{
  "docId": "019dd923-5e88-73ef-bd5c-a2e14789bae3",
  "docSlug": "9acd5c759a1b4234",
  "documentTitle": "csg investor day 2016 sru",
  "authorId": "CreditSuisse",
  "authorName": "Credit Suisse",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.777,
  "pageNumber": 9,
  "pageCount": 14,
  "prevPage": 8,
  "nextPage": 10,
  "slideType": "financial_analysis",
  "function": "quantify_impact",
  "density": "balanced",
  "nDataPoints": 12,
  "notes": "The chart uses a waterfall structure to show the transition from a positive revenue base to negative revenue loss projections.",
  "elementsJson": [
    "bar_chart_stacked",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5c-a2e14789bae3/9",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5c-a2e14789bae3",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5c-a2e14789bae3.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5c-a2e14789bae3#slide-9",
  "components": [
    {
      "bbox": {
        "h": 0.55,
        "w": 0.56,
        "x": 0.22,
        "y": 0.28
      },
      "kind": "chart",
      "text": "Waterfall chart showing revenue progression from 3Q16 to 2019 Ambition",
      "attrs": null,
      "subkind": "waterfall",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ad5b7639-fe6e-4bc3-9650-64139fd2f447",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Adjusted revenue: (170)",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-1043-7233-b248-fdd0f4d08375",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.57,
        "x": 0.027,
        "y": 0.91
      },
      "kind": "source-note",
      "text": "Note: Adjusted results are non-GAAP financial measures. A reference to the reconciliation to reported results is included in the Appendix. 1 Includes provision for credit losses",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "2c2f6268-97a3-4beb-a2f3-e7f39401cddf",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.12,
        "x": 0.027,
        "y": 0.38
      },
      "kind": "subtitle",
      "text": "Illustrative adjusted revenue progression in USD mn",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b27419ca-b91c-4c0d-8aac-7a8f5bcf67a0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.88,
        "x": 0.027,
        "y": 0.095
      },
      "kind": "title",
      "text": "Continued de-risking and legacy funding expected to drive improved revenue loss in 2019",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fc85e3a4-39e7-4fd0-b910-fa4fb58ba916",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.29,
        "x": 0.027,
        "y": 0.045
      },
      "kind": "title",
      "text": "Revenue progression",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a09ebcf8-3164-4bdb-a001-97f829454317",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Waterfall chart",
      "slug": "waterfall-chart",
      "agent": null,
      "layer": "slide",
      "matchId": "f3506d7e-1161-46e6-916a-ab15f12838b9",
      "evidence": "chart/waterfall: Waterfall chart showing revenue progression from 3Q16 to 2019 Ambition",
      "confidence": 0.9
    }
  ],
  "frameworks": [
    {
      "name": "waterfall-chart",
      "slug": null,
      "matchId": "de8766b0-abfe-4138-8f5e-c68cf76f76e4",
      "evidence": "The slide uses a waterfall chart to visualize the change in revenue over time.",
      "confidence": 1
    }
  ],
  "arcBeats": [
    {
      "to": 10,
      "from": 8,
      "beatId": "845af5b8-3fb3-44fe-9cdc-b9f33a61730f",
      "arcName": "Monroe's Motivated Sequence",
      "arcSlug": "monroes-sequence",
      "beatName": "Satisfaction",
      "beatSlug": "monroes-sequence-satisfaction",
      "evidence": "The deck provides an outlook on SRU's RWA and leverage exposure, as well as revenue progression.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 10,
      "from": 5,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "e704485b-2732-4375-87b3-9dc38c9b9ce8",
      "evidence": "The deck highlights the medium-term pressure on pre-tax income from exits and portfolio risk.",
      "position": 0,
      "objective": "What are the consequences of not reducing operating expenses and portfolio valuation risk?",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.6,
      "description": "Quantify what happens if the audience does nothing"
    },
    {
      "to": 12,
      "from": 8,
      "name": "Quick Win Big Bet",
      "slug": "47-quick-win-big-bet",
      "bestFor": "Transformation planning, 100-day plans, resource allocation",
      "matchId": "03657841-90e4-4fbf-98c7-c854ee09c50c",
      "evidence": "The deck provides an outlook on SRU's RWA and leverage exposure, as well as revenue progression.",
      "position": 1,
      "objective": "What are the key opportunities for SRU to improve its performance?",
      "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap",
      "confidence": 0.6,
      "description": "Separate initiatives into immediate wins and longer-term strategic bets"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}