SoftBank | Results Presentation Deck | 72 slides

SoftBank · 2024-11
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 5
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Deck intelligence map

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Slide inventory

72
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
The slide uses a numbered list format to present high-level performance metrics and strategic updates.summarize
Open slide detailBeat · Problem
04
transition
Open slide detailBeat · Problem
05
The table compares financial performance across four key metrics: Net sales, Gain/loss on investments, Income before income tax, and Net income.analyze_data
Open slide detailBeat · Problem
06
The chart uses a dual-axis style (bar for investment gain/loss, line for net income) to correlate the two metrics over six quarters.analyze_data
Open slide detailBeat · Solution
07
The chart uses a waterfall-style stacking approach to show quarterly performance across segments.analyze_data
Open slide detailBeat · Solution
08
The chart uses a waterfall-style breakdown for the most recent quarter (Q2 FY2024) to explain specific gains and losses related to Alibaba and T-Mobile.analyze_data
Open slide detailBeat · Solution
09
transition
Open slide detailBeat · Solution
10
The slide provides a snapshot of financial health metrics for SoftBank Group (SBG).summarize
Open slide detailBeat · SolutionLoop · Zoom In
11
The chart uses a waterfall-bridge structure to decompose the change in NAV.show_valuation_bridge
Open slide detailBeat · SolutionLoop · Zoom In
12
The chart highlights the significant growth in NAV, particularly driven by Arm in recent periods.analyze_data
Open slide detailBeat · SolutionLoop · Zoom In
13
The chart uses a trend line to emphasize growth from the merger date to the current all-time high.show_valuation_bridge
Open slide detailBeat · SolutionLoop · Zoom In
14
The chart uses an indexed base of 1.0 as of April 1, 2020. T-Mobile is highlighted in magenta, outperforming the other indices.compare_peers
Open slide detailBeat · SolutionLoop · Zoom In
15
The slide uses a before-after bar chart comparison to illustrate the impact of the Sprint acquisition on T-Mobile's market position.quantify_opportunity
Open slide detailBeat · SolutionLoop · Zoom In
16
Includes CAGR projections for 2024 based on analyst consensus.analyze_data
Open slide detailBeat · Solution
17
The chart illustrates the growth from an initial investment to a return value, broken down by equity and borrowings.analyze_data
Open slide detailBeat · Solution
18
The chart uses a stacked bar approach to show the composition of returns (Equity vs Borrowings) for three major investments.analyze_data
Open slide detailBeat · Solution
19
The slide highlights the sensitivity of financial metrics to USD/JPY exchange rate movements.analyze_data
Open slide detailBeat · Solution
20
The slide uses a waterfall chart to explain the change in cash position, then compares the ending cash balance to a two-year bond redemption schedule.analyze_data
Open slide detailBeat · Solution
21
The chart tracks LTV net of asset-backed finance.analyze_data
Open slide detailBeat · Market Size
22
The chart shows a dip in Q2 FY2024, which is explained by the Arm shares transaction payment mentioned in the action title and footnote.analyze_data
Open slide detailBeat · Market Size
23
The slide contains a disclaimer at the bottom regarding the definition of SVF and rounding of figures.transition
Open slide detailBeat · Market Size
24
The chart highlights a significant positive gain in the most recent quarter (FY24 Q2) compared to previous periods of high volatility.analyze_data
Open slide detailBeat · Market Size
25
The slide uses a split-chart layout to contrast the positive performance of SVF1 with the volatile but improving performance of SVF2.analyze_data
Open slide detailBeat · Market Size
26
Includes a breakdown of public vs private companies and specific highlights for major holdings.analyze_data
Open slide detailBeat · Market Size
27
The table includes a breakdown of public vs private companies and specific highlights for two major portfolio assets.analyze_data
Open slide detailBeat · Market Size
28
The chart uses a blue bar for positive values and blue bars for negative values, with a red circle highlighting the FY24Q2 positive result.analyze_data
Open slide detailBeat · Market Size
29
The slide uses a stacked bar chart to show the composition of investment costs and returns, highlighting monetization progress and public company performance.analyze_data
Open slide detailBeat · Market Size
30
The slide compares investment cost (left) vs cumulative investment return (right) for Jun 30 and Sep 30 2024.analyze_data
Open slide detailBeat · Market Size
31
Includes disclaimer text at the bottom regarding investment selection and performance.analyze_data
Open slide detailBeat · Product
32
The slide uses a bar chart comparison to demonstrate value realization through IPOs for two specific portfolio companies.illustrate_case
Open slide detailBeat · Product
33
The slide uses a three-column layout to showcase portfolio companies with their respective value propositions and representative imagery.illustrate_case
Open slide detailBeat · Product
34
Includes standard disclaimer text at the bottom.illustrate_case
Open slide detailBeat · Product
35
Includes detailed legal disclaimer regarding data sources and investment context.analyze_data
Open slide detailBeat · Product
36
Includes detailed disclaimer text at the bottom.summarize
Open slide detailBeat · Product
37
The chart shows OpenAI's dominance in traffic compared to competitors. The y-axis represents billions of visits.analyze_data
Open slide detailBeat · Product
38
Slide 38 of a presentation deck.other
Open slide detailBeat · Product
39
transition
Open slide detailBeat · Product
40
The chart uses a red circle annotation to emphasize the $844M figure.analyze_data
Open slide detailBeat · Product
41
The chart uses a red circle annotation to highlight the total revenue for H1 FY2024.analyze_data
Open slide detailBeat · Team
42
The slide uses a red circle annotation to draw attention to the current quarter's performance.analyze_data
Open slide detailBeat · Team
43
The chart compares H1 FY2022, H1 FY2023, and H1 FY2024. The 18% increase refers to the growth between H1 FY2023 and H1 FY2024.analyze_data
Open slide detailBeat · Team
44
The slide uses a stylized background graphic behind the table.analyze_data
Open slide detailBeat · Team
45
The slide uses a two-column layout to contrast scalability and performance.present_solution
Open slide detailBeat · Team
46
The slide uses a three-column layout to categorize achievements: Financials, Technology, and Market Performance.summarize
Open slide detailBeat · Team
47
transition
Open slide detailBeat · Team
48
The slide uses a two-part structure: a 'Steadfast financial philosophy' section with specific policy constraints and a 'FY2024 financial strategy' section with present_framework
Open slide detailBeat · Team
49
present_framework
Open slide detailBeat · Team
50
The chart displays quarterly investment data split between SVF (blue) and SBG (grey).analyze_data
Open slide detailBeat · Team
51
The slide uses a visual bar representation to show progress against a total authorized amount.analyze_data
52
The slide uses a numbered list format to highlight five key financial and operational takeaways.summarize
53
The slide uses a hub-and-spoke visual metaphor to show the components of ASI.summarize
54
Slide features Masayoshi Son from SoftBank World 2024.summarize
Open slide detailLoop · Golden Circle
55
Includes a process flow diagram and a conceptual bubble diagram of 'Intelligence'.present_solution
Open slide detailLoop · Golden Circle
56
The slide contains no text other than the page number '56' in the bottom right corner.filler
Open slide detailLoop · Golden Circle
57
establish_context
Open slide detailLoop · Golden Circle
60
This is a technical appendix slide defining financial accounting adjustments for specific asset classes and debt instruments.other
Open slide detailLoop · Cost Of Inaction
61
This is a highly technical disclosure slide detailing financial accounting adjustments for asset-backed financing and hybrid debt instruments.analyze_data
Open slide detailLoop · Cost Of Inaction
62
This is a technical appendix slide defining financial metrics and accounting adjustments.other
Open slide detailLoop · Cost Of Inaction
63
The chart uses a standard waterfall bridge format to reconcile cash balances.analyze_data
Open slide detailLoop · Cost Of Inaction
64
The slide uses pie charts to show the distribution of companies across three categories of value change, with associated dollar amounts.analyze_data
Open slide detailLoop · Cost Of Inaction
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The slide uses a mirrored bar chart structure to show markups (positive) and markdowns (negative) for FY2024Q1 and FY2024Q2.analyze_data
Open slide detailLoop · Cost Of Inaction
66
The slide uses a waterfall-style visualization to show the net impact of markups and markdowns on total investment valuation.analyze_data
67
The slide uses a waterfall-style visualization to show the net impact of markups and markdowns on the total quarterly gain/loss.analyze_data
68
The table is split into two columns of companies, with a summary row at the bottom right.analyze_data
69
Includes footnotes regarding exchange rates, investment definitions, and disclaimer language.analyze_data
70
The slide uses a before-after comparison of two pie charts to visualize the portfolio shift.analyze_data
71
The chart tracks the shift in portfolio composition between listed and unlisted assets over four years.analyze_data