{ "docId": "019de072-a56e-778d-ba23-8bf6ff39d32a", "docSlug": "3507166e5a4d86653a1e39e63445df43", "documentTitle": "Babylon | Investor Day Presentation Deck | 66 slides", "authorId": "babylon", "authorName": "Babylon", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2022-05-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 12, "pageCount": 66, "prevPage": 11, "nextPage": 13, "slideType": "kpi_overview", "function": "summarize", "density": "overcrowded", "nDataPoints": 5, "notes": "The slide uses a series of icons and big numbers to highlight growth metrics.", "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de072-a56e-778d-ba23-8bf6ff39d32a/12", "deckHref": "/decks/019de072-a56e-778d-ba23-8bf6ff39d32a", "deckJsonHref": "/decks/019de072-a56e-778d-ba23-8bf6ff39d32a.json", "deckAnchorHref": "/decks/019de072-a56e-778d-ba23-8bf6ff39d32a#slide-12", "components": [ { "bbox": { "h": 0.05, "w": 0.15, "x": 0.08, "y": 0.53 }, "kind": "metric", "text": "4m+", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0e38c052-5ca1-475a-8e6d-4b4f6d4a6033", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.88, "y": 0.53 }, "kind": "metric", "text": "95%+", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "78c630ab-786b-48a2-81d5-7afe76448088", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.28, "y": 0.53 }, "kind": "metric", "text": "16x", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "93202399-2b68-4aa1-8024-a21a3e33cdf2", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.68, "y": 0.53 }, "kind": "metric", "text": "4x", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e5aec32b-e2c0-4e38-8444-a3ddd76419ba", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.48, "y": 0.53 }, "kind": "metric", "text": "8x", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f4dd2c42-7478-40b2-8bf8-9dd2ea93cc12", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.16, "x": 0.46, "y": 0.6 }, "kind": "paragraph", "text": "$29m first year revenue in US to $228m in 2021 (circa $1 billion projected for 2022 with vast majority coming from US)", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "051ab4b8-931f-4496-a6d3-0684b12a853e", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.16, "x": 0.66, "y": 0.6 }, "kind": "paragraph", "text": "2 states at US launch in 2020 to 8 states as at Q1-22. 20 states are in our pipeline", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "17de0ada-851f-4542-951b-c9db50990bcc", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.16, "x": 0.86, "y": 0.6 }, "kind": "paragraph", "text": "4 and 5-star Ratings", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4ac124e4-85f1-4e66-9eb1-b1e4d25cd29d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.16, "x": 0.26, "y": 0.6 }, "kind": "paragraph", "text": "17k members in our first contract to 271k members by Q1 2022", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8dc6159f-975c-4252-938f-e2694779c467", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.16, "x": 0.06, "y": 0.6 }, "kind": "paragraph", "text": "US clinical services members with access to Babylon's digital suite and its virtual consultation network", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "f2fe1458-eb9c-4eb8-9987-769465e0e546", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.93 }, "kind": "source-note", "text": "Notes: (1) Babylon data related to first US VBC deal (Oct 2020). (2) Represents total US VBC members as at Q1-22 rounded to the nearest 1000. (3) Based on US Segment Revenue from audited financials as per the Form F-1 filed with the SEC on April 29, 2022. (4) 2022 full year projected revenue as of May 12, 2022, as reported in Babylon's first quarter 2022 earnings release, filed with the SEC on Form 6-K on May 12, 2022. Babylon is not reaffirming its previously reported guidance or projections at this Capital Markets Day presentation. (5) US 2021 ratings as per the Form F-1 filed with the SEC on April 29, 2022.", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3db94e66-56a3-4d16-9cd0-3da1b71ab03a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.92, "x": 0.04, "y": 0.05 }, "kind": "title", "text": "Demand for Babylon's Services Suggests Product-Market Fit", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b1b15f45-2266-4534-bcdb-93b5834f47c2", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 30, "from": 11, "beatId": "227d2086-4c36-4269-9d11-7142439f47e5", "arcName": "Rags to Riches", "arcSlug": "rags-to-riches", "beatName": "Rising Success", "beatSlug": "rags-to-riches-rising-success", "evidence": "Presentation of Babylon's business model and technology", "position": 2, "confidence": 0.8, "parentBeatName": "Development", "parentBeatSlug": "development" } ], "loops": [ { "to": 20, "from": 11, "name": "Before After", "slug": "21-before-after", "bestFor": "Product demos, process improvements, ROI justification", "matchId": "22100247-d26a-4c41-85c0-903dc520e4c1", "evidence": "Slides 11-20 present Babylon's business model", "position": 1, "objective": "Show Babylon's solution", "structure": "The Old Way (Pain) -> The Moment of Change -> The New Way (Glory) -> The Measurable Delta", "confidence": 0.7, "description": "Show the dramatic contrast between the old way and the new way through side-by-side comparison" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }