Callouts & quotes from 2,092+ activist slides

""Accounting Change Cuts Groupon's Revenue" — NY Times, Sept 23, 2011"

"That fact alone ensures that prepaid card revenue is insignificant."

"GCP has failed to meet its revenue growth targets by a wide margin."

"This opens the potential that AOS aggressively recognized revenues."

"The top 10 products of Merck and Pfizer represent ~50% of revenues"

"Notice only a handful of PWSC's ~20 products are driving revenue."

"Ginkgo immediately booked $81.5mm of revenue and deferred revenue"

"Gross margin contracted during a period of improving revenue mix"

"The Company would have to generate $79 billion in 2030 revenue."

"Professional Information Services now represents 35% of revenue"

"We discount 2020 rent revenue by 100% due to tenant defaulting."

"The Doosan Deal Reveals That Revenue Potential is Actually Tiny"

"CP's revenue yield lags CN's given its inferior service levels"

"Bad debts double, yet LSPD experienced organic revenue growth?"

"With No New Supply, Growing Revenues Go to Existing Operators"

"GCP’s revenue growth has fallen behind industry growth rates."

"Technology and network sharing will reduce amendment revenue"

"Receivables growth is ballooning relative to revenue growth"

"Receivables growth is ballooning relative to revenue growth"

"SG&A has continuously increased despite declining revenue."

"Accounts receivable growth vastly outpacing revenue growth"

"DigitalGlobe Has Never Met Commercial Revenue Expectations"

"Recurring revenue, Predictable growth, High free cash flow"

"Organic Revenue Growth Has Been Below Target and Weakening"

"Organic Revenue Growth Has Been Below Target and Weakening"

"Organic Revenue Growth Has Been Below Target and Weakening"

"ONP overstated its 2008 revenue by approximately 27 times."

"ARNC Net PP&E = PCC + Novelis, but Gets Much Less Revenue"

"“Revenue Growth Solutions for B2B Companies.” — Televerde"

"Net Acquired Revenue Approximates Total Revenue Increase"

"the more revenue INOD generates, the more money it loses"

"This revenue source is also likely to diminish greatly."

"At 6 billion Euros of revenue, it's 18% of total sales."

"Half the revenue but more than twice the profitability"

"During this period, revenue per employee plunged 70%."

"Brand Tripadvisor revenue has been declining modestly"

"Brand Tripadvisor revenue has been declining modestly"

"Percentage of Revenues Addressed by Naviguard: 85.7%"

"Revenue growth at TheFork is accelerating this year"

"Services business model: Stable, recurring revenue"

"Approximately 45% of FND’s revenues are from PROs"

"Revenue Sustainability and Stable Financial Base"

"22% of revenue from a single plugged assumption?"

"~60% of Rx revenues (~26% of total) are durable"

"Warning: Revenue Doesn't Add Up: $93.7 v $93.3"

"Revenue Growth Opportunity: Low Double-Digit"

"Industry CAGR '13-'18: Revenue +3% EBIT +9%"

"Revenue is 50% contractual and 31% leasing"

"FY2019 and YTD revenue growth is slowing"

"Subscription Revenue (19% of Revenue)"

"Divested ~$5B Non-HCM Revenue"

"~90% revenue growth 11% CAGR"