{
  "docId": "019dd923-622b-71dc-a6da-7dbcf853259c",
  "docSlug": "382e24b30fef",
  "documentTitle": "Autodesk, Inc. (ADSK)",
  "authorId": "03_Starboard_Value",
  "authorName": "Starboard Value",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2024-08-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.3333334,
  "pageNumber": 25,
  "pageCount": 88,
  "prevPage": 24,
  "nextPage": 26,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 8,
  "notes": "The slide uses a bridge-style comparison to show how M&A activity adjusted the company's financial targets.",
  "elementsJson": [
    "headline_text",
    "screenshot",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622b-71dc-a6da-7dbcf853259c/25",
  "deckHref": "/decks/019dd923-622b-71dc-a6da-7dbcf853259c",
  "deckJsonHref": "/decks/019dd923-622b-71dc-a6da-7dbcf853259c.json",
  "deckAnchorHref": "/decks/019dd923-622b-71dc-a6da-7dbcf853259c#slide-25",
  "components": [
    {
      "bbox": {
        "h": 0.06,
        "w": 0.88,
        "x": 0.06,
        "y": 0.375
      },
      "kind": "diagram",
      "text": "2020 Investor Day -> M&A -> Current",
      "attrs": null,
      "subkind": "process",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "38b553b4-e7f5-484f-81bf-4a5bdb3eadf9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "non-GAAP operating margin: 38%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-fb8f-761b-afc6-6e8b9660980f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.92,
        "x": 0.04,
        "y": 0.15
      },
      "kind": "paragraph",
      "text": "September 2021 Investor Day Excerpt",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f9b40f11-9fa5-497e-b72b-96452efebceb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "Fiscal 23 Goals: Where We're Going — Autodesk Investor Day",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd952-fb8f-761b-afc6-6857929c0a30",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.15,
        "x": 0.01,
        "y": 0.97
      },
      "kind": "source-note",
      "text": "Source: Company presentations.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c1735c83-2926-479c-9759-ffdee65f944a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.88,
        "x": 0.06,
        "y": 0.44
      },
      "kind": "table",
      "text": "Comparison of financial metrics: Revenue CAGR, Free Cash Flow, Operating Margin, and Rule of 40 metric.",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "20922001-1fe2-4ed2-b440-c7cb90db2a7e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.92,
        "x": 0.04,
        "y": 0.02
      },
      "kind": "title",
      "text": "At the 2021 Investor Day, Autodesk Made Some Minor Adjustments for M&A",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1d6d73ce-6d62-4fb9-b5f9-2b09617069b0",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "before-after-framing",
      "slug": null,
      "matchId": "27efeeeb-b234-4060-9ef5-ebd16d99b1ac",
      "evidence": "Compares 2020 targets vs current targets to show the impact of M&A.",
      "confidence": 0.95
    }
  ],
  "arcBeats": [
    {
      "to": 35,
      "from": 15,
      "beatId": "87b8f5c3-1d2d-47bf-9aa8-12ce8032662a",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Expose Contradiction",
      "beatSlug": null,
      "evidence": "The presentation exposes contradictions in Autodesk's financial commitments and performance",
      "position": 1,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [
    {
      "to": 88,
      "from": 4,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "caff0ba1-c341-428c-8bfc-3a5587038a61",
      "evidence": "The presentation highlights the consequences of not taking action to address Autodesk's underperformance",
      "position": 0,
      "objective": "The cost of inaction is significant 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"
    },
    {
      "to": 35,
      "from": 15,
      "name": "The Reveal",
      "slug": "05-the-reveal",
      "bestFor": "Product launches, strategic pivots, unexpected findings",
      "matchId": "01be3959-6862-4570-9972-af123ad68234",
      "evidence": "The presentation exposes the contradictions in Autodesk's financial commitments and performance",
      "position": 1,
      "objective": "Reveal the contradictions in Autodesk's financial commitments and performance",
      "structure": "Setup the Question -> Build Suspense -> The Big Reveal",
      "confidence": 0.8,
      "description": "Build mystery and anticipation, then deliver a surprising or powerful conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}