{
  "docId": "019dd923-622b-71dc-a6d9-aa56741b6a55",
  "docSlug": "fade76df1897",
  "documentTitle": "DSP Group, Inc. (DSPG)",
  "authorId": "03_Starboard_Value",
  "authorName": "Starboard Value",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2013-05-13 00:00:00",
  "orientation": "portrait",
  "aspectRatio": 0.77272725,
  "pageNumber": 17,
  "pageCount": 50,
  "prevPage": 16,
  "nextPage": 18,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "dense",
  "nDataPoints": 7,
  "notes": "Uses a red circle to highlight the specific contradiction in the 2012 forecast (13.0M vs 5.0M).",
  "elementsJson": [
    "headline_text",
    "bullet_list",
    "bar_chart_vertical",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6d9-aa56741b6a55/17",
  "deckHref": "/decks/019dd923-622b-71dc-a6d9-aa56741b6a55",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6d9-aa56741b6a55.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6d9-aa56741b6a55#slide-17",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "Over the last two years, DSP's expectations for DECT Home Gateways have declined dramatically from expecting total market shipments of approximately 13 million units in 2012 to estimating approximately 5 million units shipped in 2012.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-78b7-702e-962f-a641106a8ecf",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.4,
        "x": 0.53,
        "y": 0.35
      },
      "kind": "chart",
      "text": "2013 DECT Home Gateways Expectations",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0d95a5fb-e71a-4aba-a9b9-61867721ab9c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.4,
        "w": 0.4,
        "x": 0.07,
        "y": 0.35
      },
      "kind": "chart",
      "text": "2011 DECT Home Gateways Expectations",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "15b376e9-93d0-4486-bd79-852be6b02168",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "market shipments: 5 million",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-78b7-702e-962f-ab6331c175a5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.85,
        "x": 0.07,
        "y": 0.2
      },
      "kind": "paragraph",
      "text": "Over the last two years, DSP's expectations for DECT Home Gateways have declined dramatically from expecting total market shipments of approximately 13 million units in 2012 to estimating approximately 5 million units shipped in 2012.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "78963fdd-44fa-4418-bf9a-7dac7fbc8037",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.07,
        "y": 0.88
      },
      "kind": "source-note",
      "text": "Source: DSP investor presentations dated August 2011 and January 2013.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8676f58f-e3c0-4f5c-8d51-9f22b08919f4",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.8,
        "x": 0.07,
        "y": 0.13
      },
      "kind": "title",
      "text": "DSP Continues to Overestimate the DECT Home Gateway Market",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "3a95e461-9391-41aa-9364-762e6ff4ac4a",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "fraud-exposure",
      "slug": null,
      "matchId": "57c228d4-16c2-4eee-bc89-06766210e9e3",
      "evidence": "Highlighting management's repeated failure to accurately forecast market size to expose credibility issues.",
      "confidence": 0.85
    }
  ],
  "arcBeats": [
    {
      "to": 36,
      "from": 6,
      "beatId": "81006f69-47c8-46d7-990f-1be8bffe15d7",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Agitate",
      "beatSlug": "problem-agitate-solution-agitate-make-it-worse",
      "evidence": "Slides 6-36 expose contradictions and critique DSP Group's management and board.",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": "Development",
      "parentBeatSlug": "development"
    }
  ],
  "loops": [
    {
      "to": 36,
      "from": 6,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "461286b5-1828-4e59-8f68-0c15c27a66ab",
      "evidence": "The deck repeatedly highlights the consequences of not changing the board and management.",
      "position": 0,
      "objective": "The cost of inaction is further underperformance and value destruction.",
      "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"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}