Matching slides 60,568
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20,731-20,760 of 60,568

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The slide uses a custom bridge visualization to calculate total value lost by combining share price decline and COVID benefit adjustments.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Problem (Identify pain)Loop · Quick Win Big Bet1 hit
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The slide uses a table to document management's stated goals, likely to contrast with later performance or outcomes.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a screenshot of a Pfizer investor presentation table to point out discrepancies in the company's 'potential blockbuster' pipeline claims.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a table from a Pfizer Q1 2019 investor presentation to frame a critique of management's performance.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
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The slide uses a screenshot of a Pfizer Q1 2019 investor presentation to contrast past promises with current performance.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
39
The chart uses a blue dashed line to indicate the peer median of 51%. Pfizer and Pfizer Excl. COVID are highlighted in red.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
47
The slide uses a simple arithmetic bridge to show how different multiples (2.4x, 3.3x, 3.5x) applied to $13.3B in sales result in different implied values, compared against current market valuations.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
52
Uses a red dashed box to isolate the 'COVID Benefit' period and a second red dashed box to summarize the success rate statistics.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
54
Uses red 'X' icons to visually emphasize the failure to meet expectations.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
64
The slide uses a competitor's own internal slide as evidence of failure, specifically pointing to discontinued programs (Staphylococcus Aureus, Domagrozumab).Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
68
The slide uses a waterfall chart to frame a critique of management's capital allocation efficiency.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
69
Uses a waterfall-style buildup calculation to arrive at an incremental revenue requirement.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
27
The table highlights the evolution of financial commitments over time, specifically contrasting FY2023 targets with FY2026 targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
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Uses red 'X' icons to visually emphasize the failure to meet targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
33
Uses red dashed boxes to emphasize lowered guidance for Revenue Growth and Revenue Growth + FCF Margin.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
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The table highlights the gap between management's historical guidance and actual results, specifically for FY2023 and FY2026.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
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The slide uses a 'villain' framing by highlighting repeated failures to meet guidance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
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Uses a structured list format to present specific cost-reduction and efficiency opportunities.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
47
The slide uses a 'bridge' style calculation to show how revenue growth and profit growth result in a 71% incremental margin.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
48
Uses a simple arithmetic bridge to demonstrate margin efficiency.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
49
Uses a simple arithmetic bridge to highlight the gap between current consensus forecasts and the activist's proposed target.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
51
The slide uses a color-coded bar chart to distinguish between 'Design Software Peers' and 'Other Scaled Software Peers', with additional data rows for Revenue CAGR and Gross Margin.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
52
Includes specific cost reduction targets (500bps S&M, 300bps G&A) and incremental margin assumptions.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
58
The slide uses a table to contrast historical investor day targets against FY2023 goals.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
59
The slide highlights a misalignment between public-facing investor commitments and internal executive compensation metrics.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
60
Uses red 'X' marks to visually emphasize missed targets across multiple years.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
64
The slide highlights Autodesk's outlier status regarding mid-year compensation adjustments.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
65
Uses a contrast-pair structure to highlight misalignment between management incentives and shareholder outcomes.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
77
Uses a causal chain diagram to link metric manipulation to financial outcomes.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · The Reveal1 hit
86
Includes specific cost reduction targets (500bps S&M, 300bps G&A) and projected financial outcomes.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Victory1 hit