{
  "docId": "019de076-f6c3-7560-9318-393addde1538",
  "docSlug": "f234f3e114e9b4da491dd4474928820d",
  "documentTitle": "Blackwells Capital | Activist Presentation Deck | 115 slides",
  "authorId": "blackwells-capital",
  "authorName": "Blackwells Capital",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2024-03-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 53,
  "pageCount": 115,
  "prevPage": 52,
  "nextPage": 54,
  "slideType": "problem_statement",
  "function": "diagnose_problem",
  "density": "dense",
  "nDataPoints": 1,
  "notes": "Uses a three-pillar structure to categorize performance failures.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de076-f6c3-7560-9318-393addde1538/53",
  "deckHref": "/decks/019de076-f6c3-7560-9318-393addde1538",
  "deckJsonHref": "/decks/019de076-f6c3-7560-9318-393addde1538.json",
  "deckAnchorHref": "/decks/019de076-f6c3-7560-9318-393addde1538#slide-53",
  "components": [
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.05,
        "y": 0.83
      },
      "kind": "callout",
      "text": "Disney needs someone on its board like Jessica Schell – a proven media optimization expert",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "27f92902-4b27-4476-848f-4b4a2e5e2fb0",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.25,
        "x": 0.65,
        "y": 0.25
      },
      "kind": "list",
      "text": "The Creative: Disney's franchises are underperforming. 2023 was a dismal year at the box-office. Critics blame lack of new and original content.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1a3b48bd-0add-4662-be12-f434ed832956",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.25,
        "x": 0.4,
        "y": 0.25
      },
      "kind": "list",
      "text": "Content Reach and Revenue: Disney has squandered the value of its content. Limited exposure beyond owned platforms. Shortened theatrical windows.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "5c17bd9b-8309-401e-9d77-bc71f6c824fe",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.25,
        "x": 0.15,
        "y": 0.25
      },
      "kind": "list",
      "text": "Direct-to-Consumer (DTC) Profitability: Profitability remains a major issue for Disney's Entertainment segment. Disney+ profitability remains an issue. Disney's churn remains ~75% higher than Netflix.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "c044a95c-908f-4d9e-b91d-387d0d114e2c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.7,
        "x": 0.15,
        "y": 0.18
      },
      "kind": "paragraph",
      "text": "The current Board has not provided adequate support in the core area of content",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "24b79205-31bd-4f71-8eca-08989fcd187e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.4,
        "x": 0.05,
        "y": 0.92
      },
      "kind": "source-note",
      "text": "Source: Company filings, Forbes. Note: (1) Forbes - Most Critics Think Most Disney Remakes Are Just Okay - July 17, 2019.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "85a0cdf3-8252-4898-9b54-d9b6a411c468",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.9,
        "x": 0.05,
        "y": 0.05
      },
      "kind": "title",
      "text": "DISNEY'S MEDIA & CONTENT EFFORTS HAVE FALLEN SHORT",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "6879fac6-3c5e-4b65-9762-119f84139c4b",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Call to action",
      "slug": "call-to-action",
      "agent": null,
      "layer": "slide",
      "matchId": "d5673089-7665-4fbd-904e-bfe8db641808",
      "evidence": "Disney needs someone on its board like Jessica Schell – a proven media optimization expert",
      "confidence": 0.5
    },
    {
      "name": "Problem Statement Canvas",
      "slug": "problem-statement-canvas",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "1edf95af-0423-4773-9564-bcfe394ea670",
      "evidence": "Direct-to-Consumer (DTC) Profitability: Profitability remains a major issue for Disney's Entertainment segment. Disney+ profitability remains an issue. Disney's churn remains ~75% higher than Netflix.",
      "confidence": 0.8
    }
  ],
  "frameworks": [
    {
      "name": "diagnostic-test",
      "slug": null,
      "matchId": "ed19117e-0f0a-4378-9b2b-6916a3a76da3",
      "evidence": "Identifies three specific areas of failure to support a board nomination.",
      "confidence": 0.8
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}