Callouts & quotes from 1,508+ activist slides

"Revenue and unit growth have not provided the leverage Darden promised."

"We estimate that BEKE’s revenues are inflated by approximately ~77–96%."

"Management insists that the long-term revenue growth rate is still 30%."

"Nuvei is quietly restating revenue higher in 2020 without explanation."

"Box has missed EVERY long-term revenue target it has set since its IPO"

"Box has missed EVERY long-term revenue target it has set since its IPO"

"Could management be preparing the market for a near-term revenue miss?"

"This supports our finding that ~90% of YY Live gift revenues are fake."

"DGW is a Massive Fraud, Overstating Revenue by Over One Hundred Times."

"Issuing 20% of revenue in equity while growing 10% is not sustainable"

"Total Backlog To Revenue Declined Led By A Large Drop in the Americas"

"By 2019, Ginkgo already booked $44MM of revenue and deferred revenue."

"Our Strategy is poised to deliver 7-9% Revenue Growth from FY17-FY20F"

"Box's stock-based compensation expense has grown faster than revenue"

"At least 72% of NQ's purported China security revenue is fictitious."

"A major source of past revenue is unlikely to return to past levels."

"In Q315, Facebook’s mobile revenue grew to 12.5x Bigger than Yahoo’s"

"In Q315, Facebook's mobile revenue grew to 12.5x Bigger than Yahoo's"

"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"

"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"