Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
"The market expects FIGS to continue top-line growth in the mid 20% range while accelerating EBITDA margins. As a result, the market ascribes FIGS a rich revenue multiple of approximately 4x. We have shown why we believe there is substantial room for multiple compression."
"ROAD infrequently provides guidance as to how much of its revenue growth it expects to be organic. However, in the recent instances that it has commented on organic growth goals, we find that the Company has been falling short of its projections."
"Samsung expects KLA to launch a competing tool “very soon”; will given them at least half the business; have already placed a pre-order; has “confidence and trust in KLA” who is “aggressively developing their own actinic tools”"
"Stated that he expects those physicians who want to use Vykat to just prescribe generic diazoxide suspension off-label instead - "of course...that’s probably what it will come to...I think that’s what it’s going to come to.""
"The ex-employee stated that generic diazoxide oral suspension is perfectly substitutable for Vykat, based on Soleno’s own PK data despite their protestations to the contrary, and expects to see the substitution occur."
"Warning: If Oatly expects to make new product introductions into adjacent markets, we believe it won't be easy. For example, all key competitors are already marketing oat creamers at supermarkets and online."
"This does not include a $572 million “salvage recoverable” asset on its Balance Sheet, which AGO expects to recover against these losses. The actual “net reserve” number it quotes is only $844 million."
"Sartorius AG, a major competitor to Mettler in its Laboratory division, announced a new ERP in 2016, and expects the project to be completed in 2019. We estimate the total cost is EUR 20 - 30m"
"Assuming clean energy regulations get implemented, the EIA expects Appalachian coal demand to decline nearly 35% over the next 10 years until it stabilizes at around 110 million tons."
"Management expects this $300mm cost reduction program and continued operating leverage to increase operating margins from 25% in 2014 to ~34% by 2017"
"GoDaddy expects to generate 7% revenue growth and 28% Adj. EBITDA margins in Q4'23E as growth headwinds abate and operating leverage improves margins"
"GoDaddy expects to generate 7% revenue growth and 28% Adj. EBITDA margins in Q4'23E as growth headwinds abate and operating leverage improves margins"
"Management expects this $300mm cost reduction program and continued operating leverage to increase operating margins from 25% in 2014 to ~34% by 2017"
"Expects physicians to prescribe generic liquid diazoxide off-label, especially if a conversion chart is available on MDCalc.com"
"A surgeon who directs the program expects to terminate their usage in the next 6-12 months: "Yes, it will go to zero.""
"Happy Days Are OVER for Apellis, as the Experts Give a Thumbs Down to Syfovre. Citron Expects FDA Warning Letter."
"TWC also expects to substantially enhance the ARPU and margins of the acquired Adelphia systems as shown below:"
"Management expects to invest the majority of the company's free cash flow in value-creating acquisitions"
"Management expects to invest the majority of the company's free cash flow in value-creating acquisitions"
"Simon expects to lose less than 2bps of total revenue as the result of rent relief concessions in 2009"
"Simon expects to lose less than 2bps of total revenue as the result of rent relief concessions in 2009"
"Perhaps the only thing more far-fetched than Astra's launch rate is how it expects to hold price."
"MISSED guidance by $9 billion... and expects further ~$4 billion reduction instead of growth!"
"We believe that this merger is a scam and that neither company expects it to actually happen."
"We believe that this merger is a scam and that neither company expects it to actually happen."
"Even without an acquisition and proper execution Citron expects a double out of Blackberry."
"Going forward, CXW expects to be a 38% cash tax payer"