Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"In Russia, PepsiCo had an advantage selling beverages beginning in the early 1970s when PepsiCo's CEO (Don Kendall) negotiated a barter agreement that gave PepsiCo the exclusive right to sell cola in the Soviet Union, which lasted until the mid-1980s. — PepsiCo Company History"
"As legacy technologies transition to digital platforms, we believe Disney can lead the media industry forward. We could not be more excited to partner with Bob and the Board to help create long-term sustainable shareholder value. — Mason Morfit, ValueAct Capital Co-CEO and CIO"
"The biggest EBIT contributor is Agribusiness oilseed processing. The further down the value chain we go, the higher the unit contribution margin. And the oilseed value chain, in particular, holds significant opportunity for value creation downstream. — CEO, Feb 2017 / May 2017"
"“We are committed to and definitely going to be driving $1 billion in revenue for the full year of FY '22. And obviously, as we get closer to that and we get more obviously near-term data, we'll be much more clear about that run rate.” — CEO Aaron Levie, Q2 2019 Earnings Call"
"CEO: "What makes WSP so unique in its ability to convert consistently higher net income into free cash flow." CFO: "Cash management will continue to be a focus, and we expect that our free cash flow will annually exceed our net earnings." — CEO and CFO, Analyst Day, March '22"
"We go to market with Google Cloud. We go to market with AWS. We go to market with NVIDIA. So those all look like market partners. So that is -- so we're using a lot of market leverage to be able to expand into these markets very quickly. — CEO Siebel, Wells Fargo, Dec 2, 2021"
"There are two commonly accepted structures for independent leadership to balance the CEO role in the boardroom: 1) an independent Chair; or 2) a Lead Independent Director when the roles of Chair and CEO are combined, or when the Chair is otherwise not independent. — BlackRock"
"The KLA leading-edge optical inspection tool costs maybe $40 or $50 million. The SEM tool costs maybe $5 or $7 million...so the financial setup of optical and the CD-SEM is less money. — Longtime, senior semicap equipment executive in Japan who is friendly with Lasertec's CEO"
"Spruce Point finds evidence that Danimer’s CEO Stephen Croskrey potentially attempted to cover up defective body armor after DSM, a Dutch developer of performance materials, publicly released data showing Zylon lost strength under certain temperature and humidity conditions."
"“...So the relative softness we have in AT&T is not because of pricing, it's not because of our competitive landscape, none of the above. It's just business, fluctuation of discretionary expenses, the most normal thing you can expect.” — Eli Gelman, President and CEO, Amdocs"
"“Elliott sees the progress” — Mr. Lashier (Reuters); “We can be bigger.” — Mr. Lashier (Bloomberg News); “Activist Elliott has accepted Phillips 66's performance goals, CEO Lashier says” — Reuters; “Phillips 66 Hits Back at Elliott Activism in Proxy Filing” — Bloomberg News."
"We find it troubling that PGNY's current CEO and CFO both served as Vice Presidents in the finance function during the Medical Manager fraudulent scheme given the pervasive involvement of as many as 16 members of senior management and the financial nature of the activities."
"The Woodlands, TX – Peter R. Huntsman, President and CEO of Huntsman Corporation (NYSE: HUN), announced today that the company has entered into a definitive agreement to acquire the global Textile Effects business of Ciba Specialty Chemicals Inc. for CHF 332 ($253 million)."
"I'm sure we're going to talk about FDA remediation activities. There is incremental $15 million of spend going towards those activities. Ideally, we're wrapping those up by this year, and that will fall off and be a nice source of leverage for 2026. — iRhythm CEO Blackford"
"“Yes. Great question. And I think that -- obviously, we'll let Telaria speak to their direct experiences. But I think it's, net-net, a very positive for the whole industry, including our slice of it. It shows that it's only growing in appeal to media owners.” — Magnite CEO"
"“if we build that tool and there’s not a market for it...”; “we’re coupled to our customers on this and talking closely with them about their needs...to date, we have not seen compelling interest on their part to want to make that investment.” — Richard P. Wallace, KLA CEO"
"Amcor's CEO assured investors it received "good advice" and it didn't expect any issues from a regulatory perspective from the transaction. Unfortunately, both the European Commission and The U.S. Department of Justice (DOJ) disagreed, and required Amcor to divest assets."
"I don’t think having another of the same product with other issues in terms of safety versus JAKAFI is really changing fundamentally the big picture, because the big picture is JAKAFI has probably the best profile in terms of safety, efficacy for the disease. — Incyte CEO"
"is not a well-controlled process...it was painful...if you choose a bad technology you just can't get there — Intel senior executive. I have met the VP of Intel's mask operations, a few times. yes, of course — Longtime semiconductor equipment friendly with Lasertec's CEO."
"Our value proposition also includes a scalable and efficient platform that has not only been able to adapt to the tripling in the size of our business since 2010, but also has us well-positioned to support future growth. — Ronald Lombardi, CEO, Investor Day, May 25, 2016"
"Kratos' CEO and CFO have questionable pasts while formerly at Titan Corporation. Furthermore, audit committee member Jane Judd also served at Titan as VP/Controller. We question how “independent” her judgement may be given her historical acquaintance with management (1)"
""There are fundamental differences between IMF Bentham and other funders. Our investors understand and value this and our investor base now includes some of the largest, most sophisticated institutional investors in the world." — Andrew Saker, CEO and MD of IMF Bentham."
"“When you combine all of that with our unrivaled portfolio of valuable businesses, brands and assets and the way we manage them together, Disney has a strong hand that differentiates us from others in the industry.” — Robert A. Iger, Disney CEO & Director, November 2023"
"In January, we renewed our multiyear partnership with United Airlines, exemplifying the power of collaborative innovation. Together, we are focused on bringing new technology to enable friction-free travel experiences to United travelers. — CEO, Q4 2022 on March 1, 2023"
"“When you combine all of that with our unrivaled portfolio of valuable businesses, brands and assets and the way we manage them together, Disney has a strong hand that differentiates us from others in the industry.” — Robert A. Iger, Disney CEO & Director, November 2023"
"“When you combine all of that with our unrivaled portfolio of valuable businesses, brands and assets and the way we manage them together, Disney has a strong hand that differentiates us from others in the industry.” — Robert A. Iger, Disney CEO & Director, November 2023"
"The CEO of a major OPO stated “their CEO is pretty arrogant...he’s an arrogant prick....I mean, look at what they did...they bought $12-13 million aircraft...it’s just price gouging...it’s unbelievable...it’s not what transplant is meant to be...people don’t like him.”"
"Further, appointing Bob Iger as Executive Chairman for 2 years as an outgoing CEO in our view was a very risky corporate governance decision as it set up his successor to fail with the prior CEO constantly watching over their shoulders - this is exactly what transpired"
"Shareholders question operating controls as recent executive compensation leaves more questions than answers: [R]ecent disclosure indicates the CEO was erroneously overpaid and the error led to a $10MM cash bonus in 2014. — Jonathan Bock, Wells Fargo Research 11/5/2015"
"He alleged that TransMedics improperly credentialed them as procurement technicians in collusion with the local OPO - New England Donor Services, run by a controversial CEO and the subject of various investigative pieces, and who we heard is close to TransMedics' CEO."
"Volumes delivery, asset utilization and cost management, each require discipline, determination, attention to detail and a mindset that every barrel and every dollar matter. That is the mindset and culture of today's Suncor. — Rich Kruger, Suncor CEO, February 6, 2025"
""Indeed, we consider leadership excellence to be the essential strategic plank of our business model....leadership creates value for all of our stakeholders – guests, investors, employees, vendors and the community." — Darden 2004 Annual Report (Joe Lee's last as CEO)"
"Volumes delivery, asset utilization and cost management, each require discipline, determination, attention to detail and a mindset that every barrel and every dollar matter. That is the mindset and culture of today's Suncor. — Rich Kruger, Suncor CEO, February 6, 2025"
"When you combine all of that with our unrivaled portfolio of valuable businesses, brands and assets and the way we manage them together, Disney has a strong hand that differentiates us from others in the industry. — Robert A. Iger, Disney CEO & Director, November 2023"
"“In the product area, which we’re very proud of, we’re continuing to develop our science-based nutritional supplements to support our mission, which is to provide the best nutrition and weight-management products in the world.” — Michael Johnson, Herbalife CEO, 5/2/07"
"Volumes delivery, asset utilization and cost management, each require discipline, determination, attention to detail and a mindset that every barrel and every dollar matter. That is the mindset and culture of today's Suncor. — Rich Kruger, Suncor CEO, February 6, 2025"
"The OPO executive alleged that the CEO’s sister Amira Hassanein, who runs the failed lung program, is as “confrontational” as other executives in badgering and coercing surgeons to accept and transplant organs they have already rejected as dangerous to their patient."
"And so because there wasn't an overlap in terms of our customer base and Passbook was the product that we had, it wasn't going to scale as fast, because the synergies weren't there as fast as we would have wanted it to. — CEO on Passbook, JP Morgan Conf, May 22, 2023"
"“Since the CEO transition on November 1, 2015, our team has delivered total shareholder return (“TSR”) of 27%...the weighted average return of the companies where Mr. Peltz serves as a Board member has been only 8%” — Letter From David Taylor to Shareholders, 8/14/17"
""This [soccer] sponsorship supports retailing with sampling and activation opportunities for our distributors and it will help in recruiting a key target segment of the U.S. population, the stay-at-home mom." — CEO Michael Johnson, Earnings Conference Call, 2/27/2008"
"“Indeed, we consider leadership excellence to be the essential strategic plank of our business model….leadership creates value for all of our stakeholders – guests, investors, employees, vendors and the community.” — Darden 2004 Annual Report (Joe Lee’s last as CEO)"
""And let me just talk briefly about the future of our rolling business too. And it comes down to some pretty simple phrases. Number one, fill the mill and drive capacity. It's about getting that mill filled." — Roy Harvey, CEO of Alcoa Corporation, January 24, 2017"
"In the next quarter’s Q&A, the CEO stated that “in Q1 there were ACTIS units with very low gross margin from the first lots” – without ever explaining what “first lots” means; and that “we have finished recording the sales of ACTIS with poor gross profit margins.”"
"“We believe sustained, long-term success in the HCM market requires great technology, deep domain expertise and world-class services. To win in today’s HCM market, you have to have it all…” — Carlos Rodriguez, President & CEO, Investor Day Presentation, March 2015"
"In short, Vitek extracted cash loans and appears to have repaid with much less valuable interests in partially completed apartments and villas, conveying more in unfunded obligations than cash equity—and new CEO David Greenbaum sought to gloss over this behavior."
"The CEO of the OPO alleged that Trinity Air Medical is under investigation by the DOJ, and that it is an open secret in the industry given the large number of industry participants such as other OPO's who have been interviewed as part of an alleged investigation."
"And secondly, looks like MidOcean is selling this about four years to the day almost from when they bought it, do you guys know what they paid for it and what the EBITDA looked like at that point? — Analyst Altobello; No, we wouldn't comment on that — CEO Farrell"
"“Furthermore, as you stated earlier, we receive advance payments from customers at the time of order. Also, in terms of ACTIS, we have reached agreements with customers to receive advance payments from customers at the time of order.” — Lasertec CEO, Feb 2021 Q&A"
""TSMC was the first one to adopt the Holon tool, and currently, I think Samsung, Intel, and most of the other customers in the EUV space are also adopting the Holon tool." — Longtime, senior semicap equipment executive in Japan who is friendly with Lasertec's CEO"
"CEO Conroy also had a long stint at Claire’s Stores where he worked closely with Eugene Kahn from 2007–2012. Mr. Kahn was previously ousted at May Department Stores Co. where he was criticized for issuing sales projections that were repeatedly overly aggressive."
""If you take the SG&A for this year, Mike, we're probably -- we're around 24% to 25% on remainco with all of the costs on the SG&A, okay? We're targeting in '18 to get that number on a run rate basis down to 22% to 23%." — Greg Poling, President & CEO (May 2017)"
"CEO Dovigi has a relationship with Campus Auto Collison, which by public photographs, services GFL’s fleet refurbishment. Campus Collision is also friendly with Doug Ford (as seen in the photo below), who the Globe and Mail said has a history with drug dealing."
"Moreover, chewing turns Soleno’s only argument about Vykat’s purported PK superiority on its head, since it releases the entire dose at once, and thus the CEO shoots himself with his own arrow by claiming that “high levels...put the person at significant risk.”"
"There needs to be real tight connection between the commercial organization and the refining organization...that's something that Phillips 66 seems to have taken their eye off the ball on. — Brian Coffman, Former CEO of Motiva Enterprises, Elliott Board Nominee"
""WPP Is Looking at CEO Martin Sorrell's Possible Misuse of Assets and Allegations of Improper Behavior Questions come as advertising giant is facing cost-cutting pressures from clients and stepped-up competition from Google, Facebook" — Wall St. Journal, 4/3/18"
"50. Officer Defendant Dan Bodner has served as President and/or CEO of Verint since February 1994. Like Director Defendants Alexander and Hiram and Officer Defendant Kreinberg, Mr. Bodner also is a director of Verint. — Verified Shareholder Derivative Complaint"
""We do not need any more equity. So I know that rumor has been out on the street that we were going to be outgoing searching for and doing some form of equity offering. I can tell you today we are not doing another equity offering." — CEO Dovigi, WCA Deal Call"
"“sitting on over $200 million of take or pay offtake agreements, and we had customers like PepsiCo, Nestlé, Bacardi, you know, expecting us to be able to grow our capacity, so we had to find a way to find a lot of cash fast.” — Stephen Croskrey, CEO (via CNBC)"
"I have very fond memories of Phillips 66. You know, that's where a lot of my growth and development has occurred. Had tremendous mentors...a lot of excellent employees. — Brian Coffman, former CEO, Motiva, Elliott nominee for Phillips 66's board, April 8, 2025"
"In one IonQ promotional piece and interview after another, CEO Peter Chapman portrays himself as a child prodigy who began programming at age 16 at MIT at the Artificial Intelligence Lab – "a super smart genius type character" according to a recent interview."