Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.
""While the majority of products sold on our platform today are generic formulations in nature, we believe the future is one where proprietary formulations and truly personalized products not available anywhere else makes up the majority of our business." — CEO Andrew Dudum, Q2 2022 Earnings Call"
"“...Just wanted to say thanks for all the pushing on us over the past year. We have a lot more we need to get done but we have a completely new way of seeing [the] world that is extremely helpful to how we’re executing now. So, thanks.” — CEO Aaron Levie, Email to Peter Feld – September 3, 2020"
"“Over the course of his 38-year career, Rodney has made an outstanding contribution to BP. He has played a critical part in all the major developments of recent years that have transformed the company into one of the world's leading energy businesses.” — Lord Browne, CEO of BP Plc, January 2003"
""The Fed Funds Rate has a big impact on the TED spread, which has a big impact on our securities lending activity...when rates eventually go up and you get back to the more normalized TED spread, this will be a much more attractive business financially" — Bob Kelly, CEO, 3/2/10 CLSA Analyst Day"
"Mr. Smith’s reported compensation far surpasses that of the highest-paid CEOs last year at much larger companies and is about 20 times the median pay for an S&P 500 chief, according to a Wall Street Journal analysis. Axon is too small to be in the S&P 500 index — Spruce Point Capital Management"
"“Nelson was quick to recognize that removing Snapple from a bureaucratic Quaker Oats culture would enable entrepreneurialism and innovation. The result was a dramatic sales turnaround and more than quadrupling of company value in just 3 years.” — Mike Weinstein (CEO of Snapple from 1997-2000)"
"At launch in 2021, Element AIM will be the world's first and only analyzer designed specifically for veterinary medicine to do both fecal and urine imaging in a fully automated manner that is supported by AI for the best user accuracy and efficiency — CEO Wilson at Investor Day, November 2020"
"As Goosehead’s largest shareholder and the person with the most to lose if we get things wrong and as someone with an intimate understanding of Goosehead's needs, I'm highly confident that moves we're making are the right ones to drive long-term shareholder value. — CEO, Q3 2022 earnings call"
""The power of the network effect is important at Clear, and we have aggressively grown the network in travel and beyond. This network is a key value creator for our members, saving them time and bringing them joy in more places." — CEO Last Statement on Network Effect: Q1 2024 on May 8, 2024"
"When do you think the FlightWave factor will be up and running? That's a good question. So we are just starting to move in now. We just signed a lease. We hope to have more of a start-up style factory in about 3 or 4 weeks where basically, they're — Thompson (CEO) on December earnings call."
"“As we look specifically at the first quarter, our results were again very consistent and dependable. A 6% increase in FFO per share to $0.37; 3% same-store NOI growth, the 10th consecutive quarter of growth at 3% or higher” —Chairman, CEO, and President, Scott Peters (1Q15 Earnings Call)."
"“...we’re adjusting our executional model against the dynamic of this mainstreaming of online education in a way that meets this new market dynamic. Competition for students has increased. Programs will be slightly smaller than they were in the past.” — TWOU CEO, July 2019 Q2 Earnings Call"
"On the sales side, I want to talk about sales and talk about our leasing activity and our leasing spread... The moods of the retailers, and you've heard this on the other conference calls with our peers, is improving dramatically. — Art Coppola, Chairman & CEO of Macerich, November 5, 2009"
"In short, we expect to return in cash about 59% of [the August 5, 2019] market capitalization to our shareholders while at the same time keeping an ownership in a predictable business that generates over 80% of today’s operating income. — NLOK CEO Vincent Pilette, Q1 FY2020 Earnings Call"
"But we think the combination of the 2 companies, plus our road map, plus our product strategy, will allow us to break through the pack much like Trade Desk did, and put us in a position to be the dominant independent scaled player on the SSP side. — Magnite CEO, Needham Conf May 19, 2020"
"“Our ability to adapt, evolve, and grow has generated a total return of 9,000% for our shareholders since our IPO in 1999. That is well in excess of the S&P 500 return of 490% and representative of a business model serving all our stakeholders” — CEO Larry Fink, 2024 Letter to investors"
""Our ability to adapt, evolve, and grow has generated a total return of 9,000% for our shareholders since our IPO in 1999. That is well in excess of the S&P 500 return of 490% and representative of a business model serving all our stakeholders" — CEO Larry Fink, 2024 Letter to investors"
""Most of Zillow's clients feel that Zillow will become less important to their lead generation efforts in the next 1 to 2 years. 60% of Zillow's Premier Agent client surveys stated that the value of the product is declining, and 5% said it's improving." — CoStar CEO, Q3'23 Earnings Call"
""in the future, consistent with the Company's Corporate Governance Guidelines it is the Board of Director's intention to separate the positions of Chair and CEO and that the position of Chair shall be held by an independent director on the Board of Directors." — Office Depot 2011 Proxy"
"So our first primary focus around Software as a Service really is around the retail associate. We've got lots of other software offerings around RFID, around a robotic solution and others, but we've talked about it being more retail focus today. — CEO Burns, MS Conference March 6, 2023"
"we've always thought about kind of the long-term EBITDA margin in the mid 11s. — CEO Response (Nov 23, 2021); So as you said, kind of long-term average for EBITDA has been the middle average. — CEO Response (June 14, 2022); we think that's an opportunity. — CEO Response (May 22, 2024)"
""We put together a political action committee inside our company. I am in Washington every quarter, if not more than that. I have a list of Senators and Congressman that I go in and see. . . ." — Michael O. Johnson, CEO, Goldman Sachs 14th Annual Global Retailing Conference, 9/5/2007"
""We are pleased to announce the involvement of Dr. Miller, a leading expert in treating patients with rare eating disorders, in the planning for a clinical trial evaluating the safety, pharmacokinetics and efficacy of TRP-8802, Jim Kuo, Tryp's CEO, said in a press release." — Jim Kuo"
"So as much as I would like to talk about that deal with Raytheon on that particular transaction, I don't know anything about it. And we can somehow hold the session to talk about it. How big is the opportunity in defense and Intel, it's freaking huge. — CEO Siebel, Q3 2021 Conf Call"
"Finally, the fourth major trend deals with the use of big data, neural networks related to machine learning, artificial intelligence and data analytics to increase our clients' efficiency and reduce cost in evaluating their reservoirs. — Core CEO David Demshur, Q1 2017 earnings call"
"“Disingenuous” — Referenced in a 2016 email regarding Chairman and CEO Christopher Franklin. “Financial Expert” — Title given to Audit Chairman Lee C. Stewart. “fraud” and having “many characteristics of a Ponzi scheme” — Bankruptcy trustee description of Fletcher Asset Management."
"For the stock market speculators interested in enriching themselves through manipulation, information arbitrage and a “zero sum” gain, all at the expense of our investors, I am certain that their actions will ultimately catch up with them. — Zheng Cheng, Chairman, CEO and President"
"Just to talk about Tour Water. I think most of you saw some of the cans here today. We have decided to take the Tour Water brand. It's going through our beer distribution network, which is the CANarchy network. It's sort of -- we think it's very opportune. — CEO Sacks, Jan 16, 2024"
"By 1995, we had reached a point where HBO wasn't going to grow as it had until then. We wanted to be a company that did things differently. But by that time, we weren't anymore the company we were pretending to be. If we want to differentiate ourselves — Chris Albrecht, CEO of HBO."
"“AS OTHERS HAVE MERGED INTO MEGACOMPANIES, WE ARE BECOMING MORE STREAMLINED AND FOCUSED. AS OTHERS HAVE BROADENED THEIR PORTFOLIOS, WE ARE FOCUSING ON SELECT AREAS OF MEDICAL NEED.” — JIM CORNELIUS, FORMER BRISTOL-MYERS CHAIRMAN & CEO AND CREATOR OF THE “STRING OF PEARLS” STRATEGY"
"“... Amongst the customers, women represent about half” — President Hasebe, Meeting with Oasis, June 2024. “A disproportionate number of our consumers are women (...) the company heavily markets its products [to women]” — Jon Moeller, CEO, P&G – Cincinnati Enquirer, February 2024."
"Due to competitive considerations which are increasing, I will not be providing additional information related to Kratos' UTAP-22 at this time. However, we are making no significant additional investment in the Tornado aircraft at this time. — Kratos CEO (Q1 2016 conference call)"
"It’s the recruiting, meaning bringing new distributors into our company, which is the most vital part of our bloodstream. We bring new distributors in – we grow. It’s that simple. And the company has built its whole reputation, its whole life, on recruiting. — CEO Michael Johnson"
"While earlier investors like Accel, Amadeus, and Meritech will be big winners upon IPO, Wellington won't make a killing. Davda is a shareholder through secondary transactions. He also called ForeScout a "dinosaur" for going public at 17 years old. — Atish Davda, CEO at EquityZen"
""Early data has exceeded our expectations, with the advertisers in the pilot seeing substantial returns, often surpassing those from other media channels and, in many cases, experiencing nearly 100% incrementality from our traffic." — APP CEO Adam Foroughi, Q3 2024 earnings call"
"“I have met the VP of Intel’s mask operation, a few times.” “yes, of course” “Yes, of course.” — Longtime, senior semicap equipment executive in Japan who is friendly with Lasertec’s CEO; “Of course.” — Former KLA executive in a leadership role in their EUV mask inspection group"
"We aren't going to give you a specific margin target, but it should result in between 100 to 150 bps of margin improvement annually on the pathway to narrow the margin gap with peers and deliver industry competitive margins. — CEO Alan Shaw, Q4 2023 Earnings Call, Jan. 26, 2024"
""We are present in 14 countries. France, South Africa and French-speaking Switzerland currently represent 90% of our activity. But, among our some 2,500 customers, some are present in Italy, the United Kingdom and the United States, in particular." — Serge Sozonoff, iKentoo CEO"
""The regulator found this service to be customer friendly and in compliance to the license conditions. While our service had passed the test of the regulator, the DoT is reportedly likely to impose penalty on us without any opportunity of personal hearing." — Bharti Airtel CEO"
"In Russia, PepsiCo had an advantage selling beverages beginning in the early 1970s when PepsiCo's CEO (Don Kendall) negotiated a barter agreement that gave PepsiCo the exclusive right to sell cola in the Soviet Union, which lasted until the mid-1980s. — PepsiCo Company History"
"As legacy technologies transition to digital platforms, we believe Disney can lead the media industry forward. We could not be more excited to partner with Bob and the Board to help create long-term sustainable shareholder value. — Mason Morfit, ValueAct Capital Co-CEO and CIO"
"The biggest EBIT contributor is Agribusiness oilseed processing. The further down the value chain we go, the higher the unit contribution margin. And the oilseed value chain, in particular, holds significant opportunity for value creation downstream. — CEO, Feb 2017 / May 2017"
"“We are committed to and definitely going to be driving $1 billion in revenue for the full year of FY '22. And obviously, as we get closer to that and we get more obviously near-term data, we'll be much more clear about that run rate.” — CEO Aaron Levie, Q2 2019 Earnings Call"
"CEO: "What makes WSP so unique in its ability to convert consistently higher net income into free cash flow." CFO: "Cash management will continue to be a focus, and we expect that our free cash flow will annually exceed our net earnings." — CEO and CFO, Analyst Day, March '22"
"We go to market with Google Cloud. We go to market with AWS. We go to market with NVIDIA. So those all look like market partners. So that is -- so we're using a lot of market leverage to be able to expand into these markets very quickly. — CEO Siebel, Wells Fargo, Dec 2, 2021"
"There are two commonly accepted structures for independent leadership to balance the CEO role in the boardroom: 1) an independent Chair; or 2) a Lead Independent Director when the roles of Chair and CEO are combined, or when the Chair is otherwise not independent. — BlackRock"
"The KLA leading-edge optical inspection tool costs maybe $40 or $50 million. The SEM tool costs maybe $5 or $7 million...so the financial setup of optical and the CD-SEM is less money. — Longtime, senior semicap equipment executive in Japan who is friendly with Lasertec's CEO"
"“...So the relative softness we have in AT&T is not because of pricing, it's not because of our competitive landscape, none of the above. It's just business, fluctuation of discretionary expenses, the most normal thing you can expect.” — Eli Gelman, President and CEO, Amdocs"
"“Elliott sees the progress” — Mr. Lashier (Reuters); “We can be bigger.” — Mr. Lashier (Bloomberg News); “Activist Elliott has accepted Phillips 66's performance goals, CEO Lashier says” — Reuters; “Phillips 66 Hits Back at Elliott Activism in Proxy Filing” — Bloomberg News."
"The Woodlands, TX – Peter R. Huntsman, President and CEO of Huntsman Corporation (NYSE: HUN), announced today that the company has entered into a definitive agreement to acquire the global Textile Effects business of Ciba Specialty Chemicals Inc. for CHF 332 ($253 million)."
"I'm sure we're going to talk about FDA remediation activities. There is incremental $15 million of spend going towards those activities. Ideally, we're wrapping those up by this year, and that will fall off and be a nice source of leverage for 2026. — iRhythm CEO Blackford"
"“Yes. Great question. And I think that -- obviously, we'll let Telaria speak to their direct experiences. But I think it's, net-net, a very positive for the whole industry, including our slice of it. It shows that it's only growing in appeal to media owners.” — Magnite CEO"
"“if we build that tool and there’s not a market for it...”; “we’re coupled to our customers on this and talking closely with them about their needs...to date, we have not seen compelling interest on their part to want to make that investment.” — Richard P. Wallace, KLA CEO"
"I don’t think having another of the same product with other issues in terms of safety versus JAKAFI is really changing fundamentally the big picture, because the big picture is JAKAFI has probably the best profile in terms of safety, efficacy for the disease. — Incyte CEO"
"is not a well-controlled process...it was painful...if you choose a bad technology you just can't get there — Intel senior executive. I have met the VP of Intel's mask operations, a few times. yes, of course — Longtime semiconductor equipment friendly with Lasertec's CEO."
"Our value proposition also includes a scalable and efficient platform that has not only been able to adapt to the tripling in the size of our business since 2010, but also has us well-positioned to support future growth. — Ronald Lombardi, CEO, Investor Day, May 25, 2016"
""There are fundamental differences between IMF Bentham and other funders. Our investors understand and value this and our investor base now includes some of the largest, most sophisticated institutional investors in the world." — Andrew Saker, CEO and MD of IMF Bentham."
"“When you combine all of that with our unrivaled portfolio of valuable businesses, brands and assets and the way we manage them together, Disney has a strong hand that differentiates us from others in the industry.” — Robert A. Iger, Disney CEO & Director, November 2023"
"In January, we renewed our multiyear partnership with United Airlines, exemplifying the power of collaborative innovation. Together, we are focused on bringing new technology to enable friction-free travel experiences to United travelers. — CEO, Q4 2022 on March 1, 2023"
"“When you combine all of that with our unrivaled portfolio of valuable businesses, brands and assets and the way we manage them together, Disney has a strong hand that differentiates us from others in the industry.” — Robert A. Iger, Disney CEO & Director, November 2023"