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Matching slides 110,471
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68,731-68,760 of 110,471
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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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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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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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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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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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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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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87
Includes a table of analyst sum-of-the-parts valuations and a bar chart comparing EV/EBIT multiples of peers.Sony Corporation (6758.T) · Third Point
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89
Includes two tables of financial/market data and three pie charts illustrating market share shifts.Sony Corporation (6758.T) · Third Point
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92
Includes a valuation table for segments and a bar chart for peer EV/EBIT multiples.Sony Corporation (6758.T) · Third Point
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95
The slide uses a bulleted list to detail specific stakes in Sony Financial, M3, Olympus, and Spotify.Sony Corporation (6758.T) · Third Point
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96
The slide uses a waterfall bridge to demonstrate capital availability from cash, FCF, asset sales, and leverage.Sony Corporation (6758.T) · Third Point
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97
Includes key assumptions regarding asset monetization and tax rates.Sony Corporation (6758.T) · Third Point
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98
Includes a direct quote from Apple CFO Luca Maestri regarding the 2018 buyback announcement.Sony Corporation (6758.T) · Third Point
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