{
  "docId": "019dd923-622c-750b-8b99-a7a7a3284557",
  "docSlug": "1b5c4ae912d9",
  "documentTitle": "Dycom Industries, Inc. (DY)",
  "authorId": "54_Spruce_Point_Capital",
  "authorName": "Spruce Point Capital Management",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2025-02-19 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.3333334,
  "pageNumber": 28,
  "pageCount": 43,
  "prevPage": 27,
  "nextPage": 29,
  "slideType": "key_takeaways",
  "function": "analyze_data",
  "density": "balanced",
  "nDataPoints": 12,
  "notes": "The chart displays both absolute dollar values ($ in mm) and percentage of total revenue for each year.",
  "elementsJson": [
    "headline_text",
    "callout_box",
    "bar_chart_vertical",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b99-a7a7a3284557/28",
  "deckHref": "/decks/019dd923-622c-750b-8b99-a7a7a3284557",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b99-a7a7a3284557.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b99-a7a7a3284557#slide-28",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.96,
        "x": 0.02,
        "y": 0.17
      },
      "kind": "callout",
      "text": "Dycom's revenue from Frontier has grown by ~335% since 2020 and now constitutes 5.4% of total contract revenue. Dycom has booked approximately $1 billion of cumulative revenues from Frontier since 2020.",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4d757a0f-e08c-4ec9-a51c-0bf8fd30ab21",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.68,
        "x": 0.16,
        "y": 0.3
      },
      "kind": "chart",
      "text": "Dycom's Revenue From Frontier Communications (% of Total Revenue)",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d2c8a7f3-3952-40a6-a9fb-11b902e91d1b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Revenue from Frontier: $1 billion",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-ee38-728b-98bf-d18295be0f52",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.16,
        "x": 0.02,
        "y": 0.97
      },
      "kind": "source-note",
      "text": "Source: Dycom SEC filings",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "cd4c1281-b785-4d80-a26a-cf9ed10e018e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.65,
        "x": 0.31,
        "y": 0.03
      },
      "kind": "title",
      "text": "Dycom's Revenue From Frontier Has Grown In Materiality",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a037e457-7706-4df9-a7de-8a6bc7c81674",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}