Dataset Viewer
Auto-converted to Parquet Duplicate
id
stringlengths
9
14
transcriptid
float64
964
3.09M
companyname
stringclasses
410 values
headline
stringclasses
435 values
date
timestamp[s]date
2006-01-18 00:00:00
2023-11-16 00:00:00
chunk_id
int64
0
5
order_id
int64
0
70
section
stringclasses
9 values
speaker_role
stringclasses
7 values
topic
stringlengths
6
92
text
stringlengths
32
12.2k
2718249.0_2_0
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
2
0
guidance_outlook
management
market and investment banking outlook
outlook. And to be sure, it's not as if we're super optimistic. But it's important to note that part of the issue here is how quickly things change in 2022, specifically with respect to rates as that affects the debt business and valuations as it affects M&A and DCM as well. And one of the sort of necessary conditions ...
2718249.0_2_1
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
2
1
qa
analyst_and_management
Basel III finalization and capital requirements
That's really helpful color. And just for my follow-up on finalization of Basel III. Sorry, Jeremy, I couldn't help myself here. But in [ Bar's ] December speech, you strongly hinted at capital requirements moving higher for you and peers. You also alluded in your comments or in response to one of the questions that th...
2718249.0_2_2
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
2
2
qa
analyst_and_management
securities book management and yield curve outlook
The next question is coming from the line of Matthew O'Connor from Deutsche Bank. How do you guys think of the managing of the securities book, given the outlook of lower deposit? Obviously, the yield curve is quite inverted depending on what part you're looking at or most part, frankly. And at the same time, the secur...
2718249.0_2_3
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
2
3
qa
analyst_and_management
credit quality and reserve builds
The final question is coming from the line of Andrew Lim from Societe Generale. So the first one on credit quality, thanks for giving us commentary on the shape of NCOs, I guess, specifically for credit cards topping out at the end of this year. Could you give us a bit more color on how reserve builds should shape out ...
2718249.0_2_4
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
2
4
qa
analyst_and_management
net interest income outlook
Sure. Okay. Let's drill down into NII then. I just want to square a few comments you made there, Jeremy. So if I heard you correctly, I think you're still talking about sequential increases in NII, so I guess, looking towards like $20 billion plus for 1Q, maybe even 2Q. So I guess we're hitting about $40 billion for 1H...
2718249.0_2_5
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
2
5
closing
operator
call closing
We have no additional questions in queue. I would now like to hand the call back to Mr. Barnum. That's it. Thank you very much. Thank you very much. We'll talk to you all soon. That concludes today's conference. Thank you all for participating. You may disconnect at this time.
411229.0_1_0
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
0
qa
analyst_and_management
long-term care pricing and operational progress
over the course of the year. So we go into a relatively flat plan as we're looking out into 2013. But we're hopeful with what we saw in the fourth quarter that things can look pretty good there. Great. And then on long-term care? Yes, maybe we'll break it out into 2 pieces again, Suneet. And maybe, Kevin, just on opera...
411229.0_1_1
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
1
qa
management
long-term care loss ratio experience
Rick? Yes, if I could pick up on the long-term care question around experience, we saw that. You would have seen our loss ratio come in a little bit in the fourth quarter relative to the third. So we're certainly happy to see that. But as you see, our -- just under 90%, so we're back within our range of expectations ar...
411229.0_1_2
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
2
qa
analyst_and_management
long-term care premium split and regulatory treatment
Got it. And then just one quick follow-up on the long-term care, if I could. If I look at your block, I think it looks like maybe half of it in terms of premium is group LTC and the other half is individual, roughly. Just as you're going for these price increases, do the regulators look at individual versus group diffe...
411229.0_1_3
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
3
qa
analyst_and_management
economic improvement impact on U.S. business
Moving on, we have a question from Jay Gelb from Barclays Capital. I wanted to get your perspective on how an improvement in the economy and payrolls would essentially act as a tailwind to your overall business, particularly in U.S.? Kevin, you want to pick up on it? You spend a fair amount of time on that. Yes. Well, ...
411229.0_1_4
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
4
qa
analyst_and_management
U.K. business and runoff operations status
Okay. And then just to get your level of comfort in the U.K. business and the runoff operations, are things tracking according to plan there? Kevin, you want to pick up on that again? Also, I think, Jay, too, you remember we went through some of this before in the U.S. I think as we think about what's happening there, ...
411229.0_1_5
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
5
qa
analyst_and_management
U.S. segment discount rate impact and sales growth
And we'll go next to Yaron Kinar from Deutsche Bank. Can we start with the U.S. segment for a second? When I think of the 50-basis-point reduction in discount rate, I guess I was somewhat surprised to see group long-term disability new sales grow by 15% in the quarter with that. So any additional color you may be able ...
411229.0_1_6
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
6
qa
analyst_and_management
U.K. reinsurance program details
Okay. And then the U.K. segment, could you -- I'm sorry if I missed this, but can you provide a little more color on the reinsurance program? Does that -- you put on kind of the size or structure of it? Absolutely. Rick, you want to pick that one up? Yes, certainly. There's 2 elements to it. And as I mentioned, it's re...
411229.0_1_7
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
7
qa
analyst_and_management
RBC ratio and capital return philosophy
Got it. And if I could sneak in one more, the RBC ratio came down to kind of within the target range now. How should we think of the ability to return excess capital, with the target range kind of in -- being in the target range already? Rick? Certainly. When you look at where our RBC level is, we're within our target ...
411229.0_1_8
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
8
qa
analyst_and_management
discount rate change considerations
And we'll take a question from Randy Binner from FBR. Just one on the discount rate change. The -- we look at the 10-year and then credit spreads have been tighter too. And so the 10-year, I guess, is moving higher, credit spreads are still tight. But my question is, I mean, what would need to change in those metrics w...
411229.0_1_9
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
9
qa
analyst_and_management
Colonial benefit ratio and sales outlook
Okay, understood. And then on Colonial, I just kind of had a couple broad questions. And so it's really starting with the benefit ratio. I mean it came in kind of where we thought it would, maybe 52.5%. And that's been where we've been running, but it's higher than we were I guess in kind of '11 and looking back to '10...
411229.0_1_10
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
10
qa
analyst_and_management
large-case market sales growth and UnitedHealthcare partnership
Chris Giovanni from Goldman Sachs has our next question. I guess first question for Kevin. So we saw some good sales growth, a lot of it or all of it was really driven by the large-case market versus kind of your core market. I think some of this is driven by your partnership with UnitedHealthcare. But I guess how shou...
411229.0_1_11
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
11
qa
analyst_and_management
U.K. business stabilization and growth outlook
Okay. And then, Rick, you gave some pretty good insight in terms of the near- to intermediate-term strategy for the U.K. But I guess when do you expect we see that shift from stabilization to growth? Is that something we could see a year from now? Or could it take longer than that, just given the duration of some of th...
411229.0_1_12
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
12
qa
analyst_and_management
Dodd-Frank implications on hedging strategy
Okay, great. And then just one last quick one. I guess regarding your hedging strategy, curious if you can comment at all on any implications from Dodd-Frank around collateral requirements or if it causes you to increase your cash balances at all. Yes, certainly. We're looking at that. I mean there's one area in the bu...
411229.0_1_13
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
13
qa
analyst_and_management
Closed Block price increases and loss ratio outlook
And we'll hear next from Mark Hughes from SunTrust. With the price increases in the Closed Block coming in later in the year, is that going to lead to declining loss ratios? Rick, you want to talk just to the outlook for the Closed? So when you look at the Closed Block, and it's 2 different pieces. Our individual disab...
411229.0_1_14
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
14
qa
analyst_and_management
U.S. voluntary business growth outlook
Got you. And then the -- in voluntary within the U.S. business, that growth has decelerated a little bit. What's the outlook there? Kevin? We still look to grow at about sort of 150% to 200% of the marketplace, given our position, our ability to package products between voluntary lines and group lines. As you know, we ...
411229.0_1_15
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
15
qa
management
natural growth signs from existing customers
Then one final question. Have you started to see any movement in that natural growth, more people, higher wages with your existing customers? Not yet, not at least in any way that you can see flow through the numbers. I think there are good signs out there that employment may be sort of stabilizing, that this employmen...
411229.0_1_16
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
16
qa
analyst_and_management
earnings base and growth outlook for 2013
[Operator Instructions] Our next question is from Steven Schwartz from Raymond James & Associates. A quickie first. Rick, earnings came in I think a little bit better than everybody was looking for. There were a few items here or there. What do you think -- what would be the base for the growth for 2013, I guess, in yo...
411229.0_1_17
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
17
qa
analyst_and_management
Unum UK reinsurance line and coverage
Okay, great. And then I want to go back to Unum UK, make sure I understand what is happening here. The reinsurance is on which line? The group life line, purely. It's purely the group life line. And it's 50% of the in force, is that correct? Or is it 50% of new business? Yes, that's correct. It's in force and new busin...
411229.0_1_18
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
1
18
qa
analyst_and_management
4Q and 3Q 2012 normalized expense and reinsurance impact
Okay. And -- [Audio Gap] 4Q '12 and 3Q '12. In 3Q '12, you stated that you thought there was just some volatility, that the normalized number in pounds was still GBP 20 million to GBP 25 million. I understand from Tom -- so you reported about GBP 22 million. I understand from Tom, there was about a $5 million hit from ...
411229.0_2_0
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
2
0
qa
analyst_and_management
reinsurance and GBP 20-25 million range outlook
there. That would kind of get you to 26, 27, somewhere in that range. Are you still thinking that, that GBP 20 million to GBP 25 million is the range for this year? And if so, how does the reinsurance play into that, if it does at all? Yes, so the reinsurance we've incorporated in terms of our outlook, so when you thin...
411229.0_2_1
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
2
1
qa
analyst_and_management
Colonial business underwriting
Right. Sorry about that. And then on Colonial, I don't know if you answered this, how much of Colonial's business is individually underwritten versus group underwritten? Randy, you want to pick that up, just a little bit about your block of business? Yes, the vast majority of our business is still on an individual basi...
411229.0_2_2
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
2
2
qa
analyst_and_management
EBSA FAQ impact on group indemnity insurance
Okay. The reason why I ask that is that, Randy, you may or may not be aware that the EBSA came out with a FAQ regarding group indemnity insurance, and whether or not it would be exempt under ACA, certain types of products? I am familiar with that, yes. So it sounds to me like that doesn't affect you at all. But would i...
411229.0_2_3
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
2
3
qa
analyst_and_management
U.K. reinsurance transaction and risk transfer
Moving on, we'll hear from Mark Finkelstein from Evercore Partners. I also want to go back to the U.K. just to make sure I understand it. I guess the way I'll ask the question is I think, Rick, you opened it up as kind of -- describing it as smoothing. And I guess my question is, is the ultimate loss content unchanged ...
411229.0_2_4
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
2
4
qa
analyst_and_management
Group life and disability product relationship in U.K.
Okay. Yes, I got on late. I apologize if I misinterpreted you. I guess the other question I was thinking about is just looking at the persistency of group life and the sales levels of group life in the U.K., how tied is the group life product to disability in the U.K. market? And how cognizant do you have to be in term...
411229.0_2_5
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
2
5
qa
analyst_and_management
U.K. reinsurance volatility and earnings impact
We'll go next to Jeff Schuman from KBW. I'm sorry to do this, but I think I'm going to come back to the U.K. for the ninth time. And it's probably been well explained, but I didn't quite follow it. I guess what I think I'm hearing is that you're ceding a significant amount of the volatility and you're ceding some of th...
411229.0_2_6
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
2
6
qa
analyst_and_management
Reinsurer participation in profits and upside
Okay. So at this point, they're participating in the modest level of profits, which is not much of a give-up. But then going forward, they would also participate in some of the upside, is that... That's correct. That's correct. And so as we go through these repricing actions, we have to factor that in.
411229.0_2_7
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
2
7
qa
analyst_and_management
U.S. corporate America employment market strength
Okay. And then one kind of high-level question. I think I heard Kevin say that -- Kevin was asked a couple questions about kind of U.S. corporate America and the employer situation. And it sounds like you're not necessarily yet seeing a lot of emerging strength. Thinking back a few quarters, I think, at one point last ...
411229.0_2_8
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
2
8
qa
analyst_and_management
LTC earnings improvement timeline and rate increase process
Our next question is from Seth Weiss from Bank of America Merrill Lynch. A quick question on the LTC. I was just a little bit confused by recent remarks that the improvements in earnings would be gradual over time. I thought you had mentioned earlier in the call that you're 60% of the way through this process and that ...
411229.0_2_9
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
2
9
qa
analyst_and_management
LTC repricing cycle duration
Okay, great. And if we think about this cycle of how long it takes to reprice the book, is it 2 to 3 years? Is that a fair sort of assessment when we start thinking about late 2013 as a starting point? About 2 years, I would say, 2013 into 2014, and then you start to see the emergence following that. But I think it's g...
411229.0_2_10
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
2
10
qa
analyst_and_management
Capital excess level and macro triggers
Okay, great. Very clear. And just one high-level question on capital. You've been pretty consistent about signaling $500 million next year. I don't know if that will still have a pretty nice cash cushion. When we think going forward, what's the main trigger in terms of bringing that down? I believe you said macro event...
411229.0_2_11
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
2
11
qa
analyst_and_management
Tax rate and corporate earnings guidance
And that last question will come from Sean Dargan from Macquarie. Most of my questions have been asked and answered. But just when I look at the tax rate and the corporate earnings relative to where our model was, it seems that the corporate loss was higher, but the consolidated effective tax rate was lower. Should we ...
411229.0_2_12
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
2
12
closing
management
call closing remarks
Thank you, Sean. And I know it's been a busy morning for many of you. So thank you for taking time to join us on this morning's call. This will complete our fourth quarter 2012 earnings call. Thank you.
411229.0_2_13
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
2
13
noise
operator
conference closing
And that does conclude our conference for today. Thank you all for your participation.
2718249.0_1_0
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
1
0
segment_discussion
management
commercial real estate lending and credit assumptions
then just the overall backdrop today. Sure. Let me just do CRE quickly, Ebrahim. As you know, our sort of multifamily commercial term lending business is really quite different from the classic office type business. Our office portfolio is very small, Class A, best developers, best locations. So the vast majority of th...
2718249.0_1_1
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
1
1
management_discussion
management
risk weighted assets and capital optimization
Noted. And I guess just as a follow-up on you've managed RWA growth pretty well when you look at like loan growth year-over-year versus RWA, stayed relatively flat. As we think about just managing capital, how should we think about the evolution of RWA? Are there still opportunities to optimize that going into whatever...
2718249.0_1_2
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
1
2
qa
analyst_and_management
levered loans market and bank balance sheets
The next question is coming from the line of Glenn Schorr from Evercore ISI. I'm curious, I want to talk levered loans for a second. You've done a good job avoiding some of these -- put on these loans for the like the better half of the last half year. So good call on your part. Things have gotten a lot cheaper. Howeve...
2718249.0_1_3
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
1
3
qa
analyst_and_management
competitive landscape in higher rate environment
Interesting. So maybe a bit [ lasting ], more so. Okay. Maybe, Jamie, while we have you. In the last annual letter, you talked about low competitive moats and intense competition from all angles, not just fintech. And I was just trying to think out loud. Is that better or worse, that competitive landscape in a much hig...
2718249.0_1_4
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
1
4
qa
analyst_and_management
payments business equity write-downs and private equity risks
The next question is coming from the line of Gerard Cassidy from RBC Capital Markets. Jeremy, you mentioned in your payments business that if you took out the equity investment write-downs, the growth was over 50%. Can you share with us on the equity write-downs -- obviously, private equity is going through some challe...
2718249.0_1_5
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
1
5
qa
analyst_and_management
loan loss reserve buildup and Shared National Credit exam
Great. And then as a follow-up question, you guys did a good job building up that loan loss reserve this quarter. Two questions to that. First, the Shared National Credit exam results are always released in February. Does the reserve buildup takes some of that into account? And second, how much of the reserve build was...
2718249.0_1_6
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
1
6
qa
analyst_and_management
RWA mitigation efforts and income statement effects
The next question is coming from the line of Ken Usdin from Jefferies. I'm just wondering if you can help us understand the ongoing efforts on your mitigation for the RWAs in advance of all the points we've made already about the pending capital regime. How do we -- can you help us understand what type of effects that ...
2718249.0_1_7
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
1
7
qa
analyst_and_management
loan loss reserve and unemployment rate scenarios
Okay. And then on the -- one follow-up, just coming back to the reserving process. Can you just help us understand relative to the 5% peak in 3Q that you gave for your unemployment rate quarterly average in the 3.9 average baseline, just where does this fourth quarter reserve get you to? And does that rule of thumb tha...
2718249.0_1_8
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
1
8
qa
analyst_and_management
expense management and operating leverage
The next question is coming from the line of Betsy Graseck from Morgan Stanley. I wanted to understand a little bit about how you're thinking about managing the expense line as you go through this year. I know we talked already about how it's hard to predict NII. Obviously, markets has pushes and pulls. Can you help us...
2718249.0_1_9
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
1
9
qa
analyst_and_management
capital charges and operating leverage debate
Okay. And part of the reason for asking is one of the debate points on JPMorgan stock has been around the capital charges, the capital march, and will capital be a bigger burden for you to bear as we go through the next couple of years? As you deliver on the positive operating leverage side, it gives you room to absorb...
2718249.0_1_10
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
1
10
qa
analyst_and_management
financial discipline and acquisition strategy
The next question is coming from the line of Mike Mayo from Wells Fargo Securities. I recognize you're evolving your business model and you're spending money to make more money and that your track record last decade was strong there. But as it relates to the Frank acquisition that's been in the news, I'm just wondering...
2718249.0_1_11
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
1
11
qa
analyst_and_management
organic growth and payments business investment responsibility
Let me follow up on that. So that relates to the inorganic growth. As it relates to the organic growth, such as in the Payments business, which I know is a focus that cuts across a lot of different business lines. So as you invest more in Payments, which is -- can be a 20 or 30 PE business, which could be great if you ...
2718249.0_1_12
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
1
12
qa
analyst_and_management
expense growth and expected returns on investments
And then last follow-up to my first start, the general comment. I mean this is the third year in a row of about $5 billion of expense growth, and you have Slide 11 there. But -- I mean, that's a lot of certain front-loaded expenses for less certain back-ended benefits. How is your comfort level that you're going to see...
2718249.0_1_13
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
1
13
qa
analyst_and_management
investment banking and trading outlook
Next question is coming from the line of Steve Chubak from Wolfe Research. So I wanted to start off with a question on the outlook for trading in the Investment Banking businesses. Just Jeremy, given the strong pipelines you cited, I was hoping you can provide some additional color just in terms of what you're hearing ...
411229.0_0_0
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
0
0
noise
operator
operator logistics
Good day, everyone, and welcome to the Unum Group Fourth Quarter 2012 Earnings Results Conference Call. Today's call is being recorded. At this time, for opening remarks and introductions, I would like to turn the conference over to the Senior Vice President, Investor Relations, Mr. Tom White. Please go ahead.
411229.0_0_1
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
0
1
introduction
investor_relations
opening remarks and introductions
Great. Thank you, Kim. Good morning, everyone, and welcome to the fourth quarter 2012 analyst and investor conference call for Unum. Our remarks this morning will include forward-looking statements, which are statements that are not of current or historical fact. As a result, actual results might differ materially from...
411229.0_0_2
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
0
2
management_discussion
management
company performance overview
Thank you, Tom, and good morning, everybody. Our fourth quarter was another solid one with operating earnings per share growth of 5.1%, and for the full year, our earnings per share grew 5.7%. This represents the seventh consecutive year of operating earnings per share growth at the company. In the fourth quarter, we s...
411229.0_0_3
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
0
3
financial_review
management
operating results overview
Great. Thank you, Tom. As you can see from our press release yesterday afternoon, we reported net income of $233.9 million for the fourth quarter of 2012 or $0.85 per diluted common share compared to a net loss in the year-ago quarter of $369 million or $1.26 per diluted common share. Included in net income for the fou...
411229.0_0_4
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
0
4
management_discussion
management
profit trends and growth analysis
Great. Thank you, Tom, and good morning, everyone. This morning, I'll cover the profit trends we experienced in our business segments this quarter, a little more detail on our growth trends, and I'll also update you on our investment results and capital position. First, on operating results in the fourth quarter, our U...
411229.0_0_5
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
0
5
financial_review
management
sales and growth trends
Now I'd like to move to discussion of our sales and growth trends, beginning with Unum US. We continue to be pleased with our sales results, with a 4.8% growth in overall sales in the fourth quarter and 7.5% for the full year. This quarter, sales growth was a bit more skewed to the large-case market, where we remain di...
411229.0_0_6
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
0
6
financial_review
management
balance sheet and investment portfolio
Moving on to the balance sheet and the investment portfolio, there is little change to our recent trends of strong credit quality in the midst of a challenging environment for new money yields. This is due to the low level of interest rates as well as tight corporate bond spreads. On credit quality, the net unrealized ...
411229.0_0_7
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
0
7
financial_review
management
capital position
Now moving on to our capital position, which closed the year in a very strong position. As we've discussed in the past, the important driver is statutory net income, which totaled $188 million for our traditional U.S. life insurance company in the fourth quarter and $625 million for the full year. This performance help...
411229.0_0_8
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
0
8
guidance_outlook
management
2013 earnings outlook
And finally, in closing, we remain consistent with the overall outlook we introduced at our December meeting, as we anticipate growth in operating earnings per share for 2013 to be within the range of 0% to 6%.
411229.0_0_9
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
0
9
closing
management
closing remarks before Q&A
Thanks, Rick. As we move to your questions, I'll close by reiterating what I said earlier. We are generally pleased with our financial and operating results this quarter and for the full year of 2012. Unum US and Colonial Life continue to generate strong results in the quarter, while the results in Unum UK and the Clos...
411229.0_0_10
411,229
Unum Group
Unum Group, Q4 2012 Earnings Call, Feb 06, 2013
2013-02-06T00:00:00
0
10
qa
analyst_and_management
U.K. and long-term care business questions
Our first question today is from Suneet Kamath from UBS. So I wanted to focus on the U.K. and the long-term care business which surprised relative to what we were expecting. So I was just wondering if you could comment on 2 things. First, in terms of the U.K. and LTC, how much of the better-than-expected claims experie...
1154858.0_1_0
1,154,858
Revolution Lighting Technologies, Inc.
Revolution Lighting Technologies, Inc., Q4 2016 Earnings Call, Mar 09, 2017
2017-03-09T00:00:00
1
0
management_discussion
management
LED technology and controls importance
and I mentioned it briefly in my introduction, controls are going to become a much more important differentiator going forward. Not only is the customer now educated in what LEDs can do in reducing his energy cost by 60%, reducing his maintenance cost, extending the life of the product from 2 to 3 years to 8 or 9 years...
1154858.0_1_2
1,154,858
Revolution Lighting Technologies, Inc.
Revolution Lighting Technologies, Inc., Q4 2016 Earnings Call, Mar 09, 2017
2017-03-09T00:00:00
1
2
qa
analyst_and_management
Navy PIN number and bidding process
Our next question comes from Lisa Thompson of Zacks Investment Research. I have a couple of them. First off, on the Navy, you say you're waiting for a PIN number. Does that mean that you're sitting with a bunch of proposals on your desk that just need to fill in a number and then you send it out for bidding? Well, I do...
1154858.0_1_3
1,154,858
Revolution Lighting Technologies, Inc.
Revolution Lighting Technologies, Inc., Q4 2016 Earnings Call, Mar 09, 2017
2017-03-09T00:00:00
1
3
qa
analyst_and_management
Buy America program and compliance
Okay, great. Now could talk a little bit about this Buy America program that you got? I don't know what is that certified for, you have products in. Talk about where that is applicable and what that means going forward. In order to comply with U.S. government procurement regulations, many of the procurements have Buy A...
1154858.0_1_4
1,154,858
Revolution Lighting Technologies, Inc.
Revolution Lighting Technologies, Inc., Q4 2016 Earnings Call, Mar 09, 2017
2017-03-09T00:00:00
1
4
closing
management
closing remarks and outlook
Well, thanks very much for participating in the call. I think you've got from our enthusiasm that we like where we are, we like our company's position, we like the space and we look forward to having a very, very good 2017, positive cash flow, good gross margins, good organic growth. And we look forward to talking to y...
1154858.0_1_5
1,154,858
Revolution Lighting Technologies, Inc.
Revolution Lighting Technologies, Inc., Q4 2016 Earnings Call, Mar 09, 2017
2017-03-09T00:00:00
1
5
noise
operator
conference conclusion
The conference has now concluded. Thank you for attending today's presentation. You may now disconnect.
2730049.0_2_0
2,730,049
Cummins Inc.
Cummins Inc., Q4 2022 Earnings Call, Feb 06, 2023
2023-02-06T00:00:00
2
0
management_discussion
management
industry transition and competitive positioning
up. And we've seen quite a few emerging suppliers in the EV, e-mobility space really struggled the last 12 months with deliveries or profitability. Do you see some of the dynamics driving OEM conversations back to you and traditional suppliers as we start looking ahead to some of these key dates and trying to adopt mor...
2730049.0_2_1
2,730,049
Cummins Inc.
Cummins Inc., Q4 2022 Earnings Call, Feb 06, 2023
2023-02-06T00:00:00
2
1
closing
management
closing remarks
At this time, I'd like to turn the floor back over to Mr. Clulow for closing comments. Thank you all for your participation today. That concludes our teleconference. I really appreciate the interest. And as always, the Investor Relations team will be available for questions after the call this afternoon. Take care.
2730049.0_2_2
2,730,049
Cummins Inc.
Cummins Inc., Q4 2022 Earnings Call, Feb 06, 2023
2023-02-06T00:00:00
2
2
noise
operator
call closing instructions
Ladies and gentlemen, thank you for your participation and interest in today's conference. You may disconnect your lines or log off the webcast at this time, and enjoy the rest of your day.
2718249.0_0_0
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
0
noise
operator
operator logistics
Good morning, ladies and gentlemen. Welcome to JPMorgan Chase's Fourth Quarter 2022 Earnings Call. This call is being recorded. [Operator Instructions] We will now go live to the presentation. Please stand by. At this time, I would like to turn the call over to JPMorgan Chase's Chairman and CEO, Jamie Dimon; and Chief ...
2718249.0_0_1
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
1
introduction
management
opening remarks
Thank you very much. Good morning, everyone. The presentation is available on our website, and please refer to the disclaimer on the back. Starting on Page 1.
2718249.0_0_2
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
2
financial_review
management
quarterly financial results overview
The firm reported net income of $11 billion, EPS of $3.57, on revenue of $35.6 billion and delivered an ROTCE of 20%. This quarter, we had 2 significant items in Corporate, a $914 million gain on the sale of Visa B shares, offset by $874 million of net investment securities loss. Touching on a few highlights. Combined ...
2718249.0_0_3
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
3
financial_review
management
fourth quarter detailed results
On Page 2, we have more on our fourth quarter results. Revenue of $35.6 billion was up $5.2 billion or 17% year-on-year. NII ex Markets was up $8.4 billion or 72% driven by higher rates. NIR ex Markets was down $3.5 billion or 26%, predominantly driven by lower IB fees as well as management and performance fees in AWM,...
2718249.0_0_4
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
4
financial_review
management
full year financial results
Looking at the full year results on Page 3. The firm reported net income of $37.7 billion, EPS of $12.09 and record revenue of $132.3 billion, and we delivered an ROTCE of 18%.
2718249.0_0_5
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
5
financial_review
management
balance sheet and capital
On the balance sheet and capital on Page 4, we ended the quarter with a CET1 ratio of 13.2%, up 70 basis points, primarily driven by the benefit of net income, including the sale of Visa B shares less distributions, AOCI gains and lower RWA. RWA declined approximately $20 billion quarter-on-quarter, reflecting lower RW...
2718249.0_0_6
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
6
management_discussion
management
business overview and consumer health
Now let's go to our businesses, starting on Page 5. Starting with a quick update on the health of U.S. consumers and small businesses based on our data. They are generally on solid footing, although sentiment for both reflects recessionary concerns not yet fully reflected in our data. Combined debit and credit spend is...
2718249.0_0_7
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
7
financial_review
management
Banking & Wealth Management financials
Now moving to financial results. This quarter, CCB reported net income of $4.5 billion on revenue of $15.8 billion, which was up 29% year-on-year. You'll notice in our presentation that we renamed Consumer & Business Banking to Banking & Wealth Management. Starting there, revenue was up 56% year-on-year, driven by high...
2718249.0_0_8
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
8
financial_review
management
Card Services & Auto financials
Moving to Card Services & Auto. Revenue was up 12% year-on-year, predominantly driven by higher card services NII on higher revolving balances, partially offset by lower Auto lease income. Card outstandings were up 19%. Total revolving balances were up 20%, and we are now back to pre-pandemic levels. However, revolving...
2718249.0_0_9
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
9
financial_review
management
Corporate & Investment Bank financials
Next, the CIB on Page 6. CIB reported net income of $3.3 billion on revenue of $10.5 billion for the fourth quarter. Investment Banking revenue of $1.4 billion was down 57% year-on-year. IB fees were down 58%, in line with the market. In Advisory, fees were down 53%, reflecting lower announced activity earlier in the y...
2718249.0_0_10
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
10
financial_review
management
Commercial Bank financials
Moving to the Commercial Bank on Page 7. Commercial Banking reported net income of $1.4 billion. Record revenue of $3.4 billion was up 30% year-on-year, driven by higher deposit margins, partially offset by lower investment banking revenue and deposit-related fees. Gross Investment Banking revenue of $700 million was d...
2718249.0_0_11
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
11
financial_review
management
Asset & Wealth Management financials
Then to complete our lines of business, AWM on Page 8. Asset & Wealth Management reported net income of $1.1 billion with pretax margin of 33%. Revenue of $4.6 billion was up 3% year-on-year, driven by higher deposit margins and lower balances, predominantly offset by reductions in management and performance and placem...
2718249.0_0_12
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
12
financial_review
management
Corporate segment financials
Turning to Corporate on Page 9. Corporate reported a net gain of $581 million. Revenue of $1.2 billion was up $1.7 billion year-on-year. NII was $1.3 billion, up $2 billion year-on-year, due to the impact of higher rates. NIR was a loss of $115 million and reflects the 2 significant items I mentioned earlier. And expen...
2718249.0_0_13
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
13
guidance_outlook
management
2023 net interest income outlook
With that, let's pivot to the outlook for 2023, which I will cover over the next few pages, starting with NII on Page 10, while I take a sip of water. Okay. We expect total NII to be approximately $73 billion and NII ex Markets to be approximately $74 billion. On the page, we show how the significant increases in quart...
2718249.0_0_14
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
14
guidance_outlook
management
2023 expense outlook
Now turning to expenses on Page 11. We expect 2023 adjusted expense to be about $81 billion, which includes approximately $500 million from the higher FDIC assessment. Going through some of the other drivers. We expect increases from labor inflation, which, while it seems to be abating on a forward-looking basis, is ef...
2718249.0_0_15
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
15
guidance_outlook
management
2023 credit outlook
Moving to credit on Page 12. On the page, you can see how exceptionally benign the credit environment was in 2022 for the company across wholesale, Card and the rest of consumer. Turning to the 2023 outlook, for Card net charge-off rates specifically, Marianne gave quite a bit of detail about this at our recent confere...
2718249.0_0_16
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
16
management_discussion
management
2022 performance summary and 2023 expectations
So let's turn to Page 13 for a brief wrap-up before going to Q&A. We're very proud of the 2022 results, producing an 18% ROTCE and record revenue in what was a quite dynamic environment. Throughout my discussion of the outlook, I've emphasized the uncertainty in many of the key drivers of 2023 results. And while we are...
2718249.0_0_17
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
17
qa
analyst_and_management
NII outlook and deposit cost drivers
Our first question is coming from the line of John McDonald from Autonomous Research. Jeremy, I wanted to ask about the NII outlook, Slide 10. The range of outcomes on deposit costs is quite wide. As you mentioned, it looks like 1.5% to 2% demonstrated there. Does the $74 billion NII line up with kind of the midpoint o...
2718249.0_0_18
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
18
qa
analyst_and_management
buybacks and capital decisions
Okay. And on buybacks, how will you think about approaching buybacks and putting it in that mix of capital decisions that you have? And any thoughts on kind of the size or quantifying the potential buybacks? Yes, sure. So sort of in the mode of like helping you guys out to put a number in the model, if you sort of look...
2718249.0_0_19
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
19
qa
analyst_and_management
deposit attrition and beta guardrails
The next question is coming from the line of Erika Najarian from UBS. Jeremy, my first question is just, as you can imagine, following up on the NII line of questioning. Appreciate that there is a significant amount of uncertainty in this year's NII forecast in particular. But to follow up with John's question, I'm won...
2718249.0_0_20
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
20
qa
analyst_and_management
ROTCE outlook and recession impact
And my follow-up is exactly in that line of questioning. Let's zoom out for a second here. To your point, Jamie, the returns are still good. You mentioned that your outlook already captures a mild recession. And I'm going to reask the question I asked in the third quarter. As you think about 2023, do you think JPMorgan...
2718249.0_0_21
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
21
management_discussion
management
allowance and forecast conservatism
And Erika, let me just add a very minor clarifying point. I just want to be crystal clear about this. So as you know and as we discussed a lot, like through the pandemic in terms of the way we construct and build the allowance, while it's anchored around our economist central case forecast, which is you correctly say i...
2718249.0_0_22
2,718,249
JPMorgan Chase & Co.
JPMorgan Chase & Co., Q4 2022 Earnings Call, Jan 13, 2023
2023-01-13T00:00:00
0
22
qa
analyst_and_management
credit assumptions and CRE concerns
The next question is coming from the line of Ebrahim Poonawala from Bank of America Merrill Lynch. I guess maybe, Jeremy, just following up on the credit assumptions underlying. If you could give us a sense of what's assumed in that reserve ratio at the end of the year, be it in terms of the unemployment rate and your ...
2730049.0_0_0
2,730,049
Cummins Inc.
Cummins Inc., Q4 2022 Earnings Call, Feb 06, 2023
2023-02-06T00:00:00
0
0
noise
operator
operator logistics
Greetings, and welcome to the Cummins Inc. Fourth Quarter 2022 Earnings Conference. [Operator Instructions] As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Chris Clulow, Vice President of Investor Relations. Thank you. Please go ahead.
2730049.0_0_1
2,730,049
Cummins Inc.
Cummins Inc., Q4 2022 Earnings Call, Feb 06, 2023
2023-02-06T00:00:00
0
1
introduction
investor_relations
call introduction and participants
Thank you very much. Good morning, everyone, and welcome to our teleconference today to discuss Cummins' results for the fourth quarter of 2022 as well as the full year performance. Participating with me today are Jennifer Rumsey, our President and Chief Executive Officer; and Mark Smith, our Chief Financial Officer. W...
2730049.0_0_2
2,730,049
Cummins Inc.
Cummins Inc., Q4 2022 Earnings Call, Feb 06, 2023
2023-02-06T00:00:00
0
2
safe_harbor
investor_relations
legal disclaimer
Before we start, please note that some of the information that you will hear or be given today will consist of forward-looking statements within the meaning of the Securities and Exchange Act of 1934. Such statements express our forecasts, expectations, hopes, beliefs and intentions on strategies regarding the future. ...
2730049.0_0_3
2,730,049
Cummins Inc.
Cummins Inc., Q4 2022 Earnings Call, Feb 06, 2023
2023-02-06T00:00:00
0
3
management_discussion
management
2022 summary and strategic initiatives
With that out of the way, I will turn you over to our President and CEO, Jennifer Rumsey, to kick us off. Thank you, Chris. Good morning. I'll start with a summary of 2022, discuss our fourth quarter and full year results and finish with a discussion of our outlook for 2023. Mark will then take you through more details...
2730049.0_0_4
2,730,049
Cummins Inc.
Cummins Inc., Q4 2022 Earnings Call, Feb 06, 2023
2023-02-06T00:00:00
0
4
financial_review
management
Q4 and full year 2022 revenue and EBITDA performance
Demand for our products remain strong across all of our key markets and regions with the notable exception of China, resulting in strong revenues in the fourth quarter. Fourth quarter revenues totaled $7.8 billion. Excluding the Meritor business, revenues for the fourth quarter of 2022 were $6.6 billion, an increase of...
End of preview. Expand in Data Studio

No dataset card yet

Downloads last month
9