WeWork | SPAC Presentation Deck | 50 slides

WeWork · 2021-03
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

50
every slide · same image gating as the playbook
01
Slide 1
front_matter
04
front_matter
05
front_matter
06
The slide uses a central portrait with surrounding thematic pillars of his career.other
07
Uses a Venn diagram to position the company at the center of three strategic pillars.summarize
Open slide detailBeat · Problem
08
front_matter
11
The slide uses a three-column layout to categorize metrics under network, scale, and member base.show_traction
Open slide detailBeat · Solution
12
The map uses bubble sizes to represent location density; data points are the location counts per region.establish_context
Open slide detailBeat · Solution
13
summarize
Open slide detailBeat · Solution
14
Uses a before-after comparison framework to illustrate corporate pivot.transition
Open slide detailBeat · Solution
15
The slide uses a combination of bar charts and callout metrics to demonstrate operational efficiency and financial stability.show_traction
Open slide detailBeat · SolutionLoop · Cost Of Inaction
16
The slide highlights cost-cutting measures including functional expense savings, OpEx savings, lease exits, and divestitures.show_traction
Open slide detailBeat · SolutionLoop · Cost Of Inaction
17
The slide uses a visual grouping to show how different company sizes map to specific product offerings like Hub and Spoke, Collaboration Hubs, and All Access.decompose_segments
Open slide detailBeat · Solution
18
The flywheel diagram is a classic representation of network effects.present_solution
Open slide detailBeat · Solution
19
The slide uses a before-and-after comparison to demonstrate business maturity and stability.show_traction
Open slide detailBeat · Solution
20
Includes logos for Bureau Veritas and International SOS as credibility markers for health/safety claims.argue_timing
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
21
The slide uses a stacked bar chart to break down costs into 'Buildout' and 'Operations' categories.compare_peers
Open slide detailBeat · SolutionLoop · Quick Win Big Bet
22
Uses a process/evolutionary arrow diagram to show strategic progression.inspire_vision
Open slide detailBeat · Solution
23
Uses a comparative framework to show the range of flexibility from minimal to maximal options.present_solution
Open slide detailBeat · Solution
24
The chart uses dashed lines to represent projections from 2020 to 2030 for both TAM and WeWork's implied share.size_opportunity
Open slide detailBeat · Market Size
25
Includes a line chart showing physical vs total occupancy projections and a list of key strategic benefits.show_traction
26
present_solution
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The slide uses a skyline illustration to visually represent the connection between property owners (top) and enterprise tenants (bottom) via the WeWork platformpresent_solution
28
The chart highlights the ~70% physical occupancy threshold required to reach Adj. EBITDA breakeven.analyze_data
Open slide detailBeat · Financials
29
transition
Open slide detailBeat · Financials
30
Includes footnotes regarding exclusions of ChinaCo and IndiaCo.show_traction
Open slide detailBeat · Financials
31
The chart tracks the evolution of WeWork's capacity and occupancy metrics over a 6-year period.analyze_data
Open slide detailBeat · Financials
32
Includes footnotes regarding exclusions (ChinaCo) and specific revenue definitions.analyze_data
Open slide detailBeat · Financials
33
The slide uses stacked bar charts to show revenue growth and composition, excluding ChinaCo.analyze_data
Open slide detailBeat · Financials
34
Includes a waterfall chart for margin breakdown and a bar chart for market-specific performance.analyze_data
Open slide detailBeat · Financials
35
Includes specific annotations regarding financing assumptions for Q3 2021E and 2022E.analyze_data
Open slide detailBeat · Financials
36
Includes specific footnotes regarding SoftBank financing and cash equivalents.analyze_data
Open slide detailBeat · Financials
37
Slide 36 of the WeWork pitch deck.analyze_data
Open slide detailBeat · Financials
38
Includes valuation multiples for 2022E Revenue and 2023E Adj. EBITDA.analyze_data
Open slide detailBeat · Financials
39
transition
Open slide detailBeat · Financials
40
Includes footnotes regarding rounding, definitions, and specific revenue reclassifications.analyze_data
Open slide detailBeat · Financials
41
Includes historical data from 2019 and projections through 2024.analyze_data
Open slide detailBeat · Financials
42
Includes detailed footnotes regarding methodology and exclusions (e.g., ChinaCo).analyze_data
Open slide detailBeat · Financials
43
The chart uses a waterfall structure to decompose revenue into EBITDA components.analyze_data
Open slide detailBeat · Financials
44
The slide details corporate governance structure post-transaction.other
46
This slide provides specific definitions for non-GAAP financial measures like Building Margin and Adj. EBITDA.appendix
47
The table breaks down GAAP net income to Adjusted EBITDA and net capital expenditures, isolating ChinaCo's contribution.analyze_data
48
This is a standard financial disclosure slide from a WeWork investor presentation, detailing the adjustments made to arrive at their 'Location Contribution Marganalyze_data
49
Includes footnotes explaining the adjustments made to arrive at non-GAAP metrics.analyze_data
50
Includes a footnote regarding the source of the data.analyze_data