{
  "docId": "019de070-513c-77de-8f7a-7ee35ff709d4",
  "docSlug": "c6407fb957699e2516f3093b3b35ab17",
  "documentTitle": "Teladoc | Mergers and Acquisitions Presentation Deck | 36 slides",
  "authorId": "teladoc",
  "authorName": "Teladoc Health",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investment_bank",
  "sourceTypeLabel": "Investment bank",
  "presentationDate": "2020-09-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 20,
  "pageCount": 36,
  "prevPage": 19,
  "nextPage": 21,
  "slideType": "kpi_overview",
  "function": "quantify_opportunity",
  "density": "overcrowded",
  "nDataPoints": 5,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de070-513c-77de-8f7a-7ee35ff709d4/20",
  "deckHref": "/decks/019de070-513c-77de-8f7a-7ee35ff709d4",
  "deckJsonHref": "/decks/019de070-513c-77de-8f7a-7ee35ff709d4.json",
  "deckAnchorHref": "/decks/019de070-513c-77de-8f7a-7ee35ff709d4#slide-20",
  "components": [
    {
      "bbox": {
        "h": 0.5,
        "w": 0.4,
        "x": 0.55,
        "y": 0.15
      },
      "kind": "chart",
      "text": "$500M in annual revenue synergies by 2025",
      "attrs": null,
      "subkind": "donut",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f143a813-c2e1-40d0-baf1-c1403b5e8407",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.48,
        "x": 0.03,
        "y": 0.76
      },
      "kind": "list",
      "text": "OpEx Reduction: Reduce run-rate costs by combining the two entities",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "124e7525-526f-490c-8d9f-45f2f5e59e0c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.48,
        "x": 0.03,
        "y": 0.16
      },
      "kind": "list",
      "text": "Cross-Sell of Existing Products: Sell Teladoc and Livongo products across existing direct-to-employer and health plan relationships; Expand Livongo into Teladoc Small & Medium Business, Managed Medicaid, and Hospital & Health System segments; Develop an integrated Behavioral Health product with complementary Teladoc and Livongo assets and distribute within both existing customer bases",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "684eae79-a05a-4d25-b064-96da06323ce7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.12,
        "w": 0.48,
        "x": 0.03,
        "y": 0.44
      },
      "kind": "list",
      "text": "Referrals: Increase enrollment and utilization by referring individuals across Teladoc and Livongo products (when they have access to both), and amplify overall engagement and retention",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d24f434d-d51c-4c15-9858-817ea89c461f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.48,
        "x": 0.03,
        "y": 0.61
      },
      "kind": "list",
      "text": "International Sales: Use Teladoc international salesforce to drive sales of Livongo products to international insurers, employers and governments",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e1a09b21-571a-42e2-af58-a7c967703fcb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.1,
        "w": 0.3,
        "x": 0.65,
        "y": 0.75
      },
      "kind": "metric",
      "text": "$60M in annual OpEx synergies by 2022",
      "attrs": null,
      "subkind": "big-number",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "9a6ef0a0-5f08-4786-96d3-005e4ef56fc8",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.68,
        "x": 0.03,
        "y": 0.05
      },
      "kind": "title",
      "text": "Substantial Revenue and Cost Synergy Opportunities",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8533cbeb-97f3-45cd-9c38-7687d52956b0",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 20,
      "from": 17,
      "beatId": "65246e78-140d-4d8e-9aaf-0b66ed01cb82",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Impact & Next Steps",
      "beatSlug": "consultants-gambit-impact-next-steps",
      "evidence": "Slides 17-20 outline the combined company's capabilities, synergies, and integration approach",
      "position": 4,
      "confidence": 0.8,
      "parentBeatName": "Resolution",
      "parentBeatSlug": "resolution"
    }
  ],
  "loops": [
    {
      "to": 23,
      "from": 20,
      "name": "Quick Win Big Bet",
      "slug": "47-quick-win-big-bet",
      "bestFor": "Transformation planning, 100-day plans, resource allocation",
      "matchId": "f5945d0a-dc79-4ac7-abbd-cadbbcceee6b",
      "evidence": "Slides 20-23 present cross-sell synergies and keys to success",
      "position": 2,
      "objective": "What are the substantial revenue and cost synergy opportunities?",
      "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap",
      "confidence": 0.6,
      "description": "Separate initiatives into immediate wins and longer-term strategic bets"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}