Corpus coverage

319,975 slides

319,974 are described (100%), so the treemap can explain the corpus instead of just counting files.

Total slides
319,975
Described
319,974
Pending
1

Slide type composition

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Slide type

Showing 319,974 described slides — 100.0% of 319,975 rendered pages

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Slide collection

109,081-109,140 of 319,975

filter-aware
65
The slide uses a 'before-after' framing to establish credibility for the CEO's ability to drive profitability.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
66
The slide uses a performance comparison to build credibility for a leadership candidate.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
67
The chart uses a dashed blue line to indicate the peer median multiple of 13x.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
68
The chart includes a horizontal dashed line representing the median multiple of 14x.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
69
The slide uses a valuation bridge approach to demonstrate potential share price appreciation through margin expansion.GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
70
GoDaddy Inc. (GDDY)GoDaddy Inc. (GDDY) · Starboard Value
Conference presentation Activist investor 1 hit
01
Slide 1
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
02
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
03
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
04
This is a classic activist investor 'thesis' slide, combining a critique of management/board with a forward-looking financial target.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
05
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
06
Uses red 'X' icons to emphasize negative performance metrics.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
07
The slide uses a numbered list with flag icons to highlight specific areas of concern.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
08
Highlights a ~21 percentage point gap between Autodesk and the Dow Jones US Software index.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
09
The slide uses a grouped bar chart to show Autodesk's underperformance relative to the Dow Jones US Software and S&P North American Technology Software indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
10
Uses red annotations to emphasize the 'gap' or underperformance relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
11
The slide uses red bars to highlight Autodesk's underperformance relative to the Dow Jones US Software and S&P North American Technology Software indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
12
The slide uses red annotations to explicitly quantify the 'points below' performance gap for each period.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
13
The slide uses red arrows and text to explicitly quantify the 'gap' or underperformance of Autodesk relative to the indices.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · 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 Beat · The MonsterLoop · Cost Of Inaction1 hit
15
The chart highlights the underperformance of Autodesk (red line) relative to software indices (green and light blue lines) and the broader market (dark blue line).Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
16
The slide uses a numbered list to frame the case for change, typical of activist investor presentations.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The MonsterLoop · Cost Of Inaction1 hit
17
Autodesk, Inc. (ADSK)Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
18
The slide uses a red dashed oval to emphasize the specific financial targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
19
The table is largely empty, serving as a template for comparing historical guidance vs. actual performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
20
The slide uses a red dashed oval to highlight three of the four metrics, emphasizing the 'Rule of 40' style combined growth and margin target.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
21
The slide highlights the specific growth drivers that underpin the 15-19% revenue CAGR target.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
22
The table is largely empty, highlighting a lack of consistent reporting or a specific focus on the 2019 targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
23
The slide uses a red dashed oval to highlight the specific financial targets set by the company.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
24
The table highlights a pattern of recurring targets for FY2023 across multiple years, suggesting a lack of progress or ambition.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
25
The slide highlights a reduction in non-GAAP operating margin targets and an increase in the Rule of 40 metric (Revenue Growth + FCF Margin) following M&A.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
26
The slide uses an excerpt from a 2021 Investor Day presentation to establish a baseline commitment.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
27
The table highlights the evolution of financial commitments over time, specifically contrasting FY2023 targets with FY2026 targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
28
Uses red 'X' icons to visually emphasize the failure to meet targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
29
Uses red dashed boxes to emphasize the negative change in guidance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
30
Uses a callout box to highlight the specific reduction in the Rule of 40 metric.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
31
Uses red arrows and question marks to highlight the discrepancy between performance and management's revised targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
32
Uses a 'before-after' framing to expose a contradiction in management's stated goals.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
33
Uses red dashed boxes to emphasize lowered guidance for Revenue Growth and Revenue Growth + FCF Margin.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
34
The table highlights the gap between management's historical guidance and actual results, specifically for FY2023 and FY2026.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
35
The slide uses a 'villain' framing by highlighting repeated failures to meet guidance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
36
The slide uses a numbered list format to present a clear, punchy argument for change.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
37
The chart uses a 'Rule of 40' style metric (Growth + Margin) to benchmark performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
38
The slide uses a 'before-after' style logic to expose a contradiction in financial performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
39
Uses a structured list format to present specific cost-reduction and efficiency opportunities.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
40
ADSK is highlighted in red to show it is an outlier compared to the peer median.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor Beat · The Struggle1 hit
41
Uses a waterfall chart to adjust spend and a stacked bar chart to compare against peers.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
42
The chart uses a blue dashed line to indicate the peer median of 6%.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
43
The slide uses a red callout box to contrast the company's narrative of 'job cuts' with the actual net increase in headcount.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
44
Uses a 'before-after' or 'contrast' framing to highlight the gap between industry standards and Autodesk's performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
45
The slide uses a combination of growth metrics and peer benchmarking to argue that SBC is excessive.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
46
The slide defines the methodology for calculating incremental margins as a proxy for operating leverage.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
47
The slide uses a 'bridge' style calculation to show how revenue growth and profit growth result in a 71% incremental margin.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
48
Uses a simple arithmetic bridge to demonstrate margin efficiency.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
49
Uses a simple arithmetic bridge to highlight the gap between current consensus forecasts and the activist's proposed target.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
50
The slide uses a red callout box to emphasize that projected margins are below company targets.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
51
The slide uses a color-coded bar chart to distinguish between 'Design Software Peers' and 'Other Scaled Software Peers', with additional data rows for Revenue CAGR and Gross Margin.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
52
Includes specific cost reduction targets (500bps S&M, 300bps G&A) and incremental margin assumptions.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
53
The slide uses a numbered list format to present a series of grievances against the company's leadership.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit
54
The slide uses a callout box to emphasize the discrepancy between high payouts and modest performance.Autodesk, Inc. (ADSK) · Starboard Value
Activist deck Activist investor 1 hit