Matching slides 79,264
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62,971-63,000 of 79,264

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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
17
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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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
22
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
27
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 chart highlights GoDaddy's current position (red) versus a projected position (green) relative to the median of the peer group.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a 'before-after' bridge structure to illustrate value creation potential.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
30
The chart highlights GoDaddy (red) and a potential future state 'PF GDDY' (green) against a peer group median of 17.7x.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Beat · Impact & Next Steps1 hit
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The slide uses a split-screen layout to contrast market position with financial growth.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
43
The slide uses a stacked bar chart for revenue and a standard bar chart for EBITDA, highlighting CAGR and margin percentages.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Before After1 hit
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The slide uses a bar chart comparison to argue for a valuation premium for Dow Jones.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Before After1 hit
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The slide uses a waterfall-style logic to isolate the 'RemainCo' valuation by subtracting the REA Group stake from the total News Corp valuation.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
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Uses a simple subtraction bridge to highlight undervaluation.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
51
The slide uses a waterfall-style bridge to show how the sum of parts (REA Group stake, RemainCo, Dow Jones, and other assets) exceeds the current enterprise value.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
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The chart uses a waterfall-bridge format to illustrate the valuation gap.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
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Includes annotations regarding ownership status (Acquired by TMO, PE Consortium, Private) for specific firms.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
59
The slide uses a combination of historical data and projections (marked with 'E') to support a thesis of long-term industry growth.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
62
The chart uses color coding (blue for peers, red for Fortrea) to emphasize the performance gap.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
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The chart highlights that even when controlling for revenue scale, Fortrea's margins (13% and 8.8%) are significantly lower than the peer median of 18%.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
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Includes a quote from CEO Tom Pike regarding operational discipline and benchmarking.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor Loop · Quick Win Big Bet1 hit
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The slide uses a 'before-after' framing to establish credibility for the CEO's ability to drive profitability.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
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The slide uses a performance comparison to build credibility for a leadership candidate.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
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The chart uses a dashed blue line to indicate the peer median multiple of 13x.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
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The chart includes a horizontal dashed line representing the median multiple of 14x.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
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The slide uses a valuation bridge approach to demonstrate potential share price appreciation through margin expansion.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit