anlak storytelling
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Matching slides 41,127
Current window 17,461-17,490
Pages 1,371
Rows per page 30
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17,461-17,490 of 41,127

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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
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
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
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
101
Includes a footnote regarding corporate expense allocation and a note excluding WB Network results.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
154
Includes detailed footnotes explaining pro forma adjustments and one-time items.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
157
Contains two tables: Exhibit 2C.37 (Projected Financials) and Exhibit 2C.38 (Free Cash Flow).Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
180
Includes data for 2003A, 2004A, and 2005E.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
181
The slide highlights a slight industry-wide decline in ARPU due to increased competition.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
182
The slide highlights TWC's strong margin performance and consistent growth compared to peers.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
186
Includes pro forma note for Adelphia/Comcast transactions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
187
Includes pro forma note for Adelphia/Comcast transactions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
189
Includes pro forma note regarding Adelphia/Comcast transactions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
193
Part of a Lazard activist deck, page 174.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
194
The slide uses grouped bar charts to compare financial metrics across five cable companies.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
202
The chart uses solid lines for direct ownership and dashed lines for indirect interest/guarantees.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
203
Includes detailed footnotes regarding credit rating agency comments and cross-guarantees.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
211
Includes detailed footnotes regarding pro forma adjustments for Adelphia/Comcast transactions and shareholder litigation settlements.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
213
Includes credit ratings from Moody's and S&P for each entity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
218
Includes detailed credit statistics for TWX Consolidated, TWX (ex. TWC), and TWC, plus cumulative incremental debt capacity scenarios.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
222
Includes detailed footnotes regarding methodology and assumptions for TWX and peers.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
224
The slide argues that restructuring into separate entities allows for higher aggregate debt capacity than the consolidated entity.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
229
Includes detailed footnotes regarding interest rates, tax rates, and debt adjustments.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
230
Includes detailed footnotes regarding debt adjustments and credit ratings.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
234
Includes footnotes regarding OIBDA definition, interest rates, tax rates, and adjusted credit statistics.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
237
Includes detailed footnotes (a-h) explaining assumptions for interest, dividends, and corporate expenses.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
263
The slide uses a sum-of-parts valuation logic to justify a higher implied share price compared to the current trading price.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
281
Contains three distinct exhibits (4.13, 4.14, 4.15) summarizing financial performance and rankings.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit
292
Includes detailed footnotes (a-f) explaining pro forma adjustments, NOLs, and transaction assumptions.Time Warner Inc. (TWX) · Lazard
Activist deck Activist investor 1 hit