{
  "docId": "019dd923-5eff-723e-9be4-acffa689358d",
  "docSlug": "42b53a13a561676c",
  "documentTitle": "2025 Q4 Investor Presentation",
  "authorId": "OpenText",
  "authorName": "OpenText",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "strategy_consulting",
  "sourceTypeLabel": "Strategy consulting",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 7,
  "pageCount": 45,
  "prevPage": 6,
  "nextPage": 8,
  "slideType": "initiative_list",
  "function": "present_solution",
  "density": "overcrowded",
  "nDataPoints": 2,
  "notes": null,
  "elementsJson": [
    "headline_text",
    "bullet_list"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5eff-723e-9be4-acffa689358d/7",
  "deckHref": "/decks/019dd923-5eff-723e-9be4-acffa689358d",
  "deckJsonHref": "/decks/019dd923-5eff-723e-9be4-acffa689358d.json",
  "deckAnchorHref": "/decks/019dd923-5eff-723e-9be4-acffa689358d#slide-7",
  "components": [
    {
      "bbox": {
        "h": 0.3,
        "w": 0.28,
        "x": 0.66,
        "y": 0.35
      },
      "kind": "list",
      "text": "Strong Medium-term Business Model approaching the Rule of 40, upper quartile margins, FCF, earnings, and capital return. AI First, plus expansion of our Business Optimization, means $1B savings target over 10 years.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "209bff3d-f31e-4889-8cd8-8683dd7a4b0f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.28,
        "x": 0.36,
        "y": 0.35
      },
      "kind": "list",
      "text": "New product cycle, entering new market areas such as Security. Partnerships across SAP, MSFT, and Google keep getting stronger. Customers focused on gaining control in a time of disruption. We expect to return to total revenue organic growth in F'26.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5426ff65-0a85-486c-bb49-00fd56bc1e57",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.28,
        "x": 0.06,
        "y": 0.35
      },
      "kind": "list",
      "text": "Leading with AI First, Business Cloud Suites, new Data Cloud, and new Security. Titanium X brings road map strength with Cloud Editions 25.3. Efficiency gains, local deployments for a new digital workforce.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a614bc3e-b038-4310-ba10-940bf443ceb9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.28,
        "x": 0.06,
        "y": 0.235
      },
      "kind": "paragraph",
      "text": "1. Competitive Advantage Through Innovation",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6c7f00f2-c5aa-4ef5-99e4-534860035d0a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.28,
        "x": 0.36,
        "y": 0.235
      },
      "kind": "paragraph",
      "text": "2. Total Revenue Growth",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "88b39190-461e-45c8-a01d-5903a79bd491",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.28,
        "x": 0.66,
        "y": 0.235
      },
      "kind": "paragraph",
      "text": "3. Operational Excellence",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c4f8fade-7331-429b-8765-13affda75e0c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.8,
        "x": 0.05,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "1. Please refer to \"Use of Non-GAAP Financial Measures\" at the end of this presentation and \"Reconciliation of selected GAAP-based measures to Non-GAAP-based measures\" included within our current and historical filings on Forms 10-Q, 10-K and 8-K. 2. Capital return defined as the total value of cash dividends paid and common shares repurchased in the period. Capital Allocation Strategy subject to change based on acquisition opportunities or other corporate purposes.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d75d802e-45b3-4ca9-a8e4-8a8c5043f491",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.25,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "Strategic Focus",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "aca24a32-f9d2-44ef-b4a7-853284fdee40",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Deploy / Reshape / Invent (BCG)",
      "slug": "bcg-deploy-reshape-invent",
      "agent": null,
      "layer": "slide",
      "matchId": "ffa28e9d-9cf1-4fc4-80ea-5841e61c39a9",
      "evidence": "list/bullet: New product cycle, entering new market areas such as Security. Partnerships across SAP, MSFT, and Google keep getting stronger.",
      "confidence": 0.8
    },
    {
      "name": "Three Pillars",
      "slug": "three-pillars",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "76bddd20-3be5-4a04-a5cf-cf07852365fb",
      "evidence": "paragraph/paragraph: 1. Competitive Advantage Through Innovation, paragraph/paragraph: 3. Operational Excellence, paragraph/paragraph: 2. Total Revenue Growth",
      "confidence": 0.6
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 8,
      "from": 6,
      "beatId": "ad3571d3-e1ff-402a-b111-a5d2896fbaf5",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Solution",
      "beatSlug": "sequoia-pitch-solution",
      "evidence": "Slides 6-8 outline OpenText's strategic focus and how it creates shareholder value",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 28,
      "from": 3,
      "name": "Logic Chain",
      "slug": "01-logic-chain",
      "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis",
      "matchId": "13b7dca5-76a7-4fd9-bab1-24990a60bf5a",
      "evidence": "The deck presents a logical flow from introduction to growth strategy and team",
      "position": 0,
      "objective": "Understand OpenText's value proposition and growth strategy",
      "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... (Inevitable conclusion)",
      "confidence": 0.7,
      "description": "Build an airtight chain of logic where each premise leads inevitably to the conclusion"
    },
    {
      "to": 26,
      "from": 6,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "e85ea091-9492-439d-970c-d48297d56be3",
      "evidence": "Slides 6 and 26 emphasize the importance of investing in OpenText",
      "position": 1,
      "objective": "Highlight the benefits of investing in OpenText today",
      "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"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}