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27
The slide uses a table to demonstrate that the new directors share common, non-cloud backgrounds and personal ties to existing board members, contradicting the 'cloud leader' narrative.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
29
The chart uses color-coding to represent different committee chair roles over time, with a vertical red dashed line marking the point of Legion's investment.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
31
The chart illustrates the valuation gap between current market price and the potential value of individual business segments.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
34
The table highlights significant underperformance, with most values in parentheses indicating negative relative returns.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
39
Uses cherry-picking accusation to undermine board credibility.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
40
The slide uses a dot plot to visually contrast the vast majority of underperforming days (red) against the few outperforming days (green).Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
41
The slide uses a quote to undermine the company's own narrative regarding the activist's board nominees.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
42
Uses cherry-picking imagery to highlight the Board's manipulation of data.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
43
Uses cherry icons to highlight the 'Proxy Statement Peers' as a manipulated data set.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
45
The chart uses a dual-axis approach to compare growth (bars) and valuation multiples (dots).Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
48
The slide uses a timeline-annotated line chart to correlate corporate governance and divestiture events with stock performance.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for ChangeLoop · Cost Of Inaction1 hit
49
The chart uses a waterfall-bridge structure to reconcile current price with an implied valuation.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for ChangeLoop · Cost Of Inaction1 hit
50
The slide uses a waterfall chart to bridge from current price to an implied price based on SOTP components.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for ChangeLoop · Cost Of Inaction1 hit
51
The slide uses a callout to highlight a specific event (Legion's letter) and a text box to detail specific sales by John Fox and Jean Holley.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for ChangeLoop · Cost Of Inaction1 hit
53
The slide highlights a lack of transparency regarding the shift from hardware/perpetual licenses to SaaS/recurring revenue.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for ChangeLoop · Cost Of Inaction1 hit
54
Uses arrows to point out specific line items in financial tables that contribute to the lack of clarity.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for ChangeLoop · Cost Of Inaction1 hit
56
Includes a CEO quote from Scott Clements (10/29/19) confirming the secular decline thesis.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
57
The chart uses blue bars for positive growth and red bars for negative growth to visually emphasize volatility.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
58
The chart illustrates the disconnect between software performance and stock price due to hardware segment volatility.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
59
The slide contrasts Legion's active advisory role with the Board's perceived inaction.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
60
The slide uses a side-by-side comparison to show that the company adopted the ARR disclosure format recommended by the activist.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
61
The slide uses a side-by-side comparison of a private deck sent to management versus the public earnings deck to suggest the company is not being transparent about its DBNE metrics.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
62
The slide highlights that the company adopted the recommended reporting format after receiving it from Legion Partners.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
63
The slide uses a side-by-side comparison to show that the company's own data confirms the low penetration opportunity identified by the activist.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
64
The slide uses a side-by-side comparison to suggest the company adopted the activist's narrative regarding customer expansion.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
65
The slide uses a side-by-side comparison of two different investor presentations to highlight a contradiction in the company's TAM narrative.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
66
The slide uses a 'before/after' style comparison to show the company's eventual alignment with the activist's proposed strategy.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
67
The slide uses a 'before-after' comparison to demonstrate the company's adoption of activist recommendations.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
68
The slide uses a before-after comparison to illustrate the impact of the activist's recommendation on financial reporting.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
69
The slide uses a timeline-annotated line chart to demonstrate causality between activist intervention and market sentiment.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit