{
  "docId": "019dd923-622b-71dc-a6db-28e86a7ca5c3",
  "docSlug": "efcae84676a2",
  "documentTitle": "Sony Corporation (6758.T)",
  "authorId": "05_Third_Point",
  "authorName": "Third Point",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2019-06-13 00:00:00",
  "orientation": "portrait",
  "aspectRatio": 0.77272725,
  "pageNumber": 51,
  "pageCount": 102,
  "prevPage": 50,
  "nextPage": 52,
  "slideType": "before_after",
  "function": "analyze_data",
  "density": "balanced",
  "nDataPoints": 19,
  "notes": "Shows revenue composition change over time, highlighting the impact of PS4 launch and PS Plus.",
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "bar_chart_stacked",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6db-28e86a7ca5c3/51",
  "deckHref": "/decks/019dd923-622b-71dc-a6db-28e86a7ca5c3",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6db-28e86a7ca5c3.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6db-28e86a7ca5c3#slide-51",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Since launch of PS4, Sony's gaming business has deviated from the historical cyclical pattern (i.e. revenue declines starting in years #4 and #5 of the cycle); in the PS4 cycle, Sony's revenue growth has actually accelerated in year #4 / #5",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-5377-73e2-a974-1837ce929506",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.95,
        "x": 0.03,
        "y": 0.35
      },
      "kind": "chart",
      "text": "Sony G&NA segment revenue by type ($bn)",
      "attrs": null,
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3083ccae-86db-403b-93f1-9d9e0fc918bf",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Gaming & Network Services Revenue: $2bn",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-5377-73e2-a974-1e5e96b23b78",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.95,
        "x": 0.03,
        "y": 0.15
      },
      "kind": "paragraph",
      "text": "Since launch of PS4, Sony's gaming business has deviated from the historical cyclical pattern; in the PS4 cycle, Sony's revenue growth has actually accelerated in year #4 / #5. Sony's revenue base has also undergone a dramatic shift away from hardware sales.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "fbede5ec-3b52-4098-a105-fe9823db0bc8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.15,
        "x": 0.03,
        "y": 0.88
      },
      "kind": "source-note",
      "text": "Source: Company reports",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6e70919d-7cd1-40f7-b0e0-b9050ede0fab",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.03,
        "y": 0.06
      },
      "kind": "title",
      "text": "PlayStation has successfully transitioned from a cyclical hardware business to a recurring software/subscription model",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d35c1837-e626-4f36-b164-d5ff0acca96e",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Before-After-Bridge",
      "slug": "before-after-bridge",
      "agent": "Storyteller",
      "layer": "slide",
      "matchId": "0fcb96f2-ea7f-46e1-803d-222f8526ce25",
      "evidence": "chart/bar-stacked: Sony G&NA segment revenue by type ($bn)",
      "confidence": 0.8
    }
  ],
  "frameworks": [
    {
      "name": "before-after-framing",
      "slug": null,
      "matchId": "13e67f47-96ba-4d5a-a56e-f238d895f8e4",
      "evidence": "Contrasts historical cyclical hardware model with current recurring software/subscription model.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 102,
      "from": 21,
      "beatId": "7f85f16a-4957-4f37-b8df-1517555ea81a",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Solution (Provide relief)",
      "beatSlug": "problem-agitate-solution-solution-provide-relief",
      "evidence": "The deck proposes solutions to Sony's problems, including transformation and spin-off of businesses.",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}