Eutelsat | Investor Presentation Deck | 55 slides

Eutelsat Group · 2024-09
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

6
coverage by narrative range · generated from this deck JSON

Slide inventory

55
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Setup
02
transition
Open slide detailBeat · Setup
03
establish_context
Open slide detailBeat · Setup
04
The slide uses a linear process flow to highlight the company's specific role.present_framework
Open slide detailBeat · Setup
05
establish_context
Open slide detailBeat · Setup
06
Includes data for both GEO and LEO satellite constellations.summarize
Open slide detailBeat · Setup
07
analyze_data
Open slide detailBeat · WhatLoop · Golden Circle
08
The slide uses a hub-and-spoke diagram to illustrate the strategic rationale for the merger.inspire_vision
Open slide detailBeat · WhatLoop · Golden Circle
09
The slide uses a visual representation of orbital altitude and a performance matrix to contrast GEO and LEO capabilities.compare_peers
Open slide detailBeat · WhatLoop · Golden Circle
10
The slide uses a comparison framework to justify a merger or partnership by showing how the two entities cover each other's weaknesses.compare_peers
Open slide detailBeat · WhatLoop · Golden Circle
11
present_solution
Open slide detailBeat · WhatLoop · Golden Circle
12
The slide uses a dual-hemisphere projection to visualize satellite orbital positions.establish_context
Open slide detailBeat · WhatLoop · Golden Circle
13
The chart distinguishes between Eutelsat SA and Eutelsat Communications debt types.analyze_data
14
The chart shows 8 distinct shareholder categories including Free float, Bharti Space, Bpifrance, UK Government, Softbank, CMA-CGM, Hanwha, and FSP.analyze_data
15
The slide uses a structured grid layout to align thematic areas with specific operational goals.summarize
16
The slide uses a series of vertical cards to display specific ESG scores and qualitative performance indicators for each agency.summarize
17
transition
18
The slide uses four distinct charts to argue for the continued relevance of satellite video despite market shifts.size_opportunity
Open slide detailBeat · Market SizingLoop · Zoom In
19
The table provides a clear segmentation of the market into Fixed, Mobile, and Government sectors.size_opportunity
Open slide detailBeat · Market SizingLoop · Zoom In
20
The chart compares 2022 vs 2032e market size for GEO and NGSO segments.size_opportunity
Open slide detailBeat · Market SizingLoop · Zoom In
21
Shows significant growth in both connected ships and planes, with corresponding massive increases in required usage capacity.size_opportunity
Open slide detailBeat · Market SizingLoop · Zoom In
22
front_matter
23
summarize
Open slide detailBeat · Traction
24
The slide uses a two-column layout to contrast technical network capabilities with end-user experience metrics.show_traction
Open slide detailBeat · Traction
25
The slide highlights regulatory advantage (ITU) and technical priority as a competitive moat.present_solution
Open slide detailBeat · Traction
26
The slide uses a side-by-side map comparison to visualize infrastructure rollout progress.show_traction
Open slide detailBeat · Traction
27
show_traction
Open slide detailBeat · Traction
28
show_traction
Open slide detailBeat · Traction
29
front_matter
30
summarize
Open slide detailBeat · Key Takeaways
31
The slide uses a waterfall chart to explain the variance between two fiscal years.analyze_data
Open slide detailBeat · Key Takeaways
32
The slide uses a space-themed background and circular progress indicators for revenue contribution percentages.analyze_data
33
The slide compares FY 2022-23 and FY 2023-24 quarterly revenue performance.analyze_data
34
The chart shows quarterly revenue breakdown for two fiscal years, with a total of 234m for FY 2023-24.show_traction
35
The slide uses a stacked bar chart to show quarterly revenue contributions to the annual total.analyze_data
36
The slide uses a stacked bar chart to show quarterly revenue contributions to the annual total.show_traction
37
The chart illustrates the shift in revenue composition within the backlog, highlighting the growth of connectivity services.show_traction
38
transition
39
The slide uses a temple/pillar metaphor to illustrate strategic pillars and organizational foundations.present_framework
Open slide detailBeat · Strategy
40
The slide uses a background image of satellite ground stations to reinforce the LEO/connectivity theme.establish_context
Open slide detailBeat · Strategy
41
plan_implementation
Open slide detailBeat · Strategy
42
The slide uses a rocket launch background, likely symbolizing growth or space industry context.summarize
Open slide detailBeat · Strategy
43
transition
44
establish_context
45
The slide outlines the deal structure, ownership percentages, valuation, and the operational relationship via an MSA.plan_implementation
46
plan_implementation
48
transition
49
Includes specific footnotes regarding currency conversion and pro-forma adjustments for OneWeb.analyze_data
50
The table provides a bridge between revenues and group share of net income, with specific callouts for operating costs, depreciation, financial results, and taxanalyze_data
51
The slide explains the transition from Cash Capex to Gross Capex as the primary reporting metric.analyze_data
52
The chart uses a standard waterfall bridge format to explain the variance in net debt over a one-year period.analyze_data
53
analyze_data