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Jesse Cohn and Jason Genrich · shareholder-letter

Commvault Systems, Inc. (CVLT)

16 pages · 3 arc beats · 1 loops

Shareholder-Letter Download JSON
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Commvault Systems, Inc. (CVLT)

Jesse Cohn and Jason Genrich · 2018-04
arc beats above · slides in the middle · loops below · scroll → 1 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON
Narrative range 11 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Situation & Context 3 slides 100% 3/3 slides 100% 3/3 slides · 16 hits
— 0/3 slides
66.7% 2/3 slides 33.3% 1/3 slides 100% 3/3 slides
— 0/3 slides
Problem & Complication 4 slides 100% 4/4 slides 100% 4/4 slides · 36 hits
— 0/4 slides
25% 1/4 slides 100% 4/4 slides 100% 4/4 slides 75% 3/4 slides Solution & Approach 4 slides 100% 4/4 slides 100% 4/4 slides · 32 hits
— 0/4 slides
100% 4/4 slides · 5 hits 50% 2/4 slides 100% 4/4 slides
— 0/4 slides

Slide inventory

16
every slide · same image gating as the playbook
01
Slide 1
This is the first page of a formal shareholder letter.front_matter
Open slide detailBeat · Situation & Context
02
This is page 2 of a shareholder letter, focusing on credibility and context-setting.establish_context
Open slide detailBeat · Situation & Context
03
This page serves as a diagnostic summary of the company's issues, setting the stage for a proposed path forward.diagnose_problem
Open slide detailBeat · Situation & Context
04
The slide uses a negative performance table to argue for management change.compare_peers
Open slide detailBeat · Problem & Complication
05
The slide uses a 'before-after' framing to highlight the deterioration of the company's financial health.diagnose_problem
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
06
The slide uses a 'villain_critique' approach to undermine management credibility by contrasting past promises with actual results.expose_gap
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
07
The slide uses a 2x2 matrix to frame Commvault as an outlier in the 'Inefficient' quadrant.compare_peers
Open slide detailBeat · Problem & ComplicationLoop · Cost Of Inaction
08
The slide uses a bar chart to highlight Commvault's low valuation relative to the median of 60 software companies.compare_peers
Open slide detailLoop · Cost Of Inaction
09
This is a page from a shareholder letter (likely an activist investor campaign) criticizing the board of directors.name_villain
Open slide detailLoop · Cost Of Inaction
10
This is page 10 of a shareholder letter, focusing on management change and operational improvement.propose_solution
Open slide detailBeat · Solution & Approach
11
Page 11 of a shareholder letter; focuses on operational efficiency and capital allocation.propose_solution
Open slide detailBeat · Solution & Approach
12
This is a page from an activist investor letter (likely Starboard Value or similar) targeting Commvault.introduce_nominees
Open slide detailBeat · Solution & Approach
13
Page 13 of a shareholder letter.introduce_nominees
Open slide detailBeat · Solution & Approach
14
This is the final page of a shareholder letter, featuring signatures from Jesse Cohn and Jason Genrich.state_next_steps
Open slide detail
15
Standard SEC-mandated disclosure page for a proxy contest.front_matter
Open slide detail
16
Page 16 of a shareholder letter/presentation.other
Open slide detail