OpenText | Investor Presentation Deck | 52 slides

OpenText · 2021-05
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 2
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON
Narrative range 10 total
Metadata
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Metrics
Tools
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Problem 2 slides 100% 2/2 slides 100% 2/2 slides · 6 hits
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Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits
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Financials 3 slides 100% 3/3 slides 100% 3/3 slides · 15 hits
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Market Size 2 slides 100% 2/2 slides 100% 2/2 slides · 6 hits
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Team 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits
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Slide inventory

52
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
front_matter
04
Includes constant currency (CC) adjustments and specific footnotes regarding IRS settlement impacts on Free Cash Flows.analyze_data
05
analyze_data
06
The slide uses a grid layout to categorize customer wins by business unit (Business Network, Content Services, Cyber Resilience, Digital Experience).illustrate_case
07
The slide uses a binary categorization (Externalities vs. Company Specific) to frame the quarterly results.frame_situation
Open slide detailLoop · Why Now
08
The table highlights an upward revision in Cloud growth expectations from 'High teens' to '18%-20%'.analyze_data
Open slide detailLoop · Why Now
09
The table highlights the updated financial targets for FY'21 in the rightmost column.analyze_data
Open slide detailLoop · Why Now
10
The slide presents a multi-year financial outlook with specific growth and margin targets.analyze_data
Open slide detailBeat · Financials
11
Slide provides a financial health snapshot including cash, capex efficiency, and debt obligations.analyze_data
Open slide detailBeat · Financials
12
The slide uses a waterfall-style table for cash flow and a bar chart for leverage ratio.analyze_data
Open slide detailBeat · Financials
13
transition
14
establish_context
15
The slide uses a two-column layout to separate qualitative strategic points from quantitative performance metrics.summarize
16
size_opportunity
Open slide detailBeat · Problem
17
summarize
Open slide detailBeat · Problem
18
The chart shows revenue growth in constant currency (CC) from FY'15 to FY'20.analyze_data
19
The slide uses a layered architecture diagram to show the platform's components and infrastructure flexibility.present_solution
Open slide detailBeat · Solution
20
The slide uses a logo-grid and metric-based segmentation to demonstrate market dominance.summarize
Open slide detailBeat · Solution
21
The slide uses a 2x2-style grid layout to categorize sales channels.present_framework
22
The R&D chart shows a trend of increasing investment in both absolute dollars and as a percentage of revenue from FY'15 to FY'21.present_solution
23
The slide uses a circular flywheel-style diagram to illustrate the strategy.present_framework
24
Includes a mention of the LAER (Land, Adopt, Expand, Renew) model.analyze_data
25
Uses a timeline-based before-after framing to show the transition to OpenText Clouds.present_solution
Open slide detailLoop · Cost Of Inaction
26
Uses a map metaphor to represent a customer journey or implementation roadmap.present_framework
Open slide detailLoop · Cost Of Inaction
27
The slide uses a hub-and-spoke visual metaphor to represent the cloud ecosystem.establish_context
Open slide detailLoop · Cost Of Inaction
28
The slide uses a timeline framework to illustrate the history of M&A activity.establish_context
29
The slide uses a split-layout: left side defines the philosophy/criteria, right side provides a specific case study example.illustrate_case
30
The slide uses a path/timeline metaphor with map-pin icons to represent the three pillars.present_solution
31
The slide uses a series of five bar charts to illustrate growth percentages and absolute values for revenue, ARR, Cloud, EBITDA, and FCF.analyze_data
32
The slide uses a combination of line and bar charts to illustrate the shift in business model composition over time.analyze_data
33
Includes a callout box detailing the Q3 FY'21 dividend and mention of a share repurchase plan.analyze_data
34
Uses a Venn diagram to show the intersection of three key financial metrics.present_framework
35
Includes a list of ESG rating agencies and an illustration of a corporate citizenship report.summarize
36
introduce_nominees
Open slide detailBeat · Team
37
transition
40
Includes footnotes regarding reconciliation, tax benefits, and definitions of CC and annual recurring revenue.analyze_data
41
Includes detailed footnotes regarding non-GAAP reconciliations and definitions of constant currency and annual recurring revenue.analyze_data
42
Standard financial disclosure slide for non-GAAP reconciliation.analyze_data
43
The slide provides a bridge between GAAP and Non-GAAP financial metrics, specifically detailing adjustments for amortization, share-based compensation, special summarize
44
The table includes specific footnote references (1-8) for the adjustments.summarize
45
Includes detailed footnotes explaining specific adjustments like share-based compensation, amortization, and tax provisions.summarize
46
Standard financial disclosure table for non-GAAP reconciliation.analyze_data
47
Includes detailed footnotes explaining the nature of each adjustment (share-based compensation, amortization, special charges, etc.).analyze_data
48
Standard financial disclosure table showing adjustments to GAAP figures to arrive at Non-GAAP metrics.analyze_data
49
The slide provides a detailed breakdown of adjustments including amortization, share-based compensation, special charges, and tax provisions.summarize
50
Includes two distinct financial tables: one for EBITDA reconciliation and one for Free Cash Flow reconciliation.analyze_data
51
Includes adjustments for taxes, interest, amortization, depreciation, share-based compensation, and special charges.analyze_data
52
closing_ask