"In terms of TurboTax Live, we intentionally do not report the actual numbers in TurboTax Live other than just our growth rate. — Intuit CEO Goodarzi, FQ3 2021 Earnings Call"
Callouts & quotes from 2,101+ activist slides
Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"Yahoo's potential has been diminished by failed management and governance at the highest levels (i.e., CEO and Chairman positions), but new opportunities await new leaders"
"We highlight that iRhythm management rushed to sell stock immediately after its recent Q2 results. $4.8 million of the $5.8 million in stock sales came from CEO Blackford."
"However, in the case of CEO Blackford, we find that nearly every company he has been involved with at the senior executive or Board Director level has faced controversies."
"Our analysis indicates that the CEO and the other pre-IPO members have taken more than $900 million off the table through a combination of different methods since the IPO."
"“Exiting investments that present a high sustainability-related risk, such as thermal coal producers” — BlackRock CEO Mr. Larry Fink, ‘Dear CEO Letter’, January 14th, 2020"
"“Exiting investments that present a high sustainability-related risk, such as thermal coal producers” — BlackRock CEO Mr. Larry Fink, ‘Dear CEO Letter’, January 14th, 2020"
"Since our CEO transition, we have consistently outperformed what an investor could have earned by buying a synthetic basket of our segment peers. — Company Proxy Materials"
"In the Last 5 Years, Viacom Shareholders Have Paid CEO Philippe Dauman and COO Thomas Dooley a combined $432 million in compensation, Far Ahead of Any Other Media Company"
"MDC Partners reported frequent bank overdrafts before shares collapsed, and an SEC investigation commenced. Its CEO and Chief Accounting Officer were ultimately replaced."
"The CEO’s denial was absolute and unambiguous: "the allegations of anticompetitive business practices are unfounded...none of these actions are practiced by TransMedics.""
"“No, we've stopped providing that level of detail. We think it's commercially not a great idea. And so we think we give enough information without that.” — Joe Adams, CEO"
"Warning: How is it that after more than 20 years in business, Oatly does not have in place named executives, or a structure beyond the CEO and CFO in its IPO prospectus?"
"The OCS Specialist resigned because the company was “entirely unethical,” and described a “weird secretive culture” with CEO conduct suggestive of a racket and cover-up."
"Michael (CEO) doesn't like people asking questions he doesn't like. And Alan was doing his job as audit chairman and sort of rocked the boat too much. — Former Executive"
"Proposed CEO Jim Barber has a track record of growth and significant experience in operations, supply chain, strategic planning, employee relations and risk management."
"while there will always be cost savings when you bring two companies like these together, the opportunity in this transaction is not based on reducing head count. — CEO"
"When asked about long-term EBITDA margin potential, we observe that Dycom's former Chairman & CEO's response has become less specific and increasingly vague over time."
"Given the progress made so far with the executive search firm and the strong pipeline of candidates, we are confident a full-time CEO will be hired within eight weeks."
"P&G's TSR of 24% since David Taylor took over as CEO is 2% higher than the peer average, but he took over after a one-year period where P&G underperformed peers by 31%"
"Spruce Point reiterates that it prefers Perion's audit chair have no prior business dealings with the CEO (soon to be Director) to ensure objectivity and independence."
"We are short FFAI because we think the company is, and always has been, a house of cards, built on a foundation of lies from the founder and Co-CEO Jia Yueting (“YT”)."
"And the brewer consumption per brewer is not particularly important, it is the overall portion packs sales and our share of household that we're focused on. — GMCR CEO"
""She tried. It's impossible. It's not her fault" — @jonsteinberg, CEO of DailyMail.com North America on Mayer's efforts to turn Yahoo around on CNBC, October 21, 2015"
""So the (specialty) cartons business is a little less than 10% of sales now. It's a global business. It's predominantly selling tobacco cartons." — Amcor CEO Response"
"SOFI's deceptive accounting,, which largely provides CEO Noto's performance bonuses, results in serial equity dilution, and explains why the treadmill does not stop."
"Right or wrong, the waste management business has often been associated with organized crime and illegal activity, a fact that GFL’s CEO acknowledges and downplays."
"To appreciate how extraordinary this compensation is, consider the track records and compensation of the two most accomplished CEOs in REIT history, in our opinion:"
"If LSPD really did acquire Crank Logic as it claims, why were regulatory documents filed in California over 20 months later listing its founder Justin Laing as CEO?"
"Creators lost sight of what their No. 1 objective needed to be. We have to entertain first. It’s not about messages. — Robert A. Iger, CEO & Director, November 2023"
""I don't anticipate that you'll see a -- sort of a big acquisition of the size of Wright Medical for a couple of years." — CEO Lobo, Q4 2020 Conf Call, Jan 27, 2021"
"Creators lost sight of what their No. 1 objective needed to be. We have to entertain first. It’s not about messages. — Robert A. Iger, CEO & Director, November 2023"
"The CEO's annual incentives did not rise or fall in line with annual financial performance, reflecting a potential misalignment in the short-term incentive design."
"David Cush shares insights from his 30 years of experience in the aviation industry, including two decades at American Airlines and later as CEO of Virgin America."
"The CEO also claimed the European flexible volumes increased, yet Amcor did not disclose that two Flexible facilities were to be shut down in Finland by June 2020."
"We had extraordinarily good performance in the first quarter of 2016, the best start to the business years since the company was formed in 1990. — Udo Müller (CEO)"
"Our employee growth has grown slower every year since I've been CEO at about half the rate of revenue growth... — Carlos Rodriguez, ADP, CEO, CNBC, August 10, 2017"
"「最新のKLA製の光学検査装置は4000万〜5000万ドルで、捜査電子顕微鏡は価格が500万〜700万ドルです。したがって、生産性と稼働率を含めて考えると、光学・電子の組み合わせがレーザーテックの極端紫外線マスク検査装置より安いです」 — 半導体製造装置企業の上席幹部として長年の経験を持ち、レーザーテックのCEOに親しい人物"
"At the JPMorgan Conf, Sept 19, 2023 the CEO said, "With a brand like Fox, when we acquire a Fox, we're not focused on integration in the first year." — Rollins CEO"
""Schwer highlights this contract as the first operational deployment of such a high-powered laser globally, moving beyond prototypes to real-world use." — EOS' CEO"
"Comments on Glass Door reiterate what we have heard from dozens of former employees: Arconic’s culture centers around the CEO and his teams of consultants in NYC."
"We are concerned about the costs incurred to maintain an in-house aviation team partly devoted to personal travel for the CEO and other key members of management."
"We believe drastic action is needed NOW because we fear that failing to replace Jeff Jacobson as CEO could inevitably result in the loss of our entire investment."
"Furthermore, we think Charlie's brother, METC CEO Randall Atkins, was aware of these charges as early as 2019 when Charlie's home was subject to a search warrant."
""[Tabletop tablets] have helped our customers expedite and control their experience more, which in turn is good for our business." — Wyman Roberts, CEO of Brinker"
""[Tabletop tablets] have helped our customers expedite and control their experience more, which in turn is good for our business." — Wyman Roberts, CEO of Brinker"
"[We] believe that our integrated business model generates the highest long-term value... So we're committed to that. — Phillips 66 CEO Mark Lashier, March 6, 2025"
"“They approached my CEO. My CEO and their CEO have known each other a long time. And this was something that they’re going to try out.” — Transplant surgeon, Utah"
"Since Mr. Goldberg was appointed CEO on July 1, 2022, Tripadvisor's stock price has declined by nearly 50%, underperforming the broader market by more than 100%."
"Total revenues do not explicitly exclude related-party revenues through entities the CEO has an interest in. These have historically amounted to ~2.5% of revenue"
"Why is the Board in such a rush to spin off Red Lobster before evaluating candidates with significant operational, turnaround, and public company CEO experience?"
""The price of copper could double overnight...and we couldn't add new production of significance for a number of years." — Richard Adkerson, Freeport-McMoRan CEO"
"[We] believe that our integrated business model generates the highest long-term value...So we're committed to that. — Phillips 66 CEO Mark Lashier, March 6, 2025"
"Today, Valeant Pharmaceuticals International, Inc. issued a press release announcing that the Board has appointed Joseph C. Papa as Chairman and CEO of Valeant."
"Nuvei listed Allan Lacoste below its CEO and CFO on the investor relations website. Most recently, his biography is no longer listed under Executive Management."
"GCP received a “D” from Glass Lewis on executive compensation, as the Board has compensated the CEO in-line with peers, despite significantly worse performance."
"「はい、見逃している欠陥がないことを確認するために。もし欠陥を見逃せば、生産される各々の半導体装置に転写されます。致命的な問題があれば、問題のウェハーを出荷できなくなります。下手をすれば何十億ドルもの損失を招くことになるのです」 — 半導体製造装置企業の上席幹部として長年の経験を持ち、レーザーテックのCEOに親しい人物"
"We believe the machine doesn't exist and that the announcement was part of an ongoing pattern of fraud that its CEO and co-founders are now trying to cover up."
"If P&G's current CEO cannot demonstrate a sustainable turnaround in the near term, we believe the Board will do the right thing and put in place new leadership"
"When determining long-term compensation awards, Huntsman compares itself to peers that perform 2X WORSE than the peers used to benchmark the CEO's base salary!"