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The chart includes a specific data point for 'PFE (Median R&D Efficiency)' at the far right.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 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
13
The chart highlights the period from FY21 onwards in green to signify the tenure of the new CEO.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor Beat · Evidence & Proof1 hit
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The chart uses two distinct median lines for different peer groups. The footer contains a detailed disclaimer regarding methodology and data sources.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
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The chart highlights a significant valuation gap between Fluor and its peers, with median multiples shown for different peer groups.Fluor Corporation (FLR) · Starboard Value
Conference presentation Activist investor 1 hit
04
The slide highlights the decline in performance metrics post-COVID for specific companies targeted by Starboard Value.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
05
Uses stacked bar charts to show the composition of Rule of 40 (Growth + Margin) over time for Splunk, Wix, Salesforce, and GoDaddy.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Situation & Context1 hit
06
The chart uses a red arrow to visually emphasize the downward trend in the Rule of 40 score.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Problem & Complication1 hit
26
The chart highlights the stagnation of the Rule of 40 score, which remains below the industry benchmark line.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
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The chart highlights the gap between BILL's 4% incremental margin and the 32% peer median.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
50
The chart uses an indexed baseline of 100% at 19-Jan.Multiple (BILL Holdings, Tripadvisor, Fluor Corporation) · Starboard Value
Conference presentation Activist investor Beat · Solution & Approach1 hit
09
The slide uses red color coding for Autodesk to emphasize underperformance relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
10
The slide uses red bars and red annotations to emphasize Autodesk's underperformance relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
11
The slide uses red bars and red arrows to emphasize the performance gap between Autodesk and the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
13
The chart highlights significant underperformance of Autodesk relative to the indices across all timeframes.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
44
Uses a contrast-pairs framework to highlight the gap between industry peers and the target company.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
51
The slide uses a color-coded legend to distinguish between 'Design Software Peers' and 'Other Scaled Software Peers'.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
67
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
23
The slide uses a visual gap analysis to emphasize the shortfall against a market benchmark.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
45
The chart uses a stacked bar format to break down the revenue contributions from specific acquisitions (Seagen, Biohaven, GBT, Arena, ReViral).Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
66
The chart highlights Pfizer (PFE) in red, showing it has the lowest return among the peer group.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
04
The chart uses a 'Rule of 50' benchmark (Revenue Growth + Adj. Operating Margin).Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Situation & ContextLoop · Pattern Hunter1 hit
05
The chart compares actual historical performance against prior consensus estimates to demonstrate margin outperformance.Salesforce, Inc. (CRM) · Starboard Value
Conference presentation Activist investor Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
09
The slide uses a grouped bar chart to show Autodesk's underperformance relative to the Dow Jones US Software and S&P North American Technology Software indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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The slide uses red bars to highlight Autodesk's underperformance relative to the Dow Jones US Software and S&P North American Technology Software indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
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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
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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
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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
44
Uses a 'before-after' or 'contrast' framing to highlight the gap between industry standards and Autodesk's performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit