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Matching slides 11,188
Current window 4,021-4,050
Pages 373
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4,021-4,050 of 11,188
10
Uses a simple subtraction bridge to highlight undervaluation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a hierarchical structure to emphasize the importance of Dow Jones within the broader News Corp portfolio.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
12
This slide serves as a brand identity or portfolio overview for Dow Jones.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
13
The slide uses stacked bar charts for revenue and simple bar charts for EBITDA, highlighting CAGR and margin trends.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
14
The slide uses a bar chart comparison to argue for a premium valuation for Dow Jones.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
15
The slide uses a visual bridge/decomposition to isolate the 'RemainCo' valuation.News Corporation (NWSA) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
10
The chart uses a red bar for Wix to emphasize the outlier status compared to the blue peer bars.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
11
The chart uses the 'Rule of 40' metric (Growth + FCF Margin).Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
12
Includes a negative margin bar for Wix and a median line for the peer group.Multiple (Wix, Salesforce, Splunk, Vertiv) (WIX / CRM / SPLK / VRT) · Starboard Value
Conference presentation Activist investor Beat · AgitateLoop · Before After1 hit
17
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
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The slide uses a red dashed oval to emphasize the specific financial targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
19
The table is largely empty, serving as a template for comparing historical guidance vs. actual performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
20
The slide uses a red dashed oval to highlight three of the four metrics, emphasizing the 'Rule of 40' style combined growth and margin target.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
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The slide highlights the specific growth drivers that underpin the 15-19% revenue CAGR target.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
22
The table is largely empty, highlighting a lack of consistent reporting or a specific focus on the 2019 targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
23
The slide uses a red dashed oval to highlight the specific financial targets set by the company.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
24
The table highlights a pattern of recurring targets for FY2023 across multiple years, suggesting a lack of progress or ambition.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
25
The slide highlights a reduction in non-GAAP operating margin targets and an increase in the Rule of 40 metric (Revenue Growth + FCF Margin) following M&A.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
26
The slide uses an excerpt from a 2021 Investor Day presentation to establish a baseline commitment.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
27
The table highlights the evolution of financial commitments over time, specifically contrasting FY2023 targets with FY2026 targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
28
Uses red 'X' icons to visually emphasize the failure to meet targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
29
Uses red dashed boxes to emphasize the negative change in guidance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
30
Uses a callout box to highlight the specific reduction in the Rule of 40 metric.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
31
Uses red arrows and question marks to highlight the discrepancy between performance and management's revised targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
32
Uses a 'before-after' framing to expose a contradiction in management's stated goals.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
33
Uses red dashed boxes to emphasize lowered guidance for Revenue Growth and Revenue Growth + FCF Margin.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
34
The table highlights the gap between management's historical guidance and actual results, specifically for FY2023 and FY2026.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
35
The slide uses a 'villain' framing by highlighting repeated failures to meet guidance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
36
The slide uses a numbered list format to present a clear, punchy argument for change.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
37
The chart uses a 'Rule of 40' style metric (Growth + Margin) to benchmark performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit