Explore

Slice the corpus on any axis.

Filter by firm, year, function, metric or slide category — then see the result as a narrative arc, a treemap of slide types, or a catalog of slides.

clear
51,416 slides across 1229 decks match.
Treemap Arc Catalog
ACTIVE IN FAST GROWING SEGMENTS
GoldmanSachs · 2024 · market_landscape
ACTIVE IN FAST GROWING SEGMENTS
~100 BILLION USD — IVD market share
 BENEFITTING FROM OUTSOURCING TREND
GoldmanSachs · 2024 · industry_trends
BENEFITTING FROM OUTSOURCING TREND
 STRONG RECURRING REVENUE BASE
GoldmanSachs · 2024 · financial_analysis
STRONG RECURRING REVENUE BASE
37% — Sales split
 STRONG LONG-TERM CUSTOMER RELATIONSHIPS
GoldmanSachs · 2024 · client_example
STRONG LONG-TERM CUSTOMER RELATIONSHIPS
14.2 — Sales 2023
 FOCUS IN 2024 AND BEYOND
GoldmanSachs · 2024 · initiative_list
FOCUS IN 2024 AND BEYOND
 Option 3C outcomes - Snowy 2.0 operation
EY · 2020 · scenario_analysis
Option 3C outcomes - Snowy 2.0 operation
 We connected (almost) everyone
BenedictEvans · market_landscape
We connected (almost) everyone
5.5bn — Global population
 New technologies come in S Curves
BenedictEvans · framework_other
New technologies come in S Curves
 And smartphones reached 'boring' (mostly)
BenedictEvans · context
And smartphones reached 'boring' (mostly)
 At this stage, we ask how we can use it...
BenedictEvans · context
At this stage, we ask how we can use it...
 And we ask what the next S Curve will be
BenedictEvans · context
And we ask what the next S Curve will be
 Because that's been the model for 50 years
BenedictEvans · context
Because that's been the model for 50 years
 So, two conversations today
BenedictEvans · transition
So, two conversations today
 What happens when everyone is online?
BenedictEvans · section_divider
What happens when everyone is online?
 “Every failed idea from the dotcom bubble would work now”
BenedictEvans · quote_slide
“Every failed idea from the dotcom bubble would work now”
 Front of mind: ecommerce
BenedictEvans · transition
Front of mind: ecommerce
 Front of mind: ecommerce is big...
BenedictEvans · market_sizing
Front of mind: ecommerce is big...
$600bn — US ecommerce sales
 But still 'only' 16% of addressable retail
BenedictEvans · market_sizing
But still 'only' 16% of addressable retail
16% — Ecommerce penetration
 Globally, the USA is in the middle of the pack
BenedictEvans · market_landscape
Globally, the USA is in the middle of the pack
 Expanding what ecommerce means
BenedictEvans · context
Expanding what ecommerce means
 Powering the ‘D2C’ explosion...
BenedictEvans · market_landscape
Powering the ‘D2C’ explosion...
 And huge new ecommerce platforms
BenedictEvans · market_landscape
And huge new ecommerce platforms
$46bn — Market valuation
 Shopify has come from nowhere to $60bn of GMV
BenedictEvans · market_sizing
Shopify has come from nowhere to $60bn of GMV
$60bn — GMV
 Amazon's revenue continues to grow at 20% a year
BenedictEvans · financial_analysis
Amazon's revenue continues to grow at 20% a year
$280bn — Annual Revenue
 Though only half is direct ecommerce
BenedictEvans · market_landscape
Though only half is direct ecommerce
$280bn — Annual Revenue
 Platforms for others are now a third of Amazon revenue
BenedictEvans · financial_analysis
Platforms for others are now a third of Amazon revenue
$280bn — Revenue
 Amazon is a platform for others
BenedictEvans · market_landscape
Amazon is a platform for others
60% — GMV
 Amazon is now taxing product search
BenedictEvans · market_landscape
Amazon is now taxing product search
$10bn+ — Advertising & other revenue
 New retailing means new taxes
BenedictEvans · key_messages
New retailing means new taxes
$10bn — Advertising/Placement Spend
 New retailing means new taxes
BenedictEvans · context
New retailing means new taxes
$10bn — Advertising spend
 Unless you have a new route to awareness
BenedictEvans · problem_statement
Unless you have a new route to awareness
$10bn — Revenue
 Get it wrong? Go to the mattresses
BenedictEvans · case_study
Get it wrong? Go to the mattresses
 Is that a 'tech' company? Or is it a mattress company with a website?
BenedictEvans · context
Is that a 'tech' company? Or is it a mattress company with a website?
 The internet is not the first new retail format
BenedictEvans · industry_trends
The internet is not the first new retail format
 Retail isn't as binary as 'online' and 'offline'
BenedictEvans · market_landscape
Retail isn't as binary as 'online' and 'offline'
 Is that a 'tech' company? Or is it a retailer using a new channel?
BenedictEvans · other
Is that a 'tech' company? Or is it a retailer using a new channel?
 Front of mind: TV
BenedictEvans · section_divider
Front of mind: TV
 Front of mind: unbundling TV
BenedictEvans · industry_trends
Front of mind: unbundling TV
-7% — Annual change in US pay TV subscriptions
 US pay TV subs down 20% and falling
BenedictEvans · industry_trends
US pay TV subs down 20% and falling
20% — US pay TV subscriptions (m)
 And TV is changing a lot faster than retail
BenedictEvans · industry_trends
And TV is changing a lot faster than retail
 Teen share down by half
BenedictEvans · industry_trends
Teen share down by half
50% — US teen daily video consumption share
 Begun, the content wars have
BenedictEvans · market_landscape
Begun, the content wars have
$18bn — Annual content budget
 Streaming is a third of US TV production
BenedictEvans · industry_trends
Streaming is a third of US TV production
1/3 — Number of scripted original series
 Now what?
BenedictEvans · problem_statement
Now what?
 New forms of video emerging
BenedictEvans · industry_trends
New forms of video emerging
1bn — Monthly viewing hours
 Twitch is already/only the size of a UK TV channel
BenedictEvans · market_landscape
Twitch is already/only the size of a UK TV channel
 Meanwhile, global effects from the US streaming war
BenedictEvans · market_landscape
Meanwhile, global effects from the US streaming war
$22bn — 2019 content budget ($bn)
 Netflix is the UK’s biggest TV channel
BenedictEvans · market_landscape
Netflix is the UK’s biggest TV channel
Next page →