Matching slides 79,264
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65,251-65,280 of 79,264

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59
The table uses placeholder numbers (1-6) instead of actual financial data, likely for illustrative purposes in the deck.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
60
Includes two tables (Exhibit 2A.27 and 2A.28) and supporting commentary on subscriber trends and profitability challenges.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
61
Contains two exhibits: OIBDA Margin Benchmarking (Subscription) and AOL Peer Benchmarking (Advertising).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
62
The slide uses two tables to benchmark AOL's performance against peers, followed by qualitative analysis of why AOL underperformed.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
63
The slide highlights AOL's declining market share in search compared to Google's growth.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
64
The slide uses a table to contrast AOL's search monetization against Google, Yahoo, MSN, and Ask Jeeves, while also noting AOL's strength in Instant Messaging.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Beat · Impact & Next Steps1 hit
70
Includes financial mix breakdown by revenue and OIBDA.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor Loop · Golden Circle1 hit
72
Includes organizational structure of Turner Networks and HBO, plus financial pie charts for 2005.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
74
Part of a Lazard chapter on content strategy.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
75
Part of a chapter on content strategy; includes CAGR calculations for key metrics.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
76
Part of a Lazard activist deck, likely analyzing Time Warner or a similar media conglomerate.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
77
Includes historical data from 2001-2005.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
78
Includes footnotes regarding the Liberty Put/Time Warner Call agreement and data sources.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
79
Part of a larger Lazard deck; includes CAGR calculations for subscribers, revenue, and affiliate fees.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
81
Includes a table of historical financials and a pie chart of 2005E revenue mix.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
82
The slide includes a detailed footnote regarding corporate expense allocation methodology.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
83
Includes two exhibits: a stacked area chart of advertising expenditures and a table of cable/satellite revenue growth.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
84
Includes two exhibits: subscriber rankings and affiliate fee comparisons.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
85
Includes two bar charts comparing absolute EBITDA and EBITDA margins for a set of networks.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
86
Includes three exhibits: EBITDA growth (2002-2004), 2004 EBITDA by asset, and 2004 EBITDA margin by asset.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
87
The slide uses three separate bar charts to compare affiliate revenue per primetime household delivered for different media entities.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
88
Efficiency is defined as revenue divided by primetime households delivered.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
89
The chart uses red dots to specifically call out Turner-owned channels, contrasting them with other industry channels.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
90
The slide uses historical performance data to critique a past divestiture decision by TWX.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
91
Includes a bar chart showing subscriber counts from 2001-2005 and text describing licensing agreements and original programming.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
93
Includes CAGR calculations and specific mentions of content drivers like 'Everybody Loves Raymond' and 'Sex and the City'.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
94
Includes footnotes (a) and (b) detailing company filings and corporate expense allocation methodology.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
95
The chart shows HBO's dominant subscriber count relative to peers from 2001 to 2005.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
97
The slide includes a narrative analysis of The WB's strategic response to competitive pressures and its future outlook.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
98
The slide highlights the disconnect between the WB's national network revenue model and the local advertising market.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit