{ "docId": "019de511-4033-7199-8c49-b116496c5c0b", "docSlug": "8f65aeab11bcf507f98e4eec6d1fe2ba", "documentTitle": "Uber | Mergers and Acquisitions Presentation Deck | 20 slides", "authorId": "uber", "authorName": "Uber", "documentKindSlug": "deck", "documentKindLabel": "Deck", "sourceTypeSlug": "investment_bank", "sourceTypeLabel": "Investment bank", "presentationDate": "2021-07-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 13, "pageCount": 20, "prevPage": 12, "nextPage": 14, "slideType": "problem_statement", "function": "frame_problem", "density": "overcrowded", "nDataPoints": 4, "notes": "Strategic Rationale 01", "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de511-4033-7199-8c49-b116496c5c0b/13", "deckHref": "/decks/019de511-4033-7199-8c49-b116496c5c0b", "deckJsonHref": "/decks/019de511-4033-7199-8c49-b116496c5c0b.json", "deckAnchorHref": "/decks/019de511-4033-7199-8c49-b116496c5c0b#slide-13", "components": [ { "bbox": { "h": 0.08, "w": 0.12, "x": 0.58, "y": 0.52 }, "kind": "metric", "text": "14%", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2a68bc5e-f331-40a8-b532-2230ffd254ff", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.12, "x": 0.77, "y": 0.52 }, "kind": "metric", "text": "11%", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "88a0a132-70f0-4f38-896a-27a0914bb54d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.08, "x": 0.25, "y": 0.52 }, "kind": "metric", "text": "6%", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a25b4515-8908-44e7-977a-55069659440c", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.12, "x": 0.035, "y": 0.52 }, "kind": "metric", "text": "$4T", "attrs": null, "subkind": "big-number", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b8130a3a-3b46-4de5-af42-ba83ddca931a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.18, "x": 0.77, "y": 0.62 }, "kind": "paragraph", "text": "3PL outsourcing CAGR through last 20 years", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "4be75134-fe85-4654-b871-552f71d661e9", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.18, "x": 0.25, "y": 0.62 }, "kind": "paragraph", "text": "Estimated transportation spend CAGR through '24", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5f7faf07-02e6-4eea-a93b-e1ed568649dc", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.15, "x": 0.58, "y": 0.62 }, "kind": "paragraph", "text": "Estimated MT Fees CAGR through '24", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "7164b827-734b-4b9b-95ed-ab44e132a311", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.06, "w": 0.15, "x": 0.035, "y": 0.62 }, "kind": "paragraph", "text": "Global freight TAM globally", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8efb3574-d882-4f95-a9e3-e2b65ca40b92", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.58, "y": 0.73 }, "kind": "paragraph", "text": "Shippers are accelerating their adoption of technology and outsourced logistics", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a4065486-ed8d-4948-a987-18507b93a0c1", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.18, "x": 0.25, "y": 0.73 }, "kind": "paragraph", "text": "US trucking costs rising faster than GDP", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b875ff0d-9778-4ab3-9f04-b7d32e6b5236", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.17, "x": 0.035, "y": 0.73 }, "kind": "paragraph", "text": "World is run by trucks", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "faa1c55f-22b8-4c67-bbc4-ecd03095caa2", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.035, "y": 0.93 }, "kind": "source-note", "text": "1. Armstrong & Associates, Inc., “Third-Party Logistics Market Results And Trends for 2016” (2016)\n2. AT Kearney Analysis.\n3. Armstrong & Associates (DTM only)", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "86432b80-20e4-469f-b316-c8b7695a8ef2", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.18, "x": 0.035, "y": 0.06 }, "kind": "title", "text": "Strategic Rationale 01", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "246c6908-0189-48a4-9044-db7dfe4b03e0", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.93, "x": 0.035, "y": 0.12 }, "kind": "title", "text": "Capacity constraints and climbing transportation costs forcing shippers to adapt their operations", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "86ec5f89-31df-4857-a80d-0472c53ef5f3", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "from": 13, "beatId": "beb8e06b-2949-49b0-865d-6f3e8be5d15c", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The problem statement slide highlights capacity constraints and climbing transportation costs", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "loops": [ { "to": 13, "from": 13, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "f56e0699-a546-4ff9-a173-1c83f441e231", "evidence": "The problem statement slide highlights the consequences of inaction", "position": 1, "objective": "The cost of not adapting to capacity constraints and climbing transportation costs", "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" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }