{ "docId": "019de515-7d51-75a9-8a60-e4e34e9ef61d", "docSlug": "79fb2b796b40ee4e78adc673346c810e", "documentTitle": "Telia Company | Results Presentation Deck | 27 slides", "authorId": "telia-company", "authorName": "Telia Company", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2023-04-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.7777778, "pageNumber": 12, "pageCount": 27, "prevPage": 11, "nextPage": 13, "slideType": "kpi_overview", "function": "analyze_data", "density": "overcrowded", "nDataPoints": 34, "notes": null, "elementsJson": null, "metadataConfidence": 0.9, "imagePath": null, "slideHref": "/slides/019de515-7d51-75a9-8a60-e4e34e9ef61d/12", "deckHref": "/decks/019de515-7d51-75a9-8a60-e4e34e9ef61d", "deckJsonHref": "/decks/019de515-7d51-75a9-8a60-e4e34e9ef61d.json", "deckAnchorHref": "/decks/019de515-7d51-75a9-8a60-e4e34e9ef61d#slide-12", "components": [ { "bbox": { "h": 0.48, "w": 0.305, "x": 0.03, "y": 0.19 }, "kind": "chart", "text": "Service revenue\nReported currency, in SEK millions, like for like growth\nQ1 22: 2,031 (+5.8%)\nQ2 22: 2,333 (+2.0%)\nQ3 22: 1,898 (+0.2%)\nQ4 22: 2,564 (-2.7%)\nQ1 23: 2,012 (-2.4%)", "attrs": {}, "subkind": "bar-stacked", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "11681735-e759-426e-889b-3bd3ddf2cb27", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.48, "w": 0.305, "x": 0.67, "y": 0.19 }, "kind": "chart", "text": "C More direct OTT subs. and ARPU\nSubscriptions '000, ARPU in SEK\nQ1 22: SWE 551, FIN 167, ARPU 163\nQ2 22: SWE 523, FIN 155, ARPU 165\nQ3 22: SWE 550, FIN 157, ARPU 158\nQ4 22: SWE 605, FIN 159, ARPU 173\nQ1 23: SWE 560, FIN 183, ARPU 178", "attrs": {}, "subkind": "bar-stacked", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e8dbe617-64cb-4109-a6d2-948dd461c9d7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.48, "w": 0.305, "x": 0.35, "y": 0.19 }, "kind": "chart", "text": "Adj. EBITDA\nReported currency, in SEK millions, like for like growth\nQ1 22: -191 (n/a)\nQ2 22: 345 (-40%)\nQ3 22: 234 (+24%)\nQ4 22: -112 (n/a)\nQ1 23: -364 (n/a)", "attrs": {}, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "73101e52-fdf4-42e7-93bc-13154268a0bb", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.13, "w": 0.305, "x": 0.35, "y": 0.72 }, "kind": "list", "text": "EBITDA declined due to lower service revenue and expanded international content vs Q1 2022\nRestructuring and brand consolidation on track with new TV4 Play offering to be launched after summer", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0148bfc1-cf96-4ea8-94f5-1eea2289e629", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.17, "w": 0.305, "x": 0.03, "y": 0.72 }, "kind": "list", "text": "Performing relatively well in a softening advertising market\nAdvertising revenue declined -5.4% due to linear, digital continued to grow\nPay TV revenue stabilized despite a continued challenging landscape", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "21eff4ee-8197-4430-bd3a-7103604889a2", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.09, "w": 0.305, "x": 0.67, "y": 0.72 }, "kind": "list", "text": "Subscriber based declined QoQ due to World Cup in Q4\nARPU increased +9.5% from price increases", "attrs": {}, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "9b8afec5-b7fd-4882-9d8f-f5e0e2ecb734", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.015, "w": 0.018, "x": 0.49, "y": 0.95 }, "kind": "source-note", "text": "12", "attrs": {}, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "292629ee-ed8f-484a-acb1-c326cc54db0a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.22, "x": 0.029, "y": 0.07 }, "kind": "title", "text": "TV & Media", "attrs": {}, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b243dfe4-12ba-4070-bb26-0cdd2b9e907c", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "2x2 matrix", "slug": "matrix-2x2", "agent": null, "layer": "slide", "matchId": "e54f2e09-dc8f-45ee-ab71-5a0fbc4dbd7c", "evidence": "chart/bar-stacked: C More direct OTT subs. and ARPU", "confidence": 0.7 } ], "frameworks": [], "arcBeats": [ { "to": 21, "from": 4, "beatId": "2d9deac7-c051-4bc7-97c8-347c49f2ed0d", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Solution", "beatSlug": "sequoia-pitch-solution", "evidence": "Four key priorities to drive sustainable growth", "position": 1, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" }, { "to": 18, "from": 6, "beatId": "fe7be089-3a9e-4286-98cf-ec1fb322c60b", "arcName": "The Sequoia Pitch", "arcSlug": "sequoia-pitch", "beatName": "Financials", "beatSlug": "sequoia-pitch-financials", "evidence": "Sweden, Finland, Norway, and LED markets financials", "position": 2, "confidence": 0.8, "parentBeatName": "Evidence", "parentBeatSlug": "evidence" } ], "loops": [ { "to": 21, "from": 4, "name": "Mece Breakdown", "slug": "40-mece-breakdown", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "matchId": "1db29f07-a981-4c73-8dc9-2d20770e9976", "evidence": "Four key priorities to drive sustainable growth", "position": 1, "objective": "Break down the four key priorities", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "confidence": 0.6, "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }