Matching slides 60,557
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20,761-20,790 of 60,557

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24
The table highlights a pattern of historical commitments for FY2023 and FY2026, with empty columns for actuals and consensus, suggesting a critique of target reliability.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
27
The table highlights a pattern of consistent financial guidance across multiple years.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
28
Uses red 'X' icons to visually emphasize failure to meet targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
33
The slide uses red dashed boxes and 'LOWERED' callouts to emphasize the negative trend in financial guidance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
34
The slide uses red text for actual/consensus figures that fall below or deviate from the historical targets, emphasizing the gap.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
35
Uses red 'X' icons to visually emphasize missed targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 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 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
49
The slide uses a 'Change' column to highlight the delta between FY2024 and FY2027E, framing the 36% incremental margin as a failure to improve profitability.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Propose SolutionLoop · Cost Of Inaction1 hit
51
The slide uses a color-coded legend to distinguish between 'Design Software Peers' and 'Other Scaled Software Peers'.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
58
The slide uses a table to show that targets for FY2023 remained largely static across multiple years of investor presentations.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
59
The slide uses a 'miss vs. investor day' column to highlight the delta between public commitments and internal compensation hurdles.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
60
The slide uses red 'X' marks to visually emphasize the failure to meet historical targets, contrasting them with high 'Comp Attainment' percentages.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Villain CritiqueLoop · Cost Of Inaction1 hit
64
The slide highlights a negative governance practice by contrasting Autodesk with its peers.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
77
Uses a visual equation to show how the manipulated metrics feed into the 'Financial Goal Funding Multiplier', leading to higher payouts.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Executive SummaryLoop · Cost Of Inaction1 hit
86
Includes a specific callout for cost savings (500bps S&M, 300bps G&A) and a projection of share repurchases.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
03
The slide uses a three-column layout to segment the portfolio. The bottom callout emphasizes the societal impact.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor 1 hit
08
The chart uses a custom bridge structure to calculate total value lost.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor 1 hit
17
The slide uses a table to demonstrate historical management commitments to specific R&D milestones.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
18
The slide uses a screenshot of a Pfizer table to critique their 'Up to 15 in 5' program claims.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
19
The slide uses a screenshot of a Pfizer investor presentation to frame the argument that management failed to deliver on its own stated goals.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Agitate (Make it worse)Loop · Cost Of Inaction1 hit
47
The slide uses a bar chart to visualize the delta between historical transaction multiples and current market valuation multiples.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
52
The slide uses a red dashed box to isolate the 'COVID Benefit' period and another to highlight the summary statistics.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
54
The slide uses red 'X' marks to visually emphasize the failure to meet expectations.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Loop · Cost Of Inaction1 hit
64
The slide uses a table from Pfizer's own Q1-2019 presentation to point out programs marked with 'X' (discontinued) or other delays, framing them as evidence of failure.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
68
The slide uses a waterfall bridge to argue that current management's projected revenue return (15%) is insufficient compared to the target (38%).Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit
69
Uses a waterfall-style logic to derive an incremental revenue requirement of $29 billion.Pfizer Inc. (PFE) · Starboard Value
Conference presentation Activist investor Beat · Solution (Provide relief)Loop · Cost Of Inaction1 hit