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115
The slide uses red 'X' icons to denote deficiencies in the board's recent appointments.Legion Genesco Presentation June 2021 · legion-genesco-presentation-june-2021
Activist deck Activist investor 1 hit
116
Uses a 'miss' table to contrast stated targets with actual results.Legion Genesco Presentation June 2021 · legion-genesco-presentation-june-2021
Activist deck Activist investor 1 hit
118
Includes a snippet of a 1997 PR Newswire article as evidence of the credential claim.Legion Genesco Presentation June 2021 · legion-genesco-presentation-june-2021
Activist deck Activist investor 1 hit
171
Uses a classic 'They say / We say' structure to debunk opposition claims.Legion Genesco Presentation June 2021 · legion-genesco-presentation-june-2021
Activist deck Activist investor 1 hit
172
The slide uses a timeline-based matrix to show board committee chair tenures.Legion Genesco Presentation June 2021 · legion-genesco-presentation-june-2021
Activist deck Activist investor 1 hit
13
The slide uses the company's own 10-K data to undermine their performance claims.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
15
Uses a list-based structure to dismantle specific board claims.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
17
Uses a timeline to highlight the gap between executive rhetoric and actual financial performance.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's ShortcomingsLoop · Aha Moment1 hit
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Uses a CEO quote to validate the activist's thesis of secular decline.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's ShortcomingsLoop · Aha Moment1 hit
20
Highlights the gap between management's receptiveness to Legion and the Board's failure to provide guidance.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's ShortcomingsLoop · Aha Moment1 hit
23
The slide uses a 'before-after' style comparison to critique current governance and propose a new incentive structure.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's ShortcomingsLoop · Aha Moment1 hit
27
The slide uses a table to demonstrate that the new directors share common, non-cloud backgrounds and personal ties to existing board members, contradicting the 'cloud leader' narrative.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
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The slide uses a table to contrast candidate qualifications with board rejection reasons, followed by a callout box summarizing the 2021 tactical interview requests.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
29
The chart uses color-coding to represent different committee chair roles over time, with a vertical red dashed line marking the point of Legion's investment.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
30
The slide uses a chronological comparison to frame the board's actions as reactive rather than proactive.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Board's Shortcomings1 hit
37
The slide uses the company's own 10-K data to highlight poor performance, framing it as a contradiction to management's likely narrative.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
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The table highlights significant underperformance (negative percentages in parentheses) for long-tenured directors.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
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Uses cherry-picking accusation to undermine board credibility.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
40
The slide uses a dot plot to visually contrast the vast majority of underperforming days (red) against the few outperforming days (green).Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
41
The slide uses a quote to undermine the company's own narrative regarding the activist's board nominees.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
42
Uses cherry-picking imagery to highlight the Board's manipulation of data.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
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Uses cherry icons to highlight the 'Proxy Statement Peers' as a manipulated data set.Legion One Span Presentation May 2021 · legion-one-span-presentation-may-2021
Activist deck Activist investor Beat · The Struggle for Change1 hit
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
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
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
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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
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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