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The slide uses a visual layout to represent three pillars of capital allocation.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
32
The slide uses a simple causal framework to explain valuation drivers.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
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The chart uses an indexed scale starting at 100 on Jan 1, 2019.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
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The chart uses a combination of bar (NAV) and line (Market Cap) elements to show historical trends.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
35
The diagram functions as a flywheel or capital allocation cycle.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
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SoftBank | Results Presentation Deck | 51 slidesSoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
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Data source: Bloomberg (Z Spread) and Capital IQ (CDS).SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
38
The chart uses a step-line format to visualize credit rating changes over time, correlated with key corporate milestones.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
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The slide uses a visual bridge connecting a stacked bar chart of adjusted values to a detailed breakdown of unadjusted values and their corresponding adjustments.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
40
The slide uses a waterfall-style logic to sum major assets, SVF interests, and other investments to arrive at the total equity value, which is then used to calculate the 11.5% LTV ratio.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
41
The table provides a breakdown of asset values including adjustments for asset-backed finance and other liabilities.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
42
The table provides specific adjustments for asset-backed finance (collar contracts) for T-Mobile and Deutsche Telekom.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
43
The slide uses a waterfall-style logic to arrive at the net debt figure of 2.49T.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
44
The table details adjustments for hybrid finance and asset-backed finance (Alibaba, Arm, T-Mobile, Deutsche Telekom, SBKK).SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
45
The slide details the accounting treatment of non-recourse debt, specifically how it is deducted from both debt and asset sides of the balance sheet.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
46
The slide uses a table-like structure to define financial instruments.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
47
The chart shows a transition from partial to full monetization of the beneficial ownership stake over the course of 2023.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
48
The chart highlights the impact of Arm's valuation growth on the EMEA region's portfolio share.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
49
The slide highlights interest rate risk mitigation through a high proportion of fixed-rate debt.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
50
The slide uses pie charts to illustrate currency exposure across three distinct financial categories.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
51
The slide provides detailed breakdowns by segment (SBG stand-alone, SVF1&2, SoftBank Segment, Others) across five reporting periods.SoftBank | Results Presentation Deck | 51 slides · SoftBank
Conference presentation Investor relations Beat · Action1 hit
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SoftBank | Results Presentation Deck | 81 slidesSoftBank | Results Presentation Deck | 81 slides · SoftBank
Conference presentation Investor relations Beat · Attention1 hit
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SoftBank | Results Presentation Deck | 81 slidesSoftBank | Results Presentation Deck | 81 slides · SoftBank
Conference presentation Investor relations Beat · Attention1 hit
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The slide uses a red circle annotation to draw attention to the FY2023 Q3 Net income figure.SoftBank | Results Presentation Deck | 81 slides · SoftBank
Conference presentation Investor relations Beat · Attention1 hit
26
The slide highlights the discrepancy between NAV impact and accounting net income impact due to currency fluctuations.SoftBank | Results Presentation Deck | 81 slides · SoftBank
Conference presentation Investor relations Beat · Need1 hit
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SoftBank | Results Presentation Deck | 81 slidesSoftBank | Results Presentation Deck | 81 slides · SoftBank
Conference presentation Investor relations Beat · NeedLoop · Pattern Hunter1 hit
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The slide uses two pie charts to illustrate the shift in asset allocation over a four-year period.SoftBank | Results Presentation Deck | 81 slides · SoftBank
Conference presentation Investor relations Beat · NeedLoop · Pattern Hunter1 hit
36
SoftBank | Results Presentation Deck | 81 slidesSoftBank | Results Presentation Deck | 81 slides · SoftBank
Conference presentation Investor relations Beat · Satisfaction1 hit
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The slide uses red circles to emphasize the record-high total revenue (824) and record-high royalty revenue (470) for Q3 FY2023.SoftBank | Results Presentation Deck | 81 slides · SoftBank
Conference presentation Investor relations Beat · Satisfaction1 hit
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The slide uses a red circle annotation to emphasize the Q3 FY2023 value of 338.SoftBank | Results Presentation Deck | 81 slides · SoftBank
Conference presentation Investor relations Beat · Satisfaction1 hit