IAC | Investor Day Presentation Deck | 17 slides

IAC · 2003-11
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 1
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

17
every slide · same image gating as the playbook
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Slide 1
The slide identifies Dara Khosrowshahi as Executive Vice President & CFO, which is factually incorrect as he is the CEO of Uber; this may be a placeholder or ertransition
Open slide detailBeat · Setup
02
The chart uses color-coding to distinguish between years (2001, 2002, YTD 2003) and includes growth percentage annotations between periods.analyze_data
Open slide detailBeat · Setup
03
The chart uses color-coded bars to group quarters by year (orange for 2001, blue for 2002, green for 2003).analyze_data
Open slide detailBeat · Setup
04
The chart compares 2002 full-year performance against 2003 YTD performance.analyze_data
Open slide detailBeat · Setup
05
Includes data from continuing operations.analyze_data
Open slide detailBeat · Setup
06
The table reconciles OIBA after charges to OIBA before charges by adding back specific line-item charges.analyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
07
OIBA likely stands for Operating Income Before Amortization.analyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
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The chart illustrates operational leverage by showing both metrics increasing over time.analyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
09
The chart compares quarterly FCF performance, highlighting annual totals for 2002 and YTD 2003.analyze_data
Open slide detailBeat · EvidenceLoop · Cost Of Inaction
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The table highlights the efficiency of working capital growth relative to gross bookings growth.analyze_data
Open slide detailBeat · Impact & Next Steps
11
The chart uses a waterfall bridge structure to reconcile cash and securities from YE 2002 to YTD.analyze_data
Open slide detailBeat · Impact & Next Steps
12
The chart uses a mathematical bridge format (A + B = C + D = E).show_valuation_bridge
Open slide detailBeat · Impact & Next Steps
13
The slide uses a waterfall-style logic to arrive at excess cash and total available liquidity.show_valuation_bridge
Open slide detailBeat · Impact & Next Steps
14
plan_implementation
Open slide detailBeat · DevelopmentLoop · Why Now
15
The chart displays individual investment amounts for companies like Expedia, HSN, Ticketmaster, etc., culminating in a total of $158 million.analyze_data
Open slide detailBeat · DevelopmentLoop · Why Now
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The chart uses a waterfall-like arrow to indicate growth between two estimated values.size_opportunity
Open slide detailBeat · New Bliss
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summarize
Open slide detailBeat · New Bliss