AT&T | Investor Day Presentation Deck | 54 slides

AT&T · 2021-03
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

5
coverage by narrative range · generated from this deck JSON

Slide inventory

54
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
front_matter
04
front_matter
05
summarize
06
front_matter
07
front_matter
08
other
Open slide detailBeat · Team
09
The charts show a clear inflection point at the onset of the COVID-19 pandemic.analyze_data
Open slide detailBeat · ProblemLoop · Day In Life
10
The slide uses a line chart to show usage percentiles and a house-shaped infographic to illustrate device/usage growth.analyze_data
Open slide detailBeat · ProblemLoop · Day In Life
11
The slide uses a semi-circular arc to bridge 'Fixed' and 'Wireless' services, with icons representing different customer segments.present_framework
Open slide detailBeat · Solution
12
The diagram uses a tree-like structure to show fiber branching out to different service segments.present_framework
Open slide detailBeat · Solution
13
The chart highlights a total of 173MHz in the Mid-Band category.analyze_data
14
The chart uses a dual-axis style visualization to show inverse trends (churn vs net adds) over a timeline.analyze_data
Open slide detailLoop · Before After
15
The chart uses a combination of area and line plots to show subscriber growth and penetration metrics over time.analyze_data
Open slide detailLoop · Before After
16
The diagram uses a hub-and-spoke style layout to show the integration of various business services.present_framework
17
The slide uses a split-screen approach to show both incremental lift from bundling and longitudinal growth for specific product lines.analyze_data
18
summarize
19
The slide uses a perspective-tilted grid of content posters to establish brand identity.front_matter
Open slide detailBeat · Market Size
20
The slide uses a perspective-tilted grid of content posters to create a dynamic background for the brand logo.front_matter
Open slide detailBeat · Market Size
21
The slide features a bar chart in the background showing subscriber growth projections, with the main headline emphasizing the 2022 target.summarize
22
The slide is a screenshot of a digital article displayed on a tablet.cite_precedent
23
The slide uses a before-after framing to highlight a business turnaround.analyze_data
24
analyze_data
25
compare_peers
26
The chart shows a growth in ARPU from $11.7 in 2020 to $14 in 2025.analyze_data
27
Likely a transition or filler slide in a presentation about Warner Bros. or film distribution.filler
28
The slide uses a dark, cinematic background featuring thumbnails of HBO Max content to reinforce the brand identity.frame_situation
29
The background consists of a word cloud of country names, serving as a visual metaphor for global expansion.establish_context
30
The background features a word cloud of European country names, suggesting the expansion is focused on the European region.summarize
31
The background consists of a word cloud of various country names, reinforcing the global expansion theme.establish_context
32
The slide uses a grid of 18 diverse character images to evoke the breadth of content/storytelling.front_matter
33
front_matter
34
The slide contains only headshots of Ava DuVernay, J.J. Abrams, Mindy Kaling, Greg Berlanti, and Issa Rae.introduce_nominees
35
This is a brand-identity slide, likely used as a transition or cover for a section on content library strength.other
36
The slide features a bar chart in the background that is largely obscured by the text overlay.summarize
Open slide detailLoop · Cost Of Inaction
37
The slide features a background bar chart showing historical and projected subscriber growth, though it is largely obscured by the primary text overlay.summarize
Open slide detailLoop · Cost Of Inaction
38
The slide highlights a breakeven expectation for 2025.size_opportunity
39
Features the 'Lily' character from AT&T commercials, using brand personality to reinforce the thesis.summarize
40
The slide uses a screenshot of an AT&T marketing landing page as background imagery.summarize
41
Background is a collage of movie/show posters.summarize
42
The slide uses a perspective-tilted grid of content posters to create a dynamic background for the brand logo.front_matter
43
front_matter
44
AT&T branding present.introduce_nominees
45
Includes detailed footnotes regarding non-GAAP adjustments and definitions.summarize
Open slide detailBeat · Financials
46
The slide uses stacked bar charts to illustrate the 'Video Impact' on financials, highlighting margin improvement.analyze_data
Open slide detailBeat · Financials
47
summarize
48
The slide shows a split between payment timing (bar chart) and funding sources (table).analyze_data
49
The chart uses a waterfall-style bridge to explain the change in net debt over time.show_valuation_bridge
50
The slide uses a causal chain/flow diagram to illustrate the company's value creation strategy.present_solution
51
summarize
53
Includes Net Debt to Adjusted EBITDA ratio calculation and footnotes explaining segment adjustments.analyze_data
54
front_matter