slides · global inventory
Metric
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 79,264
Current window 62,761-62,790
Pages 2,643
Rows per page 30
Component
62,761-62,790 of 79,264
57
Uses a comparative bar chart structure to highlight the discrepancy between Box's performance and the broader SMB software market.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
61
The slide uses a series of bar charts to visually demonstrate the gap between company-set targets and actual results.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
62
Uses a bar chart to contrast a management quote against actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
63
Uses a 'before-after' style contradiction by juxtaposing management quotes with a bar chart showing a 22% miss.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
64
Uses CEO quotes to establish a contradiction between management guidance and actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
65
Uses a quote from CFO Dylan Smith to frame the management expectation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
66
Uses a before-after framing to illustrate the reduction in growth targets.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
68
Uses a quote from the CEO to highlight the gap between management's stated goals and actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
69
Uses a quote-contradiction framework to highlight the gap between management guidance and actual performance.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
70
Uses a quote from the CFO to contrast with the actual performance data.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
72
Uses a waterfall chart to visualize the accumulation of unnecessary cash.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
73
The chart highlights Box (Q3 FY2021) with a red dashed border to emphasize its position relative to the peer median.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
74
Uses a waterfall chart to illustrate the erosion of gross proceeds by issuance and capped call costs.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
75
Uses a bar chart to contrast the large capital raise against the small actual spend on M&A and debt.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
76
The chart uses a blue color for Box data points and dark blue for peers, with a median line and a red trend line connecting specific data points.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
77
The slide uses a callout box to highlight the KKR deal terms and lists specific financial terms to support the argument of poor capital allocation.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
78
The slide uses media clippings to validate the market's negative sentiment.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
82
Uses a combination of bar charts to contrast the inefficiency of the financing scheme against the company's available cash position.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
83
The chart uses a break in the x-axis to compare the initial share retirement against various dilution scenarios.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
84
The slide uses two charts to demonstrate the failure: one showing cash as a percentage of market cap relative to peers, and another showing the dilution impact of the preferred equity and self-tender.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
86
The slide uses a bar chart to visualize the discrepancy between the total issuance and KKR's actual retention.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
87
The slide uses a comparison frame to establish that KKR's investment is an outlier in size compared to market precedents.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
98
The slide uses a bar chart to contrast the number of peers disclosing more than 3 NEOs versus those disclosing 3 or fewer.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
100
The slide uses a dual-chart approach to highlight the lack of operating leverage regarding SBC.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
101
The chart uses a red highlight for Box and a dashed green line for the peer median.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
102
The slide uses a stacked bar chart to visualize the components of share dilution, specifically highlighting the growth in share count over time.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
107
Uses a 'before-after' style contradiction between management quotes and financial performance data.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
115
The slide uses a combination of bulleted lists and two data tables to support the argument of poor governance and excessive dilution.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
124
The slide uses red boxes to highlight specific data points that support the activist's narrative of declining director support.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit
125
Uses ISS guidelines as an external authority to critique board composition.Box, Inc. (BOX) · Starboard Value
Activist deck Activist investor 1 hit