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Revenue Buildup
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149
The slide uses a scenario-based approach (Conservative vs. More realistic) to estimate EBITDA impact.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor Loop · Mece Breakdown1 hit
152
Includes a quote from Janney Capital Markets and references E la Carte data.Darden Restaurants, Inc. (DRI) · Starboard Value
Activist deck Activist investor 1 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
116
The table uses a low/high scenario approach to estimate total revenue.Stryker Corp. (SYK) · Ben Axler
Activist deck Short seller Beat · Resolution1 hit
10
The slide uses a table to build up the revenue calculation and a line chart to visualize the implied growth acceleration.Hill-Rom Holdings, Inc. (HRC) · Ben Axler
Activist deck Short seller Beat · Problem (Identify pain)Loop · Aha Moment1 hit
19
Uses a waterfall-style logic to build up an estimate of WFG's total impact on Aegon's bottom line.Aegon Ltd. (AEG) · Spruce Point Capital Management
Activist deck Short seller Beat · The MonsterLoop · Aha Moment1 hit
98
The slide uses a 'generous' set of assumptions to preemptively counter potential bull-case arguments regarding market penetration.PROCEPT BioRobotics Corporation (PRCT) · Spruce Point Capital Management
Activist deck Short seller 1 hit
25
The slide uses a structured table to demonstrate the impact of Kalshi on DKNG's sportsbook handle and subsequent revenue.DraftKings Inc. (DKNG) · Spruce Point Capital Management
Activist deck Short seller Beat · The VictoryLoop · Zoom In1 hit
16
Includes a revenue buildup table on the right and a market segmentation matrix on the left.Advent | SPAC Presentation Deck | 45 slides · Advent
Pitch deck Investment bank Beat · Market SizeLoop · Cost Of Inaction1 hit
14
The chart uses a split-bar approach to show actuals vs. estimates and sensitivity analysis.Antero Midstream Partners | Mergers and Acquisitions Presentation Deck | 29 slides · Antero Resources
Conference presentation Investment bank Beat · Solution & Approach1 hit
98
The slide uses a flow-based logic to show how capital inputs translate into specific revenue streams.Apollo Global Management | Investor Day Presentation Deck | 119 slides · Apollo Global Management
Conference presentation Investor relations Beat · Impact & Next Steps1 hit
24
The slide uses a buildup formula (Yield + Hybrid + Equity = Total AUM) and shows growth multiples for each segment.Apollo Global Management | Investor Presentation Deck | 38 slides · Apollo Global Management
Conference presentation Investor relations 1 hit
11
The FY21 bar is partially hollow/outlined, indicating a forecast (FC).Asos | Investor Day Presentation Deck | 26 slides · ASOS
Conference presentation Investor relations Beat · Key MessagesLoop · Ladder Abstraction1 hit
11
The chart uses a cohort-based revenue buildup visualization.Boohoo | Results Presentation Deck | 42 slides · Boohoo
Conference presentation Investor relations Beat · Key TakeawaysLoop · Voice Of Customer1 hit
59
Uses a simple multiplication framework to estimate revenue upside.Cano Health | SPAC Presentation Deck | 77 slides · Cano Health
Conference presentation Investment bank 1 hit
13
Includes a bottom-up revenue buildup calculation for addressable transactions.Compass | Results Presentation Deck | 31 slides · Compass
Conference presentation Investor relations Beat · The Breakthrough1 hit
18
Includes a detailed revenue buildup calculation and a bar chart showing the impact of acquisition on attach rates.Compass | Results Presentation Deck | 34 slides · Compass
Conference presentation Investor relations Beat · Rising SuccessLoop · Before After1 hit
43
The slide uses a waterfall-style logic to bridge lost retail EBIT to net EBIT increase via channel shift and cost savings.Deckers Outdoor Corporation (DECK) · Richard T. McGuire III
Activist deck Activist investor Beat · Solution (Provide relief)1 hit
29
The slide uses a bridge-style logic to explain how margin expansion is achieved through specific revenue and cost levers.Deliveroo | Results Presentation Deck | 45 slides · Deliveroo
Conference presentation Investor relations Beat · Key Performance Indicators OverviewLoop · So What Cascade1 hit
34
The slide uses a 'plus' sign notation between bars to indicate the additive nature of the product portfolio.DoubleVerify | Investor Day Presentation Deck | 103 slides · DoubleVerify
Conference presentation Investor relations Beat · Evidence1 hit
23
Uses a multiplicative logic (TAM x Penetration x Share = Revenue) across three distinct business lines.DraftKings | Investor Day Presentation Deck | 50 slides · DraftKings
Conference presentation Investor relations Beat · Financials1 hit
11
Uses a bottom-up revenue buildup model for two distinct segments.DraftKings | Results Presentation Deck | 30 slides · DraftKings
Pitch deck Investor relations Beat · Market Size1 hit
19
The chart uses a waterfall-style visualization to show the progression of project value through milestones.Evotec | Investor Day Presentation Deck | 103 slides · Evotec
Conference presentation Investor relations Beat · Evidence & Proof1 hit
04
The slide uses a custom bridge diagram to map GMV components to their corresponding Revenue components, highlighting take rates and drop-through percentages.Farfetch | Results Presentation Deck | 14 slides · Farfetch
Conference presentation Investor relations Beat · KPI Overview1 hit
04
The slide uses a custom flow diagram to map GMV segments to their corresponding revenue streams.Farfetch | Results Presentation Deck | 14 slides · Farfetch
Conference presentation Investor relations Beat · What IsLoop · Benchmark Gap1 hit
13
Shows the bridge between GMV and Revenue components (first-party vs third-party) and year-over-year growth rates.Farfetch | Results Presentation Deck | 34 slides · Farfetch
Conference presentation Investor relations Beat · Financials1 hit
06
The slide uses a table-like structure to map specific operational improvements to dollar values.Frontier | Investor Conference Presentation Deck | 20 slides · Frontier and Spirit
Conference presentation Investor relations Beat · Agitate1 hit
36
The slide uses a standard financial bridge format to reconcile historical NOI to a pro-forma figure.Mall REIT sector (long General Growth Properties) (GGP) · William Ackman
Conference presentation Activist investor Beat · Solution1 hit
34
The slide uses a 'plus' sign to illustrate the additive nature of the two revenue streams.Ginkgo | Investor Conference Presentation Deck | 38 slides · Ginkgo Bioworks
Conference presentation Investor relations Beat · Ultimate Achievement1 hit
12
The slide contrasts fixed, predictable Foundry revenue with variable, high-margin downstream value.Ginkgo | Results Presentation Deck | 30 slides · Ginkgo Bioworks
Conference presentation Investor relations Beat · Rising Success1 hit
17
The slide uses a standard revenue/profit buildup framework to justify a valuation thesis.Green Mountain Coffee Roasters (GMCR) · David Einhorn
Conference presentation Activist investor Loop · The Reveal1 hit
22
The slide uses a waterfall-style growth visualization to show revenue progression.Hexagon Purus | Investor Presentation Deck | 33 slides · Hexagon Purus
Conference presentation Investor relations Beat · Market SizeLoop · Quick Win Big Bet1 hit
55
Slide 54 of a presentation deck.J.C. Penney Company, Inc. (JCP) · William Ackman
Conference presentation Activist investor Beat · Business Model1 hit
168
The slide uses a circular process diagram to list the four revenue streams.LEK Infrastructure Victoria AZZEV International Scan · lek-infrastructure-victoria-azzev-international-scan
Consulting deck Strategy consulting 1 hit
11
The slide uses a bridge-like structure to reconcile LTM figures to a PF target.Macellum Perry Ellis Presentation April 2014 · macellum-perry-ellis-presentation-april-2014
Activist deck Activist investor Loop · Mece Breakdown1 hit
14
The slide illustrates the combination of two entities with different accounting standards and fiscal year-ends.Micro Focus | Mergers and Acquisitions Presentation Deck | 29 slides · Micro Focus
Conference presentation Investment bank Beat · Evidence & Proof1 hit
09
Uses a visual addition equation (ModivCare + VRI = Combined) with donut charts to show segment percentage shifts.ModivCare | Mergers and Acquisitions Presentation Deck | 14 slides · ModivCare
Conference presentation Investment bank Beat · Solution & ApproachLoop · Logic Chain1 hit
53
The slide uses a 'bottom-up' revenue buildup to expose a discrepancy between reported figures and estimated actuals, highlighting a growing gap over time.Joyy Inc. (YY) · Carson Block
Research note Short seller Beat · Expose Contradiction1 hit
84
The slide uses a matrix-like structure to map revenue drivers (Units/Price/Rate) to specific product lines and sales strategies.Nikola | Investor Day Presentation Deck | 95 slides · Nikola
Conference presentation Investor relations 1 hit
45
Includes illustrative calculations for revenue per mile, fuel consumption, and service costs.Nikola | SPAC Presentation Deck | 58 slides · Nikola
Conference presentation Investment bank 1 hit
19
The slide uses two bar charts to show the growth of live sites and live modules, linking them to a mid-term revenue potential of over £900m.Ocado | Investor Day Presentation Deck | 30 slides · Ocado Group
Conference presentation Investor relations Beat · FinancialsLoop · Waterfall Value1 hit
31
The slide uses a 'what-if' scenario to justify a target EPS.Pershing Square | Activist Presentation Deck | 45 slides · Pershing Square Capital Management
Conference presentation Activist investor 1 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
08
Uses a Venn-like visual overlap to represent the progression from initial ICP to broader market penetration.Pitch deck that got Thoughtful AI $20 million from Drive Capital · Thoughtful AI
Pitch deck Strategy consulting Beat · SatisfactionLoop · Quick Win Big Bet1 hit
27
The slide uses a bridge-like structure to justify a margin expansion target.The Procter & Gamble Company (PG) · William Ackman
Conference presentation Activist investor Beat · Evidence & Proof1 hit
08
The slide uses a stacked bar chart to show the split between software and data services revenue.See the 15-slide pitch deck for Google-backed lending fintech Miren · Miren
Pitch deck Strategy consulting Loop · Maturity Curve1 hit
13
The slide uses a split-screen approach to contrast two distinct revenue streams: a per-unit model for HCS and a shared-savings model for Episodes of Care.Signify Health | Investor Conference Presentation Deck | 20 slides · Signify Health
Conference presentation Investor relations Beat · Market SizeLoop · Quick Win Big Bet1 hit
38
The diagram uses a custom flow structure to map inputs (pMAU, ARPPU, RAEM) to Revenue, and shows deductions (Take Rate, Incentives) from the Gross Marketplace Volume.Skillz | Investor Day Presentation Deck | 55 slides · Skillz
Conference presentation Investor relations 1 hit
24
The slide uses a combination of a historical data table and a mathematical bridge calculation to quantify the revenue opportunity.Sonos | Results Presentation Deck | 33 slides · Sonos
Conference presentation Investor relations 1 hit
152
Includes a quote from Janney Capital Markets and references E la Carte data.Darden Restaurants, Inc. (DRI) · Jeffrey C. Smith
Activist deck Activist investor 1 hit
69
Uses a 'bridge' style calculation to derive an incremental revenue requirement.Starboard Value | Activist Presentation Deck | 74 slides · Starboard Value
Activist deck Activist investor Beat · Solution (Provide relief)Loop · Mece Breakdown1 hit
47
The slide uses a mathematical equation at the top to derive a $3.5B figure, supported by a scatter plot showing time spent vs. value per minute for different entities (OW, Facebook, Taboola).Taboola | Investor Day Presentation Deck | 156 slides · Taboola
Conference presentation Investor relations 1 hit
112
The slide uses a hub-and-spoke style diagram to show how hardware/network access and software licenses aggregate into revenue streams.Teladoc | Investor Day Presentation Deck | 140 slides · Teladoc Health
Conference presentation Investor relations 1 hit
18
The slide explains the components of Net New ARR and provides a real-world example from Snowflake regarding forecasting.The Ultimate Guide To ARR · the-ultimate-guide-to-arr
Deck Investor relations Loop · Logic Chain1 hit
22
The chart highlights a historical CAGR of 20% and a future growth acceleration.Tobii | Investor Day Presentation Deck | 86 slides · Tobii
Conference presentation Investor relations Beat · Desire1 hit
73
The slide uses a mathematical bridge structure (Actuals + Improvement = Future Goal) to demonstrate the path to profitability.Vroom | Investor Day Presentation Deck | 80 slides · Vroom
Conference presentation Investor relations 1 hit