{
  "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": 8,
  "pageCount": 45,
  "prevPage": 7,
  "nextPage": 9,
  "slideType": "other",
  "function": "present_framework",
  "density": "dense",
  "nDataPoints": 8,
  "notes": "The slide uses a flywheel/circular process diagram to explain the financial logic of the business.",
  "elementsJson": [
    "headline_text",
    "process_diagram",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5eff-723e-9be4-acffa689358d/8",
  "deckHref": "/decks/019dd923-5eff-723e-9be4-acffa689358d",
  "deckJsonHref": "/decks/019dd923-5eff-723e-9be4-acffa689358d.json",
  "deckAnchorHref": "/decks/019dd923-5eff-723e-9be4-acffa689358d#slide-8",
  "components": [
    {
      "bbox": {
        "h": 0.7,
        "w": 0.5,
        "x": 0.25,
        "y": 0.15
      },
      "kind": "diagram",
      "text": "Flywheel diagram showing: New customer bookings -> Revenue -> A-EBITDA improvement -> Free cash flow fuels capital allocation -> Dividend payout -> Share repurchases & potential M&A",
      "attrs": null,
      "subkind": "process",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "909214f8-ffaf-44ed-a914-9eabb88e48ac",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.9,
        "x": 0.05,
        "y": 0.9
      },
      "kind": "disclaimer",
      "text": "Please refer to \"Use of Non-GAAP Financial Measures\" at the end of this presentation...",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7ac2848d-b8d4-436b-96d5-b0f581bbb125",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.2,
        "x": 0.75,
        "y": 0.7
      },
      "kind": "metric",
      "text": "34.5% A-EBITDA Margin",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "023cb906-2fcb-4046-a869-332ea7cdc5fe",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.2,
        "x": 0.6,
        "y": 0.15
      },
      "kind": "metric",
      "text": "$4.3B Total RPO",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3d81dc69-fc5e-4161-bba8-ea2f8667efdd",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.2,
        "x": 0.75,
        "y": 0.25
      },
      "kind": "metric",
      "text": "$5.2B Total Revenues",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "986bdc20-89e3-4b63-b67b-2b25714c96da",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.2,
        "x": 0.75,
        "y": 0.45
      },
      "kind": "metric",
      "text": "76.2% Gross Margin",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b5e1a805-3cdd-4efb-9430-0493c3373c6c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.2,
        "x": 0.05,
        "y": 0.25
      },
      "kind": "metric",
      "text": "$411M shares repurchased",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c2920d49-b0ec-41d9-9925-bcbb99b097c5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.2,
        "x": 0.05,
        "y": 0.45
      },
      "kind": "metric",
      "text": "Dividend Yield 3.6%",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d1dcfef1-922c-4a5a-b210-558b161c820a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.2,
        "x": 0.2,
        "y": 0.75
      },
      "kind": "metric",
      "text": "FCF Margin 13%",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f9521315-5dbc-4a45-82cd-d42e5a27f0dc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "A-EBITDA Margin: 34.5%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-7da9-76f1-bb7c-3e0c0dffeedc",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.4,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "How We Create Shareholder Value",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d3278ce2-ff92-4be4-824a-d78e3352fad1",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Flywheel",
      "slug": "flywheel",
      "agent": null,
      "layer": "slide",
      "matchId": "14261424-efad-45d2-81f4-a924970ac8aa",
      "evidence": "diagram/process: Flywheel diagram showing: New customer bookings -> Revenue -> A-EBITDA improvement -> Free cash flow fuels capital allocation -> Dividend payout -> Share repurchases & potential M&A",
      "confidence": 0.9
    }
  ],
  "frameworks": [
    {
      "name": "flywheel",
      "slug": null,
      "matchId": "46166c43-7e33-4786-afbf-053791b3723e",
      "evidence": "Circular process diagram showing self-reinforcing business activities.",
      "confidence": 0.9
    }
  ],
  "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
}