Thomson Reuters | Investor Day Presentation Deck | 99 slides

Thomson Reuters · 2018-12
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

4
coverage by narrative range · generated from this deck JSON

Slide inventory

99
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Problem
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front_matter
Open slide detailBeat · Problem
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front_matter
Open slide detailBeat · Problem
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other
Open slide detailBeat · Problem
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front_matter
Open slide detailBeat · Problem
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summarize
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Uses a numbered list format to present investment thesis points.summarize
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Uses a nested box diagram to illustrate market expansion.size_opportunity
Open slide detailBeat · Market Size
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establish_context
Open slide detailBeat · Market Size
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summarize
Open slide detailBeat · Solution
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The slide uses a hub-and-spoke diagram to represent the operating structure.present_framework
Open slide detailBeat · Solution
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summarize
Open slide detailBeat · Solution
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front_matter
Open slide detailBeat · Solution
14
Uses a three-column layout with checkmark icons to denote key points.summarize
Open slide detailBeat · Solution
15
The slide uses a before-after bridge to illustrate the transition from legacy business units to new customer-centric segments.present_framework
Open slide detailBeat · Solution
16
Slide uses a structured layout to compare three distinct business units.summarize
Open slide detailBeat · Solution
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The slide uses a custom matrix-like layout where products are mapped to customer segments via overlapping arrows.present_framework
Open slide detailBeat · Solution
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present_solution
Open slide detailBeat · Solution
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The slide uses a matrix-like structure to align customer segments with specific growth levers.present_framework
Open slide detailBeat · Solution
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The chart uses a standard waterfall bridge format to show how specific strategic initiatives contribute to the total organic growth target.present_solution
Open slide detailBeat · Solution
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summarize
Open slide detailBeat · Solution
22
front_matter
23
The slide uses a hub-and-spoke style diagram to position 'Operations & Enablement' as the central engine, surrounded by key operational attributes.present_framework
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summarize
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summarize
26
Uses a 'Run Leaner' branding theme. The right chart shows a clear downward trend in office count.present_solution
27
The slide uses a matrix-like structure to show product overlap between Legal Professionals, Corporates, and Tax Professionals.present_solution
28
Uses a before-after bridge structure to show the shift in Capex composition.propose_solution
29
Uses a 'before-after' framing to demonstrate operational footprint optimization.present_solution
30
Uses a nested box diagram to illustrate market expansion.size_opportunity
31
The slide uses a chevron-based process flow to illustrate stages of investment maturity.plan_implementation
32
Uses a checklist format to validate acquisition strategy.present_solution
33
The slide uses a matrix-like structure to align customer size with growth levers.propose_solution
34
The chart uses a standard waterfall bridge to show how specific commercial levers contribute to the organic growth target.present_solution
35
The slide uses a numbered list structure to map strategic levers to specific digital capabilities.present_solution
36
Uses a simple additive equation structure to communicate strategic outcomes.present_solution
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summarize
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front_matter
39
The chart highlights the Tax Professionals segment with a purple color and a border, while other segments are muted.decompose_segments
40
The chart segments revenue into Small Firms (21%), Mid-Sized Firms (58%), Large Firms (15%), and Government (6%).analyze_data
41
The slide uses a comparison matrix structure to contrast three distinct product lines.compare_peers
42
Uses a three-column additive structure to present investment thesis points.summarize
43
The slide uses a three-column layout to define the market size, the drivers of change, and the competitive set.size_opportunity
44
The slide uses a table-like structure to map segments to customer examples and behavioral dynamics.present_framework
45
The slide uses a custom mapping framework to show product coverage across segments.present_framework
46
The slide uses a four-column layout to present strategic pillars, followed by two horizontal bars indicating supporting initiatives, and a final target outcome.propose_solution
47
summarize
48
front_matter
49
The chart highlights the 'Corporates' segment in red, while other segments are faded out.decompose_segments
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size_opportunity
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present_framework
52
The slide uses a donut chart to visualize revenue distribution across four customer segments: Large Corporates, Emerging Corporates, Global Firms, and Internatidecompose_segments
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The diagram uses arrows to indicate which customer segments specific products serve, with 'Corporates' highlighted in red.present_framework
54
compare_peers
55
summarize
56
The slide uses a three-pillar growth strategy leading to a specific financial target.present_solution
57
The slide uses a 'knocking on doors' metaphor to represent the sales process across different corporate departments.plan_implementation
58
summarize
59
front_matter
60
decompose_segments
61
The chart shows revenue distribution across five segments: International (16%), Governments (14%), Global Large Law Firms (23%), US Mid-Sized Law Firms (21%), aanalyze_data
62
The slide uses a matrix structure to compare product attributes across five distinct offerings.compare_peers
63
summarize
64
The slide uses a three-column layout to define the market size, the drivers of change, and the competitive set.size_opportunity
65
The slide uses a three-column layout to map segments to specific logos and qualitative business dynamics.analyze_data
66
The slide uses horizontal arrows to indicate which customer segments specific products serve, with some products spanning multiple segments.present_framework
67
The slide uses a structured approach to present growth levers, likely part of a broader strategic plan.propose_solution
68
summarize
69
front_matter
70
front_matter
Open slide detailBeat · Financials
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front_matter
Open slide detailBeat · Financials
72
The slide uses a dual-column structure to contrast the 'Numerous Challenges' period (2008-2011) with the 'Turnaround Years' (2012-2017).summarize
Open slide detailBeat · Financials
73
Uses a before-after-bridge framework to show alignment between initial thesis and current status.present_solution
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
74
Uses a before-after framework to demonstrate execution against stated goals.present_solution
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
75
The slide uses a pie chart to show the total allocation and four distinct boxes to detail the specific components and completion status of each allocation buckeanalyze_data
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
76
present_framework
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
77
Slide 77 from a Thomson Reuters presentation.summarize
Open slide detailBeat · FinancialsLoop · Cost Of Inaction
78
The slide highlights a 25-year track record of dividend growth.analyze_data
Open slide detailBeat · Financials
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summarize
Open slide detailBeat · Financials
80
The slide uses a numbered list to frame the core analytical focus for the presentation.frame_problem
Open slide detailBeat · FinancialsLoop · So What Cascade
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frame_problem
Open slide detailBeat · FinancialsLoop · So What Cascade
82
The slide highlights the difference between actual and underlying FCF per share, noting adjustments for one-time charges and pension contributions.quantify_opportunity
Open slide detailBeat · FinancialsLoop · So What Cascade
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The chart uses a standard waterfall bridge format to explain the delta between two financial periods.quantify_opportunity
Open slide detailBeat · FinancialsLoop · So What Cascade
84
The slide uses a structured comparison table to explain a financial reconciliation.analyze_data
Open slide detailBeat · FinancialsLoop · So What Cascade
85
transition
Open slide detailBeat · FinancialsLoop · So What Cascade
86
The slide uses a custom value-bridge/waterfall hybrid diagram to map levers to value drivers.quantify_opportunity
Open slide detailBeat · FinancialsLoop · So What Cascade
87
The table uses a green arrow to indicate the direction of increasing value. A specific cell ($7) is highlighted as 'Approx. value today'.show_valuation_bridge
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
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frame_problem
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
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compare_peers
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
90
The slide uses a combination of pie charts for revenue composition, a line chart for growth trends, and a grouped bar chart for margin comparison.compare_peers
Open slide detailBeat · FinancialsLoop · Quick Win Big Bet
91
The slide uses a combination of pie charts for revenue mix, a line chart for growth trends, and a bar chart for margin expansion.compare_peers
Open slide detailBeat · Financials
92
The chart uses color-coded lines to represent the three companies, with data labels for each year.compare_peers
Open slide detailBeat · Financials
93
The chart uses annotations to correlate organic growth milestones with stock price performance for RELX and Wolters Kluwer.compare_peers
Open slide detailBeat · Financials
94
The slide uses a series of pie charts to show the evolution of revenue segments (Legal and Tax & Accounting vs Other) over time for three companies.compare_peers
Open slide detailBeat · Financials
95
The slide highlights the transition to a new organizational structure and the resulting growth metrics.analyze_data
Open slide detailBeat · Financials
96
The chart uses a waterfall-bridge structure to explain the growth delta.show_valuation_bridge
Open slide detailBeat · Financials
97
front_matter
Open slide detailBeat · Financials
98
summarize
Open slide detailBeat · Financials
99
state_next_steps