slides · global inventory
Chart
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 78,138
Current window 76,891-76,920
Pages 2,605
Rows per page 30
Component
76,891-76,920 of 78,138
09
The chart shows a significant decline in both implied consideration and trading price starting in mid-December 2018.64 IBD presentation 2019 Antero Midstream Partners LP Tudor Pickering Holt 1 · 64-ibd-presentation-2019-antero-midstream-partners-lp-tudor-pickering-holt-1
Deck Investment bank 1 hit
14
Valuation methodology based on discounted future value using a 10% cost of equity.64 IBD presentation 2019 Antero Midstream Partners LP Tudor Pickering Holt 1 · 64-ibd-presentation-2019-antero-midstream-partners-lp-tudor-pickering-holt-1
Deck Investment bank Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
16
The chart displays three lines representing different yield scenarios (8%, 9%, 10%) over three years (2019E, 2020E, 2021E), with a reference line for the current unit price.64 IBD presentation 2019 Antero Midstream Partners LP Tudor Pickering Holt 1 · 64-ibd-presentation-2019-antero-midstream-partners-lp-tudor-pickering-holt-1
Deck Investment bank Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
18
The chart displays three lines representing different valuation outcomes based on yield, with a baseline reference of $21.98.64 IBD presentation 2019 Antero Midstream Partners LP Tudor Pickering Holt 1 · 64-ibd-presentation-2019-antero-midstream-partners-lp-tudor-pickering-holt-1
Deck Investment bank Beat · Problem & ComplicationLoop · Pattern Hunter1 hit
22
The chart compares projected values against a current share price of $11.39.64 IBD presentation 2019 Antero Midstream Partners LP Tudor Pickering Holt 1 · 64-ibd-presentation-2019-antero-midstream-partners-lp-tudor-pickering-holt-1
Deck Investment bank Beat · Evidence & Proof1 hit
24
The chart displays three lines representing different yield scenarios (7%, 8%, 9%) over the years 2019E, 2020E, and 2021E, with a baseline current share price of $11.39.64 IBD presentation 2019 Antero Midstream Partners LP Tudor Pickering Holt 1 · 64-ibd-presentation-2019-antero-midstream-partners-lp-tudor-pickering-holt-1
Deck Investment bank Beat · Evidence & Proof1 hit
26
The chart uses a DCF-based valuation methodology to project future share prices based on annual distributions and yield assumptions.64 IBD presentation 2019 Antero Midstream Partners LP Tudor Pickering Holt 1 · 64-ibd-presentation-2019-antero-midstream-partners-lp-tudor-pickering-holt-1
Deck Investment bank Beat · Evidence & Proof1 hit
35
Includes detailed exchange ratios, debt refinancing terms, and ownership pie charts.64 IBD presentation 2019 Antero Midstream Partners LP Tudor Pickering Holt 1 · 64-ibd-presentation-2019-antero-midstream-partners-lp-tudor-pickering-holt-1
Deck Investment bank Beat · Evidence & Proof1 hit
45
The slide uses a DCF-style valuation methodology based on yield-based distribution discounting.64 IBD presentation 2019 Antero Midstream Partners LP Tudor Pickering Holt 1 · 64-ibd-presentation-2019-antero-midstream-partners-lp-tudor-pickering-holt-1
Deck Investment bank Beat · Impact & Next Steps1 hit
06
7 finance x7 finance x · 7-finance-x
Deck Investor relations 1 hit
07
The chart illustrates the composition of revenue over time, with variable revenue (blue) significantly outpacing base revenue (grey).7 finance x · 7-finance-x
Deck Investor relations 1 hit
08
Twilio is highlighted in green; data represents year-over-year GAAP revenue growth as of December 1, 2017.7 finance x · 7-finance-x
Deck Investor relations 1 hit
09
7 finance x7 finance x · 7-finance-x
Deck Investor relations 1 hit
10
The chart uses a long-tail distribution to demonstrate customer revenue diversification.7 finance x · 7-finance-x
Deck Investor relations 1 hit
12
The chart tracks quarterly growth of active customer accounts, defined as accounts with at least $5 of revenue in the last month of the period.7 finance x · 7-finance-x
Deck Investor relations 1 hit
14
The chart tracks revenue retention for active customer accounts, excluding variable accounts and expansion/reduction in spend.7 finance x · 7-finance-x
Deck Investor relations 1 hit
15
The chart highlights the impact of a single large customer (Uber) on the overall expansion rate metric.7 finance x · 7-finance-x
Deck Investor relations 1 hit
16
The chart tracks expansion rates ranging from 137% to 158% over 11 quarters.7 finance x · 7-finance-x
Deck Investor relations 1 hit
17
The chart tracks ARPU in $K, showing a consistent upward trend with a slight dip in Q2 2016.7 finance x · 7-finance-x
Deck Investor relations 1 hit
18
The chart illustrates revenue retention and expansion across different customer cohorts over time.7 finance x · 7-finance-x
Deck Investor relations 1 hit
19
Non-GAAP Sales & Marketing. See Appendix for Twilio GAAP financial measures and reconciliations. Comps based on last 4 quarters ended September 30, 2017 or October 31, 2017.7 finance x · 7-finance-x
Deck Investor relations 1 hit
21
Data points: Network ($41M), Hosting ($4M), Other ($2M).7 finance x · 7-finance-x
Deck Investor relations 1 hit
24
7 finance x7 finance x · 7-finance-x
Deck Investor relations 1 hit
25
The chart shows 53% International and 47% US revenue.7 finance x · 7-finance-x
Deck Investor relations 1 hit
26
7 finance x7 finance x · 7-finance-x
Deck Investor relations 1 hit
27
7 finance x7 finance x · 7-finance-x
Deck Investor relations 1 hit
06
The chart shows a decline in IPP stock prices following the auction results, while the S&P 500 saw a slight increase.7 IBD presentation 2016 Talen Energy Corp Citigroup · 7-ibd-presentation-2016-talen-energy-corp-citigroup
Deck Investment bank Beat · Market SizeLoop · Zoom In1 hit
08
Includes a 'For Reference Only' section for Wall Street research and 52-week highs/lows.7 IBD presentation 2016 Talen Energy Corp Citigroup · 7-ibd-presentation-2016-talen-energy-corp-citigroup
Deck Investment bank Beat · Market SizeLoop · Zoom In1 hit
09
The chart uses a waterfall bridge structure to decompose the $2.30 change in equity value.7 IBD presentation 2016 Talen Energy Corp Citigroup · 7-ibd-presentation-2016-talen-energy-corp-citigroup
Deck Investment bank Beat · FinancialsLoop · Mece Breakdown1 hit
10
Includes specific assumptions regarding tax rates, debt, share count, and WACC.7 IBD presentation 2016 Talen Energy Corp Citigroup · 7-ibd-presentation-2016-talen-energy-corp-citigroup
Deck Investment bank Beat · FinancialsLoop · Mece Breakdown1 hit