slides · global inventory
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Matching slides 79,264
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63,901-63,930 of 79,264
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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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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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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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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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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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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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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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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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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