slides · global inventory
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Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,129
Current window 49,171-49,200
Pages 2,605
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49,171-49,200 of 78,129
04
Uses the 'Rule of 40' / 'Rule of 50' framework for SaaS performance benchmarking.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Early StrugglesLoop · Benchmark Gap1 hit
05
The slide uses a dashed green arc to visually emphasize the margin expansion relative to prior consensus estimates.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Early StrugglesLoop · Before After1 hit
06
The chart uses a stacked bar approach to show the components of the Rule of 50 metric.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · The BreakthroughLoop · Before After1 hit
07
The slide uses a callout to emphasize the 99% growth figure.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · The Breakthrough1 hit
08
The chart uses a broken axis for the higher multiples (ORCL, NOW).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Rising Success1 hit
12
The chart uses a 'Rule of 50' framework to benchmark performance. Salesforce is highlighted as needing to move up the leaderboard to reach the peer median.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Ultimate AchievementLoop · Quick Win Big Bet1 hit
12
The slide uses red annotations to explicitly quantify the 'points below' performance gap for each period.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
13
The slide uses red arrows and text to explicitly quantify the 'gap' or underperformance of Autodesk relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
14
The slide highlights the performance gap between Autodesk and relevant software indices during the CEO's tenure.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
15
The chart highlights the underperformance of Autodesk (red line) relative to software indices (green and light blue lines) and the broader market (dark blue line).Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 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
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
40
ADSK is highlighted in red to show it is an outlier compared to the peer median.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
42
The chart uses a blue dashed line to indicate the peer median of 6%.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
43
The slide uses a red callout box to contrast the company's narrative of 'job cuts' with the actual net increase in headcount.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
50
The slide uses a red callout box to emphasize that projected margins are below company targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
51
The slide uses a color-coded bar chart to distinguish between 'Design Software Peers' and 'Other Scaled Software Peers', with additional data rows for Revenue CAGR and Gross Margin.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
54
The slide uses a callout box to emphasize the discrepancy between high payouts and modest performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
55
Uses a dual-chart layout to contrast historical performance periods.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
61
Uses red dashed boxes to highlight the gap between investor targets and compensation targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
62
The slide uses a visual comparison to highlight that the same revenue targets are used in both short-term and long-term plans, effectively double-counting revenue.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
68
The slide uses a red arrow and dashed line to visually emphasize the 22% drop in share price.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · The Reveal1 hit
81
The slide uses a bar chart to visualize acquisition spend and a callout box to emphasize the cumulative total.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
83
The waterfall chart illustrates the build-up of capital deployment capacity from consensus FCF and margin improvement.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit
02
The slide uses analyst quotes to validate the activist thesis and a line chart to demonstrate historical underperformance.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Problem & Complication1 hit
04
The slide argues that Autodesk's valuation discount is a result of poor performance and governance issues, specifically citing misleading billings practices.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
02
The slide argues for a 40% growth plus profitability target for FY2025.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · InterestLoop · Cost Of Inaction1 hit
03
The slide uses a bar chart to compare current price against two future upside scenarios for FY2026.GoDaddy Inc. (GDDY) · Peter A. Feld
Shareholder letter Activist investor Beat · DesireLoop · Cost Of Inaction1 hit
04
The slide uses a combination of bar and line charts to highlight the discrepancy between consolidated margins and incremental growth.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Evidence & ProofLoop · Benchmark Gap1 hit
05
The slide argues for aggressive share repurchases based on the valuation gap shown in the chart.Match Group, Inc. (MTCH) · Jeffrey Smith
Shareholder letter Activist investor Beat · Impact & Next StepsLoop · Benchmark Gap1 hit