{
  "docId": "019f6b8f-4c74-71ab-b49c-80a5dc659c02",
  "docSlug": "jarvis-outerbridge-comtech-presentation-november-2021",
  "documentTitle": "Outerbridge Comtech Presentation November 2021",
  "authorId": "outerbridge-comtech-presentation-november-2021",
  "authorName": null,
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2021-11-01 00:00:00",
  "orientation": null,
  "aspectRatio": null,
  "pageNumber": 47,
  "pageCount": 101,
  "prevPage": 46,
  "nextPage": 48,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 24,
  "notes": "The slide uses a combination of bar charts for historical trends and a table for pro forma metrics to frame management's guidance as a failure.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019f6b8f-4c74-71ab-b49c-80a5dc659c02/47",
  "deckHref": "/decks/019f6b8f-4c74-71ab-b49c-80a5dc659c02",
  "deckJsonHref": "/decks/019f6b8f-4c74-71ab-b49c-80a5dc659c02.json",
  "deckAnchorHref": "/decks/019f6b8f-4c74-71ab-b49c-80a5dc659c02#slide-47",
  "components": [
    {
      "bbox": {
        "h": 0.35,
        "w": 0.4,
        "x": 0.08,
        "y": 0.55
      },
      "kind": "chart",
      "text": "Adjusted EBITDA (2) (3) historical trend FY16-FY22",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "86c5188a-177d-4908-8971-8cc002f4deb7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.35,
        "w": 0.4,
        "x": 0.08,
        "y": 0.175
      },
      "kind": "chart",
      "text": "Revenue (2) historical trend FY16-FY22",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e0f688fb-ce98-446e-9bd5-96385ab1df3b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.3,
        "w": 0.45,
        "x": 0.515,
        "y": 0.42
      },
      "kind": "list",
      "text": "FY22 Revenue and Adjusted EBITDA commentary",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "b9e8e79c-663c-4202-8123-84380953d077",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.08,
        "y": 0.93
      },
      "kind": "source-note",
      "text": "Source: CMTL's Q4 FY21 Investor Presentation",
      "attrs": null,
      "subkind": "source-note",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "7dde08d2-fa32-43ff-a0fc-a423b54bb5d3",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.45,
        "x": 0.515,
        "y": 0.18
      },
      "kind": "table",
      "text": "Pro Forma TCS/CMTL at Announcement",
      "attrs": null,
      "subkind": "data",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "35e1dee7-8db4-47bd-b628-25362d8f3886",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.45,
        "x": 0.02,
        "y": 0.03
      },
      "kind": "title",
      "text": "Disappointing Management Guidance For FY22",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "80b6e1c1-e707-4ecc-8ad4-c44930c130ad",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "expose_contradiction",
      "slug": null,
      "matchId": "d1f4bfb2-3295-4d49-a3c9-1034eeb61761",
      "evidence": "Contrasts historical growth with stagnant FY22 guidance to undermine management credibility.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
      "to": 86,
      "from": 38,
      "beatId": "2a5f3126-c226-4162-856c-45752ac70cef",
      "arcName": "Overcoming the Monster",
      "arcSlug": "overcoming-monster",
      "beatName": "Closing Ask",
      "beatSlug": null,
      "evidence": "The document presents a clear closing ask, urging shareholders to take action and support the change in leadership and strategy.",
      "position": 4,
      "confidence": 0.8,
      "parentBeatName": null,
      "parentBeatSlug": null
    }
  ],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}