{
  "docId": "019de076-8597-7456-94cf-a570d398448b",
  "docSlug": "490bc5717bb1a463d19121d867d77328",
  "documentTitle": "Lionsgate | SPAC Presentation Deck | 35 slides",
  "authorId": "lionsgate",
  "authorName": "Lionsgate",
  "documentKindSlug": "pitchdeck",
  "documentKindLabel": "Pitch deck",
  "sourceTypeSlug": "investment_bank",
  "sourceTypeLabel": "Investment bank",
  "presentationDate": "2023-12-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7810761,
  "pageNumber": 5,
  "pageCount": 35,
  "prevPage": 4,
  "nextPage": 6,
  "slideType": "key_takeaways",
  "function": "summarize",
  "density": "overcrowded",
  "nDataPoints": 6,
  "notes": "The slide uses a numbered list format to present value drivers, each paired with a specific financial or operational metric.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de076-8597-7456-94cf-a570d398448b/5",
  "deckHref": "/decks/019de076-8597-7456-94cf-a570d398448b",
  "deckJsonHref": "/decks/019de076-8597-7456-94cf-a570d398448b.json",
  "deckAnchorHref": "/decks/019de076-8597-7456-94cf-a570d398448b#slide-5",
  "components": [
    {
      "bbox": {
        "h": 0.06,
        "w": 0.9,
        "x": 0.05,
        "y": 0.78
      },
      "kind": "callout",
      "text": "Enables Direct Investment in a Standalone Studio and its World-Class IP with a Single Share Class",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dbe56ca9-44bb-41e7-acb5-9fae4316785d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.9,
        "x": 0.05,
        "y": 0.85
      },
      "kind": "disclaimer",
      "text": "Notes: 1. FY2019A-FY2023A CAGR; Reported Library Revenue is defined as revenue earned after the first cycle of sales... 2. Excludes streaming and media networks acquisitions... 3. Enterprise Value / FY2025E adjusted OIBDA... 4. Based on precedent transactions...",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "df906a77-c9e2-4477-92de-eb98e22a3ece",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.6,
        "x": 0.05,
        "y": 0.25
      },
      "kind": "list",
      "text": "1. Platform-Agnostic, Pure-Play Content Studio Benefits from a Changing Industry Ecosystem\n2. Lower Risk Film and TV Model Generates Strong, Steady AOIBDA Growth\n3. Deep Portfolio of Franchise Film and TV Intellectual Property and Enduring Library Rights\n4. Focused M&A Strategy to Enhance the Library and Core Business Segments\n5. Unique and Valuable Strategic Asset",
      "attrs": null,
      "subkind": "numbered",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f3201576-bc69-4c7d-8f9a-e2650e72ea21",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.2,
        "x": 0.75,
        "y": 0.35
      },
      "kind": "metric",
      "text": "Double Digit FY24E to FY25E AOIBDA Growth",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "13f35c30-4eb4-44de-a780-4958d5bfb431",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.2,
        "x": 0.75,
        "y": 0.45
      },
      "kind": "metric",
      "text": "+12.5% Reported Library Revenue CAGR",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3af05af5-3924-4308-bf99-e89db757752c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.2,
        "x": 0.75,
        "y": 0.65
      },
      "kind": "metric",
      "text": "10.7x Investor Entry Multiple / 28.8x Median Historical Takeout Comps",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "76109845-953c-4f48-a091-bb904f8b8ef1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.2,
        "x": 0.75,
        "y": 0.25
      },
      "kind": "metric",
      "text": "$2.9Bn FY24E Revenue",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9721fbef-ffd3-44fe-883c-99fef8f9ba9c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.2,
        "x": 0.75,
        "y": 0.55
      },
      "kind": "metric",
      "text": "14 Acquisitions Since 2000",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ecc1d5b3-3fbe-401a-83ce-45fb3ac29f56",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.7,
        "x": 0.15,
        "y": 0.1
      },
      "kind": "title",
      "text": "A Standalone Lionsgate Studios Unlocks Value as a Pure-Play Content Company",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "386117ab-aba3-46fe-a42f-71c9ee44aa02",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "list-presentation",
      "slug": null,
      "matchId": "d65d8fae-3d78-4698-bdc6-c6d0f1e76fbb",
      "evidence": "Numbered list of strategic value drivers",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 5,
      "from": 5,
      "beatId": "7f79a530-6325-4159-b290-f45716f3cad6",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Problem",
      "beatSlug": "sequoia-pitch-problem",
      "evidence": "The deck presents the problem and opportunity for Lionsgate Studios to unlock value.",
      "position": 0,
      "confidence": 0.8,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [
    {
      "to": 5,
      "from": 5,
      "name": "Why Now",
      "slug": "15-why-now",
      "bestFor": "Sales pitches, fundraising, requesting immediate budget approval",
      "matchId": "c6fdea95-ac54-46fd-b685-f0b17361bdb5",
      "evidence": "The deck highlights the current market environment and the benefits of being a standalone company.",
      "position": 1,
      "objective": "To explain why becoming a standalone public company is timely",
      "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity",
      "confidence": 0.6,
      "description": "Create temporal urgency by proving that the window of opportunity is opening or closing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}