IAC | Investor Presentation Deck | 47 slides

USA Interactive · 2003-04
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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4
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Slide inventory

47
every slide · same image gating as the playbook
01
Slide 1
Copyright notice at bottom left.front_matter
02
The slide uses a vertical branching timeline structure to show company additions and divestitures/rebrandings.establish_context
03
The slide uses a timeline framework to illustrate corporate history/M&A activity.plan_implementation
04
The slide uses a timeline framework to map corporate history and acquisitions.plan_implementation
05
The slide illustrates a clear trend of increasing transaction-based revenue share over a decade.analyze_data
Open slide detailBeat · Problem
06
The slide uses a timeline format to illustrate corporate history and strategic inflection points.plan_implementation
07
The slide uses pie charts to illustrate the change in equity stake and valuation.show_traction
08
The slide illustrates a corporate restructuring or divestiture process over time.plan_implementation
09
The slide illustrates the strategic shift in asset allocation, highlighting the increase in the Expedia stake (represented by the logo) as a percentage of the tshow_traction
10
The slide uses pie charts to illustrate the shift in asset allocation towards travel.show_traction
11
The slide highlights significant improvements in cash position, revenue, and free cash flow over the three-year period.show_traction
12
The layout uses a hub-and-spoke style arrangement to show the relationship between the central goal and the supporting strategic pillars.summarize
13
The slide uses a simple pie chart to illustrate market share.size_opportunity
Open slide detailBeat · Market Size
14
The chart uses color coding (blue vs grey) to distinguish between categories where the company is present and those where it is not.decompose_segments
Open slide detailBeat · Market Size
15
The chart uses color coding (blue vs grey) to distinguish between categories, likely representing current vs potential or active vs inactive segments.size_opportunity
Open slide detailBeat · Market Size
16
The chart highlights USA Interactive in blue to distinguish it from the top 9 competitors.show_traction
17
The chart illustrates the gap between the current position of USA Networks and the #4 spot held by eBay.plan_implementation
Open slide detailBeat · SolutionLoop · Cost Of Inaction
18
The slide presents two distinct groups of metrics separated by a horizontal line, likely distinguishing between user-base metrics and operational/transactional show_traction
Open slide detailBeat · SolutionLoop · Cost Of Inaction
19
Includes a highlighted section for EBITA and Adjusted EPS; contains a footnote regarding one-time items.analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
20
The chart uses a visual equation format (Cash + Securities = Available Cash; Available Cash + Net Debt = Net Cash).analyze_data
Open slide detailBeat · SolutionLoop · Cost Of Inaction
21
The slide lists five key areas for capital deployment, including reserves, growth, development, acquisitions, and capital structure optimization.plan_implementation
Open slide detailBeat · SolutionLoop · Cost Of Inaction
22
The chart shows two distinct growth periods for USA Interactive with CAGR values of 67% and 25%.show_traction
Open slide detailBeat · SolutionLoop · Cost Of Inaction
23
The table highlights USA's ranking (#1 or #2) across various financial metrics.compare_peers
Open slide detailBeat · SolutionLoop · Cost Of Inaction
24
The slide highlights USA Interactive's metrics relative to major internet peers.compare_peers
Open slide detailBeat · SolutionLoop · Cost Of Inaction
25
The slide uses a simple table structure with bracketed annotations to group segments into 'High Growth' and 'Good Growth' categories.summarize
Open slide detailBeat · SolutionLoop · Cost Of Inaction
26
The slide displays screenshots of various travel booking websites to illustrate the service offering.present_solution
Open slide detailBeat · Financials
27
The chart uses stacked bars to indicate an 'Interval' in the 2003 data, likely representing projected vs actual or a specific accounting adjustment.show_traction
Open slide detailBeat · Financials
28
The chart highlights Expedia's growth trajectory relative to competitors.show_traction
Open slide detailBeat · Financials
29
The chart highlights the company's dominant position relative to competitors like Marriott, Hilton, Travelocity, Priceline, and Hotwire.compare_peers
Open slide detailBeat · Financials
30
The slide features three distinct screenshots of HSN television segments, showcasing different product categories (cosmetics, apparel, kitchenware).present_solution
Open slide detailBeat · Financials
31
The chart displays quarterly data points grouped by year, with annual totals indicated above each group.show_traction
Open slide detailBeat · Financials
32
The slide shows a clear trend of growth in U.S. operations and a turnaround from losses to profitability in International operations.show_traction
Open slide detailBeat · Financials
33
The chart compares two years of quarterly performance with annual averages annotated.analyze_data
Open slide detailBeat · Financials
34
The table compares revenue mix shifts between 2001 and 2002 across five categories.analyze_data
Open slide detailBeat · Financials
35
The chart uses a combination of bar (revenue) and line (percentage) to show growth trajectory.show_traction
36
The slide serves as a visual representation of the competitive or market landscape for online services circa 2003.establish_context
37
The chart uses brackets to group quarterly data into annual totals and highlights a specific 'EPI' component in the final bar.show_traction
38
The slide uses a split-screen layout to correlate financial performance with product innovation.show_traction
39
The slide uses a split-screen layout to contrast financial metrics with qualitative brand indicators.show_traction
40
The chart includes a 'Q4 PF uDate' bar, indicating a pro-forma or updated projection.show_traction
41
The slide uses a 2x2 matrix to highlight the untapped potential of the 'Local / Pay for Performance' quadrant.size_opportunity
42
The pie chart is somewhat misleading as the segments do not visually correspond to the percentages labeled (8% vs 80%).size_opportunity
43
The slide highlights a specific UI integration where a 'Bliss' restaurant listing includes an 'entertainment Savings' call-to-action.present_solution
44
The slide shows a web interface where a user booking a trip to Orlando is presented with a bundle of local attraction discounts.present_solution
45
The slide uses a simple bulleted list to summarize growth drivers.summarize
Open slide detailLoop · So What Cascade
46
Includes specific references to USA Interactive, Expedia, and HSN transactions.other
47
The slide includes a copyright notice at the bottom left.front_matter