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The slide uses a simple visual layout with logos inside dashed boxes to represent the three companies.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
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The slide highlights the performance of specific stocks presented at a previous investor summit.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
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The slide uses bar charts to show the decline in growth + profitability metrics for three companies, annotated with their respective 2022 share price returns.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
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The slide uses a 'Growth + Profitability' metric defined differently for each company as per the footnote.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
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The slide uses placeholders for the other two opportunities, likely to be revealed or discussed in subsequent sections.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
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The slide uses a red dashed box to highlight GoDaddy's negative performance relative to peers.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
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The slide uses a red arrow to visually emphasize the performance gap between the Nasdaq Internet Index and GoDaddy.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
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Includes a watermark 'WWW.1KEYDATA.COM' across the center.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
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The slide uses a green bar for GoDaddy to visually distinguish it from the blue bars of its competitors.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
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The slide is a direct screenshot of a website interface.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
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The slide content seems disconnected from the title; the image shows 13D Monitor, not GoDaddy.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
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The slide uses a screenshot of a third-party website (13D Monitor) to illustrate the type of business that relies on GoDaddy's services.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Zoom In1 hit
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This slide appears to be part of a presentation arguing for the value of GoDaddy's services by showing a professional-looking site (13D Monitor) as a case study.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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GoDaddy Inc. (GDDY)GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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The slide uses two side-by-side bar charts to demonstrate growth in both volume (customers) and value (ARPU).GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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GoDaddy Inc. (GDDY)GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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Uses a simple additive logic flow to represent the investment thesis.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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The slide uses a timeline-style graphic to present a 3-year plan (2022-2024).GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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The slide uses a side-by-side bar chart comparison to demonstrate the gap between targets and actuals.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide uses a contrast between absolute FCF (missing) and FCF per share (meeting) to argue that the company is engineering its per-share metrics.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The chart highlights GoDaddy (GDDY) in red to emphasize its underperformance relative to the median.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide uses a stacked bar chart to visualize the components of the 'Rule of 40' metric (Revenue Growth + EBITDA Margin).GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The slide argues for cost rationalization by highlighting the divergence between revenue growth and T&D spend, further contextualized by a note on business segment composition.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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Uses a simple additive framework to show how cost reductions and operating leverage lead to a specific financial outcome.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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Uses a 'Rule of 40' style metric (Growth + EBITDA Margin).GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a hub-and-spoke diagram to illustrate the corporate structure of News Corp.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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This appears to be a section divider or introductory slide for a company profile.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The slide highlights market dominance (#1) and financial growth (10% CAGR) alongside ownership structure.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a simple arithmetic bridge to highlight the hidden value of the stake.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a simple arithmetic bridge to highlight undervaluation.GoDaddy, News Corp, Fortrea · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit