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slides · global inventory

Problem Agitate Solution

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Matching slides 26,550
Current window 13,291-13,320
Pages 885
Rows per page 30
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13,291-13,320 of 26,550

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56
Includes a historical chart of Sony's operating profit trends and a comparison table of emerging cloud gaming services.Sony Corporation (6758.T) · Third Point
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57
The slide uses historical data to establish a pattern of console life cycles to support a bearish outlook on near-term unit sales.Sony Corporation (6758.T) · Third Point
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58
Includes a timeline diagram and two sections of investor relations commentary.Sony Corporation (6758.T) · Third Point
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59
Includes a waterfall chart explaining the FY18 to FY19 profit bridge.Sony Corporation (6758.T) · Third Point
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60
The slide uses two bar charts to contrast loyalty (repurchase intent) and churn (switching intent).Sony Corporation (6758.T) · Third Point
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61
The slide uses a structured list format to systematically dismantle the value proposition of standalone cloud gaming services like Google Stadia.Sony Corporation (6758.T) · Third Point
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62
The slide uses a simple logo-grid to frame the competitive landscape.Sony Corporation (6758.T) · Third Point
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63
Uses historical screenshots of articles from 2007, 2012, and 2013 to establish a pattern of false alarms.Sony Corporation (6758.T) · Third Point
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64
The slide uses a combination of a news article screenshot, a bar chart for latency comparison, and two scatter plots with trend lines to demonstrate the linear negative impact of latency on user experience.Sony Corporation (6758.T) · Third Point
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65
Includes a red-circled callout on the table highlighting hardware spend per month.Sony Corporation (6758.T) · Third Point
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66
Uses a comparison table to highlight the differences between the two industries.Sony Corporation (6758.T) · Third Point
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67
The slide uses a color-coded heatmap (green/yellow/red) to indicate competitive strength across different criteria.Sony Corporation (6758.T) · Third Point
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68
Uses a news clipping as a visual anchor to establish the premise of the partnership.Sony Corporation (6758.T) · Third Point
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69
The slide uses a 10-12x EBIT multiple to justify a $35-43bn valuation, arguing it is a conservative premium to Japanese peers and a discount to US/China peers.Sony Corporation (6758.T) · Third Point
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70
Includes historical CAGR data and key M&A milestones.Sony Corporation (6758.T) · Third Point
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71
Includes a callout box emphasizing the strategic timing of Sony's acquisitions.Sony Corporation (6758.T) · Third Point
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72
Uses a combination of a stacked bar chart for subscriber growth and a stacked area chart for industry revenue to illustrate the thesis.Sony Corporation (6758.T) · Third Point
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73
Slide uses a stacked bar chart for demographics and a scatter plot for market penetration.Sony Corporation (6758.T) · Third Point
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74
Includes revenue from recorded music, publishing, and merchandising/other. Sony Music excludes 'Visual Media & Platform'.Sony Corporation (6758.T) · Third Point
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75
The charts use a stacked area format to visualize the transition from physical/download to streaming revenue.Sony Corporation (6758.T) · Third Point
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76
Includes a direct quote from Spotify CFO Barry McCarthy to support the argument regarding platform-label negotiations.Sony Corporation (6758.T) · Third Point
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77
Includes a valuation sensitivity table for UMG based on enterprise value.Sony Corporation (6758.T) · Third Point
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78
The slide uses a sum-of-the-parts (SOTP) logic to justify the valuation of the music segment.Sony Corporation (6758.T) · Third Point
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79
Includes historical CAGR data and organizational structure diagram.Sony Corporation (6758.T) · Third Point
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80
The slide uses a split-layout to categorize assets into Film and TV franchises, utilizing logos as visual evidence of the library's depth.Sony Corporation (6758.T) · Third Point
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81
The slide uses a dashed box to highlight Sony Pictures in both charts. Netflix data is noted as total company, not just studio.Sony Corporation (6758.T) · Third Point
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82
Includes a callout box with CAGR data for 2013-2018.Sony Corporation (6758.T) · Third Point
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83
The slide uses two line charts to illustrate the decline in film output per studio and in aggregate.Sony Corporation (6758.T) · Third Point
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84
Includes a table of entertainment studio transaction comps, a summary P&L for Sony Pictures, and an indicative valuation range for YE 2021.Sony Corporation (6758.T) · Third Point
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85
The slide uses a combination of a timeline-style list of corporate actions and a stacked bar chart to demonstrate the impact of restructuring on headcount.Sony Corporation (6758.T) · Third Point
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