Yahoo | Mergers and Acquisitions Presentation Deck | 32 slides

Yahoo · 2008-06
arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
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Slide inventory

32
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
summarize
Open slide detailBeat · Situation & Context
04
This is a proxy fight slide from Yahoo! defending the incumbent board.closing_ask
Open slide detailBeat · Situation & Context
05
transition
06
This slide is a defensive communication piece designed to counter narratives that the Yahoo! Board was uncooperative or obstructive during acquisition talks.preempt_rebuttal
Open slide detailBeat · Problem & Complication
07
This slide is part of a presentation by Yahoo! regarding Microsoft's acquisition attempt.expose_contradiction
Open slide detailBeat · Problem & Complication
08
The slide uses a simple two-column table format to present a timeline of events.establish_context
Open slide detailBeat · Problem & Complication
09
This slide is a classic example of a 'preempt_rebuttal' or 'villain_critique' used in M&A defense to argue against a hostile or unsolicited offer.preempt_rebuttal
Open slide detailBeat · Problem & Complication
10
This slide is part of a defense/rebuttal presentation by Yahoo! against a Microsoft acquisition attempt.name_villain
Open slide detailBeat · Problem & Complication
11
summarize
Open slide detailBeat · Solution & Approach
12
Includes a footnote defining the non-GAAP financial measure 'Operating cash flow'.summarize
Open slide detailBeat · Solution & Approach
13
This slide is from a presentation regarding Yahoo's search strategy, likely during the Microsoft/Yahoo search partnership negotiations.establish_context
Open slide detailBeat · Solution & Approach
14
The slide uses a screenshot of a search engine results page (SERP) with annotations to distinguish between Yahoo's own listings and Google's sponsored listings.illustrate_case
Open slide detailBeat · Solution & Approach
15
The slide uses a checkmark/cross system to frame the Google deal as the preferred option despite the lack of an upfront cash payment.compare_peers
Open slide detailBeat · Solution & Approach
16
transition
Open slide detailBeat · Evidence & Proof
17
Uses a Venn diagram to categorize assets into 'Starting Points' and 'Must Buy' (advertising network).summarize
Open slide detailBeat · Evidence & Proof
18
summarize
Open slide detailBeat · Evidence & Proof
19
summarize
Open slide detailBeat · Evidence & Proof
20
The slide uses a 2x2 matrix structure to illustrate the strategic impact of the Google agreement.present_solution
Open slide detailBeat · Evidence & Proof
21
quantify_opportunity
Open slide detailBeat · Evidence & Proof
22
The slide highlights Yahoo's strategic assets in Japan, China, and Korea, distinguishing between liquid public investments and private holdings.analyze_data
Open slide detailBeat · Evidence & Proof
23
transition
Open slide detailBeat · Impact & Next Steps
24
introduce_nominees
Open slide detailBeat · Impact & Next Steps
25
summarize
Open slide detailBeat · Impact & Next Steps
26
frame_situation
Open slide detailBeat · Impact & Next Steps
27
This slide uses a side-by-side comparison to frame the opponent's demands as unreasonable or factually incorrect.expose_contradiction
Open slide detailBeat · Impact & Next Steps
28
The slide uses arrows to indicate stock price movement and bullet points for qualitative background context.cite_precedent
Open slide detailBeat · Impact & Next Steps
29
This slide functions as a FAQ to defend the company's severance policy against potential criticism regarding its intent and impact on a potential acquisition.preempt_rebuttal
Open slide detailBeat · Impact & Next Steps
30
The slide uses a Q&A format to directly address and debunk a specific claim made by an activist investor.preempt_rebuttal
Open slide detailBeat · Impact & Next Steps
31
preempt_rebuttal
Open slide detailBeat · Impact & Next Steps
32
This is a proxy fight slide, explicitly rejecting the Icahn slate.closing_ask
Open slide detailBeat · Impact & Next Steps