strategy that positions Disney for future success and value creation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.566+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2426fa1b-92f8-41c7-8e41-5a77f79fe815", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "2f264194-e09c-4333-b9dc-f11e53886c2e", "evidence": "Chronological progression of strategic events", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:02:25.566+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "timeline" } ], "arcBeats": [ { "to": 19, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 12, "name": "Agitate (Make it worse)", "beatId": "effc4e4f-7715-4760-87c8-e33c397beb17", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The document agitates the problem by highlighting the challenges faced by Disney and the industry.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 19, "from": 12, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "9576d9f5-38cd-4a7c-9254-db71a8ffd058", "evidence": "The document highlights the risks of not adapting to industry disruption, such as losing competitiveness and shareholder value.", "position": 0, "objective": "What are the consequences of not adapting to industry disruption?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:43:40.034838+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "setup", "title": "The slide uses a 'preempt_rebuttal' strategy by explaining why other companies (Big Tech, Comcast, Netflix) were excluded from the peer group.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 8, "textChars": 777, "nDataPoints": 12, "notes": "The slide uses a 'preempt_rebuttal' strategy by explaining why other companies (Big Tech, Comcast, Netflix) were excluded from the peer group.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:18.587+00", "seconds": 3.224, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/14", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-14", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.8, "x": 0.1, "y": 0.82 }, "kind": "callout", "text": "Trian misrepresents the facts: over the past 10 years, investors actually made money on approximately 7 out of 10 trading days when taking into account both dividends paid and Disney's stock price as of 02/29/24", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "79bc0b74-48c9-43a9-a02b-8ddc5b8f488d", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.75, "y": 0.15 }, "kind": "chart", "text": "3-Year TSR", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28b55443-a7da-4f8b-a2fc-511a8150d1af", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.75, "y": 0.5 }, "kind": "chart", "text": "TSR of Iger's Tenures as CEO", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7576309a-75ed-41de-87ed-89af819b6ec1", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.5, "y": 0.5 }, "kind": "chart", "text": "5-Year TSR", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "978a725e-1673-4ff8-8532-e51380bf0f8b", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.5, "y": 0.15 }, "kind": "chart", "text": "TSR Since Iger Returned", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2064c32-e4c4-4f10-983a-9901177b9ab8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.95, "x": 0.03, "y": 0.92 }, "kind": "disclaimer", "text": "Source: FactSet as of 02/29/24. Note: Paramount reflects Class B shares; Paramount pre-merger TSR reflects CBS TSR. Warner Bros. Discovery pre-merger TSR reflects Discovery TSR. Assumes dividends reinvested.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "419107ff-692f-4cd4-94d2-7e2f466fefdb", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.45, "x": 0.03, "y": 0.15 }, "kind": "list", "text": "The most relevant peers to evaluate Disney's business challenges, progress, and TSR are “pure-play” legacy media companies managing the generational disruption across Pay TV and theatrical", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "525cf2d7-1700-4dd9-aeee-28081ec08ff9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.08, "y": 0.03 }, "kind": "title", "text": "Disney's TSR outperformed relevant peers facing a similar transition from legacy Pay TV to streaming", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ae2ecc2-442b-4eae-b0a6-19c418d30bd8", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "709bdf0f-e1a6-4c8c-8d8d-7e142ba06fc1", "evidence": "Disney's TSR outperformed relevant peers facing a similar transition from legacy Pay TV to streaming", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 03:40:20.756775+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "6461b2ac-c297-4470-be12-70b41f0c0806", "evidence": "The slide explicitly addresses why certain companies were excluded from the peer group to counter potential arguments.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:18.587+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "frameworkName": "preempt_rebuttal" } ], "arcBeats": [ { "to": 19, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 12, "name": "Agitate (Make it worse)", "beatId": "effc4e4f-7715-4760-87c8-e33c397beb17", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The document agitates the problem by highlighting the challenges faced by Disney and the industry.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 19, "from": 12, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "9576d9f5-38cd-4a7c-9254-db71a8ffd058", "evidence": "The document highlights the risks of not adapting to industry disruption, such as losing competitiveness and shareholder value.", "position": 0, "objective": "What are the consequences of not adapting to industry disruption?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:43:40.034838+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 15, "type": "setup", "title": "Includes a quote from Reed Hastings (Netflix) as a form of competitive validation.", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 6, "textChars": 542, "nDataPoints": 8, "notes": "Includes a quote from Reed Hastings (Netflix) as a form of competitive validation.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:20.451+00", "seconds": 4.964, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/15", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-15", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.35, "x": 0.05, "y": 0.42 }, "kind": "chart", "text": "Global Subscriptions (MM)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:20.451+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ad5db99-9c5d-4fc4-af3c-5697a8391cdb", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.55, "x": 0.42, "y": 0.21 }, "kind": "list", "text": "Strategic advantages including IP, global scale, ESPN, content bundling, and integrated app experience.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:20.451+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71a93307-ff34-4135-814d-7467ef09b7f0", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.32, "x": 0.06, "y": 0.21 }, "kind": "quote", "text": "Disney is pretty strong, but it was pretty strong before. It will be at least the two of us duking it out for a long time.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:20.451+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5fdfdc7-a511-483b-9065-732a438064c1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.91 }, "kind": "source-note", "text": "Source: Company filings, FactSet; Global subscriptions based on most recent earnings report...", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:20.451+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a257bb1c-1092-4139-916e-79e9b4c4c434", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.55, "x": 0.42, "y": 0.48 }, "kind": "table", "text": "Platform specific metrics for Disney+, Hulu, ESPN+, and ESPN Flagship.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:20.451+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ee42f1d-6426-4bb8-8be5-dcb7e341c642", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.08, "y": 0.03 }, "kind": "title", "text": "Disney has built leading, scaled global streaming platforms in just four years, differentiated by difficult-to-replicate content", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:20.451+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2571461-770d-4044-b32b-07115e90ca58", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "e6519899-d3d7-4d47-8b7d-e566cce01042", "evidence": "Mentions IP, global scale, and sports media brand as differentiators.", "framework": null, "confidence": 0.8, "extraction": { "at": "2026-05-02 11:02:20.451+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "frameworkName": "competitive-advantage" } ], "arcBeats": [ { "to": 19, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 12, "name": "Agitate (Make it worse)", "beatId": "effc4e4f-7715-4760-87c8-e33c397beb17", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The document agitates the problem by highlighting the challenges faced by Disney and the industry.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 19, "from": 12, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "9576d9f5-38cd-4a7c-9254-db71a8ffd058", "evidence": "The document highlights the risks of not adapting to industry disruption, such as losing competitiveness and shareholder value.", "position": 0, "objective": "What are the consequences of not adapting to industry disruption?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:43:40.034838+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 16, "type": "resolution", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 52, "componentCount": 7, "textChars": 614, "nDataPoints": 5, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:19.545+00", "seconds": 3.76, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/16", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-16", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.45, "x": 0.05, "y": 0.65 }, "kind": "image", "text": "Logos of acquired assets: FX, Hulu, Nat Geo, Searchlight, 20th Century", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.545+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be8aff09-ed60-46c8-9a39-04d32db083e0", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "TFCF rationale: Broadened IP, Hulu stake, content output, management, international growth.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.545+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0034264-7c2c-4cfa-b538-a052939cc53e", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.52, "y": 0.25 }, "kind": "list", "text": "BAMTech rationale: Tech infrastructure, backbone for streaming, video delivery, management, personalization.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.545+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f20120d1-89a1-4f17-9dfb-33c0498f2e1a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "y": 0.75 }, "kind": "metric", "text": "Avatar: $5.2bn box office; X-Men: >$6bn box office; Simpsons: ~760 episodes; Family Guy: ~420 episodes; Modern Family: ~250 episodes", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.545+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20da5e58-e734-43a9-842f-defd2251eda0", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Company data, public filings", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.545+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f84dc36b-1b2a-4012-bdda-54329b925365", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.17 }, "kind": "table", "text": "Strategic rationale for TFCF and BAMTech acquisitions", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.545+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6646fba4-7d7e-4cb8-819f-c0b570b1666e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.08, "y": 0.03 }, "kind": "title", "text": "Major deals further differentiated Disney’s streaming business, with key content from TFCF (Fox) and technology from BAMTech", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.545+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "673a072c-b305-4861-a5e4-1245f3f80b37", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d4c09a81-9844-42b7-af1c-a2a2e974e3c3", "evidence": "BAMTech rationale: Tech infrastructure, backbone for streaming, video delivery, management, personalization.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-17 03:40:20.849512+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 19, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 12, "name": "Agitate (Make it worse)", "beatId": "effc4e4f-7715-4760-87c8-e33c397beb17", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The document agitates the problem by highlighting the challenges faced by Disney and the industry.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 19, "from": 12, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "9576d9f5-38cd-4a7c-9254-db71a8ffd058", "evidence": "The document highlights the risks of not adapting to industry disruption, such as losing competitiveness and shareholder value.", "position": 0, "objective": "What are the consequences of not adapting to industry disruption?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:43:40.034838+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 17, "type": "setup", "title": "Uses a waterfall chart to explain the bridge from Q4 FY22 operating income to Q1 FY24, and a comparison table for Netflix vs Disney.", "function": "preempt_rebuttal", "rawType": "preempt_rebuttal", "block": null, "metadata": { "slideType": "preempt_rebuttal", "slideTypeCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-1225-7368-af32-6381fddabdb3", "version": 1, "description": null }, "function": "preempt_rebuttal", "functionCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-18ab-7479-9a7e-820a2f03586a", "version": 1, "description": null }, "density": "dense", "densityScore": 58, "componentCount": 7, "textChars": 786, "nDataPoints": 10, "notes": "Uses a waterfall chart to explain the bridge from Q4 FY22 operating income to Q1 FY24, and a comparison table for Netflix vs Disney.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:19.52+00", "seconds": 3.646, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/17", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-17", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.3, "w": 0.55, "x": 0.03, "y": 0.38 }, "kind": "chart", "text": "SIGNIFICANTLY IMPROVED ENTERTAINMENT DTC OPERATING LOSSES ($BN)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Waterfall bridge / value bridge", "slug": "waterfall-bridge", "status": "active", "canonId": "019de52d-0055-7469-ba67-a7f7a327dec1", "version": 1, "description": null }, "framework": null }, "subkind": "waterfall-bridge", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54fc52f2-a368-443e-822e-39af8992be7c", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.65, "x": 0.03, "y": 0.13 }, "kind": "list", "text": "Operating losses of our entertainment streaming business have significantly improved; We remain focused on achieving profitability in streaming by the end of FY24; Netflix reached profitability in 2016; Netflix had a 21% operating income margin in 2023.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5642b463-c51d-44ef-9baa-b756ea16a5db", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.65, "y": 0.75 }, "kind": "paragraph", "text": "Netflix is nearly 13 years further along than Disney on its DTC journey", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c3b7207-04c8-4f67-9e76-523b93c52939", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.27, "x": 0.7, "y": 0.13 }, "kind": "quote", "text": "The Netflix comparison may be a little bit fatuous ... They [Netflix] have a ten-year head start on Disney. I think we have to drop that analogy. I understand why Bob Iger would sound frustrated about that", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d5b80a11-77f5-476a-a1f5-448b7bd33cb9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.95, "x": 0.03, "y": 0.88 }, "kind": "source-note", "text": "Source: Company data. DTC streaming businesses operating income is a non-GAAP financial measure...", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a539dc7a-5cab-4b9c-8eb4-453ba5519fe8", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.37, "x": 0.6, "y": 0.38 }, "kind": "table", "text": "FAVORABLE STREAMING PACING VS. NETFLIX", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": null, "framework": null }, "subkind": "comparison", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "515378a9-9abc-4a20-861b-005b51ad8291", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.08, "y": 0.04 }, "kind": "title", "text": "Disney is driving profitability toward double-digit levels", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3642890e-6daf-4350-a8db-76964d633af0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall / value bridge", "slug": "waterfall-bridge", "status": "active", "bestFor": null, "canonId": "019de52d-19c5-727e-8889-b0b361655fca", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4c4208d0-ec6e-4964-aafc-60dba9812213", "evidence": "chart/waterfall-bridge: SIGNIFICANTLY IMPROVED ENTERTAINMENT DTC OPERATING LOSSES ($BN)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:45:06.629894+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "c1f4ee28-fb56-4dc5-8af2-c4f96e8d2cf6", "evidence": "Directly addresses and dismisses the 'Netflix comparison' as fatuous to frame Disney's progress positively.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-05-02 11:02:19.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "frameworkName": "preempt_rebuttal" }, { "matchId": "04072a94-0bdb-4b40-af72-90c754fc71b7", "evidence": "Used to show the components of change in operating income.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:02:19.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 17, "frameworkName": "waterfall-bridge" } ], "arcBeats": [ { "to": 19, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 12, "name": "Agitate (Make it worse)", "beatId": "effc4e4f-7715-4760-87c8-e33c397beb17", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The document agitates the problem by highlighting the challenges faced by Disney and the industry.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 19, "from": 12, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "9576d9f5-38cd-4a7c-9254-db71a8ffd058", "evidence": "The document highlights the risks of not adapting to industry disruption, such as losing competitiveness and shareholder value.", "position": 0, "objective": "What are the consequences of not adapting to industry disruption?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:43:40.034838+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 18, "type": "setup", "title": "Uses a structured comparison framework to preempt investor concerns regarding profitability gaps.", "function": "compare_peers", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 3, "textChars": 749, "nDataPoints": 0, "notes": "Uses a structured comparison framework to preempt investor concerns regarding profitability gaps.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:18.632+00", "seconds": 2.664, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/18", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-18", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.94, "x": 0.03, "y": 0.13 }, "kind": "paragraph", "text": "Netflix and Disney DTC launched at different times with unique strategies and investment requirements, resulting in different financial profiles reflecting their respective circumstances. Netflix used their first-mover advantage, limited competition, and robust portfolio of relatively low-cost premium content licensed from top studios to quickly achieve scale and profitability. We built our services in a highly competitive streaming environment requiring significant upfront investment in content and marketing to meet high consumer expectations.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.632+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd2d96a3-49bf-4a14-a22f-0dfb2817eb38", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.94, "x": 0.03, "y": 0.28 }, "kind": "table", "text": "Comparison of Content, Technology, Distribution, and Pricing between Disney and Netflix.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.632+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9b2a937-610f-4982-a446-126a1f5112df", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.08, "y": 0.03 }, "kind": "title", "text": "Disney's delta in profitability to Netflix results from explainable differences that we are actively addressing", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:18.632+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b7ad9dc-0c70-4d38-b033-6a634e04029e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "220d572d-6eb3-4d4e-a02d-b13c515a8da2", "evidence": "Structured comparison of two entities across four distinct operational categories.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:18.632+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "comparison-frame" } ], "arcBeats": [ { "to": 19, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 12, "name": "Agitate (Make it worse)", "beatId": "effc4e4f-7715-4760-87c8-e33c397beb17", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The document agitates the problem by highlighting the challenges faced by Disney and the industry.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 19, "from": 12, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "9576d9f5-38cd-4a7c-9254-db71a8ffd058", "evidence": "The document highlights the risks of not adapting to industry disruption, such as losing competitiveness and shareholder value.", "position": 0, "objective": "What are the consequences of not adapting to industry disruption?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:43:40.034838+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 19, "type": "setup", "title": "The slide uses a 2x4 grid layout to present eight key strategic points about ESPN's market position and future direction.", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 16, "componentCount": 3, "textChars": 317, "nDataPoints": 2, "notes": "The slide uses a 2x4 grid layout to present eight key strategic points about ESPN's market position and future direction.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:19.52+00", "seconds": 3.512, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/19", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-19", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.1, "x": 0.01, "y": 0.48 }, "kind": "image", "text": "ESPN logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "edd3b03e-ad19-4fa8-b2fb-e34579c1f2e0", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.85, "x": 0.08, "y": 0.15 }, "kind": "list", "text": "World's leading sports brand; Sports content is a competitive advantage; Proven success in streaming; Sports can convene millions; Sports fans' go-to; Premier portfolio of sports rights; Utilize partnerships; Reimagine digital viewing", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e3f54ac-da6e-434f-af55-28f81485b3c1", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.08, "y": 0.05 }, "kind": "title", "text": "Disney continues to build ESPN into the preeminent digital sports platform", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "367270cc-34c2-44ef-99f2-68e4002bfa21", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 19, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 12, "name": "Agitate (Make it worse)", "beatId": "effc4e4f-7715-4760-87c8-e33c397beb17", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Agitate (Make it worse)", "slug": "problem-agitate-solution-agitate-make-it-worse", "status": "active", "canonId": "019dd9b8-0f5a-71dd-bae7-8fadb0d09456", "version": 1, "description": null }, "evidence": "The document agitates the problem by highlighting the challenges faced by Disney and the industry.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Development", "slug": "development", "status": "active", "canonId": "019dd9b8-0332-7008-b3aa-11b0840a57b1", "version": 1, "description": "The middle stretch in arcs that have one. Often where length problems creep in." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 19, "from": 12, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "9576d9f5-38cd-4a7c-9254-db71a8ffd058", "evidence": "The document highlights the risks of not adapting to industry disruption, such as losing competitiveness and shareholder value.", "position": 0, "objective": "What are the consequences of not adapting to industry disruption?", "confidence": 0.7, "extraction": { "at": "2026-07-16 22:43:40.034838+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 20, "type": "setup", "title": "The slide uses a semi-circular fan diagram to illustrate strategic initiatives radiating from a central core.", "function": "present_solution", "rawType": "propose_solution", "block": null, "metadata": { "slideType": "propose_solution", "slideTypeCanon": { "name": "Propose solution (contrarian)", "slug": "propose_solution", "status": "active", "canonId": "019de52d-1274-703c-81c6-5550f451697b", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "sparse", "densityScore": 13, "componentCount": 4, "textChars": 271, "nDataPoints": 0, "notes": "The slide uses a semi-circular fan diagram to illustrate strategic initiatives radiating from a central core.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:21.944+00", "seconds": 2.425, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/20", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-20", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "diagram", "text": "Strategic pillars for ESPN digital transformation", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Hub and spoke", "slug": "hub-spoke", "status": "active", "canonId": "019de52d-04db-73e6-81ca-a234f2f23fc1", "version": 1, "description": null }, "framework": null }, "subkind": "hub-spoke", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:21.944+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0200391c-2f46-4237-a709-7532ed6b2f22", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.45, "y": 0.65 }, "kind": "image", "text": "ESPN Logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:21.944+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89312e9a-7636-4f1e-8d37-1fbb5e0f9160", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.8, "x": 0.1, "y": 0.2 }, "kind": "list", "text": "Strategic initiatives: flexible subscriptions, advertising, fan interactivity, betting/commerce integration, data monetization, and Pay TV improvement.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:21.944+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ee65c3ac-b306-4e24-8db6-63ab80d3f287", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.08, "y": 0.05 }, "kind": "title", "text": "ESPN's offerings represent our vision for the future of sports", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:21.944+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "071cf045-64eb-45ce-8250-66d590ebb6eb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "de905a5c-5fa6-4cbb-b28c-c45b1d6b3df3", "evidence": "Central core with radiating strategic pillars", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:21.944+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 20, "frameworkName": "hub-spoke" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 25, "from": 20, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "370e8292-ad9b-469f-92d2-bae41270ac87", "evidence": "The document breaks down Disney's strategy into key components, such as building leading global streaming platforms and investing in Experiences.", "position": 2, "objective": "How is Disney's strategy structured?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:43:40.10187+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 21, "type": "resolution", "title": "Slide 22 of an activist deck, likely from Trian Partners or similar.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 6, "textChars": 471, "nDataPoints": 6, "notes": "Slide 22 of an activist deck, likely from Trian Partners or similar.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:19.543+00", "seconds": 3.451, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/21", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-21", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.3, "x": 0.03, "y": 0.43 }, "kind": "chart", "text": "STRONG OPERATING LEVERAGE ($BN)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.543+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dc828956-6953-47a3-847f-1d14a240a5a7", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.35, "y": 0.43 }, "kind": "chart", "text": "ATTRACTIVE RETURNS ON INVESTED CAPITAL", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.543+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2576f89-64df-4d38-ac63-6b27f049f5c3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.95, "x": 0.03, "y": 0.9 }, "kind": "disclaimer", "text": "Source: Company data. Includes Domestic Parks, International Parks, Disney Vacation Club and Cruise Line...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.543+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6d6716e-3c75-4db9-b276-01291c458fa0", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.67, "y": 0.43 }, "kind": "image", "text": "FY12-FY23 INVESTMENTS AND RETURNS", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.543+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa12edec-7bb4-446c-ac43-8d1949375c18", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.9, "x": 0.03, "y": 0.15 }, "kind": "list", "text": "In September 2023, we announced a ~$60bn investment plan over 10 years... Accelerating storytelling... Expanding our footprint... Investing in innovative technology... Reaching new fans", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.543+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fb3344b-4319-49bc-b7ed-4f8072d3ef4e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.08, "y": 0.05 }, "kind": "title", "text": "Disney is investing strategically in our most profitable segment, Experiences", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.543+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2f5e375-2243-4b89-af39-0138143ea20d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 25, "from": 20, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "370e8292-ad9b-469f-92d2-bae41270ac87", "evidence": "The document breaks down Disney's strategy into key components, such as building leading global streaming platforms and investing in Experiences.", "position": 2, "objective": "How is Disney's strategy structured?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:43:40.10187+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 22, "type": "appendix", "title": "Includes a donut chart for capital allocation and a timeline for innovation awards.", "function": "summarize", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 6, "textChars": 719, "nDataPoints": 4, "notes": "Includes a donut chart for capital allocation and a timeline for innovation awards.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:19.518+00", "seconds": 3.372, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/22", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-22", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.25, "x": 0.05, "y": 0.45 }, "kind": "chart", "text": "~$60BN CAPITAL ALLOCATION PLAN", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Donut chart", "slug": "donut", "status": "active", "canonId": "019de52d-0006-752c-9528-0fef476b8004", "version": 1, "description": null }, "framework": null }, "subkind": "donut", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9b5043f-9bc0-457b-9825-a8297c0c884f", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.6, "x": 0.35, "y": 0.6 }, "kind": "diagram", "text": "AWARD WINNING INNOVATION: Timeline from 2013 to 2023 showing various awards.", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Timeline", "slug": "timeline", "status": "active", "canonId": "019de52d-03c5-73fc-84aa-4180cbf0f5cf", "version": 1, "description": null }, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65cb54ff-a15f-44cf-b6c2-da6499b49fe2", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.6, "x": 0.35, "y": 0.15 }, "kind": "list", "text": "SELECT OPENINGS AND LAUNCHES: Frozen, Zootopia, Fantasy Springs, Tiana's Bayou Adventure, Disney Cruise Line fleet expansion.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56577ff6-6765-4986-80f8-32cc1ec4e368", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.05, "y": 0.15 }, "kind": "list", "text": "10-YEAR INVESTMENT PLAN: Plan supports investments to create magical new experiences and refresh existing infrastructure. ~70% of the plan is earmarked for capacity-expanding investments.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb879491-a807-411d-b647-1a009d0992c8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Note: Reflects publicly announced planned openings and events as of 05/07/24; list is not exhaustive; TEA - Themed Entertainment Association, IAAPA - International Association of Amusement Parks and Attractions, VES - Visual Effects Society", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c8b5c7b-dcd4-465f-b53c-e023b9f3ae8a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.08, "y": 0.04 }, "kind": "title", "text": "Strong ROIC guides and innovation enable our investment plans", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.518+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "805c71f6-52d7-411d-bf63-7ad7205ade79", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 25, "from": 20, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "370e8292-ad9b-469f-92d2-bae41270ac87", "evidence": "The document breaks down Disney's strategy into key components, such as building leading global streaming platforms and investing in Experiences.", "position": 2, "objective": "How is Disney's strategy structured?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:43:40.10187+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 23, "type": "resolution", "title": "Includes a quote preempting activist criticism by suggesting management was already executing on cost cuts.", "function": "summarize", "rawType": "key_takeaways", "block": null, "metadata": { "slideType": "key_takeaways", "slideTypeCanon": { "name": "Key takeaways", "slug": "key_takeaways", "status": "active", "canonId": "019de52d-06e7-7674-a891-9f7de3b11b6d", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 6, "textChars": 835, "nDataPoints": 6, "notes": "Includes a quote preempting activist criticism by suggesting management was already executing on cost cuts.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:19.956+00", "seconds": 3.683, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/23", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-23", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.25, "x": 0.53, "y": 0.2 }, "kind": "callout", "text": "Helping Iger now is a new CFO, Hugh Johnston. During his 13 years at PepsiCo, Johnston showed an ability to cut costs at a sprawling business ...", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "911117fa-1ee9-4a6c-912a-21fab70d4c45", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.42, "x": 0.53, "y": 0.15 }, "kind": "chart", "text": "TOTAL ANNUALIZED COST SAVINGS ($BN)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "895f0e7c-b5a0-48cc-9abd-51836c949d80", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.45, "x": 0.03, "y": 0.15 }, "kind": "list", "text": "We continue to seek additional efficiencies without compromising our commitment to quality, growth, and value creation. Within three months of Iger's return, we announced a $5.5bn cost reduction program. We now expect to reduce costs by at least ~$7.5bn.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f1c4e9c-91db-4cc8-9314-6085e5f51cb2", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.03, "y": 0.65 }, "kind": "quote", "text": "When ...[Nelson Peltz] first appeared last year, he said he wanted Disney to cut costs aggressively... except that Iger, by all accounts, was already doing exactly that...", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "812c4b25-aaec-40ca-b339-d6a0ab88103f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.03, "y": 0.92 }, "kind": "source-note", "text": "Source: Company data; Puck, The Villain of the Year is... The Three-Headed Monster Tormenting Disney, 01/03/24; New York Times, A Big Day for the House of Mouse, 11/06/23", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a9fac42-3167-4e8d-8e38-fb7405905593", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.08, "y": 0.04 }, "kind": "title", "text": "Disney is rationalizing costs and driving operating leverage", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8379c225-d544-44ff-bfc7-9e0d50e61102", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "b8bbe386-43e9-480f-90f7-b07d8df59399", "evidence": "The slide uses a quote to argue that management was already doing what the activist demanded.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:19.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 25, "from": 20, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "370e8292-ad9b-469f-92d2-bae41270ac87", "evidence": "The document breaks down Disney's strategy into key components, such as building leading global streaming platforms and investing in Experiences.", "position": 2, "objective": "How is Disney's strategy structured?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:43:40.10187+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 24, "type": "analysis", "title": "Slide 6 of an activist deck, likely from Disney management defending their capital allocation track record.", "function": "analyze_data", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 34, "componentCount": 5, "textChars": 593, "nDataPoints": 5, "notes": "Slide 6 of an activist deck, likely from Disney management defending their capital allocation track record.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:22.348+00", "seconds": 5.892, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/24", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-24", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.45, "x": 0.03, "y": 0.45 }, "kind": "chart", "text": "AVERAGE RETURN OF CAPITAL DURING IGER'S CEO TENURE ($BN)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.348+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "039ba715-34f9-4652-b556-602e3df308da", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.45, "x": 0.52, "y": 0.45 }, "kind": "chart", "text": "SIGNIFICANTLY IMPROVING FCF PROFILE POST-COVID ($BN)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.348+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f1d447a-85cc-4fd6-862e-9c1aefbacd27", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.95, "x": 0.03, "y": 0.13 }, "kind": "list", "text": "Disney has long maintained a disciplined and balanced approach to capital allocation. As a result of the global pandemic, we suspended our dividend in Spring 2020. We are trending to exceed our FY24 free cash flow guidance of ~$8bn. We have re-initiated our capital return program.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.348+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f7f52ab-bce4-4aca-8ee4-0c3653acb5d2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.95, "x": 0.03, "y": 0.88 }, "kind": "source-note", "text": "Source: Company data, FactSet. Free cash flow reflects cash provided by operations less investments in parks, resorts and other property.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.348+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82c98d17-9875-43d8-9bd9-87ab0814cf61", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.08, "y": 0.04 }, "kind": "title", "text": "Disney restored robust FCF, enabling capital return to shareholders", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.348+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3cc80377-582a-4ddb-b5cc-c56d11e73ab1", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "64084414-4f0f-456b-a5c1-10649701796e", "evidence": "Mentions disciplined approach to capital allocation, dividends, and share repurchases.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:22.348+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "capital-allocation-framework" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 25, "from": 20, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "370e8292-ad9b-469f-92d2-bae41270ac87", "evidence": "The document breaks down Disney's strategy into key components, such as building leading global streaming platforms and investing in Experiences.", "position": 2, "objective": "How is Disney's strategy structured?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:43:40.10187+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 25, "type": "setup", "title": "Includes both historical trend (FY17-Q1 FY24) and peer benchmarking.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 6, "textChars": 612, "nDataPoints": 28, "notes": "Includes both historical trend (FY17-Q1 FY24) and peer benchmarking.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:19.542+00", "seconds": 2.976, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/25", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-25", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.45, "x": 0.52, "y": 0.27 }, "kind": "chart", "text": "Strong Balance Sheet Relative to Media Peers", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.542+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ba0eeda-8884-42d0-ab81-0802e0ca93c6", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.45, "x": 0.03, "y": 0.27 }, "kind": "chart", "text": "Disney Leverage (Multiple of EBITDA)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.542+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5ac6db3-dd9d-4294-b008-4791a80a3949", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.95, "x": 0.03, "y": 0.9 }, "kind": "disclaimer", "text": "Each of Net Debt and Net Leverage is a non-GAAP financial measure...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.542+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ccc0250b-0b08-403e-8135-6e617aeaeb49", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.9, "x": 0.03, "y": 0.13 }, "kind": "list", "text": "We have the highest-rated balance sheet in the sector with senior unsecured credit ratings of A2 / stable (Moody’s) and A- / positive (S&P)\nOur Q1 FY24 net debt and net leverage are consistent with post-TFCF deal closing levels in FY19 despite the significant impact of COVID on our businesses", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.542+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ac4a45a-60dd-42fa-a5f5-aa7d158f7701", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.95, "x": 0.03, "y": 0.78 }, "kind": "table", "text": "Debt ($bn) table and Moody's/S&P rating table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.542+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ebae5f2a-e170-4a1a-a368-4334dd97ef93", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.08, "y": 0.03 }, "kind": "title", "text": "Disney maintains the strongest balance sheet in the sector, which supports future growth opportunities and shareholder returns", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.542+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4bf04fd-2166-4a8d-827d-53e89c2321c8", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "32035e59-2e73-48fc-937e-96ed14aff8a1", "evidence": "Comparing Disney's leverage metrics against industry peers to establish relative strength.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:19.542+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 25, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 25, "from": 20, "loop": { "name": "40_mece_breakdown", "slug": "40-mece-breakdown", "status": "active", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "canonId": "019dd956-763c-765e-8b68-6ee3ae1ef184", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories", "familyLabel": null }, "matchId": "370e8292-ad9b-469f-92d2-bae41270ac87", "evidence": "The document breaks down Disney's strategy into key components, such as building leading global streaming platforms and investing in Experiences.", "position": 2, "objective": "How is Disney's strategy structured?", "confidence": 0.6, "extraction": { "at": "2026-07-16 22:43:40.10187+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 26, "type": "evidence", "title": "Uses a before-after framework to highlight strategic turnaround progress.", "function": "summarize", "rawType": "before_after", "block": null, "metadata": { "slideType": "before_after", "slideTypeCanon": { "name": "Before / after", "slug": "before_after", "status": "active", "canonId": "019de52d-11fd-771e-bb45-e27f849bc560", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 4, "textChars": 373, "nDataPoints": 6, "notes": "Uses a before-after framework to highlight strategic turnaround progress.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:19.862+00", "seconds": 2.57, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/26", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-26", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": null, "kind": "framework", "text": "Before-After comparison of business metrics", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.862+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30f46693-0e64-4401-9227-755f6fac6de4", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "Source: Company filings. 1 Based on Disney Entertainment DTC; 2 Free cash flow reflects cash provided by operations less investments in parks, resorts and other property...", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.862+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2fd377ef-4af6-48e0-ae5b-7771309b3d91", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "table", "text": "Comparison table of 8 business areas across November 2022 and Today", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.862+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cb831bab-cd8e-4855-b263-0b00421c0ed7", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.6, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Disney is successfully delivering transformational change in a rapidly changing marketplace", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.862+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0acee2d0-49f2-40bb-8d4f-a875e0e587ad", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "e49de9b9-65f0-4e45-a407-77a33d43efb2", "evidence": "Table structure comparing 'November 2022' (Before) to 'Today' (After) across key business metrics.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:02:19.862+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 26, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 27, "type": "setup", "function": "summarize", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "sparse", "densityScore": 4, "componentCount": 2, "textChars": 118, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:19.792+00", "seconds": 2.169, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/27", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-27", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.1, "x": 0.02, "y": 0.95 }, "kind": "image", "text": "The Walt Disney Company", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.792+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "523beaba-dfde-4578-9bdf-5bd3eb707e0b", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.7, "x": 0.15, "y": 0.3 }, "kind": "title", "text": "A STRONG, INDEPENDENT, AND QUALIFIED BOARD IS FOCUSED ON DELIVERING SUSTAINED SHAREHOLDER VALUE", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:19.792+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d0c55c60-d95f-4339-a8e2-0a5401f25fa3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 28, "type": "setup", "title": "Includes a quote from Puck challenging the value of the activist nominee in light of existing committee members.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 7, "textChars": 951, "nDataPoints": 1, "notes": "Includes a quote from Puck challenging the value of the activist nominee in light of existing committee members.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:24.463+00", "seconds": 6.765, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/28", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-28", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.3, "x": 0.65, "y": 0.28 }, "kind": "image", "text": "Mark Parker, James Gorman, Mary Barra, Calvin McDonald", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.463+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "361efbc6-95c5-44d7-8d82-35c5ed0728a4", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.55, "x": 0.03, "y": 0.22 }, "kind": "paragraph", "text": "The Board is focused on both selecting a new CEO and positioning the new CEO for long-term success. Independent Chairman Mark Parker... was appointed to lead a Succession Planning Committee (SPC). Former Morgan Stanley CEO James Gorman... has joined both the Board and the SPC.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.463+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71b4592c-ff00-4dc3-83b5-4519009bb2f2", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.55, "x": 0.03, "y": 0.48 }, "kind": "paragraph", "text": "The SPC met seven times in 2023, consistently discussing its progress with the full Board, including: Retaining appropriate advisors, Developing a timeline, Reviewing both internal and external candidates.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.463+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0355a3a-ad2a-49d7-a792-64cf4fad3b95", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.55, "x": 0.03, "y": 0.68 }, "kind": "quote", "text": "Disney has \"been very clever in bringing James Gorman... onto the Disney board... What value does Peltz bring to the succession question... if Gorman is already there?\"", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.463+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1b09ed8b-a39f-442e-b454-8b1e5106044c", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.03, "y": 0.92 }, "kind": "source-note", "text": "Represents committee composition following Disney's 2024 annual meeting; Puck, Iger's Peltz Defense, 1/10/24", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.463+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e40c685e-b481-4ee1-bd81-e15dfd0e85ee", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.65, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "The Board launched a clear, transparent process to deliver a top priority: a successful CEO transition", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.463+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b499bae9-abf2-4385-9d1a-d6de1f1c8de9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.65, "y": 0.22 }, "kind": "title", "text": "SUCCESSION PLANNING COMMITTEE MEMBERS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.463+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "117d958e-e81f-4ff2-b7a2-978e9a5f7a6d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 29, "type": "setup", "title": "Uses external testimonials to validate the 'seamless' nature of the transitions.", "function": "preempt_rebuttal", "rawType": "preempt_rebuttal", "block": null, "metadata": { "slideType": "preempt_rebuttal", "slideTypeCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-1225-7368-af32-6381fddabdb3", "version": 1, "description": null }, "function": "preempt_rebuttal", "functionCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-18ab-7479-9a7e-820a2f03586a", "version": 1, "description": null }, "density": "balanced", "densityScore": 43, "componentCount": 7, "textChars": 540, "nDataPoints": 0, "notes": "Uses external testimonials to validate the 'seamless' nature of the transitions.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:22.388+00", "seconds": 4.31, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/29", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-29", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.9, "x": 0.05, "y": 0.62 }, "kind": "callout", "text": "NIKE'S AND MORGAN STANLEY'S CEO TRANSITIONS WERE BOTH WELL REGARDED", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.388+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "feccf4fc-c015-4eb5-b512-d640c2c083bc", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.7, "y": 0.15 }, "kind": "image", "text": "Morgan Stanley", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.388+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92f2ee53-c22e-4646-abad-7fdd880c1def", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.06, "x": 0.22, "y": 0.15 }, "kind": "image", "text": "Nike Logo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.388+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be5a3318-1f84-4e42-9389-22d66bb6ce72", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.05, "y": 0.25 }, "kind": "list", "text": "Nike transition details: 14-year tenure, thorough board search, internal/external candidate selection, 3-month transition period.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.388+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "234fc86e-ad73-4a67-8f09-af154031ff81", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.55, "y": 0.25 }, "kind": "list", "text": "Morgan Stanley transition details: 14-year tenure, decade-long preparation, internal finalists, smooth handover.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.388+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "55dc78a5-062b-457f-b461-7b8be097fcc1", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.7 }, "kind": "quote", "text": "Four testimonials from Telsey Advisory, UBS, Reuters, and FT praising the well-planned nature of the transitions.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.388+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38029fde-2af0-4270-8f40-0a25041253be", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Directors Mark Parker and James Gorman have both executed high-profile, seamless CEO transitions", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.388+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "264da5b1-7206-4428-b0a6-2e9521a7625a", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience frame", "slug": "audience-frame", "status": "active", "bestFor": null, "canonId": "2a1eefbd-5be8-4600-898b-49dbfcf73ec8", "version": 1, "bodyDocId": null, "description": "Tools for modelling and segmenting the audience (persona, JTBD, segmentation).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "068b1f81-f56b-4613-bba1-7730013794a1", "evidence": "Directors Mark Parker and James Gorman have both executed high-profile, seamless CEO transitions", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:45:00.532608+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "Credibility Transfer", "slug": "credibility-transfer", "status": "active", "bestFor": null, "canonId": "019dd956-bd34-759a-8e3b-2f14b571a2a1", "version": 1, "bodyDocId": null, "description": "Borrowing authority from trusted sources or vivid details", "familyLabel": null, "categoryName": "Slide", "categorySlug": "slide" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "440232e5-1d88-423b-9420-4fc2221cf2fd", "evidence": "Four testimonials from Telsey Advisory, UBS, Reuters, and FT praising the well-planned nature of the transitions", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:45:00.572809+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "5e2ed2e9-cd93-42d4-850b-4ea14706203c", "evidence": "Uses analyst and media quotes to validate the board's succession planning.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:22.388+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "frameworkName": "authority-citation" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 30, "type": "setup", "title": "The slide uses a grid of 12 headshots with biographical summaries. Asterisks denote recent additions to the board.", "function": "introduce_nominees", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "sparse", "densityScore": 15, "componentCount": 4, "textChars": 329, "nDataPoints": 0, "notes": "The slide uses a grid of 12 headshots with biographical summaries. Asterisks denote recent additions to the board.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:20.588+00", "seconds": 2.365, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/30", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-30", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "image", "text": "12 headshots of board members", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:20.588+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f957e254-d830-43bb-b62d-58f6228f1b51", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.15, "y": 0.88 }, "kind": "list", "text": "Five independent Directors (*) were added within the last three years and two more (*) were added within the last five and half years", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:20.588+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfb01dac-3260-4048-a3e4-9eb7570989df", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.05, "y": 0.95 }, "kind": "source-note", "text": "Source: Proxy Statement of The Walt Disney Company, 02/01/24", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:20.588+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c6178f92-e106-443d-b130-a0bac6850652", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Disney’s independent, highly-qualified Board is focused on delivering superior, sustained shareholder value", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:20.588+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e9647cf9-ed14-4b5e-b2ea-2a07d0b1b011", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "a6d06b3d-3654-4e69-96b6-b95c44520f22", "evidence": "Disney’s independent, highly-qualified Board is focused on delivering superior, sustained shareholder value", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:45:00.644976+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 30, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 31, "type": "setup", "title": "The slide uses a legend of symbols to denote specific types of expertise (CEO, CFO, ESG, Brand).", "function": "introduce_nominees", "rawType": "team_bio", "block": null, "metadata": { "slideType": "team_bio", "slideTypeCanon": { "name": "Team bio", "slug": "team_bio", "status": "active", "canonId": "019de52d-0a7d-7394-ae5b-037478e71f1e", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "sparse", "densityScore": 22, "componentCount": 4, "textChars": 238, "nDataPoints": 120, "notes": "The slide uses a legend of symbols to denote specific types of expertise (CEO, CFO, ESG, Brand).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:20.632+00", "seconds": 2.384, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/31", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-31", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.75, "x": 0.2, "y": 0.12 }, "kind": "image", "text": "Board member headshots", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:20.632+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80ff3d01-257e-4ffc-8b0e-17730d854c1f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "legend", "text": "Denotes particular expertise in brand leadership, ESG role, public company CEO experience, and public company CFO experience.", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:20.632+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "215c6b1a-6de0-43b9-8842-0283a973fe16", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.9, "x": 0.05, "y": 0.2 }, "kind": "table", "text": "Skills matrix grid", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:20.632+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ffcdc4f-1044-44f6-8fc3-ae8eb781e70e", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "This Board is built around diverse skillsets critical to Disney's success", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:20.632+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d39d268e-2c1e-4fa2-ae28-196a94009521", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "87d0fc17-89cb-4c90-a308-ea63042e6f0b", "evidence": "Skills matrix grid", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:45:00.719984+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "5ef766cd-7ed6-40df-9166-1648fd6542c5", "evidence": "Grid mapping board members to specific competencies", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:20.632+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 31, "frameworkName": "skills-matrix" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 32, "type": "setup", "title": "This slide is part of a defense against an activist campaign (Trian).", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "sparse", "densityScore": 12, "componentCount": 3, "textChars": 356, "nDataPoints": 0, "notes": "This slide is part of a defense against an activist campaign (Trian).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:21.112+00", "seconds": 2.815, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/32", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-32", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.06, "x": 0.04, "y": 0.0017 }, "kind": "image", "text": "Michael Froman", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:21.112+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e46aeb75-e340-468a-a970-545bc36b29ca", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.85, "x": 0.12, "y": 0.17 }, "kind": "list", "text": "Extensive foreign relations expertise provides uniquely valuable insights on complex geopolitical issues affecting our strategy and operations. Mr. Froman has significant expertise in international trade issues.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:21.112+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c134bf8a-0b80-45ee-a8cb-d7c34572b3d6", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.94, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Trian's campaign targets two Disney directors with skillsets and expertise that are an important component of the Board's oversight", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:21.112+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5816392c-4f7f-4cf8-a844-6e3437e2ecb9", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Persona", "slug": "audience-persona", "status": "active", "bestFor": null, "canonId": "019dd956-7fe3-74e9-88b8-be0bea34f219", "version": 1, "bodyDocId": null, "description": "Detailed fictional profile of typical audience member including goals, frustrations, and context", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "390eef22-8217-4f51-9606-240126c1dc67", "evidence": "Extensive foreign relations expertise provides uniquely valuable insights on complex geopolitical issues affecting our strategy and operations", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:45:00.794922+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 32, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 33, "type": "setup", "title": "This slide is part of a defense against an activist campaign, specifically defending an incumbent director.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 3, "textChars": 2062, "nDataPoints": 2, "notes": "This slide is part of a defense against an activist campaign, specifically defending an incumbent director.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:22.053+00", "seconds": 3.465, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/33", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-33", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.11, "x": 0.04, "y": 0.17 }, "kind": "image", "text": "Maria Elena Lagomasino", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.053+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d0cb59f-9a0b-42ad-83d3-3833726a057c", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.81, "x": 0.16, "y": 0.17 }, "kind": "list", "text": "Long-term shareholder perspective, capital markets experience, and corporate governance expertise inform the Board's ongoing accountability and responsiveness to shareholders. Ms. Lagomasino's extensive capital markets career has been centered on fiduciary responsibility, honing an investor perspective, and deep expertise in corporate governance. She has, among other roles, served as the President and CEO of JPMorgan Private Bank, a Trustee of Carnegie Corporation of New York and the Chair of its Investment Committee overseeing $4bn, and the CEO of WE Family Offices managing $14bn for clients. Ms. Lagomasino is active in corporate governance more strategically, including: As a founder of the Institute for the Fiduciary Standard; and A member of the Advisory Board of the Millstein Center for Global Markets and Corporate Ownership, which seeks to positively influence the future of the corporation amid a seismic shift in patterns of corporate ownership and calls for sustainable investment strategies. As an active Disney director, she: Provides valuable insight from her service on the boards of other large consumer-oriented global companies, including The Coca-Cola Company, where she serves as Lead Independent Director; Engages frequently and directly with many of Disney's shareholders on behalf of the Board; Spearheads efforts, as Chair of the Compensation Committee, to incorporate shareholder feedback into compensation strategy and planning, ensuring executive compensation is aligned with the achievement of Disney's key financial and strategic goals; and Has consistently increased shareholder support for Disney's say-on-pay proposal in every year since she became Chair of the Compensation Committee in 2019. Losing Ms. Lagomasino's long-term shareholder perspective and governance expertise would undermine Disney and its shareholders on a critical dimension of Board accountability", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.053+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "71505808-01c6-4395-a985-9e0e6d2c5445", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.94, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Trian’s campaign targets two Disney directors with skillsets and expertise that are an important component of the Board’s oversight", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.053+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a9f10347-44df-427c-bbd2-fda91e8b9fd5", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Persona", "slug": "audience-persona", "status": "active", "bestFor": null, "canonId": "019dd956-7fe3-74e9-88b8-be0bea34f219", "version": 1, "bodyDocId": null, "description": "Detailed fictional profile of typical audience member including goals, frustrations, and context", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "2ee01281-f280-4cf9-8bf6-ad66d823d1bf", "evidence": "Long-term shareholder perspective, capital markets experience, and corporate governance expertise inform the Board's ongoing accountability and responsiveness to shareholders", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:45:00.87343+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 33, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 34, "type": "tension", "title": "The slide uses a 'villain' framing to discredit activist nominees by listing specific negative attributes and past performance issues.", "function": "name_villain", "rawType": "villain_critique", "block": null, "metadata": { "slideType": "villain_critique", "slideTypeCanon": { "name": "Villain critique", "slug": "villain_critique", "status": "active", "canonId": "019de52d-10bc-7136-bf20-09de59d17447", "version": 1, "description": null }, "function": "name_villain", "functionCanon": { "name": "Name villain", "slug": "name_villain", "status": "active", "canonId": "019de52d-1746-70d6-bc58-5eeaf5865526", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 6, "textChars": 597, "nDataPoints": 2, "notes": "The slide uses a 'villain' framing to discredit activist nominees by listing specific negative attributes and past performance issues.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:37.24+00", "seconds": 3.193, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/34", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-34", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.08, "x": 0.05, "y": 0.00175 }, "kind": "image", "text": "Nelson Peltz", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:37.24+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49a2dcdd-dff2-4b4b-8db4-4552f8912db3", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.08, "x": 0.05, "y": 0.58 }, "kind": "image", "text": "Jay Rasulo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:37.24+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e8aeb10-30fa-4279-88a8-9482cc05b8f3", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.82, "x": 0.14, "y": 0.18 }, "kind": "list", "text": "No media expertise... His only novel ideas... In previous Board experience... Creates maximum disruption... Track record of value destruction... Ike Perlmutter... history with Bob Iger", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:37.24+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8d39ff3-9319-401e-9104-c671e10b02ea", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.82, "x": 0.14, "y": 0.58 }, "kind": "list", "text": "At Disney, Bob Iger... His leadership of Parks... No further executive experience... His perspectives are stale... Exceptionally poor TSR as Lead Independent Director at iHeartMedia", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:37.24+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dcb23c34-48a0-4c75-82a9-64d03013e842", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.03, "y": 0.92 }, "kind": "source-note", "text": "Source: FactSet as of 03/23/24; 1 Reflects stock performance of iHeartMedia from 06/17/19 to 03/23/24", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:37.24+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2d1098e-0f35-4fd9-a7f5-2d2a468b317e", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Trian wants to replace these valuable directors with nominees who lack relevant and non-duplicative expertise", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:37.24+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48293f27-33e7-4bc5-afff-6d2a83507f14", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Thesis archetype", "slug": "thesis-archetype", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b0b-7428-9b26-f171d1e753fb", "version": 1, "bodyDocId": null, "description": "A canonical investment / activist thesis shape (breakup, fraud, governance).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fc041849-c3b5-4463-b957-3a9db395b50a", "evidence": "Trian wants to replace these valuable directors with nominees who lack relevant and non-duplicative expertise", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:45:00.986913+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "Villain slide", "slug": "villain-slide", "status": "active", "bestFor": "In activist decks where the personality matters", "canonId": "019dd9e1-518c-7404-976a-5be5a517b659", "version": 1, "bodyDocId": null, "description": "A dedicated slide presenting the named villain visually", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "fb251469-c200-4fd9-bcfe-297033ced60e", "evidence": "Trian wants to replace these valuable directors with nominees who lack relevant and non-duplicative expertise", "pageRefs": null, "priority": null, "whenToUse": "In activist decks where the personality matters", "confidence": 0.9, "extraction": { "at": "2026-07-17 00:45:00.948265+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "whyItWorks": "Makes the antagonist concrete", "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "b39925b9-665f-4bf6-8042-9bc0f00f953e", "evidence": "The slide explicitly frames the nominees as threats to the company's success.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:37.24+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 34, "frameworkName": "antagonist-introduction" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 35, "type": "setup", "title": "The slide uses a stacked bar chart to show the composition of Disney's compensation and a bar chart to compare total compensation levels against peers.", "function": "compare_peers", "rawType": "peer_benchmark", "block": null, "metadata": { "slideType": "peer_benchmark", "slideTypeCanon": { "name": "Peer benchmark", "slug": "peer_benchmark", "status": "active", "canonId": "019de52d-08f0-7158-a78d-d7b5331fefaf", "version": 1, "description": null }, "function": "compare_peers", "functionCanon": { "name": "Compare peers", "slug": "compare_peers", "status": "active", "canonId": "019de52d-1453-72ba-a367-9ba3d34c1630", "version": 1, "description": null }, "density": "balanced", "densityScore": 44, "componentCount": 5, "textChars": 893, "nDataPoints": 9, "notes": "The slide uses a stacked bar chart to show the composition of Disney's compensation and a bar chart to compare total compensation levels against peers.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:26.618+00", "seconds": 7.098, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/35", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-35", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.2, "x": 0.35, "y": 0.2 }, "kind": "chart", "text": "Disney FY23 target compensation at risk breakdown", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.618+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa8115d1-4ebf-4b15-b096-d78993b48c1f", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.35, "x": 0.6, "y": 0.2 }, "kind": "chart", "text": "Compensation of media CEOs relative to Iger's", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.618+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3afed702-80db-4109-8881-63f99c65c38e", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.05, "y": 0.2 }, "kind": "list", "text": "Disney's Compensation Committee has a multi-year track record of making changes to its executive compensation program that are responsive to shareholder feedback. Increased CEO's performance-based RSUs (\"PBUs\") to comprise 60% of overall long-term incentive (LTI) grant value for FY23, up from 50% for FY22. Starting in FY22, increased PBUs to comprise 50% of overall LTI grant value for all other NEOs (other than Interim CFO), up from 30% in FY21. Increased relative TSR target performance level for all NEOs to above median (55th percentile of the S&P 500) starting in FY22", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.618+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "83aaf717-4a65-46d3-b268-d477608fa3ce", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Company filings and public filings. Reflects actual compensation as of latest fiscal year. Reflects average of co-CEO's latest total compensation figures.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.618+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "739854fa-899e-4602-a1d9-ee2fc7fb3ace", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Management compensation is heavily tied to Disney performance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.618+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd364111-3686-4616-9a25-dbe449d21e27", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: the peer-gap chart", "slug": "peer-gap-chart-recipe", "status": "active", "bestFor": null, "canonId": "019df269-2b04-75bc-ad85-e0179264bdd7", "version": 1, "bodyDocId": "019df269-2ae1-771d-9cd1-193a2e25f21c", "description": "The single most-copied slide in activism. This is the exact layout, used", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "ca3c3786-2d79-4a81-85d2-2494822bc0d7", "evidence": "Compensation of media CEOs relative to Iger's", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-17 00:45:01.062323+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "c520d55b-3db9-4dde-ac2a-047d0d11f310", "evidence": "Comparing Disney's internal compensation structure against external peer benchmarks.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:26.618+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 35, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 36, "type": "tension", "title": "Uses a mix of big numbers, comparison, and a pie chart to discredit the activist's claims.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 41, "componentCount": 6, "textChars": 566, "nDataPoints": 6, "notes": "Uses a mix of big numbers, comparison, and a pie chart to discredit the activist's claims.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:22.994+00", "seconds": 3.474, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/36", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-36", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.9, "x": 0.05, "y": 0.8 }, "kind": "callout", "text": "Assets Under Management — particularly assets someone else owns and manages themselves — are not the right criterion for assessing director effectiveness", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.994+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9081e07e-f133-415d-8965-f0a066e9f1e8", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.75, "y": 0.35 }, "kind": "chart", "text": "Trian ownership breakdown pie chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.994+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a923e1cd-10b3-4d7e-b231-66613905b794", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.65, "y": 0.2 }, "kind": "list", "text": "Trian claims ownership of >$3bn of Disney stock ... in reality, Trian only owns ~$650mm Disney shares", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.994+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f9686691-37ac-47ea-b60b-dc8fedae992a", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.3, "x": 0.05, "y": 0.35 }, "kind": "metric", "text": "$1.6mm EACH", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.994+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7c441047-896f-4437-b797-0298cf5da14a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.65, "y": 0.6 }, "kind": "quote", "text": "[Trian] sold stock from the third quarter to the fourth quarter ... It's odd to see a company and/or an investment manager sell stock during a proxy fight ...", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.994+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ef99462-e2b6-47e5-8777-f43e2dfc17d8", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "This Board has “skin in the game” and, more importantly, has the expertise to deliver on our growth strategy", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.994+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0e3f6c44-d71a-4899-be82-a279efb86359", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "e87647fe-880e-4aae-bcd1-f803f30ac4c9", "evidence": "Contrasts Board's 'skin in the game' with Trian's actual lower ownership and selling behavior.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:22.994+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 36, "frameworkName": "expose_contradiction" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 37, "type": "setup", "title": "This is a high-impact, minimalist slide used to frame the core argument of the deck.", "function": "frame_situation", "rawType": "thesis_headline", "block": null, "metadata": { "slideType": "thesis_headline", "slideTypeCanon": { "name": "Thesis headline", "slug": "thesis_headline", "status": "active", "canonId": "019de52d-073a-70cb-b9f6-772a597bb5af", "version": 1, "description": null }, "function": "frame_situation", "functionCanon": { "name": "Frame situation", "slug": "frame_situation", "status": "active", "canonId": "019de52d-17bc-718f-8752-05ef2b72d7b3", "version": 1, "description": null }, "density": "sparse", "densityScore": 2, "componentCount": 1, "textChars": 80, "nDataPoints": 0, "notes": "This is a high-impact, minimalist slide used to frame the core argument of the deck.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:23.797+00", "seconds": 4.277, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/37", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-37", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.8, "x": 0.1, "y": 0.3 }, "kind": "title", "text": "NELSON PELTZ, IKE PERLMUTTER, AND JAY RASULO ARE NOT WHAT DISNEY NEEDS RIGHT NOW", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.797+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf6b410f-faa8-4630-b436-b5f49664e46f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 38, "type": "tension", "function": "name_villain", "rawType": "villain_critique", "block": null, "metadata": { "slideType": "villain_critique", "slideTypeCanon": { "name": "Villain critique", "slug": "villain_critique", "status": "active", "canonId": "019de52d-10bc-7136-bf20-09de59d17447", "version": 1, "description": null }, "function": "name_villain", "functionCanon": { "name": "Name villain", "slug": "name_villain", "status": "active", "canonId": "019de52d-1746-70d6-bc58-5eeaf5865526", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 2, "textChars": 757, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:24.813+00", "seconds": 5.293, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/38", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-38", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "list", "text": "1. Peltz does not understand the challenges Disney is facing\n2. Peltz's \"theses\" are nothing new and underscore his lack of understanding of both Disney and the media industry\n3. Peltz's slate, including his silent partner Ike Perlmutter, would harm Disney and jeopardize our strategic transformation\n4. Peltz's agenda is misaligned with other shareholders' long-term interests\n5. Disney has sought constructive engagement with Peltz, but he is unwilling to consider any other resolution besides a Board seat for himself\n6. Neither Peltz nor Rasulo have the skills to help Disney\n7. Peltz's TSR track record at his current and previous directorships (and his partners' as well) is deeply concerning", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Numbered list", "slug": "numbered", "status": "active", "canonId": "019de52c-fcc0-7718-a284-a4250c805df2", "version": 1, "description": null }, "framework": null }, "subkind": "numbered", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.813+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "984264d4-c9b0-4c8b-97f9-b6f055070e42", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "Peltz, Perlmutter, and Rasulo are not what Disney needs now", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.813+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a29f3753-61fa-483e-9b10-26adccbcc638", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "886aa44b-cbc9-427b-a7bc-f03f19d35c50", "evidence": "Explicitly frames the activist nominees as harmful to the company's strategic goals.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:24.813+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 38, "frameworkName": "antagonist-introduction" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 39, "type": "tension", "title": "Uses external media quotes to discredit the activist's competence.", "function": "name_villain", "rawType": "villain_critique", "block": null, "metadata": { "slideType": "villain_critique", "slideTypeCanon": { "name": "Villain critique", "slug": "villain_critique", "status": "active", "canonId": "019de52d-10bc-7136-bf20-09de59d17447", "version": 1, "description": null }, "function": "name_villain", "functionCanon": { "name": "Name villain", "slug": "name_villain", "status": "active", "canonId": "019de52d-1746-70d6-bc58-5eeaf5865526", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 5, "textChars": 1617, "nDataPoints": 0, "notes": "Uses external media quotes to discredit the activist's competence.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:22.952+00", "seconds": 3.172, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/39", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-39", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.45, "x": 0.03, "y": 0.25 }, "kind": "list", "text": "Peltz has ignored the central challenges Disney is facing and the core strengths it is leveraging to successfully navigate this moment in time. The media sector is undergoing generational disruption. We have made great strides executing our strategic plan. Disney has positioned itself to thrive in the evolving media ecosystem. Managing creative businesses is different than managing a hedge fund. We already have in motion the vast majority of Peltz's \"suggestions,\" and his \"novel ideas\" demonstrate how unequipped he is for boardroom and strategy discussions at Disney", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.952+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "318df1b8-e10a-46b3-980a-35f6abdaaf59", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.4, "x": 0.55, "y": 0.5 }, "kind": "quote", "text": "\"His agenda includes a few notable but perplexing goals. Foremost among them is: Get the board to review Disney's \"creative processes and structure\" to enable Disney to reclaim its box office luster. Okay, I get this. But I'm not sure what a board of directors can do to inspire the rank and file to make better movies. Another is: Get management to make Disney's streaming business as profitable as Netflix's. Okay, that's a worthy goal. But these are two very different companies. Netflix had a blank sheet of paper when it came to developing its streaming business. It's not so simple for Disney...\" —Puck", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.952+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46e724f2-8cff-4d6b-881e-a4412533de43", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.4, "x": 0.55, "y": 0.25 }, "kind": "quote", "text": "\"I don't know if he [Peltz] has any idea what to do with a media company. He used to do consumer products companies and Jeff Sonnenfeld said he has no idea what he's doing. So he likes to go in and stir things up ... He [Peltz] wants a higher stock price but I don't think he has any idea how to get there.\" —CNBC", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.952+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6235c5f6-3d97-4d47-8576-ea2c695637a6", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.03, "y": 0.92 }, "kind": "source-note", "text": "CNBC, Squawk Box, 01/08/24; Puck, The Crocodile's Idea, 01/08/24", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.952+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d7091c2-cc1b-44de-946d-c0bdf4040f96", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.08, "y": 0.05 }, "kind": "title", "text": "Peltz doesn't understand the challenges Disney is facing ...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.952+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ad218907-f684-42a9-ab11-6e5882426bd4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 40, "type": "tension", "title": "Uses a three-column comparison table to frame the activist's own words as evidence of incompetence.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "sparse", "densityScore": 9, "componentCount": 3, "textChars": 231, "nDataPoints": 0, "notes": "Uses a three-column comparison table to frame the activist's own words as evidence of incompetence.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:22.249+00", "seconds": 2.362, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/40", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-40", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.3, "x": 0.03, "y": 0.92 }, "kind": "source-note", "text": "CNBC Interview, Squawk on the Street, 01/18/24; CNBC Interview, Money Movers, 02/14/24", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.249+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ca71b1b-81aa-4c2e-ac5e-1d4e7ccc5ad5", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.94, "x": 0.03, "y": 0.24 }, "kind": "table", "text": "Comparison table with columns: The Interviewer Asked, Nelson Peltz Said, It Is Clear That", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.249+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72fc87cc-abd3-4b94-9589-9768ed917809", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.08, "y": 0.05 }, "kind": "title", "text": "... which he readily admits every time he is on CNBC ...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:22.249+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9289cb06-ee1f-40b3-be3a-4e81f373ef37", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "8fad1a78-e03c-4c03-88f2-d2b91a87e279", "evidence": "The slide explicitly contrasts interviewer questions with Peltz's answers to derive negative conclusions.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:02:22.249+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 40, "frameworkName": "expose_contradiction" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 41, "type": "tension", "title": "Uses a 'villain' framing for Jay Rasulo by linking his criticism to his poor track record at iHeartMedia.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "dense", "densityScore": 59, "componentCount": 7, "textChars": 905, "nDataPoints": 2, "notes": "Uses a 'villain' framing for Jay Rasulo by linking his criticism to his poor track record at iHeartMedia.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:23.977+00", "seconds": 4.021, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/41", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-41", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.4, "x": 0.52, "y": 0.2 }, "kind": "callout", "text": "AS DISNEY SAID FROM THE START, THE FOX DEAL WAS ABOUT STREAMING", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ff0c90d-d5ce-4d92-8c13-1bb6feccd8aa", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.4, "x": 0.08, "y": 0.28 }, "kind": "chart", "text": "iHeartMedia stock performance chart", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Area chart", "slug": "area", "status": "active", "canonId": "019de52c-ff89-71e0-911e-5cab78b90f53", "version": 1, "description": null }, "framework": null }, "subkind": "area", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d405b6b-90a4-4718-8ec2-0d246119f27f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.08, "y": 0.65 }, "kind": "list", "text": "Jay Rasulo doesn't understand why Disney acquired 21st Century Fox. He's stuck with legacy 'analog thinking' since his only media experience in the last eight years is on the Board of iHeartMedia, which has declined 87% since he joined the Board.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ee327a6-e2dd-40b8-9a33-14bd3fffc12c", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.52, "y": 0.6 }, "kind": "quote", "text": "And when we started looking at what we might be able to buy from 21CF... we realized that we could create significant value from buying those assets within a DTC strategy. —Bob Iger, MoffettNathanson Conference, 05/14/19", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e0729d8f-aa49-4cfd-9f0e-7399f2320b61", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.52, "y": 0.3 }, "kind": "quote", "text": "One of the most exciting aspects of our Fox acquisition is that it will allow us to greatly accelerate our DTC strategy... —Bob Iger, Transaction Announcement Call, 12/14/17", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7f9c805-bb02-4f42-8b49-9a3d906820d5", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.5, "x": 0.03, "y": 0.92 }, "kind": "source-note", "text": "CNBC interview, Money Movers, 02/27/24; Reflects stock performance of iHeartMedia from 05/07/19 to 02/23/24", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "371add1c-4aa1-44c2-9cd0-03f1e327a9a3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.08, "y": 0.05 }, "kind": "title", "text": "... and his partner, Jay Rasulo, is equally oblivious on CNBC", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc60388f-e698-4f05-ab7b-ff173eb94d3f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "9e44c96f-fc1f-45b5-af9e-5071422b58f6", "evidence": "Contrasting a critic's statement with the CEO's original strategic rationale.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:23.977+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 42, "type": "setup", "title": "The slide uses a direct comparison framework to discredit an activist investor's proposals.", "function": "preempt_rebuttal", "rawType": "preempt_rebuttal", "block": null, "metadata": { "slideType": "preempt_rebuttal", "slideTypeCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-1225-7368-af32-6381fddabdb3", "version": 1, "description": null }, "function": "preempt_rebuttal", "functionCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-18ab-7479-9a7e-820a2f03586a", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 3, "textChars": 459, "nDataPoints": 3, "notes": "The slide uses a direct comparison framework to discredit an activist investor's proposals.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:23.061+00", "seconds": 3.098, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/42", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-42", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.91 }, "kind": "source-note", "text": "Trian Definitive Proxy Statement, 01/05/24; Bloomberg, Peltz’s Plan to Fix Disney Includes Bundling ESPN+ With Netflix, 01/30/24; For our combined streaming business...", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.061+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bbf27be1-9169-4973-90e5-06f0b43b0d45", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.94, "x": 0.03, "y": 0.15 }, "kind": "table", "text": "Comparison table with columns Trian Goal and Disney Perspective across 5 rows: Studio Creativity, Streaming Profitability, Future of ESPN, Experiences Growth, Corporate Governance.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.061+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7af76f96-4c3e-43e1-91b4-26738fcfd20d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.8, "x": 0.08, "y": 0.05 }, "kind": "title", "text": "Peltz’s “theses” are nothing new and underscore his lack of understanding of both Disney and the media industry", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.061+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e43100c-f020-4076-9dde-38065c93316e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "1731d504-20ac-4f61-8769-f9a31a99dca8", "evidence": "The slide uses a side-by-side table to contrast Trian's goals with Disney's perspective.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:23.061+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "frameworkName": "comparison-frame" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 43, "type": "tension", "title": "Uses red X icons for negative points and green checkmarks for positive endorsements/quotes.", "function": "name_villain", "rawType": "villain_critique", "block": null, "metadata": { "slideType": "villain_critique", "slideTypeCanon": { "name": "Villain critique", "slug": "villain_critique", "status": "active", "canonId": "019de52d-10bc-7136-bf20-09de59d17447", "version": 1, "description": null }, "function": "name_villain", "functionCanon": { "name": "Name villain", "slug": "name_villain", "status": "active", "canonId": "019de52d-1746-70d6-bc58-5eeaf5865526", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 78, "componentCount": 9, "textChars": 1247, "nDataPoints": 1, "notes": "Uses red X icons for negative points and green checkmarks for positive endorsements/quotes.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:23.999+00", "seconds": 3.903, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/43", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-43", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.28, "x": 0.08, "y": 0.22 }, "kind": "list", "text": "Peltz has never been involved in a business with creativity at its core and doesn’t understand the media sector", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.999+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d7d841d-980d-4c93-a1c9-e6446db74b22", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.4, "y": 0.68 }, "kind": "list", "text": "Peltz on the Board sends a message that creativity is being deprioritized in favor of financial engineering just as we are restoring creative confidence across Disney", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.999+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c9421ca-3845-43a8-8f6f-ef07d89229d4", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.08, "y": 0.68 }, "kind": "list", "text": "Peltz — particularly under Perlmutter’s continued influence — would create a significant distraction and waste time and resources when management needs total focus on execution", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.999+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "381cf90f-e753-4800-a7de-bbf0469edc8b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.4, "y": 0.22 }, "kind": "list", "text": "Peltz’s “suggestions” are dangerous, uninformed, and value-destructive", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.999+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41ee6c39-3228-4e27-a237-aa97acaa38d1", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.08, "y": 0.45 }, "kind": "list", "text": "Former Marvel exec Ike Perlmutter — whose fraught history with Bob Iger is publicly documented — owns ~79% of the shares Trian claims to represent and has collaborated with Peltz to run two consecutive proxy contests", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.999+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "805307de-b588-4b43-9623-82da3e221518", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.4, "y": 0.45 }, "kind": "list", "text": "In previous Board experience, Peltz characteristically established a “shadow management team” committed to advancing his own agenda in lieu of long-term shareholder value", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.999+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86d6d500-aa8b-4abd-a918-0f2226759118", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.72, "y": 0.25 }, "kind": "quote", "text": "These activists must be defeated. They are not interested in preserving the Disney magic, but stripping it to the bone to make a quick profit for themselves.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.999+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9f2fde9-fdff-4360-9124-8909ef7ade97", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.72, "y": 0.55 }, "kind": "quote", "text": "... I know for a fact that the worst thing that could happen to the company is Nelson Peltz.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.999+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df9f6c8d-c564-4eba-865a-7d29a0399c1f", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.65, "x": 0.08, "y": 0.05 }, "kind": "title", "text": "Peltz’s slate — exacerbated by his silent partner, Ike Perlmutter — would harm Disney ...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.999+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "507bf854-74b4-4f74-8960-f941010aa3f3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "b97052c6-8696-470d-8048-445f52b9c5d3", "evidence": "Framing Peltz and Perlmutter as the primary threat to Disney's core values.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:23.999+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "frameworkName": "antagonist-introduction" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 44, "type": "tension", "title": "The slide uses a 'villain' framing technique to discredit the activist nominees by highlighting their personal history and past professional failures.", "function": "name_villain", "rawType": "villain_critique", "block": null, "metadata": { "slideType": "villain_critique", "slideTypeCanon": { "name": "Villain critique", "slug": "villain_critique", "status": "active", "canonId": "019de52d-10bc-7136-bf20-09de59d17447", "version": 1, "description": null }, "function": "name_villain", "functionCanon": { "name": "Name villain", "slug": "name_villain", "status": "active", "canonId": "019de52d-1746-70d6-bc58-5eeaf5865526", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 82, "componentCount": 12, "textChars": 992, "nDataPoints": 4, "notes": "The slide uses a 'villain' framing technique to discredit the activist nominees by highlighting their personal history and past professional failures.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:24.128+00", "seconds": 4.02, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/44", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-44", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "disclaimer", "text": "Represents the period from May 2013 through April 2021 and assumes the reinvestment of dividends; Fortune, 13D Monitor, Puck, Bloomberg.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6f9ac756-bbb2-46a3-a4cb-39cf7eb7ef32", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.05, "y": 0.25 }, "kind": "image", "text": "Ike Perlmutter", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d468340-586c-46aa-8096-1f8390c8709f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.05, "y": 0.65 }, "kind": "image", "text": "Jay Rasulo", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e90601d0-9b2d-4bbc-9022-94e282521925", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.05, "y": 0.45 }, "kind": "image", "text": "Nelson Peltz", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6c4a288-6fa2-42ca-9309-85b44be2403c", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.15, "y": 0.65 }, "kind": "list", "text": "Rasulo's resignation, relationship with Perlmutter, and personal history with Iger.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6aa0e771-fe59-4eb5-8e58-76376caa8b4a", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.15, "y": 0.45 }, "kind": "list", "text": "Trian's pension plan underperformance, Peltz's excuses, and collaboration with Perlmutter.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6bc93eeb-5dbd-4f3d-a9fb-bad5df12022f", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.45, "x": 0.15, "y": 0.2 }, "kind": "list", "text": "Perlmutter's history with Iger, opposition to Marvel creative, and departure in 2023.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fcaadf2d-7f6f-4c8d-bf8a-cb17d938fe87", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.65, "y": 0.35 }, "kind": "quote", "text": "The decision to add Jay Rasulo to the slate further indicates that this proxy fight is about Ike Perlmutter versus Bob Iger.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50cb7f82-7834-49e3-9c5b-bad92dc5600e", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.65, "y": 0.5 }, "kind": "quote", "text": "Ike's pity party adds one... Now Ike is shadow-puppetting his West Palm bro Peltz in this proxy fight...", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "91333f39-53bf-4f8f-87a2-832dd5258078", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.65, "y": 0.65 }, "kind": "quote", "text": "But for Perlmutter, it's personal. Perlmutter became one of the company's biggest shareholders after selling Marvel to Disney in 2009 for $4bn.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b1b8b0d-5dda-434f-bac9-87976301f819", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.65, "y": 0.2 }, "kind": "quote", "text": "Peltz's campaign against Disney reeks of a personal vendetta against Iger rather than a compelling strategic vision for value creation.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Pull quote", "slug": "pull-quote", "status": "active", "canonId": "019de52c-fbf9-76fe-97e1-a0b7540445c9", "version": 1, "description": null }, "framework": null }, "subkind": "pull-quote", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6b5f041-25b5-48b3-8cc8-b8389b7eb2b3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.8, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "... and does not serve shareholders’ long-term interests", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea08d27a-b22d-4f60-b85d-dc94cc7014fd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "5505f1af-52cd-4e14-9a0e-6c43a3a8dd52", "evidence": "The slide explicitly frames the three nominees as a 'trio' with personal vendettas against the CEO.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:24.128+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 44, "frameworkName": "antagonist-introduction" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 45, "type": "tension", "title": "Uses a contrast-pairs framework to highlight the disparity between the activist's behavior and the company's response.", "function": "expose_contradiction", "rawType": "comparison_table", "block": null, "metadata": { "slideType": "comparison_table", "slideTypeCanon": { "name": "Comparison table", "slug": "comparison_table", "status": "active", "canonId": "019de52d-0a06-73f8-8813-fe022fab1de2", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 4, "textChars": 262, "nDataPoints": 14, "notes": "Uses a contrast-pairs framework to highlight the disparity between the activist's behavior and the company's response.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:23.037+00", "seconds": 2.848, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/45", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-45", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.9, "x": 0.05, "y": 0.65 }, "kind": "chart", "text": "Timeline of requests for Peltz to join the Board", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Dot plot", "slug": "dot", "status": "active", "canonId": "019de52d-0235-738b-bd2b-78f8e24d7cb0", "version": 1, "description": null }, "framework": null }, "subkind": "dot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "313aa8bc-6bfc-4088-97bd-13cf687dd4e0", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.03, "y": 0.92 }, "kind": "source-note", "text": "Proxy Statement of The Walt Disney Company, 01/01/24 and 02/10/23", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18d43b4b-dd5f-4ff8-b9f2-1fb9b8ca7989", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.94, "x": 0.03, "y": 0.15 }, "kind": "table", "text": "Comparison of actions by Peltz/Perlmutter/Rasulo vs Disney's offerings", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e2a072c-235e-46f9-a127-b307888f2e2a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.65, "x": 0.08, "y": 0.03 }, "kind": "title", "text": "Disney has consistently sought constructive engagement, which Peltz has ignored", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d6d0515-b10f-46f1-9678-62cbc3829f64", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "07ee4cba-9076-42f2-8294-dda11837123f", "evidence": "The slide explicitly contrasts the activist's negative actions with the company's positive actions in a side-by-side table.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-05-02 11:02:23.037+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "frameworkName": "contrast-pairs" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 46, "type": "evidence", "title": "Includes a quote from Mason Morfit and logos of companies ValueAct has invested in.", "function": "illustrate_case", "rawType": "testimonial", "block": null, "metadata": { "slideType": "testimonial", "slideTypeCanon": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52d-0a2d-7782-8a48-7e84df92cc97", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "balanced", "densityScore": 48, "componentCount": 6, "textChars": 830, "nDataPoints": 4, "notes": "Includes a quote from Mason Morfit and logos of companies ValueAct has invested in.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:24.314+00", "seconds": 3.903, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/46", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-46", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.92 }, "kind": "disclaimer", "text": "Source: FactSet. Summary metrics reflect investments in 21st Century Fox, Adobe, Microsoft, The New York Times, Salesforce, Spotify and Nintendo.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.314+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82b8004d-44b9-429b-a6ae-f64527759034", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.4, "x": 0.55, "y": 0.45 }, "kind": "image", "text": "Logos of 21st Century Fox, Adobe, Microsoft, The New York Times, Nintendo, Salesforce, Spotify", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo grid", "slug": "logo-grid", "status": "active", "canonId": "019de52c-fdd7-7409-93e5-81280a8ca215", "version": 1, "description": null }, "framework": null }, "subkind": "logo-grid", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.314+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cff88507-5552-491c-8034-d9edf24e92c1", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.45, "x": 0.05, "y": 0.2 }, "kind": "list", "text": "Summer 2023: ValueAct begins investing. November 15, 2023: News breaks of stake. January 2024: Information sharing arrangement.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": null, "framework": null }, "subkind": "timeline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.314+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a0111c9-93d8-4758-92d1-5ccf55fadd84", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.4, "x": 0.55, "y": 0.2 }, "kind": "metric", "text": "Avg. Duration Held: 2.9 years; Board Seats: 4; Avg. Annualized TSR: 47%; Avg. Ann. TSR vs. S&P 500: +32ppt", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.314+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b458a6a-8ddd-4e91-a8a7-84f68c245ab3", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.05, "y": 0.75 }, "kind": "quote", "text": "As legacy technologies transition to digital platforms, we believe Disney can lead the media industry forward. We could not be more excited to partner with Bob and the Board to help create long-term sustainable shareholder value. —Mason Morfit, ValueAct Co-CEO and CIO", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.314+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0911c354-9159-4eb6-9c5c-00ff1aa33868", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.8, "x": 0.08, "y": 0.05 }, "kind": "title", "text": "Disney has always been open to constructive shareholder engagement, as ValueAct can attest", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.314+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44012b38-5102-49e0-8a1b-1a03d77bf999", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 47, "type": "tension", "title": "Uses comparative performance data to discredit the nominees' track records.", "function": "name_villain", "rawType": "villain_critique", "block": null, "metadata": { "slideType": "villain_critique", "slideTypeCanon": { "name": "Villain critique", "slug": "villain_critique", "status": "active", "canonId": "019de52d-10bc-7136-bf20-09de59d17447", "version": 1, "description": null }, "function": "name_villain", "functionCanon": { "name": "Name villain", "slug": "name_villain", "status": "active", "canonId": "019de52d-1746-70d6-bc58-5eeaf5865526", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 6, "textChars": 544, "nDataPoints": 12, "notes": "Uses comparative performance data to discredit the nominees' track records.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:23.956+00", "seconds": 3.367, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/47", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-47", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.4, "w": 0.3, "x": 0.65, "y": 0.4 }, "kind": "chart", "text": "Rasulo: iHeartMedia Financial Metrics (EBITDA, EPS, Debt, Firm Value)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Grouped bar chart", "slug": "bar-grouped", "status": "active", "canonId": "019de52c-ff3b-751e-a8ff-f21ff11097b1", "version": 1, "description": null }, "framework": null }, "subkind": "bar-grouped", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "586545be-b699-41c1-9ea6-7c559090128d", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.05, "y": 0.4 }, "kind": "chart", "text": "Peltz: MSGS TSR vs S&P 500", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "99b02deb-c78e-41f5-a44c-4d825da327a9", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.3, "x": 0.35, "y": 0.4 }, "kind": "chart", "text": "Rasulo: iHeartMedia Stock Price Performance", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50da92f2-e032-401f-9f53-320ad361d6d3", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "list", "text": "Nelson Peltz does not understand the media industry and does not bring additive skills to the Disney Board. Neither does Jay Rasulo, who has not managed through the industry's disruption or had an executive role since leaving Disney over eight years ago.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c89b55c3-40e7-41b5-9369-457757556c80", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.9 }, "kind": "source-note", "text": "Source: FactSet as of 02/23/24.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ceeff9fd-712e-480b-a32c-7ce51aca5fb4", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "As their track records on other media-related boards demonstrate, neither Peltz nor Rasulo have the skills to help Disney", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8575a6b6-947e-4c7c-973d-79f376f12ef2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "a23c05d8-409e-4594-b58d-a772f9494150", "evidence": "Direct attack on the competence and track record of specific board nominees.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:02:23.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 47, "frameworkName": "villain_critique" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 48, "type": "tension", "title": "Uses a classic 'say vs. fact' structure to undermine credibility.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 6, "textChars": 733, "nDataPoints": 8, "notes": "Uses a classic 'say vs. fact' structure to undermine credibility.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:23.858+00", "seconds": 2.977, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/48", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-48", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.5, "x": 0.45, "y": 0.55 }, "kind": "list", "text": "Served on 8 boards; Only 1 has outperformed the TSR of the S&P annually; Average board performance has been ~1,500bps WORSE annually than the S&P; Median board performance has been ~1,000bps WORSE annually than the S&P", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68f8e6e8-a659-4c60-95c9-0f38b760922b", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.5, "x": 0.45, "y": 0.3 }, "kind": "list", "text": "Served on 14 boards; Only 6 have outperformed the total shareholder return (TSR) of the S&P annually; Average board performance has been ~50bps WORSE annually than the S&P; Median board performance has been ~250bps WORSE annually than the S&P", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1cf4a3b-486d-4e28-9457-8c2c66e64e6c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.05, "y": 0.35 }, "kind": "paragraph", "text": "I have probably served on more boards than anybody that I know ... whatever Board it was, has outperformed the S&P by 900bps annually", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "84306aa7-e9ba-4d63-a7f0-aa733c63da37", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.9 }, "kind": "source-note", "text": "Source: FactSet as of 01/22/24...", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c92e6083-ecd1-42aa-afb5-a41977d2072b", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.94, "x": 0.03, "y": 0.25 }, "kind": "table", "text": "WHAT NELSON PELTZ SAYS vs THE ACTUAL FACTS", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f4d66568-5024-4d8a-8646-02e8bc745908", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.85, "x": 0.08, "y": 0.05 }, "kind": "title", "text": "Peltz and his Trian colleagues chronically underdeliver on boards", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6eb72ab1-86bc-4a77-bbf4-c0b19e23c8cf", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "31795654-bdfc-4d84-96f1-1071afe94757", "evidence": "Directly contrasts a CEO quote with empirical data to expose a lie.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:02:23.858+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 48, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 49, "type": "tension", "title": "The chart uses a split-bar design to contrast positive and negative TSR relative to the S&P 500.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "balanced", "densityScore": 33, "componentCount": 5, "textChars": 473, "nDataPoints": 19, "notes": "The chart uses a split-bar design to contrast positive and negative TSR relative to the S&P 500.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:35.972+00", "seconds": 15.061, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/49", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-49", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.28 }, "kind": "chart", "text": "Bar chart showing relative TSR performance for various companies", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:35.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78ce66b7-144c-429c-9571-3daffcac35a5", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.9, "x": 0.03, "y": 0.22 }, "kind": "paragraph", "text": "But when using a complete dataset, Peltz or Trian involvement on boards resulted in TSR underperformance versus the S&P 500 in ~68% of cases", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:35.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5ad02de-0d05-4715-b17c-b4c29010f07b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.9, "x": 0.03, "y": 0.16 }, "kind": "paragraph", "text": "Peltz claimed: \"I have probably served on more boards than anybody that I know ... whatever Board it was, has outperformed the S&P by 900bps annually\"", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:35.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d625e10a-4d35-4b69-936a-76cac7eaa1cb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.95, "x": 0.03, "y": 0.9 }, "kind": "source-note", "text": "Source: FactSet as of 02/23/24. ...", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:35.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c151893-5682-4f9a-87b6-040665c6bcaa", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.6, "x": 0.08, "y": 0.05 }, "kind": "title", "text": "Peltz’s investment returns relative to his benchmark do not support his rhetoric ...", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:35.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "306cddf1-1d12-4d16-b15f-ba9a860bb3fc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "8a78453c-f49c-4ac9-921d-db207b5a06e4", "evidence": "Contrasts a specific CEO quote with empirical data to undermine credibility.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 11:02:35.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 49, "frameworkName": "ceo-quote-contradiction" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 50, "type": "setup", "title": "Uses a line chart to show long-term performance and bar charts for peer benchmarking to counter activist claims.", "function": "preempt_rebuttal", "rawType": "preempt_rebuttal", "block": null, "metadata": { "slideType": "preempt_rebuttal", "slideTypeCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-1225-7368-af32-6381fddabdb3", "version": 1, "description": null }, "function": "preempt_rebuttal", "functionCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-18ab-7479-9a7e-820a2f03586a", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 6, "textChars": 985, "nDataPoints": 8, "notes": "Uses a line chart to show long-term performance and bar charts for peer benchmarking to counter activist claims.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:25.381+00", "seconds": 4.375, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/50", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-50", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.28, "w": 0.36, "x": 0.61, "y": 0.62 }, "kind": "chart", "text": "Disney vs. Media Peers TSR (Combined terms)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.381+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "38eecfb6-fec1-4813-ac54-00fa29e5958e", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.36, "x": 0.61, "y": 0.35 }, "kind": "chart", "text": "Disney vs. Media Peers TSR (Iger's first term)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Horizontal bar chart", "slug": "bar-horizontal", "status": "active", "canonId": "019de52c-fec4-7221-986b-1cb5f5e84b1f", "version": 1, "description": null }, "framework": null }, "subkind": "bar-horizontal", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.381+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f54fe16-9a2a-49c5-bf19-87612aeb5ab2", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.55, "x": 0.03, "y": 0.35 }, "kind": "chart", "text": "Disney vs. S&P TSR (Iger's combined terms as CEO)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.381+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "078eea80-22db-42c4-80c8-cc57aef87882", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.94, "x": 0.03, "y": 0.92 }, "kind": "disclaimer", "text": "Source: FactSet. 1 Nelson Peltz, CNBC interview, 01/12/23; 2 TSR represents stock price appreciation plus reinvestment of dividends; 3 Currency includes CHTR, CMCSA, DIS, EA, FOX, FOXA, GOOG, GOOGL, IPG, LYV, META, MTCH, NFLX, NWS, NWSA, OMC, PARA, T, TMUS, TWDC, VZ, and WBD; 4 21CF returns up to unaffected date of 11/03/17 prior to news regarding a potential sale; 5 Viacom Class A returns up to the closing of Viacom and CBS's merger and Paramount Global Class B returns since", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.381+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e70a3363-5648-4b64-ae49-18c23da220b9", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.94, "x": 0.03, "y": 0.13 }, "kind": "list", "text": "The Board acted decisively in November 2022 when it determined that a CEO change was necessary; Determined that Bob Iger is the right CEO; Implemented a robust succession process; The true measure of a CEO's success is the TSR; Peltz suggested on CNBC...", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.381+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81216632-400d-4496-bd5f-363c373726bc", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.75, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "... on the other hand, Bob Iger has delivered strong returns for Disney shareholders throughout his tenure as CEO", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.381+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e87b9726-dbd0-408b-91f5-7f69ac511b2c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "4f60d52d-482e-4cd7-abc6-ac443b4b2b25", "evidence": "Compares Disney's TSR against S&P 500 and media peers to validate CEO performance.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:25.381+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 50, "frameworkName": "comparison_frame" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 51, "type": "setup", "function": "transition", "rawType": "transition", "block": null, "metadata": { "slideType": "transition", "slideTypeCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-0693-7766-9f05-887f41f8e41e", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 10, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:23.373+00", "seconds": 2.017, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/51", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-51", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.065, "w": 0.316, "x": 0.342, "y": 0.435 }, "kind": "title", "text": "CONCLUSION", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:23.373+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d7c4e63-6337-480b-bfb8-83db017518bd", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 52, "type": "setup", "title": "This is a defensive slide from Disney's management against Trian Partners' activist campaign.", "function": "preempt_rebuttal", "rawType": "preempt_rebuttal", "block": null, "metadata": { "slideType": "preempt_rebuttal", "slideTypeCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-1225-7368-af32-6381fddabdb3", "version": 1, "description": null }, "function": "preempt_rebuttal", "functionCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-18ab-7479-9a7e-820a2f03586a", "version": 1, "description": null }, "density": "sparse", "densityScore": 21, "componentCount": 4, "textChars": 538, "nDataPoints": 0, "notes": "This is a defensive slide from Disney's management against Trian Partners' activist campaign.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:24.648+00", "seconds": 3.29, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/52", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-52", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "list", "text": "Disney has an unparalleled creative engine that drives shareholder value creation. Our 100 years of storytelling excellence, creativity, and rejuvenation.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.648+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a1b6d64-d40b-428d-9cec-d9000c99c7af", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.4 }, "kind": "list", "text": "Disney is uniquely positioned to thrive amid generational disruption. Leading streaming platforms, differentiated IP, and unique monetization capabilities.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.648+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c5c3efa-ff8d-47a3-8794-a939c65d2f49", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.65 }, "kind": "list", "text": "Nelson Peltz and Trian's approach would absolutely damage Disney. Lack of creative experience, value-destructive bureaucracy, and misunderstanding of the media business.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.648+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5277d7db-1c36-45e4-ab8c-e5f7c8358dfd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "You cannot “restore the magic” if you don’t understand magic", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.648+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f763125-b8dd-4b94-858c-954d6fcfa391", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "e4d0574f-4b17-4561-a704-08c61be3aa36", "evidence": "The slide explicitly attacks the activist's qualifications and proposals to defend the current management's strategy.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:24.648+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 52, "frameworkName": "preempt_rebuttal" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 53, "type": "setup", "title": "This is a classic 'defensive' slide in a proxy fight, contrasting current board achievements with the perceived risks of the activist nominees.", "function": "preempt_rebuttal", "rawType": "preempt_rebuttal", "block": null, "metadata": { "slideType": "preempt_rebuttal", "slideTypeCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-1225-7368-af32-6381fddabdb3", "version": 1, "description": null }, "function": "preempt_rebuttal", "functionCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-18ab-7479-9a7e-820a2f03586a", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 5, "textChars": 369, "nDataPoints": 8, "notes": "This is a classic 'defensive' slide in a proxy fight, contrasting current board achievements with the perceived risks of the activist nominees.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:25.597+00", "seconds": 4.078, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/53", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-53", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.95, "x": 0.03, "y": 0.9 }, "kind": "disclaimer", "text": "Diluted EPS excluding certain items is a non-GAAP financial measure...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.597+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c367fc0f-02a1-4e8a-a870-3dd3ff2887d4", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.05, "y": 0.7 }, "kind": "list", "text": "Nelson Peltz, Isaac Perlmutter, and Jay Rasulo are not what Disney needs now", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.597+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "13899061-04fa-40ea-b112-ba7f75e63379", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.05, "y": 0.45 }, "kind": "list", "text": "A strong, independent, and well-qualified Board is focused on delivering sustained shareholder value", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.597+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2af6cda3-799b-4b5d-b326-8e1e325e1c1f", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.2, "x": 0.05, "y": 0.15 }, "kind": "list", "text": "Disney is positioned to thrive amid unprecedented industry disruption", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.597+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9772b83-0afa-4b0e-8f65-6cf5a76b1f64", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "This Board is already delivering on Disney's potential", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.597+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a52b643-7855-484e-bb77-1d0d726b3844", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Thesis archetype", "slug": "thesis-archetype", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b0b-7428-9b26-f171d1e753fb", "version": 1, "bodyDocId": null, "description": "A canonical investment / activist thesis shape (breakup, fraud, governance).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "804d0efe-d3de-402e-8afc-aac83460e44a", "evidence": "This Board is already delivering on Disney's potential", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:45:02.984265+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [ { "matchId": "98309138-0fde-4253-bf96-1f41355e69cf", "evidence": "The slide explicitly structures arguments to discredit the opposition (Peltz et al.) while reinforcing the incumbent's value proposition.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-05-02 11:02:25.597+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 53, "frameworkName": "preempt_rebuttal" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 54, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 2, "textChars": 67, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:24.288+00", "seconds": 1.916, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/54", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-54", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.84, "x": 0.08, "y": 0.42 }, "kind": "title", "text": "BLACKWELLS IS PROPOSING A SOLUTION IN SEARCH OF A PROBLEM", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.288+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d03f4458-5ddb-4596-a735-ffed2c06efbd", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.28, "x": 0.36, "y": 0.32 }, "kind": "title", "text": "APPENDIX A", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:24.288+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e83cb88e-d487-4d91-8cb6-012c655690d3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 55, "type": "tension", "title": "Uses a 'Theses vs. Reality' framework to discredit an activist investor.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "sparse", "densityScore": 11, "componentCount": 3, "textChars": 325, "nDataPoints": 0, "notes": "Uses a 'Theses vs. Reality' framework to discredit an activist investor.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:31.712+00", "seconds": 9.304, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/55", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-55", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.94, "x": 0.03, "y": 0.92 }, "kind": "source-note", "text": "Blackwells Capital Letter to Fellow Shareholders, 03/06/24; Proxy Statement of Blackwells Capital, 02/06/24; Blackwells Capital Releases its Vision for the Future of Technology at Disney, 02/26/24", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:31.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "61db660f-88c1-470b-b6ee-09a48165fb51", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.94, "x": 0.03, "y": 0.15 }, "kind": "table", "text": "Comparison table with columns: Blackwells Thesis, The Reality", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:31.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1bcd5367-6a50-4cd0-97b7-cd73ff703d29", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "Blackwells “theses” underscore their lack of understanding of Disney", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:31.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45384978-03d8-4767-b9e3-30d52610e231", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "d71ee837-ea77-4637-b036-f2efca443745", "evidence": "Direct side-by-side refutation of activist claims.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:31.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 55, "frameworkName": "comparison-frame" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 56, "type": "setup", "title": "Features the original 1957 Walt Disney Synergy Map as evidence of the company's long-standing integrated strategy.", "function": "preempt_rebuttal", "rawType": "preempt_rebuttal", "block": null, "metadata": { "slideType": "preempt_rebuttal", "slideTypeCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-1225-7368-af32-6381fddabdb3", "version": 1, "description": null }, "function": "preempt_rebuttal", "functionCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-18ab-7479-9a7e-820a2f03586a", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 7, "textChars": 730, "nDataPoints": 0, "notes": "Features the original 1957 Walt Disney Synergy Map as evidence of the company's long-standing integrated strategy.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:26.583+00", "seconds": 4.005, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/56", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-56", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.45, "x": 0.52, "y": 0.18 }, "kind": "callout", "text": "DIS-SYNERGIES FROM BREAKING DISNEY UP WOULD DWARF ANY POTENTIAL UPSIDE", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18c67456-de7f-4d78-8ca6-34fb48e9962a", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.45, "x": 0.04, "y": 0.18 }, "kind": "image", "text": "Walt Disney's 1957 Synergy Map", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Infographic", "slug": "infographic", "status": "active", "canonId": "019de52c-fe26-750c-9d7d-9f34e21324e8", "version": 1, "description": null }, "framework": null }, "subkind": "infographic", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a125ba7-85a0-4b8a-9865-49e096ad80b7", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.52, "y": 0.55 }, "kind": "list", "text": "We are not going to jeopardize that powerful value-creation engine by focusing on short-term financial engineering", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "49a5d358-db50-45d7-8f23-1493cf74ebd5", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.45, "x": 0.52, "y": 0.75 }, "kind": "list", "text": "A REIT structure would impose burdensome limitations and reduce operational control over core assets, particularly in our Parks", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b542ce91-288d-467b-b01b-56fad8219b96", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.45, "x": 0.52, "y": 0.26 }, "kind": "list", "text": "Our core competitive advantage is our unparalleled IP coupled with the unique ability to leverage and monetize it through film, streaming, consumer products, parks, and experiences", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bc22b4b4-e60b-4649-8823-f06cab84ce60", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.52, "y": 0.37 }, "kind": "list", "text": "Walt Disney's Synergy Map has proven to be a highly relevant, foundational strategy over an extended period of time", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f702470e-d80c-4c2a-8153-a09d53815f72", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.65, "x": 0.03, "y": 0.03 }, "kind": "title", "text": "Breaking Disney up, including its real estate assets, would destroy key competitive advantages", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e62fcd89-c2c9-4630-a929-975ed3b603f9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "ea198e17-4826-413c-9f82-048f447a93ab", "evidence": "The Synergy Map illustrates the interconnected nature of Disney's business units reinforcing each other.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:26.583+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 56, "frameworkName": "flywheel" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 57, "type": "setup", "title": "Uses a direct 'Thesis vs. Reality' comparison structure to counter activist claims.", "function": "preempt_rebuttal", "rawType": "preempt_rebuttal", "block": null, "metadata": { "slideType": "preempt_rebuttal", "slideTypeCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-1225-7368-af32-6381fddabdb3", "version": 1, "description": null }, "function": "preempt_rebuttal", "functionCanon": { "name": "Preempt rebuttal", "slug": "preempt_rebuttal", "status": "active", "canonId": "019de52d-18ab-7479-9a7e-820a2f03586a", "version": 1, "description": null }, "density": "sparse", "densityScore": 12, "componentCount": 3, "textChars": 198, "nDataPoints": 1, "notes": "Uses a direct 'Thesis vs. Reality' comparison structure to counter activist claims.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:25.836+00", "seconds": 3.052, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/57", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-57", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.4, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "1 Blackwells Capital, Reimagining Disney's Vision for the Future of Technology, 01/26/24", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1ce6e38d-e2a2-430a-ae65-2c57f54fe658", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Blackwells Thesis vs The Reality comparison table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8fb3a4f5-f555-4dba-8ade-9ea8dd3df71c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "Disney is already a leader in deploying emerging technologies", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a3cc80d-0243-4666-b11f-2e7f6a52968c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "2d426cec-9078-440e-a95f-53447a6ca3fc", "evidence": "Contrasts activist thesis with company reality", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:25.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 57, "frameworkName": "before-after-framing" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 58, "type": "tension", "title": "Uses a 'Thesis vs. Reality' structure to preemptively rebut activist investor claims.", "function": "expose_contradiction", "rawType": "expose_contradiction", "block": null, "metadata": { "slideType": "expose_contradiction", "slideTypeCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-124c-75aa-984a-0a3d0d8fc8df", "version": 1, "description": null }, "function": "expose_contradiction", "functionCanon": { "name": "Expose contradiction", "slug": "expose_contradiction", "status": "active", "canonId": "019de52d-171f-776f-887c-73edaff4cf9c", "version": 1, "description": null }, "density": "sparse", "densityScore": 15, "componentCount": 4, "textChars": 342, "nDataPoints": 0, "notes": "Uses a 'Thesis vs. Reality' structure to preemptively rebut activist investor claims.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:27.304+00", "seconds": 3.04, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/58", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-58", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.94, "x": 0.03, "y": 0.15 }, "kind": "framework", "text": "Thesis vs. Reality comparison", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:27.304+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80359dab-d11a-4425-b7cf-7002b5d633a6", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.03, "y": 0.92 }, "kind": "source-note", "text": "Blackwells Capital Releases its Vision for the Future of Technology at Disney, 02/26/24", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:27.304+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60782503-a5d2-49a6-a681-b542b6207f74", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.94, "x": 0.03, "y": 0.15 }, "kind": "table", "text": "Comparison table with columns 'Blackwells Thesis' and 'The Reality' and rows for 'Missing Native Technology Stack' and 'Spatial Computing and AI Mediocrity'.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:27.304+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "69827719-f82d-4de2-9f7e-7321587a000d", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Disney is already a leader in deploying emerging technologies (cont.)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:27.304+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f50a072-ba6f-4597-9710-93883d5d9cdb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "bf757c85-d808-48d2-8bd3-1f19790a3be3", "evidence": "Directly refutes specific activist claims point-by-point.", "framework": null, "confidence": 0.95, "extraction": { "at": "2026-05-02 11:02:27.304+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 58, "frameworkName": "preempt_rebuttal" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 59, "type": "setup", "title": "Uses red 'x' icons to denote negative attributes for each nominee.", "function": "introduce_nominees", "rawType": "nominee_bio", "block": null, "metadata": { "slideType": "nominee_bio", "slideTypeCanon": { "name": "Nominee bio", "slug": "nominee_bio", "status": "active", "canonId": "019de52d-1136-70ae-861a-f546f0c9d1ef", "version": 1, "description": null }, "function": "introduce_nominees", "functionCanon": { "name": "Introduce nominees", "slug": "introduce_nominees", "status": "active", "canonId": "019de52d-1833-77fe-ac47-5f26d823a84a", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 10, "textChars": 539, "nDataPoints": 0, "notes": "Uses red 'x' icons to denote negative attributes for each nominee.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:26.476+00", "seconds": 3.412, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/59", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-59", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.13 }, "kind": "callout", "text": "THE BLACKWELLS NOMINEES ARE LESS QUALIFIED AND WOULD HINDER DISNEY'S TRANSFORMATION EFFORTS UNDERWAY", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.476+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01cb14fb-ecde-4e4c-a965-5a74e4c2d598", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.08, "x": 0.05, "y": 0.45 }, "kind": "image", "text": "Jessica Schell", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.476+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e37d726-35a2-43dc-a132-14cea78f781b", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.08, "x": 0.05, "y": 0.68 }, "kind": "image", "text": "Leah Solivan", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.476+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a52275ec-aa0c-4376-bb62-27ce4f6a3015", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.08, "x": 0.05, "y": 0.22 }, "kind": "image", "text": "Craig Hatkoff", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Headshot", "slug": "headshot", "status": "active", "canonId": "019de52c-fd5f-765c-9282-38b54f61bbbf", "version": 1, "description": null }, "framework": null }, "subkind": "headshot", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.476+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "abe3b978-1965-4944-a57a-1fb9a52443a4", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.8, "x": 0.16, "y": 0.45 }, "kind": "list", "text": "Jessica Schell critique points", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.476+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93ec95d6-821d-487b-ad20-d785f3d6b8fa", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.8, "x": 0.16, "y": 0.22 }, "kind": "list", "text": "Craig Hatkoff critique points", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.476+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7868a6d-8c60-4de6-97c2-7e9dfb7beb16", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.8, "x": 0.16, "y": 0.68 }, "kind": "list", "text": "Leah Solivan critique points", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.476+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dba2487f-0b3a-4960-9470-975fc21657b7", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.7, "x": 0.16, "y": 0.85 }, "kind": "paragraph", "text": "Blackwells nominees do not possess the appropriate range of talent, skill, perspective, and/or expertise to effectively support Disney's priorities in the face of continuing industry-wide challenges", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.476+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39cff822-d9e1-4c76-8827-3083ca562c4b", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.94 }, "kind": "source-note", "text": "Blackwells Disney Investor Presentation, 03/04/24", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.476+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d9ef453e-c74d-4885-80fe-819f5bcadb72", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.6, "x": 0.03, "y": 0.05 }, "kind": "title", "text": "Blackwells nominees are unqualified for election to Disney’s Board", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.476+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14948617-a778-4298-8301-19e0c8d57e38", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "94c013a5-10a8-4cd2-9e75-dc36e94836cf", "evidence": "Framing nominees as unqualified and detrimental to the company's goals.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 11:02:26.476+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 59, "frameworkName": "antagonist-introduction" } ], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 60, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 2, "textChars": 59, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:25.715+00", "seconds": 2.414, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/60", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-60", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.14, "x": 0.03, "y": 0.95 }, "kind": "image", "text": "The Walt Disney Company", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.715+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fd86544-dd67-4a2a-9dbb-76f784f4640c", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.68, "x": 0.16, "y": 0.31 }, "kind": "title", "text": "APPENDIX B FINANCIAL RECONCILIATIONS", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.715+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a569023-dfc4-4bfe-937e-2c4e930ac14f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 61, "type": "analysis", "title": "The slide presents two tables: one for 'Quarter Ended' (Dec 2023 vs Dec 2022) and one for 'Year Ended' (Sept 2023 vs Oct 2022).", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 4, "textChars": 332, "nDataPoints": 48, "notes": "The slide presents two tables: one for 'Quarter Ended' (Dec 2023 vs Dec 2022) and one for 'Year Ended' (Sept 2023 vs Oct 2022).", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:31.602+00", "seconds": 3.232, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/61", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-61", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.85, "x": 0.03, "y": 0.11 }, "kind": "paragraph", "text": "The following tables reconcile Entertainment and Sports segment operating income (loss) to the DTC streaming businesses operating loss:", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:31.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22fca5ef-a82a-4832-84ad-f4a8a5c934b4", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.03, "y": 0.92 }, "kind": "source-note", "text": "Source: Company filings", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:31.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f5f9689b-bfcd-42b8-9bbc-ec9579ec44b5", "parentComponentId": null }, { "bbox": { "h": 0.72, "w": 0.94, "x": 0.03, "y": 0.18 }, "kind": "table", "text": "Quarter Ended and Year Ended financial reconciliation tables for Entertainment, Sports, and DTC Streaming Services.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:31.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2c59715-f32a-49ae-b7dd-64ff5fbc0052", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.65, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Reconciliation of DTC streaming businesses operating losses", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:31.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7a49a14-5378-4165-be22-d8c4c446dc7a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 62, "type": "analysis", "title": "The table provides a bridge between GAAP reported figures and non-GAAP 'Excluding certain items' figures, detailing pre-tax, tax, after-tax, and EPS impacts.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 4, "textChars": 300, "nDataPoints": 32, "notes": "The table provides a bridge between GAAP reported figures and non-GAAP 'Excluding certain items' figures, detailing pre-tax, tax, after-tax, and EPS impacts.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:26.187+00", "seconds": 2.728, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/62", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-62", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.5, "x": 0.04, "y": 0.12 }, "kind": "paragraph", "text": "The following table reconciles reported Diluted EPS to Diluted EPS excluding certain items:", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9dfb9aa-c4e6-4a4e-a659-98918bf57ec9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.92, "x": 0.04, "y": 0.88 }, "kind": "source-note", "text": "Source: Company filings. Footnotes 1-6 detailing tax, noncontrolling interest, and specific charge descriptions.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4375315-3ac2-4f23-9d94-762840916268", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.92, "x": 0.04, "y": 0.18 }, "kind": "table", "text": "Reconciliation table for Q1 2023 and Q1 2022", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e6781f97-81c0-489c-adcf-50abaa07551f", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.6, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Reconciliation of Diluted EPS excluding certain items", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.187+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8c823fd-4e2d-4c36-9d75-d7838b6abd6a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 63, "type": "analysis", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 23, "componentCount": 4, "textChars": 332, "nDataPoints": 18, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:28.751+00", "seconds": 5.176, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/63", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-63", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.65, "x": 0.03, "y": 0.11 }, "kind": "paragraph", "text": "The following table reconciles the Company's consolidated cash provided by continuing operations to free cash flow:", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:28.751+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2a6127a9-8b89-412b-b921-12ba499c3925", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.03, "y": 0.92 }, "kind": "source-note", "text": "Source: Company filings; 1 Trending to exceed $8bn in free cash flow for FY24", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:28.751+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be2a953d-6b1c-4fdf-84ba-f7cb9f8a3eea", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.94, "x": 0.03, "y": 0.23 }, "kind": "table", "text": "Reconciliation table showing Cash provided by operations, Investments, and Free cash flow from 2019 to 2024E", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:28.751+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1346eaaa-69b2-4e12-890d-e3dd3ad24a2e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.03, "y": 0.04 }, "kind": "title", "text": "Reconciliation of free cash flow", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:28.751+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "75270b25-d937-4684-b954-94a369605c90", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 64, "type": "analysis", "title": "Includes detailed line items for adjustments to income from continuing operations and debt components.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 20, "componentCount": 3, "textChars": 290, "nDataPoints": 180, "notes": "Includes detailed line items for adjustments to income from continuing operations and debt components.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:25.835+00", "seconds": 2.26, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/64", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-64", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.5, "x": 0.05, "y": 0.92 }, "kind": "source-note", "text": "Source: Company filings. Note: numbers may not tie due to rounding. 1 Excludes TFCF and Hulu amortization of intangible assets.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.835+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b0652f38-0aa3-4230-92d7-569d1ef59ffa", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.9, "x": 0.05, "y": 0.15 }, "kind": "table", "text": "Financial reconciliation table with rows for income adjustments, EBITDA, debt, and leverage ratios across fiscal years.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.835+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5217e449-b02d-4e9e-a504-7a82878bf917", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.5, "x": 0.05, "y": 0.05 }, "kind": "title", "text": "EBITDA, net debt and leverage reconciliation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:25.835+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e14ce272-944b-4616-a51e-bfcbaf4033e4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 65, "type": "analysis", "title": "The slide provides a clear comparison of ROIC performance over a 14-year period.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 4, "textChars": 793, "nDataPoints": 10, "notes": "The slide provides a clear comparison of ROIC performance over a 14-year period.", "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:26.486+00", "seconds": 2.846, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/65", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-65", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.7, "x": 0.035, "y": 0.13 }, "kind": "paragraph", "text": "The following table reconciles the Experiences segment's consolidated operating income to return on invested capital:", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.486+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f2d6514-f98a-488d-9fec-0fc1e575ca36", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.93, "x": 0.035, "y": 0.9 }, "kind": "source-note", "text": "Reflects the average of invested capital at the end of such fiscal year and the end of the immediately prior fiscal year. Invested capital is defined as the remainder of the segment's total assets at a fiscal year end minus the sum of such segment's all cash, cash equivalents and restricted cash as of the last day of the fiscal year, (b) deferred tax assets and (c) non-interest bearing liabilities and income and property tax liabilities; 2Includes Parks & Resorts, Consumer Products, and Interactive Media", "attrs": { "numbered": true }, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.486+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3649e910-7d9e-475c-a64a-a83fa1056a12", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.93, "x": 0.035, "y": 0.22 }, "kind": "table", "text": "Operating income, Taxes, Operating income net of taxes, Average invested capital, Return on invested capital for 2009 and 2023", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.486+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2aa3d61f-d1e9-4949-bf17-e5f3c56c8d2b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.45, "x": 0.035, "y": 0.04 }, "kind": "title", "text": "Return on invested capital reconciliation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.486+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8dfcc119-34c9-45f1-8bcb-2470a1f29463", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2ca289e3-4e9e-4109-946b-96c457b1f402", "evidence": "table/data: Operating income, Taxes, Operating income net of taxes, Average invested capital, Return on invested capital for 2009 and 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:45:10.793417+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 65, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 66, "type": "setup", "function": "front_matter", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 3, "componentCount": 2, "textChars": 51, "nDataPoints": 0, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 11:02:26.431+00", "seconds": 2.382, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de076-fd9d-73d2-8e05-3055a9cfa543/66", "deck": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543", "deckAnchor": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543#slide-66", "deckJson": "/decks/019de076-fd9d-73d2-8e05-3055a9cfa543.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.1, "x": 0.45, "y": 0.91 }, "kind": "disclaimer", "text": "©Disney and related entities", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.431+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ef13cce-255d-4c40-9845-d08aad998549", "parentComponentId": null }, { "bbox": { "h": 0.112, "w": 0.522, "x": 0.239, "y": 0.444 }, "kind": "title", "text": "The Walt Disney Company", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 11:02:26.431+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "566e8c28-778a-46cf-8dfe-75e11219c3bc", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "965a41c0-2e28-4fb3-98a4-32e9d5120d5e", "evidence": "type: cover", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 00:45:10.870184+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 66, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 66, "arc": { "name": "Problem-Agitate-Solution", "slug": "problem-agitate-solution", "status": "active", "bestFor": "Sales pitches, urgency-driven, competitive displacement", "canonId": "019dd956-5ec6-70f9-9fd8-fdbaaff39acf", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Problem (Identify pain) -> Agitate (Make it worse) -> Solution (Provide relief)", "description": null, "familyLabel": null }, "from": 20, "name": "Solution (Provide relief)", "beatId": "e9631bee-9a5d-46fe-b3bc-e6226ede5fbe", "matchId": "28dcf7db-056c-47da-9c72-7be61179fd94", "beatType": { "name": "Solution (Provide relief)", "slug": "problem-agitate-solution-solution-provide-relief", "status": "active", "canonId": "019dd9b8-0fee-73e9-9ae5-799c7f3895cd", "version": 1, "description": null }, "evidence": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true } ], "arcBeats": [ { "from": 12, "to": 12, "label": "Problem (Identify pain)", "description": "The document identifies the disruption of historic economic models by streaming as a problem." }, { "from": 12, "to": 19, "label": "Agitate (Make it worse)", "description": "The document agitates the problem by highlighting the challenges faced by Disney and the industry." }, { "from": 20, "to": 66, "label": "Solution (Provide relief)", "description": "The document offers a solution through Disney's strategic transformation, focusing on core brands and franchises, building leading global streaming platforms, and investing in Experiences." } ], "loops": [ { "from": 12, "to": 19, "label": "Cost Of Inaction", "description": "What are the consequences of not adapting to industry disruption?" }, { "from": 4, "to": 9, "label": "Golden Circle", "description": "Why is Disney's strategy effective?" }, { "from": 20, "to": 25, "label": "Mece Breakdown", "description": "How is Disney's strategy structured?" } ] }