Inovalon | Results Presentation Deck | 27 slides

Inovalon · 2019-05
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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27
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Introduction
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front_matter
Open slide detailBeat · Introduction
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front_matter
Open slide detailBeat · Introduction
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The slide uses a hub-and-spoke diagram to show data flow between Payers, Pharma, Devices, Diagnostics, and various provider types through the Inovalon platform.present_framework
Open slide detailBeat · Introduction
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The slide highlights the vast network of Inovalon's platform across the US, including Alaska, Hawaii, and Puerto Rico.establish_context
Open slide detailBeat · Context
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The chart uses a dual-axis approach to show growth in patient count (line) and medical event count (bars).analyze_data
Open slide detailBeat · Context
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front_matter
Open slide detailBeat · Context
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The slide uses a numbered list to highlight key financial performance indicators.summarize
Open slide detailBeat · Context
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The slide uses two bar charts to illustrate growth metrics, highlighting the impact of excluding specific business units (ABILITY and Services) on reported ACV.analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
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The slide uses a before-after comparison to demonstrate the impact of the ABILITY acquisition and platform transformation.analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
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The chart uses a waterfall bridge to reconcile G&A expenses.analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
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front_matter
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
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The chart uses a waterfall-bridge structure to decompose revenue growth drivers.show_valuation_bridge
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
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The chart shows a bridge from 28.8% to 31.7% margin.analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
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The chart illustrates a shift in revenue mix towards subscription-based models, with 97% revenue coverage for 2019 guidance.analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
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CAGR calculated to the mid-point of 2019 guidance.analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
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CAGR of 19% calculated from 2013 to 2019G.analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
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Includes a footnote explaining the adjustment for 2018 cash flow.analyze_data
Open slide detailBeat · Financial PerformanceLoop · Logic Chain
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The chart breaks down CAPEX into Maintenance, Innovation, and Platform Buildout, with an overlay of % of revenue.analyze_data
Open slide detailBeat · Guidance and OutlookLoop · Cost Of Inaction
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The table compares guidance from May 2019 against November 2018, noting specific tax rate updates.analyze_data
Open slide detailBeat · Guidance and OutlookLoop · Cost Of Inaction
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The slide includes a footnote regarding share count and tax rate assumptions.analyze_data
Open slide detailBeat · Guidance and OutlookLoop · Cost Of Inaction
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front_matter
Open slide detailBeat · Guidance and OutlookLoop · Cost Of Inaction
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Includes footnotes explaining tax rate assumptions and the definition of 'non-comparable items'.analyze_data
Open slide detailBeat · Guidance and OutlookLoop · Cost Of Inaction
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Includes footnotes explaining 'Other non-comparable items' and the tax rate assumption.analyze_data
Open slide detailBeat · Guidance and OutlookLoop · Cost Of Inaction
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front_matter
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The slide uses a timeline-style diagram to illustrate how ACV represents the first 12 months of a contract, while TCV represents the full duration.establish_context
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front_matter