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Instructions
Watch the film "Exodus" on PBS (
https://www.pbs.org/wgbh/frontline/film/exodus/), which
outlines the global refugee crisis. In a one to two page, single
spaced paper, write your reaction. Tips for writing a reaction
paper:
· There should be two parts to the paper: a
summary of the documentary, and your
reaction to the documentary.
· For the
summary portion:
· Write a concise summary of the documentary
· Highlight main points
· Use examples to illustrate the main points
· Do not discuss in great detail any one aspect; instead, you
should ensure that all important aspects are highlighted
· Keep the summary portion objective and factual. Do not
include personal opinions in the first part of the paper.
· Guiding questions for the
reaction portion:
· What was surprising to you?
· Did any of what you saw change any preconceived notions that
you may have had prior to viewing the documentary?
· What did you learn that you did not know previously?
· Did this increase your understanding of the issue? Did it
change your perspective in any way?
· Would you recommend this to others?
· Also answer the question: What are the public health
implications of the refugee crisis? By this, I mean: What
potential public health issues might arise as a result of the
refugee crisis?
This assignment is worth up to 50 points. You will be graded on
the thoroughness with which you summarize the documentary
(20 pts), the introspectiveness of your reaction and answer to
the PH implications question (20 pts), and your grammar and
spelling (10 pts).
It is recommended that you take notes throughout the film, both
on what you observe and your feelings and reactions. This will
help you to effectively summarize the material and reflect on
your reactions.
Due Date
image1.gif
College of Business |
worldwide.erau.edu
All rights are reserved. The material contained herein is the
copyright property of Embry-Riddle Aeronautical University,
Daytona Beach, Florida, 32114. No part of this material may be
reproduced, stored in a retrieval system or transmitted in any
form, electronic, mechanical, photocopying, recording or
otherwise without the prior written consent of the University
.U.S. Securities Exchange (SEC) Form 10-K Report
In this exercise, each student will utilize the U.S. Securities
Exchange Commission (SEC) website to access and download
your selected company’s Form 10-K Corporate Information
Report. This annual report (simply referred to as the “10-K”
which is the SEC’s form number) must be electronically filled
annually by all U.S. publically-traded entities regardless if they
are domestic or foreign. Intended for the protection of the
public and for providing corporate and financial information to
investors, any stakeholder may access and download this
important report for free.
1) Complete the
PART I - COMPANY INFORMATION section on the
form below.
2) Read about the purpose and mission of U.S. Securities &
Exchange Commission (SEC).
https://www.sec.gov/Article/whatwedo.html
3) Locate the "Fast Search" field and enter your company's
Ticker Symbol (e.g., Ford = F).
https://www.sec.gov/edgar/searchedgar/companysearch.html
4) Locate "10-K" under the Filings column (left-side of
webpage) and SELECT "Documents".
5) Locate "10-K" under Description and SELECT the *.htm
hyperlink shown under "Documents" column.
Example of Ford Motor Company: f1231201710-k.htm
6) From within the 10-K Report, scroll down to the "Table of
Contents" section.
NOTE: Use the keyboard shortcut CTRL-F to easily find and
navigate to a specific word or phrase within the 10-K Report.
7) Locate "ITEM 6. Selected Financial Data" and navigate
within the 10-K to this specific section.
8) The actual "ITEM 6. Selected Financial Data" section will
resemble a data table with various columns (by year) containing
important company financial information.
9) Complete the
PART II - FINANCIAL COMPONENT section using the
above referenced financial information for each year provided.
NOTE: New (or acquired) companies may have only listed
financial information from the year since going public (or since
year of being acquired).
10) Complete the
PART III - COMPANY 10-K ANALYSIS &
SUMMARY section below based on your review and analysis of
the 10-K report information.
11) Using the file name convention of "MGMT 436 - LastName
– Module #4", save your work and upload the file to Canvas.
PART I - COMPANY INFORMATION
Company Name >
Primary Business Classification >
State Incorporated >
Year Established >
Ticker Symbol >
Analyst (i.e., Student Name) >
PART II - FINANCIAL COMPONENT
SEC Form 10-K Data
2017
2016
2015
2014
INCOME STATEMENT
Total Revenues >
$
$
$
$
Net Income before taxes (or Loss) >
$
$
$
$
BALANCE SHEET
Total Assets >
$
$
$
$
Total Liabilities >
$
$
$
$
Equity (Assets - Liabilities) =
$
PART III - COMPANY 10-K ANALYSIS & SUMMARY
IN YOUR OWN WORDS and based on various information that
you have read in the company's 10-K report, summarize your
findings as to the company's financial health (i.e., solvency) and
strategic financial plan from a historical, current, and future
perspective in the space provided below.
NOTE: Do NOT copy and paste directly from the 10-K Report.
LIMIT your analysis to 300 words maximum.
Page 2 of 2
image1.emf
image2.png
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MGMT 436 - Strategic Management
Module 4 Activity
U.S. Securities Exchange Commission (SEC) Form 10-K Report
In this exercise, each student will utilize the U.S. Securities
Exchange Commission (SEC) website to access
and download your selected company’s Form 10-K Corporate
Information Report. This annual report
(simply referred to as the “10-K” which is the SEC’s form
number) must be electronically filled annually
by all U.S. publically-traded entities regardless if they are
domestic or foreign. Intended for the
protection of the public and for providing corporate and
financial information to investors, any
stakeholder may access and download this important report for
free.
1) Complete the PART I - COMPANY INFORMATION section
on the form below.
2) Read about the purpose and mission of U.S. Securities &
Exchange Commission (SEC).
https://www.sec.gov/Article/whatwedo.html
3) Locate the "Fast Search" field and enter your company's
Ticker Symbol (e.g., Ford = F).
https://www.sec.gov/edgar/searchedgar/companysearch.html
4) Locate "10-K" under the Filings column (left-side of
webpage) and SELECT "Documents".
5) Locate "10-K" under Description and SELECT the *.htm
hyperlink shown under "Documents" column.
Example of Ford Motor Company: f1231201710-k.htm
6) From within the 10-K Report, scroll down to the "Table of
Contents" section.
NOTE: Use the keyboard shortcut CTRL-F to easily find and
navigate to a specific word or phrase
within the 10-K Report.
7) Locate "ITEM 6. Selected Financial Data" and navigate
within the 10-K to this specific section.
8) The actual "ITEM 6. Selected Financial Data" section will
resemble a data table with various columns
(by year) containing important company financial information.
9) Complete the PART II - FINANCIAL COMPONENT section
using the above referenced financial
information for each year provided.
NOTE: New (or acquired) companies may have only listed
financial information from the year
since going public (or since year of being acquired).
10) Complete the PART III - COMPANY 10-K ANALYSIS &
SUMMARY section below based on your review
and analysis of the 10-K report information.
11) Using the file name convention of "MGMT 436 - LastName
– Module #4", save your work and upload
the file to Canvas.
PART I - COMPANY INFORMATION
Company Name > Ford Motor Company
Primary Business Classification > Automobile Manufacturing
State Incorporated > Michigan
Year Established > 1903
Ticker Symbol > F
Analyst (i.e., Student Name) > John Doe Student
Assignment Instructions for Students
https://www.sec.gov/Article/whatwedo.html
https://www.sec.gov/edgar/searchedgar/companysearch.html
https://www.sec.gov/Archives/edgar/data/37996/0000037996180
00015/f1231201710-k.htm
IN YOUR OWN WORDS and based on various information that
you have read in the company's 10-K
report, summarize your findings as to the company's financial
health (i.e., solvency) and strategic
financial plan from a historical, current, and future perspective
in the space provided below.
NOTE: Do NOT copy and paste directly from the 10-K Report.
LIMIT your analysis to 300 words maximum.
It appears that Ford has drastically reduced its debt and pension
obligations in recent years, enabling the
company to attain investment-grade ratings from credit rating
agencies. Ford's automotive debt has
declined to $13.8 billion at the end of 2014, and it will decline
to $10 billion by 2018. Also, Ford's pension
plan was underfunded by a staggering $18.7 billion at the end of
2014, but was halved to $9 billion at the
end of 2016.
The company's continuing operations are more profitable than
those of many other companies in its
industry, resulting in an Operating Margin that is above its
industry average.
It's becoming increasingly important for automakers to have a
successful global luxury brand to help
increase average transaction prices and profit margins. Ford's
luxury Lincoln brand has struggled for
years, and a full turnaround is probably a decade away. Lincoln
sales have been cut roughly in half, from
around 190,000 units in the U.S. in 2000 to fewer than 90,000
units annually over the last five years.
Overseas, Ford, much like many automakers, is having a rough
time in Europe and South America. Ford
lost a total of $4.3 billion in Europe operations. Management
expects to lose less in Europe this year than
in 2014, and to break even in 2016. Meanwhile, South America
went from a $33 million loss in 2013 to a
whopping $1.1 billion loss last year. Both regions will continue
to drag on earnings in the near term.
Ford is subject to threats that affect all automakers, including a
decline in industry sales volume in the
event of a recession, potential market shift from more profitable
vehicles to smaller and cheaper vehicles,
and increased price competition which reduces profitability.
PART III - COMPANY 10-K ANALYSIS & SUMMARY
PART II - FINANCIAL COMPONENT
SEC Form 10-K Data 2017 2016 2015 2014
INCOME STATEMENT
Total Revenues >
Net Income before taxes (or Loss) >
$156,776
$8,148
$151,800
$6,796
$149,558
$10,252
$144,077
$1,234
BALANCE SHEET
Total Assets >
Total Liabilities >
Equity (Assets - Liabilities) =
$257,808
$138,356
$119,452
$237,951
$127,063
$110,888
$224,925
$120,015
$104,910
$208,615
$105,347
$103,268
U.S. Securities Exchange Commission (SEC) Form 10-K
Reporthttps://www.sec.gov/Article/whatwedo.htmlhttps://www.s
ec.gov/edgar/searchedgar/companysearch.htmlExample of Ford
Motor Company: f1231201710-k.htm
INTERNAL FACTOR ANALYSIS SUMMARY (IFAS) –
Microsoft Corporation Page 2 of 4
FACTORS
WEIGHT
RATING
WGTD
SCORE
COMMENTS
STRENGHTS
S1
Windows and Windows Live
.15
4.5
.675
Windows & Windows Live Division offerings consist of the
Windows 7 and Windows 8 operating system, software and
services through Windows Live, and PC hardware products.
Windows operating system has been bedrock of Microsoft
corporations, and has consistently fended off and serious
competition from the industry and has been clear leader for
personal computing sector (Jones, 2018).
S2
Enterprise Server and Tools
.15
5
.75
Enterprise Server and Tools product and service offerings
include Windows Server, Windows Azure, Microsoft SQL
Server, Windows Embedded device platforms, and Enterprise
Services. Enterprise Services comprise Premier product support
services and Microsoft Consulting Services. And like Windows
operating system for personal computing, Microsoft has
dominated enterprise computing via its Windows server and
SQL server platforms (Bloom, 2018).
S3
Gaming and Entertainment (Xbox and Xbox live)
.10
4.5
.45
Microsoft's gaming and entertainment offerings include the
Xbox 360 entertainment platform, including Kinect for Xbox
360. Microsoft also offers Xbox LIVE service, which enables
online gaming, social networking, and access to a wide range of
video, gaming, and entertainment content. Kinect in particular
has provided Microsoft much needed edge over its competitors
in the gaming sector (Microsoft, 2018).
S4
Diverse and global talent
.05
4.5
.225
Success of any company is highly dependent on their ability to
attract and retain qualified employees, Microsoft has done
relatively well to attract technical workforce from across the
globe and created an environment to nurture and foster that
talent to new heights. The diversity of their workforce in terms
of technical breadth as well as the geographical spread provides
Microsoft completive edge with the research and development
of wide range product and services (Smith and Simpson, 2018).
S5
Brand Image
.05
3.5
.175
Over last 38 years since its inception in 1975, Microsoft had
clearly developed a brand image and reputation for itself. Even
though it has faced fierce challenge and attacks from its
competitors, Microsoft still is popular global brand. Bill Gates’
vision for Microsoft “A personal computer in every home
running Microsoft software” has become close to reality and,
Microsoft has become a true household name across the world
(Jones, 2018).
WEAKNESSES
W1
Innovation
.15
2.5
.375
Over last decade or so Microsoft seems to be losing the battle of
innovation over it competitors. More often than not, Microsoft
seems to be following its competitors’ innovation that leading
the pack. For Microsoft to retain its global leadership, it really
need to re-vigor the innovative powerhouse that Microsoft once
was (Microsoft, 2018).
W2
Lack of clear direction
.10
2.5
.25
The recent change in Microsoft’s business model from being
primarily a software company to that of software, services and
devices company has created lack of direction for the ranks and
files, particularly because every division is targeted to handle
all three aspect of business. To be successful Microsoft really
need to re-organize itself across the new business model, and in
recent days they have started initiative in that direction (Nelson,
2018).
W3
Windows Phone and Tablet
.10
2
.2
Microsoft launched itself in the smartphone sector in 2010 with
its Widows 7 phone, and Surface was Microsoft’s attempt to get
into the tablet business. They haven’t performed very well in
either of these two; Window 8 phone has performed relatively
better than its predecessor but overall has not come even close
to the competition (Graham, 2018).
W4
Search Engine sector
.10
3
.3
Microsoft has been trying to compete in the search engine
sector for long time. Microsoft’s original search engine MSN
Search never really got any traction and they launched their
current search engine BING in 2009. BING has done relatively
better than MSN Search and has taken over the 2nd place from
Yahoo, but still way behind than Google (Jones, 2010).
W5
Web browser (Internet Explorer)
.05
2.5
.125
Microsoft Internet Explorer (IE) was the leading web browser
until it was ousted by Google Chrome just over a year ago. For
now IE is maintaining 2nd place ahead of Firebox. Even though
IE by itself is not a major revenue source but it can certainly
help steer customers towards other Microsoft products and
services (Smith and Simpson, 2018).
TOTAL SCORES
1.00
3.525
References
Bloom, J.C. (2018). Microsoft struggles in the gamming sector.
Bloomberg Homepage. Retrieved from
www.bloomberg.com
Graham, B. W. (2018). Microsoft fined by the government.
Technology News Source. Retrieved from
www.technologynewssource.com
Jones, C. L. (2018). New technology in the workforce and how
it changes business today.
Reuters. www.reuters.com
Microsoft. (2018).
Official Homepage. Retrieved from
https://www.microsoft.com/en-us/
Nelson, D. P. (2018). Piracy threat to Microsoft and other
software companies since the beginning of time.
US News & World Reports. Retrieved from
https://www.usnews.com/
Smith, G, A., & Simpson, H. J. (2018). Microsoft and the
changing dynamics in today’s tech industry.
Official News Report. Retrieved from
www.officalnewsreport.com
College of Business |
worldwide.erau.edu
All rights are reserved. The material contained herein is the
copyright property of Embry-Riddle Aeronautical University,
Daytona Beach, Florida, 32114. No part of this material may be
reproduced, stored in a retrieval system or transmitted in any
form, electronic, mechanical, photocopying, recording or
otherwise without the prior written consent of the University
.Internal Factor Analysis Summary Guidelines
FACTORS
WEIGHT
RATING
WGTD
SCORE
COMMENTS
STRENGHTS
S1
S2
S3
S4
S5
WEAKNESSES
W1
W2
W3
W4
W5
TOTAL SCORES
Page 2 of 2
image1.emf
image2.png
image3.png
College of Business |
worldwide.erau.edu
All rights are reserved. The material contained herein is the
copyright property of Embry-Riddle Aeronautical University,
Daytona Beach, Florida, 32114. No part of this material may be
reproduced, stored in a retrieval system or transmitted in any
form, electronic, mechanical, photocopying, recording or
otherwise without the prior written consent of the University
.Internal Factor Analysis Summary Guidelines
Here are the guidelines for completing the IFAS table.External
Factors (Column 1)
· Select five strategic opportunities and five strategic threats
facing your selected strategic audit company.
· List each of these factors as either opportunities or threats in
the appropriate column in the IFAS table.
· Provide a detailed description of each factor.
· If outside information is used in the comments section, then it
must be cited and referenced correctly in APA format. Weight
(Column 2)
· The total weight for all of the factors should be
1.00.
· Decide how strategic each of the ten factors is in comparison
to each other. As an example, a factor might have a high
strategic significance for your company with a weight ranging
from .15 to .20. On the other hand, a factor may have little in
the way of strategic significance, when compared to the other
nine factors, and might have a weight of .05.Rating (Column 3)
· In this column you are to rate how effective the firm has been
in meeting the opportunities and threats, with
5 being the top score for any factor. As an example, if
you feel a firm is doing a super job of moving into Asia then
give a rating of 5.0.
Weighted Score (Column 4)
· Now multiple the scores you have in Columns 2 and 3 for each
factor.
· This will produce a weighted score for each factor.Comments
(Column 5)
· Provide a detailed description reflecting why you gave the
rating for each factor.
· If outside information is used in the comments section, then it
must be cited and referenced correctly in APA format. Total
Scores
· At the bottom of the matrix record the totals of the Weight
Score (Column 2), and Weighted Score (Column 4).
· The
Total Weighted Score should indicate how effective
your firm has been in handling its opportunities and threats.
Page 2 of 2
image1.emf
image2.png
image3.png
College of Business |
worldwide.erau.edu
All rights are reserved. The material contained herein is the
copyright property of Embry-Riddle Aeronautical University,
Daytona Beach, Florida, 32114. No part of this material may be
reproduced, stored in a retrieval system or transmitted in any
form, electronic, mechanical, photocopying, recording or
otherwise without the prior written consent of the University
.External Factor Analysis Summary Worksheet
FACTORS
WEIGHT
RATING
WGTD
SCORE
COMMENTS
OPPORTUNITIES
O1
Expanding in emerging markets
0.14
2
0.28
FedEx has the opportunities of expanding in emerging markets
in Asia and Latin America to increase sales
O2
Focusing on retail e-commerce
0.20
1
0.20
FedEx has the opportunity of leveraging on the growing demand
for delivery in e-commerce (Degirmenci, 2022).
O3
Innovation
0.13
3
0.39
The company has the opportunity of expanding its innovation to
tap into technologies such as Blockchain (Natarajan & Katina,
2021).
O4
Portfolio diversification
0.10
5
0.50
With the growth in online retailing FedEx can capital ion this to
expand its portfolio
O5
Expansion through merger and acquisition
0.05
9
0.45
This strategy is good for FedEx to penetrate into new markets.
THREATS
T1
Unstable fuel prices
0.09
6
0.54
The volatility in the global fuel prices leads to increase in the
operational costs and reduces the profitability
T2
High competition from online giants such as Amazon
0.11
4
0.44
FedEx is facing high competition especially from online retail
giants such as Amazon. This competition is likely to affect the
market share of the company and reduce profitability
T3
Trade tensions between the US and China
0.06
8
0.48
The trade war between the US and China has imposed great
threat to FedEx as China is a big market for the company’s
services
T4
The looming global recession and high inflation
0.08
7
0.56
The looming economic meltdown and high inflation is of great
concern to FedEx since it will affect demand of products and
services of the company
T5
Strong labor laws
0.04
10
0.4
Most governments in which FedEx operates have focused on
protecting the employees’ rights. There with huge operations
and many employees FedEx may incur huge cost
TOTAL SCORES
1.00
4.24
References
Degirmenci, C. (2022).
The Role of Logistics in Global Value Chains: Case of
Mars Logistics Company (Doctoral dissertation, Mykolo
Romerio universitetas).
https://vb.mruni.eu/object/elaba:116902616/
Natarajan, G., Ng, E. H., & Katina, P. F. (2021).
BLOCKCHAIN TECHNOLOGY AND DIGITAL SUPPLY
CHAINS: TOWARDS REVOLUTIONIZING THE INDUSTRY
OF THE FUTURE.
https://www.researchgate.net/profile/Alabi-Omotayo-
2/publication/359221827_BLOCKCHAIN_TECHNOLOGY_AN
D_DIGITAL_SUPPLY_CHAINS_TOWARDS_REVOLUTIONIZ
ING_THE_INDUSTRY_OF_THE_FUTURE/links/622f9154e32d
2203ab3fe471/BLOCKCHAIN-TECHNOLOGY-AND-DIGITAL-
SUPPLY-CHAINS-TOWARDS-REVOLUTIONIZING-THE-
INDUSTRY-OF-THE-FUTURE.pdf
Page 3 of 3
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1
2
Strategic Audit Report
Student Name
Lecture Name
Course
Date
Strategic Audit Report
History and Background of the company
The selected organization for this discussion is FedEx
Corporation. Federal Express Corporation, now known as
FedEx, was founded in 1971 by Frederick W. Smith. The
company began operations in 1973 with 14 small aircraft and a
team of just 500 people. FedEx was created to take advantage of
the deregulation of the airline industry (Roadshow, 2019). Prior
to this, all airlines were required to use the same rates and
routes, which made it difficult for new companies to compete.
But with deregulation, FedEx was able to create a more efficient
shipping network that quickly gained popularity. Today, FedEx
is a global company with over 390,000 employees and a fleet of
over 650 aircraft.
The company offers a variety of services, including express
shipping, ground shipping, freight, and even printing and copy
services. FedEx has been widely successful, due in part to its
innovative use of technology. For example, the company was
one of the first to use barcodes to track packages. It also
developed the first real-time package tracking system, which
allowed customers to see exactly where their packages were at
all times. In recent years, FedEx has faced some challenges,
such as the increasing popularity of e-commerce and the rise of
competitor UPS. However, the company has continued to adapt
and innovate, making it one of the most successful shipping
companies in the world.
What FedEx organization does and who its target audience is
FedEx is a global company that provides transportation, e-
commerce, and business services. Its target audience is
businesses and individuals who need to ship items domestically
and internationally (Dhir, 2019). FedEx Corporation offers a
range of services, including transportation, e-commerce, and
business services. Its transportation services include air and
ground shipping, freight forwarding, and third-party logistics.
Its e-commerce offerings include online retail, business-to-
business, and business-to-consumer sales. Its business services
include printing, copying, and marketing. The company has a
wide range of customers, including businesses, government
agencies, and individuals. Businesses use FedEx to ship
products domestically and internationally. Government agencies
use the company's services to send items to military personnel
and to ship humanitarian aid. Individuals use FedEx to send
items to family and friends.
References
Dhir, S. (2019). Federal Express. In
Cases in Strategic Management (pp. 91-105). Springer,
Singapore.
Roadshow, N. D. (2019). FedEx Corp.(FDX).
Transportation Research,
501, 377-2298.

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Hide Assignment InformationTurnitin™This assignment will be .docx

  • 1. Hide Assignment Information Turnitin™ This assignment will be submitted to Turnitin™. Instructions Watch the film "Exodus" on PBS ( https://www.pbs.org/wgbh/frontline/film/exodus/), which outlines the global refugee crisis. In a one to two page, single spaced paper, write your reaction. Tips for writing a reaction paper: · There should be two parts to the paper: a summary of the documentary, and your reaction to the documentary. · For the summary portion: · Write a concise summary of the documentary · Highlight main points · Use examples to illustrate the main points · Do not discuss in great detail any one aspect; instead, you should ensure that all important aspects are highlighted · Keep the summary portion objective and factual. Do not include personal opinions in the first part of the paper. · Guiding questions for the reaction portion: · What was surprising to you? · Did any of what you saw change any preconceived notions that you may have had prior to viewing the documentary?
  • 2. · What did you learn that you did not know previously? · Did this increase your understanding of the issue? Did it change your perspective in any way? · Would you recommend this to others? · Also answer the question: What are the public health implications of the refugee crisis? By this, I mean: What potential public health issues might arise as a result of the refugee crisis? This assignment is worth up to 50 points. You will be graded on the thoroughness with which you summarize the documentary (20 pts), the introspectiveness of your reaction and answer to the PH implications question (20 pts), and your grammar and spelling (10 pts). It is recommended that you take notes throughout the film, both on what you observe and your feelings and reactions. This will help you to effectively summarize the material and reflect on your reactions. Due Date image1.gif College of Business | worldwide.erau.edu All rights are reserved. The material contained herein is the copyright property of Embry-Riddle Aeronautical University, Daytona Beach, Florida, 32114. No part of this material may be reproduced, stored in a retrieval system or transmitted in any form, electronic, mechanical, photocopying, recording or otherwise without the prior written consent of the University .U.S. Securities Exchange (SEC) Form 10-K Report In this exercise, each student will utilize the U.S. Securities Exchange Commission (SEC) website to access and download
  • 3. your selected company’s Form 10-K Corporate Information Report. This annual report (simply referred to as the “10-K” which is the SEC’s form number) must be electronically filled annually by all U.S. publically-traded entities regardless if they are domestic or foreign. Intended for the protection of the public and for providing corporate and financial information to investors, any stakeholder may access and download this important report for free. 1) Complete the PART I - COMPANY INFORMATION section on the form below. 2) Read about the purpose and mission of U.S. Securities & Exchange Commission (SEC). https://www.sec.gov/Article/whatwedo.html 3) Locate the "Fast Search" field and enter your company's Ticker Symbol (e.g., Ford = F). https://www.sec.gov/edgar/searchedgar/companysearch.html 4) Locate "10-K" under the Filings column (left-side of webpage) and SELECT "Documents". 5) Locate "10-K" under Description and SELECT the *.htm hyperlink shown under "Documents" column. Example of Ford Motor Company: f1231201710-k.htm 6) From within the 10-K Report, scroll down to the "Table of Contents" section. NOTE: Use the keyboard shortcut CTRL-F to easily find and navigate to a specific word or phrase within the 10-K Report. 7) Locate "ITEM 6. Selected Financial Data" and navigate within the 10-K to this specific section.
  • 4. 8) The actual "ITEM 6. Selected Financial Data" section will resemble a data table with various columns (by year) containing important company financial information. 9) Complete the PART II - FINANCIAL COMPONENT section using the above referenced financial information for each year provided. NOTE: New (or acquired) companies may have only listed financial information from the year since going public (or since year of being acquired). 10) Complete the PART III - COMPANY 10-K ANALYSIS & SUMMARY section below based on your review and analysis of the 10-K report information. 11) Using the file name convention of "MGMT 436 - LastName – Module #4", save your work and upload the file to Canvas. PART I - COMPANY INFORMATION Company Name > Primary Business Classification > State Incorporated > Year Established > Ticker Symbol > Analyst (i.e., Student Name) > PART II - FINANCIAL COMPONENT SEC Form 10-K Data
  • 5. 2017 2016 2015 2014 INCOME STATEMENT Total Revenues > $ $ $ $ Net Income before taxes (or Loss) > $ $ $ $ BALANCE SHEET Total Assets > $ $ $ $ Total Liabilities > $ $ $ $ Equity (Assets - Liabilities) = $
  • 6. PART III - COMPANY 10-K ANALYSIS & SUMMARY IN YOUR OWN WORDS and based on various information that you have read in the company's 10-K report, summarize your findings as to the company's financial health (i.e., solvency) and strategic financial plan from a historical, current, and future perspective in the space provided below. NOTE: Do NOT copy and paste directly from the 10-K Report. LIMIT your analysis to 300 words maximum. Page 2 of 2 image1.emf image2.png image3.png
  • 7. MGMT 436 - Strategic Management Module 4 Activity U.S. Securities Exchange Commission (SEC) Form 10-K Report In this exercise, each student will utilize the U.S. Securities Exchange Commission (SEC) website to access and download your selected company’s Form 10-K Corporate Information Report. This annual report (simply referred to as the “10-K” which is the SEC’s form number) must be electronically filled annually by all U.S. publically-traded entities regardless if they are domestic or foreign. Intended for the protection of the public and for providing corporate and financial information to investors, any stakeholder may access and download this important report for free. 1) Complete the PART I - COMPANY INFORMATION section on the form below. 2) Read about the purpose and mission of U.S. Securities & Exchange Commission (SEC). https://www.sec.gov/Article/whatwedo.html 3) Locate the "Fast Search" field and enter your company's Ticker Symbol (e.g., Ford = F). https://www.sec.gov/edgar/searchedgar/companysearch.html 4) Locate "10-K" under the Filings column (left-side of webpage) and SELECT "Documents". 5) Locate "10-K" under Description and SELECT the *.htm
  • 8. hyperlink shown under "Documents" column. Example of Ford Motor Company: f1231201710-k.htm 6) From within the 10-K Report, scroll down to the "Table of Contents" section. NOTE: Use the keyboard shortcut CTRL-F to easily find and navigate to a specific word or phrase within the 10-K Report. 7) Locate "ITEM 6. Selected Financial Data" and navigate within the 10-K to this specific section. 8) The actual "ITEM 6. Selected Financial Data" section will resemble a data table with various columns (by year) containing important company financial information. 9) Complete the PART II - FINANCIAL COMPONENT section using the above referenced financial information for each year provided. NOTE: New (or acquired) companies may have only listed financial information from the year since going public (or since year of being acquired). 10) Complete the PART III - COMPANY 10-K ANALYSIS & SUMMARY section below based on your review and analysis of the 10-K report information. 11) Using the file name convention of "MGMT 436 - LastName – Module #4", save your work and upload the file to Canvas. PART I - COMPANY INFORMATION Company Name > Ford Motor Company
  • 9. Primary Business Classification > Automobile Manufacturing State Incorporated > Michigan Year Established > 1903 Ticker Symbol > F Analyst (i.e., Student Name) > John Doe Student Assignment Instructions for Students https://www.sec.gov/Article/whatwedo.html https://www.sec.gov/edgar/searchedgar/companysearch.html https://www.sec.gov/Archives/edgar/data/37996/0000037996180 00015/f1231201710-k.htm IN YOUR OWN WORDS and based on various information that you have read in the company's 10-K report, summarize your findings as to the company's financial health (i.e., solvency) and strategic financial plan from a historical, current, and future perspective in the space provided below. NOTE: Do NOT copy and paste directly from the 10-K Report. LIMIT your analysis to 300 words maximum. It appears that Ford has drastically reduced its debt and pension obligations in recent years, enabling the company to attain investment-grade ratings from credit rating agencies. Ford's automotive debt has declined to $13.8 billion at the end of 2014, and it will decline to $10 billion by 2018. Also, Ford's pension
  • 10. plan was underfunded by a staggering $18.7 billion at the end of 2014, but was halved to $9 billion at the end of 2016. The company's continuing operations are more profitable than those of many other companies in its industry, resulting in an Operating Margin that is above its industry average. It's becoming increasingly important for automakers to have a successful global luxury brand to help increase average transaction prices and profit margins. Ford's luxury Lincoln brand has struggled for years, and a full turnaround is probably a decade away. Lincoln sales have been cut roughly in half, from around 190,000 units in the U.S. in 2000 to fewer than 90,000 units annually over the last five years. Overseas, Ford, much like many automakers, is having a rough time in Europe and South America. Ford lost a total of $4.3 billion in Europe operations. Management expects to lose less in Europe this year than in 2014, and to break even in 2016. Meanwhile, South America went from a $33 million loss in 2013 to a whopping $1.1 billion loss last year. Both regions will continue to drag on earnings in the near term. Ford is subject to threats that affect all automakers, including a decline in industry sales volume in the event of a recession, potential market shift from more profitable vehicles to smaller and cheaper vehicles, and increased price competition which reduces profitability. PART III - COMPANY 10-K ANALYSIS & SUMMARY PART II - FINANCIAL COMPONENT SEC Form 10-K Data 2017 2016 2015 2014 INCOME STATEMENT
  • 11. Total Revenues > Net Income before taxes (or Loss) > $156,776 $8,148 $151,800 $6,796 $149,558 $10,252 $144,077 $1,234 BALANCE SHEET Total Assets > Total Liabilities > Equity (Assets - Liabilities) = $257,808 $138,356 $119,452 $237,951 $127,063 $110,888 $224,925 $120,015 $104,910
  • 12. $208,615 $105,347 $103,268 U.S. Securities Exchange Commission (SEC) Form 10-K Reporthttps://www.sec.gov/Article/whatwedo.htmlhttps://www.s ec.gov/edgar/searchedgar/companysearch.htmlExample of Ford Motor Company: f1231201710-k.htm INTERNAL FACTOR ANALYSIS SUMMARY (IFAS) – Microsoft Corporation Page 2 of 4 FACTORS WEIGHT RATING WGTD SCORE COMMENTS STRENGHTS S1 Windows and Windows Live .15 4.5 .675 Windows & Windows Live Division offerings consist of the Windows 7 and Windows 8 operating system, software and services through Windows Live, and PC hardware products.
  • 13. Windows operating system has been bedrock of Microsoft corporations, and has consistently fended off and serious competition from the industry and has been clear leader for personal computing sector (Jones, 2018). S2 Enterprise Server and Tools .15 5 .75 Enterprise Server and Tools product and service offerings include Windows Server, Windows Azure, Microsoft SQL Server, Windows Embedded device platforms, and Enterprise Services. Enterprise Services comprise Premier product support services and Microsoft Consulting Services. And like Windows operating system for personal computing, Microsoft has dominated enterprise computing via its Windows server and SQL server platforms (Bloom, 2018). S3 Gaming and Entertainment (Xbox and Xbox live) .10 4.5 .45 Microsoft's gaming and entertainment offerings include the Xbox 360 entertainment platform, including Kinect for Xbox 360. Microsoft also offers Xbox LIVE service, which enables online gaming, social networking, and access to a wide range of video, gaming, and entertainment content. Kinect in particular has provided Microsoft much needed edge over its competitors in the gaming sector (Microsoft, 2018). S4 Diverse and global talent .05 4.5 .225 Success of any company is highly dependent on their ability to
  • 14. attract and retain qualified employees, Microsoft has done relatively well to attract technical workforce from across the globe and created an environment to nurture and foster that talent to new heights. The diversity of their workforce in terms of technical breadth as well as the geographical spread provides Microsoft completive edge with the research and development of wide range product and services (Smith and Simpson, 2018). S5 Brand Image .05 3.5 .175 Over last 38 years since its inception in 1975, Microsoft had clearly developed a brand image and reputation for itself. Even though it has faced fierce challenge and attacks from its competitors, Microsoft still is popular global brand. Bill Gates’ vision for Microsoft “A personal computer in every home running Microsoft software” has become close to reality and, Microsoft has become a true household name across the world (Jones, 2018). WEAKNESSES W1 Innovation .15
  • 15. 2.5 .375 Over last decade or so Microsoft seems to be losing the battle of innovation over it competitors. More often than not, Microsoft seems to be following its competitors’ innovation that leading the pack. For Microsoft to retain its global leadership, it really need to re-vigor the innovative powerhouse that Microsoft once was (Microsoft, 2018). W2 Lack of clear direction .10 2.5 .25 The recent change in Microsoft’s business model from being primarily a software company to that of software, services and devices company has created lack of direction for the ranks and files, particularly because every division is targeted to handle all three aspect of business. To be successful Microsoft really need to re-organize itself across the new business model, and in recent days they have started initiative in that direction (Nelson, 2018). W3 Windows Phone and Tablet .10 2 .2 Microsoft launched itself in the smartphone sector in 2010 with its Widows 7 phone, and Surface was Microsoft’s attempt to get into the tablet business. They haven’t performed very well in either of these two; Window 8 phone has performed relatively better than its predecessor but overall has not come even close to the competition (Graham, 2018). W4 Search Engine sector .10 3
  • 16. .3 Microsoft has been trying to compete in the search engine sector for long time. Microsoft’s original search engine MSN Search never really got any traction and they launched their current search engine BING in 2009. BING has done relatively better than MSN Search and has taken over the 2nd place from Yahoo, but still way behind than Google (Jones, 2010). W5 Web browser (Internet Explorer) .05 2.5 .125 Microsoft Internet Explorer (IE) was the leading web browser until it was ousted by Google Chrome just over a year ago. For now IE is maintaining 2nd place ahead of Firebox. Even though IE by itself is not a major revenue source but it can certainly help steer customers towards other Microsoft products and services (Smith and Simpson, 2018). TOTAL SCORES 1.00 3.525 References Bloom, J.C. (2018). Microsoft struggles in the gamming sector.
  • 17. Bloomberg Homepage. Retrieved from www.bloomberg.com Graham, B. W. (2018). Microsoft fined by the government. Technology News Source. Retrieved from www.technologynewssource.com Jones, C. L. (2018). New technology in the workforce and how it changes business today. Reuters. www.reuters.com Microsoft. (2018). Official Homepage. Retrieved from https://www.microsoft.com/en-us/ Nelson, D. P. (2018). Piracy threat to Microsoft and other software companies since the beginning of time. US News & World Reports. Retrieved from https://www.usnews.com/ Smith, G, A., & Simpson, H. J. (2018). Microsoft and the changing dynamics in today’s tech industry. Official News Report. Retrieved from www.officalnewsreport.com College of Business | worldwide.erau.edu All rights are reserved. The material contained herein is the copyright property of Embry-Riddle Aeronautical University, Daytona Beach, Florida, 32114. No part of this material may be reproduced, stored in a retrieval system or transmitted in any
  • 18. form, electronic, mechanical, photocopying, recording or otherwise without the prior written consent of the University .Internal Factor Analysis Summary Guidelines FACTORS WEIGHT RATING WGTD SCORE COMMENTS STRENGHTS S1 S2 S3 S4
  • 20. W4 W5 TOTAL SCORES Page 2 of 2 image1.emf
  • 21. image2.png image3.png College of Business | worldwide.erau.edu All rights are reserved. The material contained herein is the copyright property of Embry-Riddle Aeronautical University, Daytona Beach, Florida, 32114. No part of this material may be reproduced, stored in a retrieval system or transmitted in any form, electronic, mechanical, photocopying, recording or otherwise without the prior written consent of the University .Internal Factor Analysis Summary Guidelines Here are the guidelines for completing the IFAS table.External Factors (Column 1) · Select five strategic opportunities and five strategic threats facing your selected strategic audit company. · List each of these factors as either opportunities or threats in the appropriate column in the IFAS table. · Provide a detailed description of each factor. · If outside information is used in the comments section, then it must be cited and referenced correctly in APA format. Weight (Column 2) · The total weight for all of the factors should be 1.00. · Decide how strategic each of the ten factors is in comparison to each other. As an example, a factor might have a high strategic significance for your company with a weight ranging from .15 to .20. On the other hand, a factor may have little in the way of strategic significance, when compared to the other nine factors, and might have a weight of .05.Rating (Column 3) · In this column you are to rate how effective the firm has been in meeting the opportunities and threats, with 5 being the top score for any factor. As an example, if
  • 22. you feel a firm is doing a super job of moving into Asia then give a rating of 5.0. Weighted Score (Column 4) · Now multiple the scores you have in Columns 2 and 3 for each factor. · This will produce a weighted score for each factor.Comments (Column 5) · Provide a detailed description reflecting why you gave the rating for each factor. · If outside information is used in the comments section, then it must be cited and referenced correctly in APA format. Total Scores · At the bottom of the matrix record the totals of the Weight Score (Column 2), and Weighted Score (Column 4). · The Total Weighted Score should indicate how effective your firm has been in handling its opportunities and threats. Page 2 of 2 image1.emf image2.png image3.png College of Business | worldwide.erau.edu All rights are reserved. The material contained herein is the copyright property of Embry-Riddle Aeronautical University, Daytona Beach, Florida, 32114. No part of this material may be reproduced, stored in a retrieval system or transmitted in any
  • 23. form, electronic, mechanical, photocopying, recording or otherwise without the prior written consent of the University .External Factor Analysis Summary Worksheet FACTORS WEIGHT RATING WGTD SCORE COMMENTS OPPORTUNITIES O1 Expanding in emerging markets 0.14 2 0.28 FedEx has the opportunities of expanding in emerging markets in Asia and Latin America to increase sales O2 Focusing on retail e-commerce 0.20 1 0.20 FedEx has the opportunity of leveraging on the growing demand for delivery in e-commerce (Degirmenci, 2022). O3 Innovation 0.13 3 0.39 The company has the opportunity of expanding its innovation to
  • 24. tap into technologies such as Blockchain (Natarajan & Katina, 2021). O4 Portfolio diversification 0.10 5 0.50 With the growth in online retailing FedEx can capital ion this to expand its portfolio O5 Expansion through merger and acquisition 0.05 9 0.45 This strategy is good for FedEx to penetrate into new markets. THREATS T1 Unstable fuel prices 0.09 6 0.54 The volatility in the global fuel prices leads to increase in the operational costs and reduces the profitability T2 High competition from online giants such as Amazon
  • 25. 0.11 4 0.44 FedEx is facing high competition especially from online retail giants such as Amazon. This competition is likely to affect the market share of the company and reduce profitability T3 Trade tensions between the US and China 0.06 8 0.48 The trade war between the US and China has imposed great threat to FedEx as China is a big market for the company’s services T4 The looming global recession and high inflation 0.08 7 0.56 The looming economic meltdown and high inflation is of great concern to FedEx since it will affect demand of products and services of the company T5 Strong labor laws 0.04 10 0.4 Most governments in which FedEx operates have focused on protecting the employees’ rights. There with huge operations and many employees FedEx may incur huge cost
  • 26. TOTAL SCORES 1.00 4.24 References Degirmenci, C. (2022). The Role of Logistics in Global Value Chains: Case of Mars Logistics Company (Doctoral dissertation, Mykolo Romerio universitetas). https://vb.mruni.eu/object/elaba:116902616/ Natarajan, G., Ng, E. H., & Katina, P. F. (2021). BLOCKCHAIN TECHNOLOGY AND DIGITAL SUPPLY CHAINS: TOWARDS REVOLUTIONIZING THE INDUSTRY OF THE FUTURE.
  • 28. Strategic Audit Report History and Background of the company The selected organization for this discussion is FedEx Corporation. Federal Express Corporation, now known as FedEx, was founded in 1971 by Frederick W. Smith. The company began operations in 1973 with 14 small aircraft and a team of just 500 people. FedEx was created to take advantage of the deregulation of the airline industry (Roadshow, 2019). Prior to this, all airlines were required to use the same rates and routes, which made it difficult for new companies to compete. But with deregulation, FedEx was able to create a more efficient shipping network that quickly gained popularity. Today, FedEx is a global company with over 390,000 employees and a fleet of over 650 aircraft. The company offers a variety of services, including express shipping, ground shipping, freight, and even printing and copy services. FedEx has been widely successful, due in part to its innovative use of technology. For example, the company was one of the first to use barcodes to track packages. It also developed the first real-time package tracking system, which allowed customers to see exactly where their packages were at all times. In recent years, FedEx has faced some challenges, such as the increasing popularity of e-commerce and the rise of competitor UPS. However, the company has continued to adapt and innovate, making it one of the most successful shipping companies in the world. What FedEx organization does and who its target audience is FedEx is a global company that provides transportation, e- commerce, and business services. Its target audience is businesses and individuals who need to ship items domestically and internationally (Dhir, 2019). FedEx Corporation offers a range of services, including transportation, e-commerce, and
  • 29. business services. Its transportation services include air and ground shipping, freight forwarding, and third-party logistics. Its e-commerce offerings include online retail, business-to- business, and business-to-consumer sales. Its business services include printing, copying, and marketing. The company has a wide range of customers, including businesses, government agencies, and individuals. Businesses use FedEx to ship products domestically and internationally. Government agencies use the company's services to send items to military personnel and to ship humanitarian aid. Individuals use FedEx to send items to family and friends. References Dhir, S. (2019). Federal Express. In Cases in Strategic Management (pp. 91-105). Springer, Singapore. Roadshow, N. D. (2019). FedEx Corp.(FDX). Transportation Research, 501, 377-2298.