Callouts & quotes from 584+ activist slides

"Refer to RINO's SAIC Financial Statements Show 2009 Revenue of $11 million in which we show the 2009 SAIC income statement for Innomind, which shows no 2009 revenue."

"We recognize revenue at the point in time when we satisfy a performance obligation by transferring promised services to a customer. — Draft Prospectus Sept 22, 2020"

"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"

"CFO Rong Luo explained on multiple occasions that a unique aspect of Shunshun's model is that revenue recognition can take up a full year, or longer. — Footnote 63"

"Adhi Rajaprabhakaran, known as 50¢ Dollars on Substack, a former Kalshi employee, and prediction market expert estimates revenue to be ~1.3% of volume or handle."

"We continue to expect additions to capital lease lines to be high single digits as a percentage of revenue going forward. — Dropbox Guidance For 2019 (Feb 2019)"

"the comptroller believed “it would be wholly inappropriate, based on the guidance in EITF [Emerging Issues Task Force] 99-19 to record the revenues net.” — SEC"

"“one of the great unprosecuted frauds of Canadian business history” — A Canadian lawyer. “house of cards” with “grossly inflated revenue” — A Canadian lawyer."

"“EBITDA levels are at a low point and [the Company expects] to see improvements with revenue growth in 2015...” — Yahoo! Management, Q3 2014 earnings call."

"Overall, revenue growth trends continue to show strength 5-plus weeks into the fourth quarter, and we expect them to continue. — Management (Conf call)"

"Where customers elect to pay their full contract upfront, a deferred revenue balance is created on our balance sheet. — FY 2020 Annual Report, p. 14"

"No acquisitions that we have made over the course of [Globant's history] have been more than 3% to 5% of our revenues — Alejandro Scannapieco (CFO)"

"In instances where we do not have reporting from our partners, we estimate revenue based on information available to us at the time. — Intuit 10-K"

"Our recurring revenue backlog represents an estimate of first year revenue from Closed sales that has not yet been recognized. — Q4 2018 Conf Call"

"Real industry revenue is expected to decline at an average annual rate of 1.8% over the next 5 years — Entertainment Properties Trust commentary."

"On the Q1 2012 earnings call, Tim Armstrong stated that he “hopes” AOL can achieve over $40 million of revenue at Patch in 2012. — Tim Armstrong"

"We estimate fair value using an equally weighted combination of discounted cash flows and multiples of revenue and EBITDA. — 2014 Annual Report"

"Offline is also very stable. I think their net revenue from the Peiyou small class segment, that was up by 52.4% this quarter. — CFO Rong Luo"

""Sinking ship, resignations every month, extremely poor data infrastructure and processes on Growth team" — Former Employee - Revenue Analyst"

""the rocket gives you the keys to space. It's critically important, but the big revenue is doing things in space." — Firefly CEO Tom Markusic"

"“...increasingly large order sizes from its customers, accounting for a majority of XL Fleet revenues since inception.” — XL Fleet rebuttal"

"Although we have agreements with Google and Yahoo, we do not generate a significant amount of revenue from them. — Perion 20-F March '17"

"target operational excellence...in order to drive enhanced revenue and operating income growth — eBay Inc. Operating Review announcement"

"“...our revenue from one-on-one in Guangzhou was around 10%, 9% in Q1 and 11% in Q2, of the overall one-on-one revenue” — CFO Rong Luo"

"Key Assumptions: “Revenue at around USD13.5 billion for FY20, increasing by low single-digits over FY21-FY23” — Fitch Credit Review"

"Revenue allocation is approximately 45% at initial delivery, and 55% over the remaining five years — Axon's May 2019 presentation."

""So the longer-duration subscriptions generally will drive more revenue upfront per user." — CFO Okupe on Q3 2022 Earnings Call"

""type of revenue-generating customer that MPLN wants" — Former MPLN Executive B. "years, years away" — Former MPLN Executive B."

"Pfizer management expects these transactions to contribute >$20.5 billion in revenue by 2030. — Pfizer Public Presentation"

"In fact, while he was CEO of Cognos, the Company delayed its 10-K/Q as the SEC reviewed its revenue recognition policies."

""Revenue increased by $217.3 million, or 106.5%, to $421.4 million for the year ended December 31, 2020..." — Prospectus"

"Of course, the sell side is confused. UBS mistakenly thinks U.S. shale is 30-35% of revenues. — Greenlight Capital"

"Revenue at around USD13.5 billion for FY20, increasing by low single-digits over FY21-FY23 — Fitch Credit Review"

""Right now, between Facebook and YouTube, they make up about 15% of our total revenue." — CEO, Q3 2021 Conf Call"

"We did say on the previous call that the revenue guidance for the year included organic and inorganic sources."

"Newell engaged in a scheme to prematurely recognize revenue called "Pick and Holds" — SEC Litigation Release"

"Samara's revenue recognition policy rose to the level of a Critical Audit Matter in Samsara's recent 10-K."

""The Company has a lot of leakage, as in revenue coming in and cost going out." — Former GFL Employee"

"“...delivery decisions [were] influenced by revenue recognition factors” — Audit Committee Report"

"CEO Response: "It's about 3% of revenue, so fairly small." — Dycom Aug 21, 2024 Earnings Call"

"“Moving forward, we expect capital expenditures to approximate 3% of revenue.” — Concentrix"

"According to Mike Delprete, Flex now comprises more than 25% of Premier Agent revenue."

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

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