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06
The slide uses a red 'X' icon to denote negative performance indicators, followed by a rhetorical question in a dashed box to transition to the next section.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
07
The slide uses a numbered list format to present a series of grievances against the company.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
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 Loop · Cost Of Inaction1 hit
15
The chart uses a 7-year timeframe to demonstrate long-term value destruction relative to peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
16
The slide uses a numbered list to frame the company's issues as a series of failures.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
18
The slide uses a red dashed oval to highlight the specific financial targets, likely to contrast them with current performance in the broader activist deck.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
19
The table is largely empty, serving as a template for tracking target revisions over time.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
23
The slide uses a red dashed oval to highlight the targets, likely to contrast with later performance or revised guidance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
25
The slide uses a bridge-style comparison to show how M&A activity adjusted the company's financial targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
29
Uses a timeline-style progression to show the shift in margin targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
31
Uses a timeline-style flow to show the 'miss' and the subsequent lowering of expectations.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
32
Uses a side-by-side quote comparison to frame a contradiction in management's stated goals.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
36
The slide uses a numbered list format to present a series of grievances against the company's leadership.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
37
The chart uses a 'Rule of 40' style metric (Growth + Margin) to highlight ADSK's underperformance relative to peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
38
The slide uses a 'before-after' style logic to expose a contradiction in financial performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
39
Uses a structured list format to categorize margin improvement opportunities.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
43
The slide uses a red callout box to emphasize the contradiction between announced job cuts and actual headcount growth.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · 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
45
Uses a combination of longitudinal growth analysis and cross-sectional peer benchmarking to highlight excessive compensation.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
48
The slide uses a 'Change' box to calculate the incremental margin (delta profit / delta revenue).Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
52
Includes a table detailing consensus revenue, gross profit, operating income, and margins, alongside specific cost reduction targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
53
The slide uses a numbered list format to present a series of grievances against the company.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
54
The slide uses a contrast between the high payout percentages and the 'modest' performance descriptor to imply excessive compensation.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
55
Uses a split-chart approach to contrast historical performance periods.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
56
Uses red 'X' icons to denote negative practices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
57
Uses a contrast-pairs framework to highlight the gap between stated intent and actual practice.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
61
Uses a series of grouped bar charts to contrast public investor expectations with internal compensation hurdles.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
65
Uses a contrast-pair structure to highlight misalignment between management incentives and shareholder value.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
66
The slide uses a numbered list format to highlight specific areas of concern, with one item (5) highlighted in a different color to emphasize the severity of the audit committee investigation.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit