Contrarian Corpus
activist full deck proxy fight
2013-04-30 · 80 pages

Tessera Technologies Inc. TSRA

Tessera has squandered $517M on the failing Digital Optics business while its core patent-licensing franchise shrinks; Starboard's six-director slate and IP-focused plan can unlock best-in-class 60-70% EBITDA margins.

N 4 Narrative
V 3 Visual
C 3 Craft
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Thesis

Starboard owns 7.7% of Tessera Technologies and is running a proxy fight for six board seats at the May 23, 2013 annual meeting. The deck argues that under Chairman Boehlke and former CEO Bob Young, revenue fell 22% from 2009-2012 while operating expenses rose 41%, turning $118M of operating income into a $38M loss. The root cause is $517M of cumulative losses and investment in the non-core Digital Optics (DOC/MEMS camera-module) business — a strategy Tessera serially missed commitments on — while the core patent-licensing franchise was neglected. Starboard's six-nominee slate (including ARM co-founder Tudor Brown, former MOSAID CEO George Cwynar, and NTP co-founder Donald Stout) would cut R&D and SG&A, reinvigorate licensing across DRAM, microprocessor and microcontroller markets, partner out DOC, and return capital — targeting 60-70% best-in-class EBITDA margins.

SCQA

Situation

Tessera Technologies is a semiconductor IP licensing company with a high-quality portfolio of 3,300+ chip-packaging patents that generated $286M in peak royalties but has been declining toward a Q1 2013 run-rate of $107M.

Complication

Management has buried the cash-generative IP franchise under $517M of losses in the non-core Digital Optics/MEMS camera-module business, ballooned headcount 161%, and serially missed every DOC commitment across four CEOs.

Resolution

Elect Starboard's six-nominee slate — IP veterans from ARM, MOSAID, NTP and Nortel — to cut costs, exit DOC via partnership, monetize the Invensas and DOC patent books, and return capital.

Reward

Refocused on IP, Tessera can achieve best-in-class 60-70% EBITDA margins, unlock a $500M+ annual licensing opportunity outside DRAM, and close the dramatic five-year underperformance of ~76% versus NASDAQ.

The three reasons

  1. 1

    Tessera squandered $517M on the failing Digital Optics business since 2005

  2. 2

    Stock underperformed NASDAQ by 76% over five years under serial CEO turnover

  3. 3

    Refocused IP licensing could unlock $500M+ annual opportunity at 60-70% EBITDA margins

Primary demands

  • Elect Starboard's six-nominee slate at the May 23, 2013 annual meeting
  • Reduce IP cost structure (R&D, SG&A, litigation)
  • Reinvigorate patent licensing across DRAM, microprocessor and microcontroller markets
  • Form a strategic partnership or exit the Digital Optics (DOC/MEMS camera-module) business
  • Expand patent portfolio via revenue-share partnerships and small tuck-in acquisitions
  • Return excess cash to shareholders via dividends and buybacks

KPIs cited

Revenue decline (2009-2012)
21.8% decline from $301.4M to $234.0M
Operating expense growth (2009-2012)
40.7% increase from $164.8M to $232.0M
Operating income swing (2009-2012)
$156M decline, $117.6M profit to ($38.3M) loss
DOC cumulative losses & investment since 2005
$517M total, or $9.90 per share
5-year total return vs NASDAQ
TSRA -59.2% vs NASDAQ +17.2% (76.3pp underperformance)
Revenue per employee (2009-2012)
Declined 70% from $720k to $216k
Headcount growth (2009-2012)
Up 160.8% from 416 to 1,085 employees
IP royalty run-rate
Peak $286M (2009) declining to $107M annualized Q1 2013
Target EBITDA margin
60-70% best-in-class for refocused IP licensing company
Illustrative licensing opportunity (Tessera Inc. patents)
$500M+ annual at 1-2% royalty rate on applicable markets
Illustrative licensing opportunity (Invensas)
$400M+ annual at 1% royalty rate; current run-rate only $35-40M
R&D spend vs peers (2012)
Tessera $33M vs Samsung $10.8B, Intel $10.1B — fraction of peers
Litigation expense (6-year cumulative)
$217M spent on litigation, averaging $36M/year

Pattern membership

Where this document fits across the library's 12 rhetorical / structural patterns.

Precedents cited

  • AOL IP portfolio sale to Microsoft ($1.1B)
  • MIPS Technologies two-part transaction (IP + operating business)
  • Unwired Planet / Ericsson patent contribution
  • Nortel patent auction ($4.5B to Rockstar consortium)
  • ARM Holdings IPO-to-$17B growth (Tudor Brown)
  • MOSAID Technologies transformation (George Cwynar)
  • NTP Inc. patent-holding playbook (Donald Stout)
  • Phoenix Technologies turnaround (Thomas Lacey)

Notable slides (6)

Notes

Proxy fight deck filed ahead of Tessera's May 23, 2013 annual meeting. Exemplary CEO-quote-contradiction slide on p.12 (seven failed DOC/MEMS commitments matched to 'Failed Reality'). Strong segment-level framing: splits Tessera into IP vs DOC, shows IP pays for the failing DOC adventure. Starboard's 'IP playbook' is explicit via its director slate CVs (ARM, MOSAID, NTP, Nortel) — nominees used as walking precedents. Valuation argued via EBITDA margin target (60-70%) and illustrative licensing opportunity math rather than explicit per-share price target. Visual craft is standard institutional PowerPoint — Times Roman body, blue headers — not a craft exemplar but narrative construction is strong.