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17,941-17,970 of 42,534
35
Uses an arrow-based process diagram to illustrate the benefits of a spin-off.Sony Corporation (6758.T) · Third Point
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36
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
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37
The slide uses a list-based structure to present a strategic argument for a corporate spin-off.Sony Corporation (6758.T) · Third Point
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38
The slide uses peer benchmarking to justify a call for increased capital expenditure at Sony.Sony Corporation (6758.T) · Third Point
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39
Includes external analyst commentary on Broadcom and Qualcomm to support the thesis that R&D investment drives value.Sony Corporation (6758.T) · Third Point
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40
Uses historical data to argue for the benefits of corporate spin-offs.Sony Corporation (6758.T) · Third Point
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41
Includes detailed legal/tax criteria for a corporate split in Japan.Sony Corporation (6758.T) · Third Point
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42
Sony Corporation (6758.T)Sony Corporation (6758.T) · Third Point
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43
This slide presents the core investment thesis for the 'New Sony' entity.Sony Corporation (6758.T) · Third Point
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44
The slide uses pie charts to show current segment mix and a stacked bar chart to show historical and projected EBIT growth.Sony Corporation (6758.T) · Third Point
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45
This is a classic 'ecosystem map' or 'brand portfolio' slide used to demonstrate the breadth of Sony's media footprint.Sony Corporation (6758.T) · Third Point
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46
Uses Tencent as a high-multiple peer benchmark to highlight Sony's undervaluation.Sony Corporation (6758.T) · Third Point
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47
Data as of 6/11/2019. Includes regional segmentation (US, China, Japan).Sony Corporation (6758.T) · Third Point
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48
Includes historical data and forward-looking estimates for revenue and operating profit.Sony Corporation (6758.T) · Third Point
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49
The slide uses a dual-chart layout to establish market growth and competitive positioning.Sony Corporation (6758.T) · Third Point
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50
The slide uses a before-after framing to contrast Sony's performance in two distinct console cycles.Sony Corporation (6758.T) · Third Point
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51
Shows revenue composition change over time, highlighting the impact of PS4 launch and PS Plus.Sony Corporation (6758.T) · Third Point
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52
The slide uses a stacked area chart for revenue mix and a line chart with vertical cycle markers for operating margins.Sony Corporation (6758.T) · Third Point
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53
Includes historical/forecast chart and comparative table of subscriber counts and financial metrics.Sony Corporation (6758.T) · Third Point
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54
The slide uses a stacked bar chart to show historical and estimated trends in sales mix, and a grouped bar chart to compare profit margins across first-party and third-party games.Sony Corporation (6758.T) · Third Point
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55
Includes a list of Sony studios, a benchmarking table against the 'Big 4' publishers, and a list of top 15 selling PS4 games.Sony Corporation (6758.T) · Third Point
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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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