""[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"
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.
"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"
"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"
"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"
"“…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"
"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)"
"Ultimate Software expects to achieve ~35% – 40% operating margins when it reaches scale and as growth decelerates from ~20%+ per annum — Ultimate Software"
"“... any healthy content business, media business would have margins attached to it that are attractive.” — CEO Tim Armstrong 1Q11 conference call, 5/4/11"
"“...We do believe, as you mentioned, that we can achieve OTA-like margins over the longer term [at Viator].” — Tripadvisor CFO, September 2025"
"“...We do believe, as you mentioned, that we can achieve OTA-like margins over the longer term [at Viator].” — Tripadvisor CFO, September 2025"
"Overstated Margins from Day One. CoreWeave assumes EBITDA margins hit 80% immediately, a figure a former CoreWeave engineer called “utopian.”"
"“We were told, ‘Figure out product market fit and we’ll figure out margins later.’” — Former Samsara Director, Product Management"
"Crush margins are the worst in China. We do expect those to improve. — Q1'21 Conference Call"
"SiTel generated margins between 12% - 19%, even while spending on new products"