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27 Cost Of Inaction
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04
Uses a two-part structure: a diagnostic table of failures followed by a list of required actions.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
05
The slide uses a checkmark list to summarize qualitative business strengths.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
06
The slide uses a red 'X' icon to denote negative performance indicators, followed by a rhetorical question in a dashed box to transition to the next section.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Problem StatementLoop · Cost Of Inaction1 hit
07
The slide uses a numbered list format to present a series of grievances against the company.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
08
The slide highlights a 21 percentage point underperformance gap.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
09
The slide uses red color coding for Autodesk to emphasize underperformance relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
10
The slide uses red bars and red annotations to emphasize Autodesk's underperformance relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
11
The slide uses red bars and red arrows to emphasize the performance gap between Autodesk and the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
12
The slide uses red bars for Autodesk to emphasize underperformance and red arrows to quantify the point gap.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
13
The chart highlights significant underperformance of Autodesk relative to the indices across all timeframes.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
14
The slide highlights the performance gap between Autodesk and relevant software indices during the CEO's tenure.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Loop · Cost Of Inaction1 hit
15
The chart uses a 7-year timeframe to demonstrate long-term value destruction relative to peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
16
The slide uses a numbered list to frame the company's issues as a series of failures.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
17
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
18
The slide uses a red dashed oval to highlight the specific financial targets, likely to contrast them with current performance in the broader activist deck.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
19
The table is largely empty, serving as a template for tracking target revisions over time.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
20
The slide uses a red dashed ellipse to highlight the specific metrics being scrutinized by the activist investor.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
21
The slide highlights a specific historical commitment to contrast with current performance or expectations.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
22
The table is largely empty, highlighting a lack of consistent reporting or tracking of historical commitments.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
23
The slide uses a red dashed oval to highlight the targets, likely to contrast with later performance or revised guidance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
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
26
Uses a screenshot of a previous investor day presentation to establish a baseline commitment.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
29
Uses a timeline-style progression to show the shift in margin targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
30
Uses a red dashed circle and callout box to highlight the target reduction.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
31
Uses a timeline-style flow to show the 'miss' and the subsequent lowering of expectations.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · Expose ContradictionLoop · Cost Of Inaction1 hit
06
The slide uses a 'villain' framing, attributing poor stock performance to 'subpar execution' and 'lack of faith'.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit
07
The slide argues for operational improvements and capital allocation changes at Autodesk based on peer valuation benchmarks.Autodesk, Inc. (ADSK) · Jeffrey Smith
Shareholder letter Activist investor Beat · The StruggleLoop · Cost Of Inaction1 hit