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MS&O = Marketing Services & Other Revenue. Includes FX-neutral commentary for Q2 2019.eBay | Results Presentation Deck | 27 slides · eBay
Conference presentation Investor relations Beat · InterestLoop · Zoom In1 hit
09
eBay | Results Presentation Deck | 27 slideseBay | Results Presentation Deck | 27 slides · eBay
Conference presentation Investor relations Beat · InterestLoop · Zoom In1 hit
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The chart combines a line graph for GMV and a stacked bar chart for revenue components (Transaction vs MS&O).eBay | Results Presentation Deck | 27 slides · eBay
Conference presentation Investor relations Beat · InterestLoop · Zoom In1 hit
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The slide includes a callout box explaining the Q2 performance drivers.eBay | Results Presentation Deck | 27 slides · eBay
Conference presentation Investor relations Beat · InterestLoop · Zoom In1 hit
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The slide highlights drivers for changes in expense categories.eBay | Results Presentation Deck | 27 slides · eBay
Conference presentation Investor relations Beat · InterestLoop · Zoom In1 hit
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Includes a callout box explaining drivers for Q2 performance.eBay | Results Presentation Deck | 27 slides · eBay
Conference presentation Investor relations Beat · InterestLoop · Zoom In1 hit
14
The slide highlights a significant Q2 2019 FCF increase attributed to timing of taxes, CapEx, and operational growth.eBay | Results Presentation Deck | 27 slides · eBay
Conference presentation Investor relations Beat · Interest1 hit
15
The chart is a classic waterfall-bridge representation of net debt.eBay | Results Presentation Deck | 27 slides · eBay
Conference presentation Investor relations Beat · Interest1 hit
02
Goldman Sachs | Investment Banking Pitch Book | 10 slidesGoldman Sachs | Investment Banking Pitch Book | 10 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
03
Goldman Sachs Investment Banking Division slide detailing M&A deal parameters and market context.Goldman Sachs | Investment Banking Pitch Book | 10 slides · Goldman Sachs
Consulting deck Investment bank Beat · Situation & Context1 hit
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Includes a specific callout for the 14-Aug-2019 Diamond 13D/A filing date.Goldman Sachs | Investment Banking Pitch Book | 10 slides · Goldman Sachs
Consulting deck Investment bank Beat · Evidence & ProofLoop · Pattern Hunter1 hit
02
Goldman Sachs | Investment Banking Pitch Book | 12 slidesGoldman Sachs | Investment Banking Pitch Book | 12 slides · Goldman Sachs
Consulting deck Investment bank 1 hit
03
Goldman Sachs Investment Banking Division slide detailing M&A transaction parameters.Goldman Sachs | Investment Banking Pitch Book | 12 slides · Goldman Sachs
Consulting deck Investment bank Beat · Situation & ContextLoop · Voice Of Customer1 hit
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Includes detailed footnotes regarding projections, share counts, and cost savings assumptions.Houlihan Lokey | Investment Banking Pitch Book | 26 slides · Houlihan Lokey
Consulting deck Investment bank Beat · Problem & ComplicationLoop · Logic Chain1 hit
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The slide uses three pie charts to show the shift in revenue, EBIT, and FCF composition, alongside a stacked bar chart for EBIT growth projections.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
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Data as of 6/11/2019. Multiples are fully burdened for share-based compensation.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
58
Uses a timeline diagram to illustrate the shift in industry business models.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
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Data sourced from a Third Point commissioned survey, March 2019.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
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The slide uses a simple logo-grid layout to frame the competitive landscape.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
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Uses two side-by-side comparison tables to contrast Netflix/Pay-TV with Console/Cloud gaming.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
71
The slide uses a stacked bar chart to show revenue composition over time and pie charts to show market share concentration.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor Loop · Quick Win Big Bet1 hit
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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
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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
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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
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Includes CAGR data for 2013-2018.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
84
Includes a table of precedent transactions and a valuation bridge based on CY21E financials.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
95
The slide uses a bulleted list structure to present the argument for divestment of non-core assets.Third Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit
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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
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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
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Third Point Management | Activist Presentation Deck | 102 slidesThird Point Management | Activist Presentation Deck | 102 slides · Third Point
Activist deck Activist investor 1 hit