Contrarian Corpus
Phrase library

Callouts & quotes from 194+ activist slides

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

Showing 181–194 of 194 matching "margins"
quote ceo quote

""[We're] having less volatility than refining peers when refining margins flex to the downside, so we get the best of both worlds." — Phillips 66 CEO Mark Lashier, March 6, 2025"

Phillips 66 · PSX Elliott Management · p. 46
quote ceo quote

"We generally assumed operating margins in future years would increase as we continue to integrate and implement our rate base growth strategy. — Essential Utilities 2022 10-K"

Essential Utilities, Inc. · WTRG Spruce Point Capital · p. 55
quote ceo quote

"We[re] having less volatility than refining peers when refining margins flex to the downside, so we get the best of both worlds. — Phillips 66 CEO Mark Lashier, March 6, 2025"

Phillips 66 · PSX Elliott Management · p. 27
quote other

"Growth-oriented investors have become increasingly frustrated with the evasive revenue growth reacceleration and the additional pressure on margins. — J.P. Morgan 10/6/2010"

Iron Mountain Incorporated · IRM Elliott Management · p. 16
quote kpi overview

"“…payment processing is a race to the bottom in terms of margins in that business. And Intuit was not the most competitive.” — Former Executive at Intuit, Tegus, 2/18/22"

Intuit Inc. · INTU Spruce Point Capital · p. 19
quote ceo quote

"I would note that post-closing; we will be redistributing MSCI's corporate allocations across our segments, which may impact our segment margins. — Deal Call (Aug 2021)"

MSCI Inc. · MSCI Spruce Point Capital · p. 93
quote villain critique

"Ultimate Software expects to achieve ~35% – 40% operating margins when it reaches scale and as growth decelerates from ~20%+ per annum — Ultimate Software"

quote ceo quote

"“... any healthy content business, media business would have margins attached to it that are attractive.” — CEO Tim Armstrong 1Q11 conference call, 5/4/11"

AOL, Inc. · AOL Starboard Value · p. 19
quote ceo quote

"“...We do believe, as you mentioned, that we can achieve OTA-like margins over the longer term [at Viator].” — Tripadvisor CFO, September 2025"

Tripadvisor, Inc. · TRIP Starboard Value · p. 32
quote villain critique

"Overstated Margins from Day One. CoreWeave assumes EBITDA margins hit 80% immediately, a figure a former CoreWeave engineer called “utopian.”"

CoreWeave, Inc. · CRWV Kerrisdale Capital · p. 22
quote villain critique

"“We were told, ‘Figure out product market fit and we’ll figure out margins later.’” — Former Samsara Director, Product Management"

Samsara Inc. · IOT Spruce Point Capital · p. 29
quote ceo quote

"Crush margins are the worst in China. We do expect those to improve. — Q1'21 Conference Call"

Bunge Global SA · BG Spruce Point Capital · p. 37
quote kpi overview

"SiTel generated margins between 12% - 19%, even while spending on new products"

DSP Group, Inc. · DSPG Starboard Value · p. 13