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Matching slides 110,471
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74,821-74,850 of 110,471
48
Includes historical and estimated data for revenue and operating profit, plus a competitive comparison of console installed base.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
49
The slide uses a combination of a stacked bar chart for market growth and a bar chart for competitive ranking.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
50
Uses a before-after framework to illustrate a market shift.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
51
The chart shows a clear shift in revenue composition over time, specifically highlighting the growth of the green 'PS Plus' segment in later years.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
53
Includes historical/forecast chart of PS Plus vs PS4 installed base and a bar chart of subscriber counts.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
54
Includes two charts: a stacked bar chart showing the shift in sales mix over time and a grouped bar chart comparing profit per unit for first-party vs third-party games.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
55
Includes a table of Sony studios, a benchmarking table against the 'Big 4' publishers, and a list of top 15 PS4 games.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
63
Uses screenshots of articles from 2007, 2012, and 2013 to establish a pattern of recurring, incorrect media narratives.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
65
Includes a red dashed box highlighting the 'Hardware too expensive' and 'Games too expensive' rows in the survey chart.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
67
The slide uses a color-coded heatmap (green/yellow/red) to indicate competitive strength across different metrics.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
68
Uses a news clipping of the Sony/Microsoft partnership announcement as evidence.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
69
The slide uses a valuation bridge approach to derive TEV from CY22E EBIT.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
70
Includes historical CAGR data and key M&A milestones.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
72
Includes logos for YouTube, Amazon Music, Apple Music, and Spotify.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
73
The slide uses a combination of a stacked bar chart for demographic behavior and a scatter plot for market maturity.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
74
Includes revenue from recorded music, publishing, and merchandising/other. Sony Music excludes 'Visual Media & Platform'.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
75
The charts use a stacked area format to visualize the transition from physical/download to streaming revenue over time.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
77
The slide uses a valuation table to show implied multiples at different enterprise values, highlighting the $45bn bid level.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
79
Includes historical CAGR data and organizational structure.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
80
Slide 80 from an activist deck by Third Point.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
82
Includes CAGR data for 2013-2018.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
83
The slide uses two line charts to illustrate the trend: one disaggregated by studio and one aggregated.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
85
The slide uses a combination of a timeline-style list of corporate actions and a stacked bar chart to demonstrate operational streamlining.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
87
The slide uses a sum-of-the-parts analysis to isolate the value of the electronics business excluding mobile.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
89
Uses peer data to argue for a strategic pivot in Sony's mobile business.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
90
Includes a testimonial/review snippet for the Z9G Master Series 8K TV.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
92
The slide uses a mix of EBIT and P/S multiples to account for loss-making segments like Mobile.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
96
The slide uses a waterfall chart to build up the total available capital figure.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
97
The slide uses a before-after framing to demonstrate the impact of capital allocation on financial metrics.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
98
Includes a quote from Apple CFO Luca Maestri and a dual-axis combo chart showing share repurchases/dividends vs net cash position.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit