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Callouts & quotes from 1,436+ activist slides

Every emphasised callout and every pulled quote, extracted slide-by-slide. Search by keyword, filter by slide type or by source.

Showing 1141–1200 of 1,436 matching "ceo"
quote peer gap

"Q3'16 CEO: "Kratos has made in the unmanned aerial systems area since 2013, which aggregate to over $50 million in internal research and development, contract design development and capital expenditures" — Kratos CEO"

Kratos Defense & Security Solutions · KTOS Spruce Point Capital · p. 27
quote villain critique

"The former also said that fear of missing an opportunity to cash out was what drove CEO Andrew Paradise to rush to go public via SPAC, despite its platform being “too manual” and “not sustainable.” — Former employee"

Skillz, Inc. · SKLZ Wolfpack Research · p. 4
quote ceo quote

"“It is our intention within the 24-month period to be able to take this combined business, this pigments business, which will be in excess of $3.5 billion in sales…” — Peter Huntsman, President & CEO, September 2013"

Huntsman Corporation · HUN Starboard Value · p. 186
quote executive summary

"Negotiations were led by a conflicted Xerox CEO, who betrayed shareholders by "serv[ing] as a loyal agent of the acquirer" in "a process that ignore[d] other bidders" and was conducted without a proper market check"

Xerox Corporation · XRX Carl Icahn · p. 6
quote section divider

"Negotiations were led by a conflicted Xerox CEO, who betrayed shareholders by "serv[ing] as a loyal agent of the acquirer" in "a process that ignore[d] other bidders" and was conducted without a proper market check"

Xerox Corporation · XRX Carl Icahn · p. 15
quote ceo quote

""We achieved our shareholder distribution target, returning $13.6 billion to shareholders through dividends and share repurchases from July 2022 through year-end 2024." — Phillips 66 CEO Mark Lashier, April 7, 2025"

Phillips 66 · PSX Elliott Management · p. 101
quote ceo quote

""We achieved our shareholder distribution target, returning $13.6 billion to shareholders through dividends and share repurchases from July 2022 through year-end 2024." — Phillips 66 CEO Mark Lashier, April 7, 2025"

Phillips 66 · PSX Elliott Management · p. 102
quote villain critique

"This is a fact of organ transplant. All aviation and logistics transport are fully reimbursed through the same mechanism of organ acquisition...there’s no limit...there is no limit. — CEO of TransMedics (2023 call)"

TransMedics Group Inc · TMDX Scorpion Capital · p. 27
quote ceo quote

"A strong fourth quarter capped another great year for Broadridge, with record closed sales, 16% recurring revenue growth, continued margin expansion, and 14% Adjusted EPS growth. — CEO Gokey, Q4 2022 Press Release"

Broadridge Financial Solutions, Inc. · BR Spruce Point Capital · p. 48
quote ceo quote

"First of all – to be very blunt – AOL’s struggle in profitability is not because we can’t be profitable. It’s because it has to be set up properly. — CEO Tim Armstrong, Online News Association Conference, 10/28/10"

AOL, Inc. · AOL Starboard Value · p. 23
quote comparison table

"“Running a McDonald’s is a 363-day-a-year business and an owner/operator, with his personal interests and incentives, can inherently do a better job than a chain manager.” — Fred Turner / Former President and CEO"

McDonald's Corporation · MCD Pershing Square · p. 23
quote villain critique

"“Yeah, they were all specifically propped up because there was a very clear business opportunity that intersected with Ginkgo's core expertise.” — Former Ginkgo employee, longtime direct report to CEO Jason Kelly"

Ginkgo Bioworks · DNA Scorpion Capital · p. 96
quote ceo quote

"Well, I don't know if it will be for MATRICS X8ULTRA or ACTIS, but in any case, we are expecting to receive inquiries for inspection systems for EUV masks. — Lasertec CEO (Feb 1, 2022, Jefferies analyst exchange)"

Lasertec Corporation · 6920 Scorpion Capital · p. 50
quote villain critique

"the most unprofessional environment I’ve ever been in my entire career — Former employee. Andrew Paradise is probably the most unprofessional CEO that I’ve ever met in terms of his immaturity. — Former employee."

Skillz, Inc. · SKLZ Wolfpack Research · p. 14
quote ceo quote

"In this context I would like to comment briefly on the attack by the Muddy Waters hedge fund a few weeks ago. Until April 21, 2016, I was in fact not aware of the term "activist short seller". — Udo Müller, CEO"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 5
quote ceo quote

"We work with a vast number of sports to collect the underlying data that's required for sportsbooks through contra-relationships or swapping our software with those sportsbooks. — Mark Locke, CEO Genius Sports"

Genius Sports Limited · GENI Spruce Point Capital · p. 11
quote villain critique

"It was really about getting a very long-term, value-added shareholder around the table, a nine-figure investor that is at the Board, really, really focused on shareholder returns. — CEO Aaron Levie, April 2021"

Box, Inc. · BOX Starboard Value · p. 89
quote ceo quote

"“You are being asked to choose between a Board and management team that are successfully executing a proven plan to build a better and more valuable company, and Mr. Peltz” — David Taylor, CEO, August 14, 2017"

quote villain critique

"“We’re concerned that HMA is potentially selling itself short on its CEO search, as we’ve heard from many talented executives few would consider the job with a heavy-handed chairman.” — RW Baird, June 12, 2013"

quote villain critique

"The CEO's annual incentives did not rise or fall in line with annual financial performance, reflecting a potential misalignment in the short-term incentive design. — MSCI ESG Research, Inc., December 19, 2016"

Arconic Inc. · ARNC Elliott Management · p. 256
quote ceo quote

""This is a fact of organ transplant, all aviation and logistics costs are fully reimbursed...there is no limit" — TransMedics CEO (as cited in Congressman Paul Gosar letter to TransMedics CEO, Feb 21, 2024)."

TransMedics Group Inc · TMDX Scorpion Capital · p. 45
quote villain critique

"The award is modeled after the recently announced 2018 Tesla CEO compensation plan for Elon Musk, which the New York Times described as “about as friendly to shareholders as they come.” — Axon press release"

Axon Enterprise (formerly TASER) · AAXN Spruce Point Capital · p. 29
quote ceo quote

"“Like for any CEO, the trust and alignment with the board are key ... I hope I will get it with the next board... I look forward to working with everyone in the coming years.” — Amos Genish, 24-Apr, TIM AGM"

Telecom Italia · TIT.MI Elliott Management · p. 8
quote ceo quote

"St. John: Game consoles will be dead by 2020 — WildTangent CEO. CONSOLATION PRIZE: THE GAME CONSOLE IS DEAD. WHAT WILL REPLACE IT? — Wired Magazine. The End Of The Game Console Is Coming — Business Insider."

Sony Corporation · 6758.T Third Point · p. 63
quote ceo quote

""[ASC] 606 accounting was mandated for all participants in this marketplace because when we enroll a senior, yes, if no action is taken, the commission is payable in perpetuity." — Scott Flanders, EHTH CEO"

eHealth, Inc. · EHTH Muddy Waters · p. 5
quote ceo quote

"“So between year two and three you're retaining 88% of the value of that cohort, which we just think is incredibly indicative of the stickiness of the platform, right?” — CEO Dudum on Q3 2021 Earnings Call"

Hims & Hers Health, Inc. · HIMS Spruce Point Capital · p. 87
quote ceo quote

""The fundamental test for any company, of course, is performance. That is the imperative and the only solid ground in uncertain times." — Rodney Chase, Shareholder Nominee, Former Deputy CEO BP, July 1999"

Hess Corporation · HES Elliott Management · p. 46
quote ceo quote

""But most of that churn really takes place in the first couple of months of the consumer and patient getting acquainted with their medication and building that habit." — CEO Dudum on Q3 2021 Earnings Call"

Hims & Hers Health, Inc. · HIMS Spruce Point Capital · p. 88
quote ceo quote

"“These are rough numbers, but you roughly need twice as much electricity if all transport goes electric, and then you need 3 times as much electricity if all heating goes electric.” — Elon Musk, Tesla CEO"

Teck Resources · TECK Greenlight Capital · p. 11
quote ceo quote

"No, I think—well, obviously we keep a really close eye on all of our credit risk metrics. We're not concerned about the level of risk in the portfolio. — Gregory Craig, President & CEO Canadian Tire Bank"

Canadian Tire Corporation · CTC.A Spruce Point Capital · p. 78
quote ceo quote

"“And I think the big question back then was, this is great. This is a breakthrough. But can these guys take that single layer cell and make a multilayer cell out of that?” — Quantumscape CEO, 2/25/2021."

QuantumScape · QS Scorpion Capital · p. 124
quote ceo quote

"When we were going through their methodology, it needs to do two things. First, it needs to start when Mark Lashier became CEO. And we'll come back to why that is actually extremely disingenuous. — John"

Phillips 66 · PSX Elliott Management · p. 29
quote villain critique

"Pai has been referred to as Enron’s “invisible CEO” and one of the “brightest brains” at Enron who helped Jeffrey Skilling turn Enron into the fast-paced energy-trading firm it was before its collapse."

Sunnova Energy International Inc. · NOVA Spruce Point Capital · p. 74
quote ceo quote

"“At UCLA, we have a strong affiliation, where we’ve established the Mark Hughes Cellular and Molecular Nutrition Laboratory at the Center for Human Nutrition.” — Michael Johnson, Herbalife CEO, 11/7/07"

Herbalife Ltd. · HLF Pershing Square · p. 40
quote ceo quote

"That's why Muddy Waters started spreading rumors that are factually totally inaccurate. There was no pre-acquisition, or even an interim acquisition or God only knows what. — Udo Müller, CEO of Ströer"

Ströer SE & Co. KGaA · SAX Muddy Waters · p. 48
quote villain critique

""[Avon's] apparent lack of succession planning is 'an extraordinary indictment of the board,'" said Mark Cohen, professor at Columbia Business School and former CEO of Sears Canada. — Reuters article"

The Walt Disney Company · DIS Trian Partners · p. 84
quote ceo quote

"...with the right leadership, operating priorities and strategic focus, Phillips 66 can be a much stronger company.... — Energy veteran Greg Goff, former Andeavor CEO and Phillips 66 investor, 4/9/25"

Phillips 66 · PSX Elliott Management · p. 6
quote cover

"CEO Randall Atkins also has a troubled history, marred by a $32 million judgment after a federal bankruptcy judge held in 1988 that he was "guilty of conversion" for his role in Charlie’s tax fraud."

Ramaco Resources, Inc. · METC Wolfpack Research · p. 1
quote nominee bio

"Brian Coffman, Elliott nominee for Phillips 66's (NYSE: PSX) Board and former CEO of Motiva Enterprises, doesn't buy the argument that Phillips' refining assets are "old and tired." — Streamline 66"

Phillips 66 · PSX Elliott Management · p. 17
quote ceo quote

"“...we've seen more clients continue to take a wait-and-see approach...” — CEO Jim Breuer; “...we expect to complete a 15 million share conversion of NuScale shares this month...” — CFO John Regan"

Fluor Corporation · FLR Starboard Value · p. 32
quote ceo quote

"“...we've seen more clients continue to take a wait-and-see approach...” — CEO Jim Breuer; “...we expect to complete a 15 million share conversion of NuScale shares this month...” — CFO John Regan"

quote villain critique

"CEO Sunny Verghese has suggested that instead of shorting Olam, Muddy Waters should go long and work with the board to improve the Company. Thank you, Mr. Verghese, but we must politely decline."

quote ceo quote

"“Your letter contained extremely serious accusations and we are responding to these accusations with the same level of seriousness and with factual evidence.” — TransMedics CEO Waleed Hassanein"

TransMedics Group Inc · TMDX Scorpion Capital · p. 47
quote ceo quote

"hon·est /'änəst/ free of deceit; truthful; sincere; candid; frank; open; forthright; straightforward; plain-speaking; upfront; aboveboard — Automotive Logistics 2016, CEO Jacobs' Presentation"

XPO Logistics, Inc. · XPO Spruce Point Capital · p. 6
quote ceo quote

""Both our GCCV and our NCCV are experiencing significant increases year-over-year, and this translates directly into shareholder value creation." - William Berger, CEO (Q2 2020 Earnings Call)"

Sunnova Energy International Inc. · NOVA Spruce Point Capital · p. 52
quote villain critique

"“we’ve initiated monthly Culture Conversations where we explore identities and systems of power using an intersectional lens...LGBTQIA+, ageism, Latinx identity.” — Emily Leproust (Twist CEO)"

Twist Bioscience · TWST Scorpion Capital · p. 34
quote ceo quote

"They tend to be in line with our consumables, and perhaps maybe a little bit additive....But you can think of them roughly in line with our consumables gross margin. — Kevin Wilson, Heska CEO"

Heska Corporation · HSKA Spruce Point Capital · p. 84
quote transition

"reducing costs is either cutting compensation or non-compensation costs. So in the end it’s going to come down to a reduction in compensation — Ken Jacobs, Lazard's CEO (Bloomberg interview)"

Lazard Ltd · LAZ Trian Partners · p. 18
quote ceo quote

""The idea that some of the acquisitions we've done, we've done venture investments first because we're going to understand more about that market." — CEO Burns, Innovation Day, May 14, 2024"

Zebra Technologies Corp. · ZBRA Spruce Point Capital · p. 51
quote ceo quote

"“If you asked me what business we’re in, we’re in the memories business. We create positive lasting memories by solving problems in factories, homes and workshops of the world” — WD-40 CEO"

WD-40 Company · WDFC Spruce Point Capital · p. 58
quote cover

"I can tell you that we have not seen anything in the post-marketing setting that is different from the clinical trial setting. So there are no new safety signals. — Soleno Therapeutics CEO"

Soleno Therapeutics · SLNO Scorpion Capital · p. 1
quote ceo quote

"「アクティニックのような新しい技術の場合、微調整が難題です。......見逃している欠陥がないことを確認するために平行して他の装置も使用しなければいけない。もし(マスクに)致命的な問題があれば、問題のウェハーを出荷できなくなります。下手をすれば何十億ドルの損失を招くことになるのです」 — 半導体製造装置企業の上席幹部として長年の経験を持ち、レーザーテックのCEOに親しい人物"

Lasertec Corporation · 6920 Scorpion Capital · p. 210
quote villain critique

"So I think the [strategic] daylight between [me and Gary Kelly] is, yes, there's some, but it's really small, and it's absolutely none of the fundamentals. — CEO Bob Jordan, December 2021"

Southwest Airlines · LUV Elliott Management · p. 37
quote ceo quote

"James Taiclet: "The sites we acquired in Brazil are high performing towers and the multiple pay was in the range of 12x to 13x adjusted EBITDA." — James Taiclet, CEO, American Tower Corp."

American Tower Corp · AMT Muddy Waters · p. 11
quote villain critique

"So I think the [strategic] daylight between [me and Gary Kelly] is, yes, there's some, but it's really small, and it's absolutely none of the fundamentals. — CEO Bob Jordan, December 2021"

Unknown · p. 48
quote villain critique

"So I think the [strategic] daylight between [me and Gary Kelly] is, yes, there's some, but it's really small, and it's absolutely none of the fundamentals. — CEO Bob Jordan, December 2021"

Southwest Airlines · LUV Carl Icahn · p. 48
quote precedent table

"The CFA Institute published an analysis calling the award "outlandish on its face" and questioning whether any CEO was worth $120 million with no performance requirements. — CFA Institute"

Welltower Inc. · WELL Land & Buildings · p. 5
quote villain critique

"So I think the [strategic] daylight between [me and Gary Kelly] is, yes, there's some, but it's really small, and it's absolutely none of the fundamentals. — CEO Bob Jordan, December 2021"

Southwest Airlines · LUV Elliott Management · p. 37
quote ceo quote

"“And I think we are still probably disclosing $50 million [of investment in Patch] and we’ll continue on that path until we see a need to change that number.” — CEO Tim Armstrong, 4/28/10"

AOL, Inc. · AOL Starboard Value · p. 31