{ "kind": "all", "value": "all", "collectionKey": "slides:all:all:all-document-kinds:all-producers:all-orientations", "filters": { "documentKinds": [], "sourceTypes": [], "orientations": [] }, "total": 319975, "page": 5315, "pageSize": 60, "pageCount": 5333, "rows": [ { "docId": "019f6b8f-695d-772a-93bc-9140ee8e4421", "docSlug": "jarvis-stakester-pitch-deck", "documentTitle": "Stakester Pitch Deck", "authorId": "stakester-pitch-deck", "authorName": null, "documentKindSlug": "pitchdeck", "documentKindLabel": "Pitch deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": null, "orientation": null, "aspectRatio": null, "pageNumber": 9, "slideType": "unfair_advantage", "function": "present_solution", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-695d-772a-93bc-9140ee8e4421/9", "deckHref": "/decks/019f6b8f-695d-772a-93bc-9140ee8e4421", "deckAnchorHref": "/decks/019f6b8f-695d-772a-93bc-9140ee8e4421#slide-9", "loopMatches": [], "arcBeatMatches": [ { "to": 10, "from": 8, "beatId": "0050c25d-a6b6-4798-aaf3-c28bee76f656", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Evidence", "beatSlug": "evidence", "evidence": "The appendix methodology, unfair advantage, and team bio slides provide evidence and credibility.", "position": 6, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-695d-772a-93bc-9140ee8e4421", "docSlug": "jarvis-stakester-pitch-deck", "documentTitle": "Stakester Pitch Deck", "authorId": "stakester-pitch-deck", "authorName": null, "documentKindSlug": "pitchdeck", "documentKindLabel": "Pitch deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": null, "orientation": null, "aspectRatio": null, "pageNumber": 10, "slideType": "team_bio", "function": "inspire_vision", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-695d-772a-93bc-9140ee8e4421/10", "deckHref": "/decks/019f6b8f-695d-772a-93bc-9140ee8e4421", "deckAnchorHref": "/decks/019f6b8f-695d-772a-93bc-9140ee8e4421#slide-10", "loopMatches": [], "arcBeatMatches": [ { "to": 10, "from": 8, "beatId": "0050c25d-a6b6-4798-aaf3-c28bee76f656", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Evidence", "beatSlug": "evidence", "evidence": "The appendix methodology, unfair advantage, and team bio slides provide evidence and credibility.", "position": 6, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-695d-772a-93bc-9140ee8e4421", "docSlug": "jarvis-stakester-pitch-deck", "documentTitle": "Stakester Pitch Deck", "authorId": "stakester-pitch-deck", "authorName": null, "documentKindSlug": "pitchdeck", "documentKindLabel": "Pitch deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": null, "orientation": null, "aspectRatio": null, "pageNumber": 11, "slideType": "traction", "function": "show_traction", "notes": "Uses a conversational, slightly humorous tone to present traction.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-695d-772a-93bc-9140ee8e4421/11", "deckHref": "/decks/019f6b8f-695d-772a-93bc-9140ee8e4421", "deckAnchorHref": "/decks/019f6b8f-695d-772a-93bc-9140ee8e4421#slide-11", "loopMatches": [ { "to": 13, "from": 11, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "da81bbe1-06f8-4fdc-8ef2-27a2aa2a0b03", "evidence": "The traction slides highlight quick wins and a big bet on the platform's potential.", "position": 2, "objective": "What progress has been made and what are the next steps?", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [ { "to": 13, "from": 11, "beatId": "a930c505-de87-4eff-bc5c-e175414c2328", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Traction", "beatSlug": null, "evidence": "The traction slides demonstrate progress and momentum.", "position": 7, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-695d-772a-93bc-9140ee8e4421", "docSlug": "jarvis-stakester-pitch-deck", "documentTitle": "Stakester Pitch Deck", "authorId": "stakester-pitch-deck", "authorName": null, "documentKindSlug": "pitchdeck", "documentKindLabel": "Pitch deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": null, "orientation": null, "aspectRatio": null, "pageNumber": 12, "slideType": "customer_logos", "function": "cite_precedent", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-695d-772a-93bc-9140ee8e4421/12", "deckHref": "/decks/019f6b8f-695d-772a-93bc-9140ee8e4421", "deckAnchorHref": "/decks/019f6b8f-695d-772a-93bc-9140ee8e4421#slide-12", "loopMatches": [ { "to": 13, "from": 11, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "da81bbe1-06f8-4fdc-8ef2-27a2aa2a0b03", "evidence": "The traction slides highlight quick wins and a big bet on the platform's potential.", "position": 2, "objective": "What progress has been made and what are the next steps?", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [ { "to": 13, "from": 11, "beatId": "a930c505-de87-4eff-bc5c-e175414c2328", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Traction", "beatSlug": null, "evidence": "The traction slides demonstrate progress and momentum.", "position": 7, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-695d-772a-93bc-9140ee8e4421", "docSlug": "jarvis-stakester-pitch-deck", "documentTitle": "Stakester Pitch Deck", "authorId": "stakester-pitch-deck", "authorName": null, "documentKindSlug": "pitchdeck", "documentKindLabel": "Pitch deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": null, "orientation": null, "aspectRatio": null, "pageNumber": 13, "slideType": "traction", "function": "show_traction", "notes": "The slide uses a team photo as a background with an orange overlay.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-695d-772a-93bc-9140ee8e4421/13", "deckHref": "/decks/019f6b8f-695d-772a-93bc-9140ee8e4421", "deckAnchorHref": "/decks/019f6b8f-695d-772a-93bc-9140ee8e4421#slide-13", "loopMatches": [ { "to": 13, "from": 11, "name": "Quick Win Big Bet", "slug": "47-quick-win-big-bet", "bestFor": "Transformation planning, 100-day plans, resource allocation", "matchId": "da81bbe1-06f8-4fdc-8ef2-27a2aa2a0b03", "evidence": "The traction slides highlight quick wins and a big bet on the platform's potential.", "position": 2, "objective": "What progress has been made and what are the next steps?", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "confidence": 0.6, "description": "Separate initiatives into immediate wins and longer-term strategic bets" } ], "arcBeatMatches": [ { "to": 13, "from": 11, "beatId": "a930c505-de87-4eff-bc5c-e175414c2328", "arcName": "The Sparkline", "arcSlug": "sparkline", "beatName": "Traction", "beatSlug": null, "evidence": "The traction slides demonstrate progress and momentum.", "position": 7, "confidence": 0.8, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-695d-772a-93bc-9140ee8e4421", "docSlug": "jarvis-stakester-pitch-deck", "documentTitle": "Stakester Pitch Deck", "authorId": "stakester-pitch-deck", "authorName": null, "documentKindSlug": "pitchdeck", "documentKindLabel": "Pitch deck", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": null, "orientation": null, "aspectRatio": null, "pageNumber": 14, "slideType": "closing_ask", "function": "state_next_steps", "notes": "This is a contact/closing slide.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-695d-772a-93bc-9140ee8e4421/14", "deckHref": "/decks/019f6b8f-695d-772a-93bc-9140ee8e4421", "deckAnchorHref": "/decks/019f6b8f-695d-772a-93bc-9140ee8e4421#slide-14", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-69bb-71bd-96b2-76193c477c04", "docSlug": "jarvis-starboard-value-algonquin-letter-july-2023", "documentTitle": "Starboard Value Algonquin Letter July 2023", "authorId": "starboard-value-algonquin-letter-july-2023", "authorName": null, "documentKindSlug": "document", "documentKindLabel": "Document", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": "2023-07-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 1, "slideType": "other", "function": "establish_context", "notes": "This is a formal investor letter (13D activist communication).", "imagePath": "https://imgproxy.kitesheet.com/zkFjvtyNpvysv8Kk0QRiDxGBmZJH9Dg2G1KdUspYE5I/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtc3RhcmJvYXJkLXZhbHVlLWFsZ29ucXVpbi1sZXR0ZXItanVseS0yMDIzL3AwMDEuanBn", "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-69bb-71bd-96b2-76193c477c04/1", "deckHref": "/decks/019f6b8f-69bb-71bd-96b2-76193c477c04", "deckAnchorHref": "/decks/019f6b8f-69bb-71bd-96b2-76193c477c04#slide-1", "loopMatches": [ { "to": 2, "from": 1, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "7d075b72-24d7-4713-b589-042d66f39719", "evidence": "Implied urgency", "position": 0, "objective": "Highlight the cost of inaction", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [], "imagePathAlt": "https://imgproxy.kitesheet.com/tHvW1R2Ks7HicDge41fi8CIj9daVsbdzgGZsyLFiLDk/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtc3RhcmJvYXJkLXZhbHVlLWFsZ29ucXVpbi1sZXR0ZXItanVseS0yMDIzL3AwMDEucG5n", "thumbSrc": "https://imgproxy.kitesheet.com/nsortlKoaQHx5J6vgMomMuHtgg79dN5-2nFMa0fCy9A/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtc3RhcmJvYXJkLXZhbHVlLWFsZ29ucXVpbi1sZXR0ZXItanVseS0yMDIzL3AwMDEuanBn", "thumbSrcAlt": "https://imgproxy.kitesheet.com/vUF2IkPqT7oMfyyhdgoWfhGuXghSpLgy0pk-_2-u5N8/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtc3RhcmJvYXJkLXZhbHVlLWFsZ29ucXVpbi1sZXR0ZXItanVseS0yMDIzL3AwMDEucG5n" }, { "docId": "019f6b8f-69bb-71bd-96b2-76193c477c04", "docSlug": "jarvis-starboard-value-algonquin-letter-july-2023", "documentTitle": "Starboard Value Algonquin Letter July 2023", "authorId": "starboard-value-algonquin-letter-july-2023", "authorName": null, "documentKindSlug": "document", "documentKindLabel": "Document", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": "2023-07-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 2, "slideType": "key_messages", "function": "present_solution", "notes": "This is a text-heavy slide outlining a corporate strategy proposal, likely from an activist investor (Starboard).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-69bb-71bd-96b2-76193c477c04/2", "deckHref": "/decks/019f6b8f-69bb-71bd-96b2-76193c477c04", "deckAnchorHref": "/decks/019f6b8f-69bb-71bd-96b2-76193c477c04#slide-2", "loopMatches": [ { "to": 2, "from": 1, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "7d075b72-24d7-4713-b589-042d66f39719", "evidence": "Implied urgency", "position": 0, "objective": "Highlight the cost of inaction", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.6, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-69bb-71bd-96b2-76193c477c04", "docSlug": "jarvis-starboard-value-algonquin-letter-july-2023", "documentTitle": "Starboard Value Algonquin Letter July 2023", "authorId": "starboard-value-algonquin-letter-july-2023", "authorName": null, "documentKindSlug": "document", "documentKindLabel": "Document", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": "2023-07-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 3, "slideType": "appendix_disclosure", "function": "cite_precedent", "notes": "Includes a footnote regarding EPS estimation methodology.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-69bb-71bd-96b2-76193c477c04/3", "deckHref": "/decks/019f6b8f-69bb-71bd-96b2-76193c477c04", "deckAnchorHref": "/decks/019f6b8f-69bb-71bd-96b2-76193c477c04#slide-3", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a18-77ab-b416-dc122125b54d", "docSlug": "jarvis-starboard-value-liveperson-letter-to-sharedholder-may-2023", "documentTitle": "Starboard Value Liveperson Letter to Sharedholder May 2023", "authorId": "starboard-value-liveperson-letter-to-sharedholder-may-2023", "authorName": null, "documentKindSlug": "document", "documentKindLabel": "Document", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": "2023-05-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": "This is the first page of a formal activist investor letter.", "imagePath": "https://imgproxy.kitesheet.com/rmg6ybvk3q_cxUTi5EkFjosj34JQIo9uNtl_77trX34/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtc3RhcmJvYXJkLXZhbHVlLWxpdmVwZXJzb24tbGV0dGVyLXRvLXNoYXJlZGhvbGRlci1tYXktMjAyMy9wMDAxLmpwZw", "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a18-77ab-b416-dc122125b54d/1", "deckHref": "/decks/019f6b8f-6a18-77ab-b416-dc122125b54d", "deckAnchorHref": "/decks/019f6b8f-6a18-77ab-b416-dc122125b54d#slide-1", "loopMatches": [], "arcBeatMatches": [ { "to": 1, "from": 1, "beatId": "212dc928-1b90-4c25-ba80-00156e13b0e0", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Attention", "beatSlug": "monroes-sequence-attention", "evidence": "The cover page grabs attention", "position": 0, "confidence": 0.6, "parentBeatName": "Hook", "parentBeatSlug": "hook" } ], "imagePathAlt": "https://imgproxy.kitesheet.com/PFyXXfjqN30P-NOtJ83BZcFF4cGyudleREEdUu0Ke2g/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtc3RhcmJvYXJkLXZhbHVlLWxpdmVwZXJzb24tbGV0dGVyLXRvLXNoYXJlZGhvbGRlci1tYXktMjAyMy9wMDAxLnBuZw", "thumbSrc": "https://imgproxy.kitesheet.com/Z6OC2--NHxHZTcErf60YEsqYx8enrHEzSc-NCZ1Ioms/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtc3RhcmJvYXJkLXZhbHVlLWxpdmVwZXJzb24tbGV0dGVyLXRvLXNoYXJlZGhvbGRlci1tYXktMjAyMy9wMDAxLmpwZw", "thumbSrcAlt": "https://imgproxy.kitesheet.com/-bMHbUmN7MSphy_eMCCKlmVdwXgfUARSBe0vSJQS3yc/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtc3RhcmJvYXJkLXZhbHVlLWxpdmVwZXJzb24tbGV0dGVyLXRvLXNoYXJlZGhvbGRlci1tYXktMjAyMy9wMDAxLnBuZw" }, { "docId": "019f6b8f-6a18-77ab-b416-dc122125b54d", "docSlug": "jarvis-starboard-value-liveperson-letter-to-sharedholder-may-2023", "documentTitle": "Starboard Value Liveperson Letter to Sharedholder May 2023", "authorId": "starboard-value-liveperson-letter-to-sharedholder-may-2023", "authorName": null, "documentKindSlug": "document", "documentKindLabel": "Document", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": "2023-05-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 2, "slideType": "other", "function": "frame_problem", "notes": "This is an activist investor slide arguing for board replacement due to underperformance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a18-77ab-b416-dc122125b54d/2", "deckHref": "/decks/019f6b8f-6a18-77ab-b416-dc122125b54d", "deckAnchorHref": "/decks/019f6b8f-6a18-77ab-b416-dc122125b54d#slide-2", "loopMatches": [], "arcBeatMatches": [ { "to": 3, "from": 2, "beatId": "d3d6887a-b49e-4508-a9b2-dc5f848cf384", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Need", "beatSlug": "monroes-sequence-need", "evidence": "The key messages likely highlight a need for change", "position": 1, "confidence": 0.6, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a18-77ab-b416-dc122125b54d", "docSlug": "jarvis-starboard-value-liveperson-letter-to-sharedholder-may-2023", "documentTitle": "Starboard Value Liveperson Letter to Sharedholder May 2023", "authorId": "starboard-value-liveperson-letter-to-sharedholder-may-2023", "authorName": null, "documentKindSlug": "document", "documentKindLabel": "Document", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": "2023-05-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 3, "slideType": "key_messages", "function": "frame_problem", "notes": "This is a text-heavy slide from an activist investor presentation, likely part of a proxy contest.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a18-77ab-b416-dc122125b54d/3", "deckHref": "/decks/019f6b8f-6a18-77ab-b416-dc122125b54d", "deckAnchorHref": "/decks/019f6b8f-6a18-77ab-b416-dc122125b54d#slide-3", "loopMatches": [], "arcBeatMatches": [ { "to": 3, "from": 2, "beatId": "d3d6887a-b49e-4508-a9b2-dc5f848cf384", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Need", "beatSlug": "monroes-sequence-need", "evidence": "The key messages likely highlight a need for change", "position": 1, "confidence": 0.6, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a18-77ab-b416-dc122125b54d", "docSlug": "jarvis-starboard-value-liveperson-letter-to-sharedholder-may-2023", "documentTitle": "Starboard Value Liveperson Letter to Sharedholder May 2023", "authorId": "starboard-value-liveperson-letter-to-sharedholder-may-2023", "authorName": null, "documentKindSlug": "document", "documentKindLabel": "Document", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": "2023-05-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 4, "slideType": "other", "function": "illustrate_case", "notes": "This is a document page containing a timeline chart of executive tenure followed by narrative text detailing governance failures and scandals.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a18-77ab-b416-dc122125b54d/4", "deckHref": "/decks/019f6b8f-6a18-77ab-b416-dc122125b54d", "deckAnchorHref": "/decks/019f6b8f-6a18-77ab-b416-dc122125b54d#slide-4", "loopMatches": [], "arcBeatMatches": [ { "to": 4, "from": 4, "beatId": "f0bb8742-816b-4a0d-b7da-a57dcbd7365d", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Evidence", "beatSlug": "evidence", "evidence": "The leadership timeline provides evidence", "position": 2, "confidence": 0.6, "parentBeatName": null, "parentBeatSlug": null } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a18-77ab-b416-dc122125b54d", "docSlug": "jarvis-starboard-value-liveperson-letter-to-sharedholder-may-2023", "documentTitle": "Starboard Value Liveperson Letter to Sharedholder May 2023", "authorId": "starboard-value-liveperson-letter-to-sharedholder-may-2023", "authorName": null, "documentKindSlug": "document", "documentKindLabel": "Document", "sourceTypeSlug": "independent_analyst", "sourceTypeLabel": "Independent analyst", "presentationDate": "2023-05-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 5, "slideType": "other", "function": "summarize", "notes": "This is a formal letter/closing statement from an activist investor.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a18-77ab-b416-dc122125b54d/5", "deckHref": "/decks/019f6b8f-6a18-77ab-b416-dc122125b54d", "deckAnchorHref": "/decks/019f6b8f-6a18-77ab-b416-dc122125b54d#slide-5", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 5, "beatId": "8cbeb3f9-e6f6-419a-860b-bd6b5dc9cb91", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Satisfaction", "beatSlug": "monroes-sequence-satisfaction", "evidence": "The final page may provide a conclusion or next steps", "position": 3, "confidence": 0.6, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 1, "slideType": "cover", "function": "front_matter", "notes": null, "imagePath": "https://imgproxy.kitesheet.com/PqAOiORG19vw-fI9MnyuTcX_nXcgk9oty3KOULP6WcU/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtc3RhcmJvYXJkLXZhbHVlLXdpeC1wcmVzZW50YXRpb24tb2N0b2Jlci0yMDIyL3AwMDEuanBn", "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/1", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-1", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": "https://imgproxy.kitesheet.com/n2A7lhyd5nnrUpGQDY7kngc8HwBAO1FpSszDCf-to2w/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtc3RhcmJvYXJkLXZhbHVlLXdpeC1wcmVzZW50YXRpb24tb2N0b2Jlci0yMDIyL3AwMDEucG5n", "thumbSrc": "https://imgproxy.kitesheet.com/sxfrULREdOXTFv9TA7F2CdvKLFrJEyDvB79_IkxTkqo/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtc3RhcmJvYXJkLXZhbHVlLXdpeC1wcmVzZW50YXRpb24tb2N0b2Jlci0yMDIyL3AwMDEuanBn", "thumbSrcAlt": "https://imgproxy.kitesheet.com/ifYPPUJSsMm1JTfc3mwCP8epBTCosZoWs5arazQItMo/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9qYXJ2aXMtc3RhcmJvYXJkLXZhbHVlLXdpeC1wcmVzZW50YXRpb24tb2N0b2Jlci0yMDIyL3AwMDEucG5n" }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 2, "slideType": "disclaimer", "function": "front_matter", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/2", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-2", "loopMatches": [], "arcBeatMatches": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 3, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart illustrates the valuation premium commanded by high-growth software companies compared to mid and low-growth peers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/3", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-3", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 3, "beatId": "34db681e-a7d0-4dbb-8930-f4e6b2a670d5", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The document provides an overview of the market dynamics and the current situation of Wix, Splunk, and Salesforce.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 4, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "The slide uses a red dashed line to highlight the 685bps drop in growth.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/4", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-4", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 3, "beatId": "34db681e-a7d0-4dbb-8930-f4e6b2a670d5", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The document provides an overview of the market dynamics and the current situation of Wix, Splunk, and Salesforce.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 5, "slideType": "comparison_table", "function": "compare_peers", "notes": "The chart highlights a clear divergence and subsequent convergence of valuation multiples across growth cohorts, with a vertical red dashed line marking the inflection point around late 2021.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/5", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-5", "loopMatches": [], "arcBeatMatches": [ { "to": 5, "from": 3, "beatId": "34db681e-a7d0-4dbb-8930-f4e6b2a670d5", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Situation & Context", "beatSlug": "consultants-gambit-situation-context", "evidence": "The document provides an overview of the market dynamics and the current situation of Wix, Splunk, and Salesforce.", "position": 0, "confidence": 0.8, "parentBeatName": "Setup", "parentBeatSlug": "setup" }, { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 6, "slideType": "thesis_headline", "function": "quantify_opportunity", "notes": "The slide uses a simple additive diagram to build a thesis.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/6", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-6", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 7, "slideType": "transition", "function": "transition", "notes": "The slide uses a placeholder layout with three dark blue boxes, likely intended for company logos or names.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/7", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-7", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 8, "slideType": "transition", "function": "transition", "notes": "The slide uses a placeholder structure for three companies, with only Wix currently revealed.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/8", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-8", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 9, "slideType": "executive_summary", "function": "establish_context", "notes": "Includes a standard enterprise value bridge calculation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/9", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-9", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 10, "slideType": "other", "function": "establish_context", "notes": "The slide juxtaposes artistic branding with code snippets, likely intended to frame Wix as a 'lifestyle' or 'design-first' company rather than a disciplined business.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/10", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-10", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 11, "slideType": "kpi_overview", "function": "analyze_data", "notes": "The chart illustrates the 'cohort effect' where newer cohorts show steeper growth curves than older ones.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/11", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-11", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 12, "slideType": "before_after", "function": "analyze_data", "notes": "The chart highlights a specific period of investment (Q2'20-Q4'21) where revenue growth peaked while FCF margins declined.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/12", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-12", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 13, "slideType": "other", "function": "analyze_data", "notes": "The chart uses a trend line to emphasize the growth trajectory.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/13", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-13", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 14, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a dual-bar chart to contrast revenue growth (dark blue) against FCF margin (light blue) across 16 quarters, with annotations highlighting the management's strategic error.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/14", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-14", "loopMatches": [ { "to": 16, "from": 14, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "08ecf136-6b22-4ce7-810f-c5f3af5b2842", "evidence": "The document highlights the significant decline in Wix's stock price and valuation multiple as growth slowed and profits disappeared.", "position": 0, "objective": "Highlight the cost of inaction for Wix", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 15, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "The chart highlights a 76% decline using a trend line.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/15", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-15", "loopMatches": [ { "to": 16, "from": 14, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "08ecf136-6b22-4ce7-810f-c5f3af5b2842", "evidence": "The document highlights the significant decline in Wix's stock price and valuation multiple as growth slowed and profits disappeared.", "position": 0, "objective": "Highlight the cost of inaction for Wix", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 16, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart includes a median line and revenue growth metrics for each company.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/16", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-16", "loopMatches": [ { "to": 16, "from": 14, "name": "Cost Of Inaction", "slug": "27-cost-of-inaction", "bestFor": "Urgent budget requests, compliance, risk mitigation", "matchId": "08ecf136-6b22-4ce7-810f-c5f3af5b2842", "evidence": "The document highlights the significant decline in Wix's stock price and valuation multiple as growth slowed and profits disappeared.", "position": 0, "objective": "Highlight the cost of inaction for Wix", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "confidence": 0.7, "description": "Quantify what happens if the audience does nothing" } ], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 17, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart uses the 'Rule of 40' metric (Growth + Profit Margin).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/17", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-17", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 18, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "Includes a historical 2019 data point for Wix for context.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/18", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-18", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 19, "slideType": "thesis_headline", "function": "quantify_opportunity", "notes": "The chart uses a break in the x-axis between CY2022E and CY2025E to indicate a multi-year gap.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/19", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-19", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" }, { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 20, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a combination of a time-series bar chart for expenses and a peer-comparison bar chart for headcount.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/20", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-20", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" }, { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 21, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a callout box to highlight the discrepancy between headcount growth and revenue growth.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/21", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-21", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" }, { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 22, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses a red/blue color scheme to contrast the two companies, with a callout box emphasizing the discrepancy.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/22", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-22", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" }, { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 23, "slideType": "problem_statement", "function": "diagnose_problem", "notes": "The slide uses a callout box with a red dashed border to emphasize the discrepancy between headcount growth (3.5x) and revenue growth (2.1x).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/23", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-23", "loopMatches": [], "arcBeatMatches": [ { "to": 23, "from": 4, "beatId": "b9248ea1-8333-46ec-b63f-9134c9f2b9e3", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document highlights the problems and complications faced by Wix, Splunk, and Salesforce, including decelerated revenue growth, compressed margins, and subpar mix of growth and profitability.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" }, { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 24, "slideType": "before_after", "function": "illustrate_case", "notes": "The slide uses a bar chart to show stock price reaction, framing the cost-cutting as a positive shift in approach.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/24", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-24", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 25, "slideType": "kpi_overview", "function": "quantify_opportunity", "notes": "The slide uses a trend line over a bar chart to emphasize the growth trajectory.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/25", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-25", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 26, "slideType": "propose_solution", "function": "quantify_opportunity", "notes": "The chart uses a dashed vertical line to separate management's projections from the activist's pro-forma estimate.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/26", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-26", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 27, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart uses a 'Rule of 40' style metric (Growth + FCF Margin).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/27", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-27", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 28, "slideType": "thesis_headline", "function": "quantify_opportunity", "notes": "Uses two green dashed-border callout boxes to highlight key financial projections.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/28", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-28", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 29, "slideType": "thesis_headline", "function": "frame_situation", "notes": "The slide uses placeholders for two additional companies. The bottom callout box summarizes the investment thesis for all three.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/29", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-29", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 30, "slideType": "transition", "function": "transition", "notes": "The third opportunity is redacted (dark blue box).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/30", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-30", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 31, "slideType": "executive_summary", "function": "establish_context", "notes": "Includes valuation bridge (EV calculation) and two pie charts for segment analysis.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/31", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-31", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 32, "slideType": "other", "function": "establish_context", "notes": "The slide uses a layered visual metaphor to show data ingestion (bottom), platform processing (middle), and application layers (top).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/32", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-32", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 33, "slideType": "key_takeaways", "function": "establish_context", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/33", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-33", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 34, "slideType": "other", "function": "establish_context", "notes": "The slide uses a logo grid to establish credibility and market reach.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/34", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-34", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 35, "slideType": "problem_statement", "function": "frame_problem", "notes": "The chart illustrates a dip in growth during the transition period (CY2020).", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/35", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-35", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 36, "slideType": "before_after", "function": "frame_situation", "notes": "The slide highlights a 'FCF transition period' between 2019 and 2021.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/36", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-36", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 37, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "Uses a combination of a growth chart and a direct quote from the former CFO to establish the baseline expectations.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/37", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-37", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 38, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a 'before-after' framing to highlight management's failure to meet guidance.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/38", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-38", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 39, "slideType": "expose_contradiction", "function": "expose_contradiction", "notes": "The slide uses a table to list negative earnings reactions and a line chart to show the long-term share price decline.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/39", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-39", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 40, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The slide uses two bar charts to compare Splunk (red) against high-growth (dark blue) and moderate-growth (light blue) peers.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/40", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-40", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 41, "slideType": "team_bio", "function": "introduce_nominees", "notes": null, "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/41", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-41", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 42, "slideType": "nominee_bio", "function": "introduce_nominees", "notes": "The chart highlights the sale of Proofpoint to Thoma Bravo as a key value-creation event.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/42", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-42", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 43, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart highlights Splunk in red at the far right, significantly below the peer median of 47%.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/43", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-43", "loopMatches": [], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 44, "slideType": "peer_benchmark", "function": "compare_peers", "notes": "The chart uses a red bar for Splunk to emphasize its underperformance relative to the peer median.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/44", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-44", "loopMatches": [ { "to": 46, "from": 44, "name": "Mece Breakdown", "slug": "40-mece-breakdown", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "matchId": "953145f5-257d-49e3-8a10-ddaa2df2bb8d", "evidence": "The document presents a breakdown of the opportunity for Splunk to drive operational improvement and margin expansion.", "position": 1, "objective": "Break down the opportunity for Splunk", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "confidence": 0.7, "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories" } ], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 45, "slideType": "valuation_reveal", "function": "show_valuation_bridge", "notes": "The slide uses a 'move up and to the right' narrative to justify a valuation re-rating for Splunk.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/45", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-45", "loopMatches": [ { "to": 46, "from": 44, "name": "Mece Breakdown", "slug": "40-mece-breakdown", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "matchId": "953145f5-257d-49e3-8a10-ddaa2df2bb8d", "evidence": "The document presents a breakdown of the opportunity for Splunk to drive operational improvement and margin expansion.", "position": 1, "objective": "Break down the opportunity for Splunk", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "confidence": 0.7, "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories" } ], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }, { "docId": "019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "docSlug": "jarvis-starboard-value-wix-presentation-october-2022", "documentTitle": "Starboard Value Wix Presentation October 2022", "authorId": "starboard-value-wix-presentation-october-2022", "authorName": null, "documentKindSlug": "activist-deck", "documentKindLabel": "Activist deck", "sourceTypeSlug": "activist_investor", "sourceTypeLabel": "Activist investor", "presentationDate": "2022-10-01 00:00:00", "orientation": null, "aspectRatio": null, "pageNumber": 46, "slideType": "comparison_table", "function": "quantify_opportunity", "notes": "The slide uses a 'before-after' framing to illustrate the potential value creation.", "imagePath": null, "matchCount": 1, "evidence": null, "slideHref": "/slides/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d/46", "deckHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d", "deckAnchorHref": "/decks/019f6b8f-6a7b-7439-a2d1-f1c88e2f670d#slide-46", "loopMatches": [ { "to": 46, "from": 44, "name": "Mece Breakdown", "slug": "40-mece-breakdown", "bestFor": "Problem structuring, ensuring completeness, strategic analysis", "matchId": "953145f5-257d-49e3-8a10-ddaa2df2bb8d", "evidence": "The document presents a breakdown of the opportunity for Splunk to drive operational improvement and margin expansion.", "position": 1, "objective": "Break down the opportunity for Splunk", "structure": "The Whole -> Category A (distinct) -> Category B (distinct) -> Category C (distinct) -> Complete Coverage", "confidence": 0.7, "description": "Divide a complex topic into mutually exclusive, collectively exhaustive categories" } ], "arcBeatMatches": [ { "to": 64, "from": 19, "beatId": "d0aac4aa-f911-4562-96b8-bc225a9cfcda", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Solution & Approach", "beatSlug": "consultants-gambit-solution-approach", "evidence": "The document presents Starboard Value's solution and approach to improve growth and profitability in Wix, Splunk, and Salesforce.", "position": 2, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true } ] }