Matching slides 60,557
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23,791-23,820 of 60,557

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16
The slide uses a comparison framework to draw a direct line between past corporate governance failures and present-day concerns.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)Loop · Aha Moment1 hit
18
Uses a combination of a bar chart for growth trends and a table for valuation multiples to expose a valuation gap.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
19
Includes a table of specific insider trades and a stock price chart with sell markers.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
20
The table highlights a discrepancy between acquisition spend ($971.4M cumulative) and flat FCF/Share growth (-1.0% CAGR), while insider sales and compensation remain significant.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Monster (Accounting Irregularities)1 hit
25
Uses a 'villain' narrative structure to highlight Verint's competitive disadvantage.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
31
The slide uses a red box to highlight the discrepancy between total acquisition spend and incremental growth.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
35
The slide uses a combination of visual data (stacked bar) and textual evidence (10-K excerpts) to build a narrative of corporate mismanagement.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
39
Uses red arrows and boxes to highlight the lack of disclosure in the 10-K and the implied valuation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller Beat · The Struggle (Governance and Management Incentives)1 hit
41
The slide uses a 'Spruce Point' branding and presents a forensic accounting argument regarding organic growth.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
42
The table shows a breakdown of revenue by acquisition per quarter, totaling to a bottom-line quarterly sum.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
43
The slide uses a table to bridge reported GAAP figures to organic estimates, followed by a bar chart visualizing the growth delta.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
45
Uses a red arrow and question mark to highlight the discrepancy between analyst assumptions and actual historical revenue data.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
46
Includes a press release excerpt and a supporting data table comparing guidance changes to estimated acquisition contributions.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
47
The slide uses a table to calculate organic vs. inorganic revenue performance and a bar chart to visualize the discrepancy.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
48
The slide highlights a specific accounting practice (contingent consideration reversals) as a red flag for management incentives and acquisition quality.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
54
Uses a bridge-style calculation to isolate organic growth from inorganic acquisition contributions.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
55
The slide uses a comparison table to expose management's inconsistent reporting practices.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
56
Uses a comparison table to show that Verint is the only company in the peer group not reporting key cloud metrics.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
57
Uses a combination of narrative critique and a direct excerpt from the 10-K to highlight accounting aggression.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
58
The slide uses a red box to highlight the specific footnote in the company's own presentation that reveals the accounting practice being criticized.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
59
Includes excerpts from Ernst & Young and Strategic Finance Magazine to support the accounting argument, followed by a specific table from Verint's 10-K.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
64
Uses a table to highlight the delta between reported figures and figures without the accounting change, alongside a quote from an earnings call to expose a contradiction.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
66
The slide uses a comparison table and direct quotes to highlight a lack of transparency by Verint compared to NICE.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
70
The slide uses a table to demonstrate the quantitative impact of contingent consideration reversals on Non-GAAP EBITDA and EPS.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
71
The slide uses a before-and-after comparison of executive compensation targets to expose accounting manipulation.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
73
The slide uses a 'before-after' style comparison of management's claim (3-year window) vs the reality (5-year window).Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
77
The slide uses a specific accounting adjustment to demonstrate that reported growth (15.6% EBITDA) is significantly lower (1.5%) when accounting for capitalized commissions.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
85
Uses red arrows to link specific line items in the table to the SEC's inquiry and management's justification.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
86
The table highlights specific rows in red to emphasize the 'unjustified' nature of these specific add-backs.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
91
The slide uses red boxes to highlight the names of the subjects (Bodner, Nissim) within the legal text and table.Verint Systems, Inc. (VRNT) · Spruce Point Capital Management
Activist deck Short seller 1 hit