{
  "docId": "019de075-cbac-76aa-848d-1794dacc77bc",
  "docSlug": "e1ca7238ef9736f5ab07e8f8e8328f6a",
  "documentTitle": "Sonos | Investor Presentation Deck | 20 slides",
  "authorId": "sonos",
  "authorName": "Sonos",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-08-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 14,
  "pageCount": 20,
  "prevPage": 13,
  "nextPage": 15,
  "slideType": "traction",
  "function": "show_traction",
  "density": "overcrowded",
  "nDataPoints": 45,
  "notes": "The slide uses a table to show historical growth in products per household and a calculation to estimate future revenue potential.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de075-cbac-76aa-848d-1794dacc77bc/14",
  "deckHref": "/decks/019de075-cbac-76aa-848d-1794dacc77bc",
  "deckJsonHref": "/decks/019de075-cbac-76aa-848d-1794dacc77bc.json",
  "deckAnchorHref": "/decks/019de075-cbac-76aa-848d-1794dacc77bc#slide-14",
  "components": [
    {
      "bbox": {
        "h": 0.4,
        "w": 0.4,
        "x": 0.55,
        "y": 0.35
      },
      "kind": "metric",
      "text": "5.6M Single product households x 3.30 Additional products to reach 4.30 x $279 FY22 revenue per product sold = $5 billion Incremental revenue opportunity",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7474ed76-3b33-43ed-ba7a-441f265f0069",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.8,
        "x": 0.05,
        "y": 0.13
      },
      "kind": "paragraph",
      "text": "A significant portion of our annual product registrations come from our existing households (HHs), many of which start with just one product.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1c2f754e-a5ce-431c-9101-6cf8e6a934d8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.8,
        "x": 0.05,
        "y": 0.85
      },
      "kind": "paragraph",
      "text": "In addition to converting single product HHs, we believe there is significant room to grow average multi-product HH size beyond 4.30 products.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "49f8c89d-61f5-49c5-88b2-02d9619479e4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Note: Unaudited. Products per household defined as total registrations divided by total households. Products per >1 household defined as products registered less single product households divided by households with >1 product. Percentages have been calculated using actual, non-rounded figures and, therefore, may not recalculate precisely.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bfd33577-51a9-4b69-859b-5e9c4cbbbccc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.45,
        "x": 0.05,
        "y": 0.3
      },
      "kind": "table",
      "text": "Table showing Products registered, Sonos households, Products per HH, Single product households, and Multi-product households from 2018-2022.",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "294c9de1-ac08-42e1-b02c-f2e8158be3e6",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.7,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "Our Current Install Base Continues to Purchase Additional Sonos Products",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "623b4f99-19d4-44d8-ba7a-ea203561e909",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Table data",
      "slug": "table-data",
      "agent": null,
      "layer": "slide",
      "matchId": "071bcabb-b227-4ccc-b1ee-faa9c399f9bc",
      "evidence": "table/data: Table showing Products registered, Sonos households, Products per HH, Single product households, and Multi-product households from 2018-2022.",
      "confidence": 0.9
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 17,
      "from": 11,
      "beatId": "0f74c0f6-d0e1-4330-816b-f9926f270cad",
      "arcName": "Rags to Riches",
      "arcSlug": "rags-to-riches",
      "beatName": "Ultimate Achievement",
      "beatSlug": "rags-to-riches-ultimate-achievement",
      "evidence": "The Key Drivers of Long Term Growth, Large and Growing Install Base, and Framing Our Long Term Opportunity slides outline Sonos' growth prospects",
      "position": 3,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [
    {
      "to": 17,
      "from": 11,
      "name": "Logic Chain",
      "slug": "01-logic-chain",
      "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis",
      "matchId": "99e5ff0f-72e8-440c-b9d5-65cd7dd4b8d3",
      "evidence": "The deck presents a logical progression from growth drivers to long-term opportunity",
      "position": 0,
      "objective": "How Sonos' growth drivers lead to long-term opportunity",
      "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)",
      "confidence": 0.7,
      "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}