slides · global inventory
Title
Component collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 303,834
Current window 299,761-299,790
Pages 10,128
Rows per page 30
Component
299,761-299,790 of 303,834
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
52
The third item is highlighted with a box, indicating it is the primary focus of this specific deck.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
70
The slide uses a bulleted list to detail specific failures in investor relations and financial disclosure practices.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
72
Uses a 3-column comparison table to highlight the gap between management's stated guidance and investor interpretation.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
74
The slide uses a transcript excerpt to demonstrate management's poor handling of shareholder concerns regarding governance and financial reporting.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
76
The slide uses a direct quote from a Board letter to frame the contradiction.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
77
The slide uses an SOTP (Sum-of-the-Parts) valuation argument to pressure management for better disclosure.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
78
The slide uses a stock price chart annotated with analyst research initiation events to demonstrate the market's positive reaction to SOTP valuation.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
79
This is an activist critique of a specific board member's qualifications.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
80
Legion One Span Presentation May 2021Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
81
This slide serves as a critique of the current Board's competence and governance.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
82
Uses a timeline to juxtapose historical management statements against the lack of material financial progress.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
83
The pie chart visually demonstrates the extreme imbalance between M&A spending and share repurchases.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit
84
The slide highlights a pattern of poor capital allocation and lack of disclosure by long-tenured directors.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Path to Victory1 hit