Autodesk, Inc. (ADSK)

Jeffrey Smith · 2024-06

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 6 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Situation & Context 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits

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100% 1/1 slides

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Evidence & Proof 3 slides 100% 3/3 slides 100% 3/3 slides · 22 hits

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100% 3/3 slides · 4 hits 100% 3/3 slides 66.7% 2/3 slides Impact & Next Steps 2 slides

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Slide inventory

every slide · same image gating as the playbook

This is the first page of a shareholder letter from Starboard Value to Autodesk.frame_problem

Open slide detailBeat · Situation & Context

The slide uses analyst quotes to validate the activist's thesis and a line chart to demonstrate historical underperformance.cite_precedent

Open slide detailBeat · Evidence & Proof

The slide uses a combination of a peer benchmark chart and a 'missed targets' comparison table to build a case for operational inefficiency.expose_gap

Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap

The slide argues that Autodesk's valuation discount is a result of poor performance and governance issues, specifically citing misleading billings practices.compare_peers

Open slide detailBeat · Evidence & ProofLoop · Benchmark Gap

Open slide detailBeat · Impact & Next Steps