Autodesk, Inc. (ADSK)

Jeffrey Smith · 2025-03

arc beats above · slides in the middle · loops below · scroll → 1 LOOPS

Deck intelligence map

coverage by narrative range · generated from this deck JSON

Narrative range 8 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Attention 1 slides 100% 1/1 slides 100% 1/1 slides · 6 hits

— 0/1 slides

100% 1/1 slides 100% 1/1 slides

— 0/1 slides

Need 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits

— 0/2 slides

100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Satisfaction 2 slides 100% 2/2 slides 100% 2/2 slides · 15 hits

— 0/2 slides

100% 2/2 slides 100% 2/2 slides 100% 2/2 slides Action 3 slides 100% 3/3 slides 100% 3/3 slides · 11 hits

— 0/3 slides

100% 3/3 slides

— 0/3 slides

Slide inventory

every slide · same image gating as the playbook

The slide uses a direct quote from the company to frame a contradiction, a classic activist investor tactic.expose_contradiction

Open slide detailBeat · Attention

The slide uses a 'before-after' framing regarding Starboard's involvement to attribute recent performance improvements to their activism.compare_peers

Open slide detailBeat · NeedLoop · Cost Of Inaction

The slide uses a combination of a bar chart for a specific date and a table for multi-year performance to argue that Autodesk's performance is mediocre.compare_peers

Open slide detailBeat · NeedLoop · Cost Of Inaction

Includes a chart excerpt from Autodesk's 10-K to illustrate underperformance relative to peers.expose_contradiction

Open slide detailBeat · SatisfactionLoop · Cost Of Inaction

The slide uses a quote from the CEO to highlight a perceived contradiction in management's transparency.expose_contradiction