Micro Focus | Fixed Income Presentation Deck | 52 slides

Micro Focus · 2016-11
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 2
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5
coverage by narrative range · generated from this deck JSON

Slide inventory

52
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
front_matter
03
front_matter
Open slide detailBeat · Situation & Context
04
summarize
Open slide detailBeat · Situation & Context
05
establish_context
Open slide detailBeat · Situation & Context
06
Uses a bridge metaphor to illustrate the 'bridging the old and the new' concept.establish_context
07
The slide uses a cloud metaphor to encapsulate a chaotic network of logos and icons representing different eras of computing.frame_problem
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
08
Uses a standard product lifecycle curve to frame the company's strategic focus on mature assets.present_framework
Open slide detailBeat · Problem & ComplicationLoop · Logic Chain
09
The 'four-box model' is a custom portfolio management framework used by Micro Focus.present_framework
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
10
The slide uses a side-by-side organizational structure comparison, with a shared bottom layer for corporate operations.present_framework
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
11
introduce_nominees
Open slide detailBeat · Solution & ApproachLoop · Logic Chain
12
The slide uses a horizontal arrow timeline to map company acquisitions against specific years.illustrate_case
Open slide detailLoop · Logic Chain
13
Includes footnotes regarding exclusions and specific valuation notes for Borland, NetManage, Acucorp, Accurev, and Orbix.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
14
The chart uses a waterfall bridge to decompose EBITDA growth.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
15
analyze_data
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
16
The slide uses a structured table format to categorize business units by revenue contribution and functional description.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
17
The slide tracks performance across three periods: PF FY14, PF FY15, and FY16.analyze_data
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
18
summarize
Open slide detailBeat · Evidence & ProofLoop · Logic Chain
19
transition
Open slide detailBeat · Impact & Next Steps
20
The slide uses a grid layout to present transaction logic, valuation, and pro-forma metrics.summarize
Open slide detailBeat · Impact & Next Steps
21
The slide uses a table-like structure to categorize key aspects of the transaction.frame_situation
Open slide detailBeat · Impact & Next Steps
22
Includes specific financial metrics like LTM EBITDA multiples and debt funding details.analyze_data
Open slide detailBeat · Impact & Next Steps
23
The chart uses a bar chart to visualize market capitalization or revenue scale, with specific callouts for Micro Focus's position.size_opportunity
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
24
The slide uses a funnel-like visual structure to lead from strategic pillars to high-level financial goals.present_solution
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
25
summarize
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
26
front_matter
Open slide detailBeat · Impact & Next StepsLoop · Cost Of Inaction
27
Slide 27 from a Micro Focus presentation regarding the acquisition of HPE Software.summarize
Open slide detailBeat · Impact & Next Steps
28
The slide uses a table structure to categorize software offerings.other
Open slide detailBeat · Impact & Next Steps
29
transition
Open slide detailBeat · Impact & Next Steps
30
Financials are pro forma for the Serena acquisition.analyze_data
Open slide detailBeat · Impact & Next Steps
31
The slide illustrates a pro forma combination of two entities with different fiscal year-ends and accounting standards.quantify_opportunity
Open slide detailBeat · Impact & Next Steps
32
The slide illustrates a financial bridge between two entities with different accounting standards and fiscal year-ends.analyze_data
Open slide detailBeat · Impact & Next Steps
33
The slide compares two different entities with different fiscal year-ends and accounting standards (IFRS vs US GAAP).analyze_data
Open slide detailBeat · Impact & Next Steps
34
summarize
Open slide detailBeat · Impact & Next Steps
35
The slide uses a puzzle metaphor to represent integration.plan_implementation
Open slide detailBeat · Impact & Next Steps
36
plan_implementation
Open slide detailBeat · Impact & Next Steps
37
The slide uses a numbered list format to highlight investment/credit thesis points.summarize
Open slide detailBeat · Impact & Next Steps
39
Includes detailed adjustments for divestitures, MOBU transfers, and various non-recurring costs to arrive at underlying adjusted EBITDA.analyze_data
40
The slide uses a split layout: text-based strategic pillars on the left and a performance chart on the right, connected by a teal chevron.summarize
41
Includes a small diagram illustrating application deployment across platforms.analyze_data
42
analyze_data
43
Includes a technical architecture diagram and a stacked bar chart with a corresponding growth table.analyze_data
44
Includes a stacked bar chart showing revenue breakdown by Maintenance, License, and Services over six half-year periods.analyze_data
45
Includes a stacked bar chart showing revenue breakdown by Maintenance, License, and Services, with a corresponding growth table.analyze_data
46
Includes a mix of qualitative market positioning metrics and quantitative revenue data.analyze_data
47
Slide provides a comprehensive deal summary for an M&A transaction.analyze_data
48
The table uses a matrix structure to compare four product segments against key business metrics.analyze_data
49
front_matter