financial_analysis
at position 30–35%
150 slides where a page of type financial analysis falls in the 30–35% range of its deck.
Lebanon Economic Vision
“RoE has however been declining in recent years with a net compression in margins witnessed over the last three years”
Central Bank deployed financial levers (i.e., high interest rates and SWAPs), to attract USD deposits and boost bank profitability
12% · RoE
Lebanon Economic Vision
“Decline in RoE in recent years is driven by an increase in cost of funds witnessed over the last three years - Alfa banks”
12.0% · RoE
Lebanon Economic Vision
“In order for banks to ensure sustainable profits under current cost of funds structure, credit interest rates charged are prohibitive at ~10.4%”
10.4% · Interest rate
Lebanon Economic Vision
“So far, non-banking financial services have stayed as the “humble siblings” of banking”
$215bn · Total financial sector assets
Lebanon Economic Vision
“ROE and Price-to-book are trending sideways after a few years of stability”
8.6 · ROE
Lebanon Economic Vision
“Future profitability is limited; an unmitigated digital disruption can further reduce it to half”
Future profitability is limited; an unmitigated digital disruption can further reduce it to half.
5.2% · Return on equity
Budgetanalyse af Forsvaret 2017 Materialesamling Del 2
Indfasningstakt og nettopotentiale
En transformation af nuværende IT set-up er en kompleks opgave og det anbefales derfor, at processen sker i steps.
152-180 mio. kr. · Nettopotentiale
Budgetanalyse af Forsvaret 2017 Materialesamling Del 2
“Endeligt nettoprovenu nedjusteres med 33 mio. kr. pba. allerede pålagt effektiviseringskrav for IT-driftsplan”
Der vurderes samlet set et overlap på 50 pct., hvorfor provenuet nedjusteres tilsvarende. Dette medfører en nedjustering med 33 mio. kr. ved fuld indfasning
33 mio. kr. · Nettoprovenu
2025 Bond Cap Artificial Intelligence AI 2025
“...CapEx Spend @ Big Six* Tech Companies = 15% of Revenue & Accelerated vs. 8% Ten Years Ago”
+21% / Year
15% · CapEx as % of Revenue
2025 Bond Cap Artificial Intelligence AI 2025
“Big Six* Generating Loads of Cash = +263% Growth in Free Cash Flow Over Ten Years to $389B...”
$389B · Free Cash Flow
2025 Bond Cap Artificial Intelligence AI 2025
“...Big Six* Generating Loads of Cash = +103% Growth in Cash Over Ten Years to $443B”
Tech Big Six (USA) = Loaded With Cash to Spend on AI & CapEx
$443B · Cash on Balance Sheet
2019 Bond Cap Internet Trends 2019
“Cloud Deployment = Revenue +58% Y/Y...”
+58% · Y/Y Revenue Growth
2025 Air Street Capital The State of AI Report 2025
“AI-first companies continue to outperform other sectors as they grow”
In the last quarter, $1-20M revenue AI companies were growing their quarterly revenue at 60% while $20M+ revenue AI company grew at 30%, in both cases 1.5x greater than all sector peers.
60% · Quarterly Revenue Growth
Forsyningssektorens Effektiviseringspotentiale
“I affaldsforbrændingssektoren opgøres potentialet i 2014 til ~395 DKKm”
Effektiviseringsanalysen viser et direkte potentiale på 395 DKKm svarende til 15,4% af de samlede omkostninger i sektoren.
395 DKKm · Efficiency potential
Forsyningssektorens Effektiviseringspotentiale
“Et øget samarbejde mellem affaldsforbrændingsanlæggene vil kunne give et årligt effektiviseringspotentiale på op til ~122 DKKm”
Analysen viser et effektiviseringspotentiale på ~29 DKKm til ~122 DKKm (1,1% til 4,5% af TOTEX)
122 DKKm · Annual efficiency potential
Hydrogen applications and business models
“The levelized cost of hydrogen is an average of two to four times higher for green sources than for hydrocarbon-based solutions”
The levelized cost of hydrogen is an average of two to four times higher for green sources than for hydrocarbon-based solutions
7.4 · LCOH ($/kg)
Hydrogen applications and business models
“Brown H2 sources can be coupled with CCS to reduce emissions, but LCOH could jump by 64¢ per kg”
Extra CO2 emitted and captured: Additional CO2 emitted to provide energy for CCS solutions, captured by the CCS solution.
0.64 · LCOH delta
Hydrogen applications and business models
“Capex relative weight is offset at a high load factor, but LCOH can dramatically increase when utilization is low”
Increasing full load hours decreases the impact of capex on LCOH.
20240220 Barclays FY2023 Results and Investor Update Present
“Statutory RoTE: driving to above 12% by 2026”
Statutory RoTE: driving to above 12% by 2026
>12% · RoTE
20240220 Barclays FY2023 Results and Investor Update Present
“Income: predictable uplift from the structural hedge”
Gross contribution resilient to marginal changes in rates and notionals
£3.8bn · Gross Structural Hedge income
20240220 Barclays FY2023 Results and Investor Update Present
“Income: realistic assumptions underpin Investment Bank growth”
Markets broadly flat; Banking reverting to 10-year average.
c.200 · Investment Bank Income
20240220 Barclays FY2023 Results and Investor Update Present
“Costs: c.£2bn cost efficiency by 2026”
Efficiency savings more than offsetting inflation
£2bn · Cost base
20240220 Barclays FY2023 Results and Investor Update Present
“Costs: lower regulatory change spend facilitates investments in growth”
Investments & Regulation and control spend broadly flat from 2023 to 2026 with a change in mix
2.3 · £bn cost spend
2013 Bond Cap Internet Trends 2013
“Facebook = Rising Mobile ARPU Has Offset Declining Desktop ARPU, So Far”
2022 Benedict Evans 2022 The New Gatekeepers
“Ads > Prime”
Amazon's ad business overtook Amazon Prime revenue in 2022
2022 Benedict Evans 2022 The New Gatekeepers
“Ads > AWS?”
When they work, ads have much higher margins than infrastructure (let alone retail)
guide to the markets asia
“Global equities: Return composition”
36.3% · Total return
2025 Benedict Evans 2025 Autum AI eats the world
“The hyperscalers can afford it... up to a point”
Capital leases are not new, but they've got a lot bigger
luxury2019
“Notwithstanding the usual predominance of trade buyers, the sector has attracted more interest from private equity funds in 2017, which accounted for 30% of the total deals versus 25% in previous years”
Notwithstanding the usual predominance of trade buyers, the sector has attracted more interest from private equity funds in 2017, which accounted for 30% of the total deals versus 25% in previous year
30% · Number of completed deals
luxury2019
“Transaction multiples in the luxury and cosmetics industry are rebounding”
15.7x · EV/EBITDA
2025 05 28 Goldman Sachs Brazil Commodities Days
“Unmatched cash cost competitiveness”
Evolution of Ribas cash cost ex-downtimes (R$/t – 100 basis)
38 · Cash cost
FY24 Results and Progress Update Presentation
“CET1 ratio within the 13-14% target range at 13.6%”
Q125 items: Share buyback: c.(30)bps; German consumer finance disposal: c.10bps
13.6% · CET1 ratio
FY24 Results and Progress Update Presentation
“RWAs increased by £17.7bn QoQ, of which c.£7bn FX”
RWAs increased by £17.7bn QoQ, of which c.£7bn FX
£358.1bn · Risk weighted assets
morgan stanley virtual hk summit march 2022
Banking and Financial Services
771 · Net Profit Contribution
2021 Bessemer Venture Partners State of Cloud 2021
Bessemer Cloud Index since launch
INSTITUTIONALIZED WITH NASDAQ AS EMCLOUD September, 2018
1,200% · Net Change
2021 Bessemer Venture Partners State of Cloud 2021
“WCLD performance since launch”
MorganStanley
“Sharp Earnings Downgrade; Early Green Shoots Emerging”
2021 q4 earnings results presentation
“We have a strong cash position, and significant financing capacity in addition to free cash flow through retained earnings”
$1102m · Financing Capacity
2021 q4 earnings results presentation
“Our capital allocation policy can finance growth as well as deliver significant cash to shareholders – overseen by our Independent Board”
The Board intends to launch share buyback of up to $50m reflecting...
2.6¢ · Dividend per share
2021 q4 earnings results presentation
Overview of current balance sheet
$5.5B · APM Fair Value of Investments
2019 ccb investor day ba56d0e8
“We are being intentional in our positioning across production, servicing, and our portfolio”
20230215 Q422 FI Investor Presentation vFFF
“FY22 Impairment: Expect to normalise towards historical LLRs”
Expect an LLR of 50-60bps in 2023, based on the current macroeconomic outlook
50-60bps · LLR
2024 Accel AI eating software
“FCF margin now driving a smaller number of rule of 40 companies”
19 · Rule of 40 count
Deutsche Bank Q4 FY 2024 Presentation
Provision for credit losses
Full-year provisions elevated and affected by temporary effects in the Private Bank following the Postbank integration, a small number of corporate events and cyclical impacts from CRE.
€1,830m · Provision for credit losses
The economic and social impact of investment in the nbn netw
Model specifications for the relationship between broadband speeds and productivity
0.0009916 · Coefficient
Deutsche Bank Q4 FY 2023 Presentation
Capital metrics
CET1 ratio down by 20bps (including FX) compared to Q3 2023.
13.7% · CET1 ratio
Deutsche Bank Q4 FY 2023 Presentation
“Inflection point in capital management”
~€ 13bn of promised reduction achieved by YE 2023
€ 25-30bn · RWA reductions
Deutsche Bank Q4 FY 2023 Presentation
“Committed to increasing shareholder distributions”
Poised to outperform total distribution target of € 8bn on the back of enhanced capital outlook.
€8bn · Shareholder distributions
Barclays H12023 Results Presentation
“FY23 NIM expected to be <3.20%, with a current view around 3.15%”
Looking forward: structural hedge expected to provide continued tailwind in 2024/25
3.15% · NIM
Gartner Introduction 2025
“Insights is our largest, most profitable business”
The majority of our teams are part of our Insights business, which is complemented by our Conferences and Consulting businesses.
82% · Revenue share
Barclays H12023 Results Presentation
“Structural hedge income continuing to grow”
Average yield continuing to grow as maturing hedges roll into materially higher swaps.
£3.6bn · Gross hedge income
Gartner Introduction 2025
“Insights segment serves executives and their teams across all major enterprise functions in every industry”
$1,319 · Quarterly Revenue
Barclays Q12023 FI Presentation
“Balance sheet remains well provisioned”
Impairment provision increased £0.1bn to £6.3bn
£6.3bn · ECL provisions
20230215 Barclays FY22 Results Presentation
“Q422: Group profit before impairment increased 29%”
29% · Profit before tax
Barclays Q12023 FI Presentation
“Robust consumer coverage ratios and normalisation in credit”
Delinquency rates remain at historical lows for UK cards, while US cards are normalising from historical lows.
7.7% · Coverage ratio
20230215 Barclays FY22 Results Presentation
“Q422: Barclays UK higher income supported by rising rates”
FY23 NIM expected to be greater than 3.20%
3.10% · Net interest margin
Barclays Q12023 FI Presentation
“Impairment charge normalising, in line with guidance”
Expect a loan loss rate of 50-60bps in 2023, based on the current macroeconomic outlook.
52bps · Loan loss rate
20230215 Barclays FY22 Results Presentation
“Q422: CC&P strong income growth of 46% YoY”
CC&P: 60-70% of income and 45-50% of costs in USD since 2020
46% · Income growth
2020 firm overview
“Balance sheet – accelerating deposit growth and remixing of interest-earning assets”
Remixing toward higher-yield loans
$2,378 · Interest earning-assets
2020 firm overview
“Liquidity – level of HQLA has remained stable, while composition has changed”
In addition to our HQLA, we have ~$600B of other liquidity sources
$545B · HQLA
Deutsche Bank Q1 2023 Presentation
Commercial Real Estate (CRE)
CRE portfolio accounts for 7% of total loans and remains well diversified across regions and sectors
€33bn · CRE portfolio
Q125 Results Presentation
“UK Corporate Bank delivered Q125 RoTE of 17.1%”
Higher liquidity pool income
17.1% · RoTE
Deutsche Bank Q3 2023 Presentation
Corporate Bank
Revenues higher year on year driven by increased interest rates and pricing discipline with growth across all client segments.
805 · Profit before tax
Deutsche Bank Q3 2024 Presentation
Corporate Bank
Revenues essentially flat year on year, as normalization of deposit margins was mostly offset by higher deposit volumes, growth in commissions and fee income as well as increased loan NII
1,841 · Revenues
Deutsche Bank Q3 2023 Presentation
Investment Bank
Revenue essentially flat ex-specific items, with lower FIC revenues against a strong prior year, partially offset by O&A
2,271 · Revenues
Deutsche Bank Q3 2024 Presentation
Investment Bank
Higher revenues year on year, driven by strength in FIC and improvement in O&A.
2,523 · Revenues
2022 corporate investment bank investor day
“We maintain 16% ROE outlook with approximately 25% more capital”
16% · Adjusted ROE
Q4 FY 2024 Fixed Income Call
“Significant buffer over MREL/TLAC requirements”
Q4 2024 loss-absorbing capacity significantly above all regulatory requirements, with MREL remaining most binding constraint
€23bn · MREL/TLAC surplus
Newmark May 2023 FI Conference Presentation Vf Final
“Strong Cash Flow Generation Through the Cycle”
Given our strong historical cash conversion ratios, we expect to generate between $300 MM to $350 MM in cash from the business at the low end of our 2023 guidance range.
$511 · Adjusted EBITDA
Q4 FY 2024 Fixed Income Call
“2025 issuance plan at € 15-20bn”
Funding requirements for 2025 similar and expected to be within a € 15-20bn range, primarily in senior non-preferred and with modest capital requirement.
€ 15-20bn · Issuance volume
Newmark May 2023 FI Conference Presentation Vf Final
“Mean and Median Net Leverage Has Remained Below 1.0x Since Spin-Off”
Since our spin-off from BGCP, our mean and median quarterly net leverage ratios have been under 0.8x and 0.9x, respectively, and only went above 1.5x at the height of the pandemic.
1.0x · Net Leverage
2019 cib investor day ba56d0e8
“Market share gains in all regions yielded record revenue and client balances in Prime Finance”
+13% · Prime Finance Revenue
Barclays Q32023 FI Presentation
“Q223 combination of the Private Bank and Barclays UK Wealth business”
Creating a Top 5 largest UK Private Bank and Wealth Management business and largest bank owned.
£179bn · Client Assets & Liabilities
Deutsche Bank Q1 2025 Presentation
Corporate Bank
Strong profitability, with RoTE of 14.4%
1,866 · Revenues
Deutsche Bank Q1 2024 Presentation
Corporate Bank
1,878 · Revenues
Private Markets Asset Allocation Guide May 2023 002
“Attractive risk / return characteristics”
Private markets have provided better risk-adjusted returns over the long-term than other major asset classes
2.09 · Sharpe ratio
Barclays Q32023 FI Presentation
“Corporate & Investment Bank stable against a mixed backdrop”
50-60% of income and c.40% of costs in USD
£3.1bn · Income
Deutsche Bank Q1 2025 Presentation
Investment Bank
Higher revenues year on year driving improvement in both RoTE and CIR.
3,362 · Revenues
Deutsche Bank Q1 2024 Presentation
Investment Bank
Higher revenues driven by material recovery in O&A, with ongoing strength in FIC.
3,047 · Revenues
Client Creditor Overview Q4 2023
“Focused growth to drive revenue momentum”
37 · Net revenues
Deutsche Bank Q2 2024 Presentation
Corporate Bank
Revenues essentially flat year on year and up sequentially, driven by growth in commissions and fee income and resilient net interest income in deposit businesses.
1,922 · Revenues
Client Creditor Overview Q4 2023
“Disciplined investing and effective cost control”
Incremental investments support delivery of cost/income ratio of <60% in 2028
<60 · Cost/income ratio
Deutsche Bank Q2 2024 Presentation
Investment Bank
Higher revenues year on year driven by ongoing recovery in O&A, with FIC essentially flat and client franchise remaining strong.
2,599 · Revenues
Deutsche Bank Q2 2023 Presentation
Corporate Bank
Revenues higher year on year driven by increased interest rates with growth across all client segments.
1,943 · Revenues
Deutsche Bank Q4 2023 Fixed Income Call
“2024 issuance plan at € 13-18bn”
2024 issuance plan at € 13-18bn of which ~€ 3bn completed
€ 13-18bn · Issuance volume
Namibia Budget on plate 2019-20
Expenditure Allocation per Department 2019/2020 (N$ millions)
13,767,697 · Expenditure Allocation
Q3 2024 Fixed Income Call presentation
“Leverage ratio stable”
Leverage ratio materially flat compared to Q2: 12bps Tier 1 capital change in line with CET1 capital movement; 14bps reduction due to increased leverage exposure driven by securities financing transac
4.6% · Leverage ratio
Deutsche Bank Q3 2023 Fixed Income Call
“Issuance plan almost complete”
Issuance plan close to complete with € 13bn issued out of a total plan of € 14-16bn
€13bn · Debt Issuance
Namibia Budget on plate 2019-20
Expenditure Execution Rates
99.60% · Expenditure Execution Rate
Q3 2024 Fixed Income Call presentation
“Significant buffer over MREL/TLAC requirements”
Q3 2024 loss-absorbing capacity significantly above all regulatory requirements, with MREL remaining most binding constraint
€21bn · MREL surplus
April Macro Brief: Special edition Tariff distress
“Collectively, the tariffs enacted to date have raised the US' effective tariff rate by 23 p.p., with an additional 13 p.p. still on the horizon”
In effect (as of April 17) +23p.p.
37.55% · US effective tariff rate (ending)
Global Top 100 Companies by market capitalisation
“Between 2016 and 2017 the total market cap of the global top 100 increased by $1,861bn”
$1,861bn · Total market cap
Q1 2025 Fixed Income Call
“Significant buffer over MREL/TLAC requirements”
Q1 2025 loss-absorbing capacity significantly above all regulatory requirements, with MREL remaining the most binding constraint.
€22bn · MREL/TLAC surplus
Lloyd’s and Bermuda
“Lloyd’s has had another challenging performance year”
A combination of soft market conditions, greater than average major losses activity and poor equity returns has meant that Lloyd’s has had worse than an average performance year
20230530 A long way down Credit Suisse Rolf Sethe 11th EBI A
Credit Suisse – profits and losses (in billion CHF)
-7.29 · Net Profit/Loss
The productivity push Powering the UK’s performance with fiv
“Some of the UK's largest industries have the most to gain”
Even accounting for size though, some of the largest industries in the UK—financial services (2.3%), ICT (2.1%) and manufacturing (1.8%)—could see the biggest increases in GVA.
2.3% · Additional GVA growth in 2030 (GBP billion, 2022 prices)
Lloyd’s and Bermuda
“2018 was another adverse major loss events year resulting in £2.9bn of cat claims”
2018 was another adverse major loss events year resulting in £2.9bn of cat claims
£2.9bn · Net ultimate claims
20230530 A long way down Credit Suisse Rolf Sethe 11th EBI A
Compensation of the Management (fixed and variable in million CHF)
32.22 · Management Compensation
Rail supply digitization
“We estimated the cost of digitization for the German industry – Seven times higher yearly investment needed”
EUR 35 bn of investment is needed for the digital transformation of the "industrial heart" of Germany from 2015-2025 – Meaning the average rate of investment per year has to increase by a factor of 70
EUR 35 bn · Digitization investment
Deutsche Bank Q1 2024 Fixed Income Call
“Significant buffer over MREL/TLAC requirements”
Q1 2024 loss-absorbing capacity significantly above all regulatory requirements, with MREL remaining most binding constraint
€16bn · MREL/TLAC surplus
Brazil Education Technology Market L.E.K. Perspectives
“Companies with earnings growth have a continued to maintain/grow stock price – Latin America (1/2)”
111% · Stock price change
20210628 Lanxess Presentation MS Cannon Ball Run Field Trip
“Advanced Intermediates: Strong volume growth”
Rising volumes, prices lag behind
1% · Sales
Brazil Education Technology Market L.E.K. Perspectives
“While earnings have declined for most companies In 2022, companies with appreciation in earnings/controlled decline in earnings have performed better in terms of stock price not facing a stick depreciation relative to others– North America (2/2)”
20210628 Lanxess Presentation MS Cannon Ball Run Field Trip
“Specialty Additives: Results impacted by weather-related shutdowns and negative FX development”
Sales decline due to lower volumes and negative FX effects, compared to still strong previous year level.
-10% · Sales
Client Creditor Overview July 2023
“Revenues planned to reach ~€ 30bn by 2025”
Revenue outperformance driven by platform growth with balanced mix
€ 30bn · Revenue
APAC Hospital Insights 2023
“Hospitals are optimistic about future capital expenditure, with a significant number expecting a notable increase over 5%. This reflects recovered confidence and growing healthcare needs within the region”
Hospitals are optimistic about future capital expenditure, with a significant number expecting a notable increase over 5%.
5% · Capital expenditure outlook
Client Creditor Overview July 2023
“Focus on cost base supports further CIR reduction”
Further efficiencies to drive incremental operating leverage
62.5% · Cost/income Ratio
2022 ANNUAL RESULTS
“STRONG CASH GENERATED”
385.7 · Cash position at end of period
13.02.23 Annual Results Presentation
“STRONG CASH GENERATED”
213.5 · Free cash flow
original
“3Q22 total revenues USD 8.2bn”
8.2bn · Total revenues
Re-Imagine the Possible 2018/2019
Revenue vs. Expenditure
(7,939) · Budget Deficit
Re-Imagine the Possible 2018/2019
Tax Revenue vs. Non-Tax Revenue
N$57bn · Total Revenue
Client Creditor Overview Q1 2024
“Revenue growth target of 5.5-6.5%”
Historic revenue outperformance triggers revision of 2025 revenue target to ~€ 32bn (2021-2025 CAGR of 5.5-6.5%), driven by platform growth with balanced mix.
32.0 · Revenue
2023 HALF-YEAR RESULTS
“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (1/2)”
73% · Acquisition rate
Third Quarter 2024 Results
Conferences Segment
$76 · Revenues
Second Quarter 2024 Results
Research Segment
1,266 · Revenue
Presentation Half Year Results 260723 ENG FINAL VERS
“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (1/2)”
73% · Acquisition rate
Navigating uncertainty: PwC’s annual global Working Capital
Figure 2: DSO, DIO and DPO trend
Days inventory outstanding (DIO) has seen a marginal fall of 2.7%, down 1.6 days, as global supply chains continue to become more predictable.
58.5 · Working Capital Days
Moneyball Moment Marketing Canada
“THERE IS A 5% GAP BETWEEN CURRENT AND OPTIMAL SPEND ON TV”
Marketers are currently underinvested in TV by 5%
5% · TV % of Total Media Spend gap (current vs. optimal)
2023 HALF-YEAR RESULTS
“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (2/2)”
> 4 pts
> 4 pts · Operating Margin
Second Quarter 2024 Results
Conferences Segment
$186 · Revenue
Presentation Half Year Results 260723 ENG FINAL VERS
“BACK TO HISTORICAL PATTERN WITH H2 STRONGER THAN H1 (2/2)”
> 4 pts
> 4 pts · Operating Margin
Navigating uncertainty: PwC’s annual global Working Capital
Figure 3: Cash days (to cover operating expenses) and net debt to EBITDA trends
In line with this trend, net debt levels are declining relative to EBITDA, reaching a five-year low of 1.83.
1.83 · Net debt/EBITDA
AI Healthcare Errors
“US healthcare has seen increased adoption but only captured ~10% of 2011 value estimate”
Slow regulatory processes and monopolistic and segregated industry structure has resulted in only ~10% progress toward realizing BDAA value from 2011
~10% · Value potential realized
2024 Bond Cap USA report 2025 exhibits
“...Had Effective Interest Rates Remained at 6.25% (30-Year Average Rate as of Our February 2011 Report)... From 1991 to 2023 (vs. Current 2.5% Effective Rate)... Net Interest Payments Would Have Been 149% (~$1 Trillion) Higher in F2023”
Would Have Been $980B Higher
$980B · Net Interest Payments
Second Quarter 2023 Results
Conferences Segment
$169M · Revenue
2025 Executive Perspectives Consumer AI First Companies Win
“Reshaped P&L model | Full potential of GenAI for CP companies up to 500-800bps – to be reinvested in brand, consumer access and technology”
Full potential of GenAI for CP companies up to 500-800bps – to be reinvested in brand, consumer access and technology.
500-800bps · EBIT margin improvement
The economic and social impact of investment in the nbn netw
“Our model finds that investment in the nbn network has delivered significant GDP benefits to the Australian economy”
2012-2022: $122 billion total GDP impact of the initial roll out of nbn network across 2012-2022.
$521b · GDP uplift
The economic and social impact of investment in the nbn netw
“Our model finds a positive, statistically significant relationship between increases in average broadband speeds and GDP”
As illustrated on in the graph to the right, the model finds that the marginal in GDP decreases as average broadband speeds increase.
0.04% · GDP impact per 1 Mbps increase
OP 2020 03 17 morgan stanley european financials conference
“Doubled profits and increasing CET1 since 2013”
Since 2014, underlying profit has grown by 42% while CET1 FL increased by €22Bn (+47%).
8,252 · Underlying profit
GOLDMAN SACHS MEDTECH AND HEALTHCARE SERVICES CONFERENCE
“STRONG RECURRING REVENUE BASE”
Fueled by growing installed base and increasing complexity
37% · Sales split
20240222 JF at BAC Conference
“We Have Delivered Strong Growth”
>1Tn · Net New Assets
2023 Post Parcel industry trends
“Covid changed the profile of where profitability comes from”
For integrators, margins are lower than pre-pandemic on parcels while for postal players parcel margins are up while mail margins are down from historic highs
23.0% · Parcel revenue growth during COVID-19 for Posts
Saudi Arabia Banking Pulse Quarter 3, 2022
“Operating income grew at a faster pace in Q3'22 than the previous quarter”
Total operating income increased by 4.9% QoQ due to growth in net interest income (+5.3% QoQ) and was further supported by growth in other operating income (+17.7% QoQ)
30.8 · Operating Income
J.P. Morgan Healthcare Conference 2025
“Differentiated financial performance”
Consistently balances driving top-line growth and increased profitability.
~27% · Adjusted Operating Margin
Dissecting 2021-22 Budget Speech
2021/22 Annual Budget Speech: SACU Receipts
14,750 · SACU Receipts
IAB FY 2018 Podcast Ad Revenue Study
“Year-over-year growth from 2016 to 2018 was significant for both self-reported revenues and the total market estimate.”
$479.1M · Podcast Ad Revenue
J.P. Morgan Healthcare Conference 2025
“Consistently increasing our WAMGR”
BSX Portfolio Revenue Mix: Broad Exposure to Faster Growth Markets
~9% · WAMGR
firm overview
“We expect ~$91B in NII ex. Markets for 2024”
4 fewer rate cuts than at 4Q23 earnings, paired with better-than-expected reprice and migration performance
$91B · Net Interest Income
2016 Accel Europe Awakens
“Even though multiples went down...”
4.9x · SaaS EV / Forward 12-Month Revenue Multiple
Dissecting the 2021/22 Annual Budget Speech
2022/23 Annual Budget Speech: Revenue vs. Expenditure
11,088 · Fiscal Deficit
Changing automotive work environment: Job effects in Germany
“Sum of trends keeps employment stable ...”
1.715 · Employment (thousands)
csg investor day 2016 sru
“Continued reduction of operating expenses and portfolio valuation risk”
3Q16 adjusted operating expenses improved by USD 336 mn compared to 4Q15, or 49%.
USD 385 mn · Adjusted pre-tax loss
GSBD Investor Presentation Q1 2023 vF
Investment Activity
During the quarter, the Company made new investment commitments of approximately $470.6 million, funded new investment commitments of $266.9 million, and had fundings of previously unfunded commitment
$470.6 million · Net Funded Investment Activity
ICO Class of 2017
“The Class of 2017 today: 86% below listing price, 30% lost substantially all their value. This ICO portfolio is down around 66% from the peak.”
-66% · Weighted Return
2022 global technology
“We have held run the bank expense relatively flat, while volumes have doubled”
We have held run the bank expense relatively flat, while volumes have doubled.
2.5x · Run the bank expense
New-business building in 2022: Driving growth in volatile ti
“The findings suggest that each dollar of revenue from new businesses generates twice as much enterprise value as that of the core business.”
Respondents estimate that new businesses built in the past five years accounted for 12 percent of their companies' revenues and 21 percent of their enterprise value.
1.9x · Enterprise value multiple
UAE Banking Pulse
“Net income growth was driven by higher operating income and lower impairments”
Aggregate net income increased substantially by 48.6% YoY to AED 37.8bn
37.8bn · Net income
gol 6
Goldman Sachs TACS E Div US LC (GOL-6)
17.96 · Average Annual Total Return
ecb.forumcentbankpub2024 Hatzius presentation.en
“Proposed Tariffs Would Likely Have a Modest Inflation Impact in the Euro Area but a Larger Impact in the US”
+1.1% · Cumulative Effect on Price Level