Broadridge Financial Solutions | Results Presentation Deck | 52 slides

Broadridge · 2021-05
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Slide inventory

52
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
front_matter
04
Standard corporate financial disclaimer slide.other
05
The slide uses a timeline graphic to show the company's strategic evolution.summarize
06
establish_context
Open slide detailBeat · ProblemLoop · Logic Chain
07
Includes a secondary table row for EPS (GAAP) below the chart.analyze_data
Open slide detailBeat · ProblemLoop · Logic Chain
08
The slide also provides context that the total technology and operations spend by global banks is over $190 Billion.size_opportunity
Open slide detailBeat · ProblemLoop · Logic Chain
09
The slide uses a simple three-part categorization framework to explain capital allocation strategy.present_solution
Open slide detailBeat · SolutionLoop · Logic Chain
10
Financial metrics are FY20.analyze_data
Open slide detailBeat · SolutionLoop · Logic Chain
11
summarize
Open slide detailBeat · SolutionLoop · Logic Chain
12
transition
Open slide detailBeat · SolutionLoop · Logic Chain
13
The central diagram represents a hub-and-spoke model centered on the Broadridge brand.present_framework
Open slide detailBeat · SolutionLoop · Logic Chain
14
The slide uses a hub-and-spoke diagram to illustrate the central role of Broadridge in the financial ecosystem.establish_context
Open slide detailBeat · SolutionLoop · Logic Chain
15
The slide displays a pie chart for revenue distribution and a bar chart for growth rates.analyze_data
Open slide detailBeat · KPIs OverviewLoop · Logic Chain
16
analyze_data
Open slide detailBeat · KPIs OverviewLoop · Logic Chain
17
transition
Open slide detailBeat · KPIs OverviewLoop · Logic Chain
18
The slide uses a split-screen layout to contrast two distinct business units, each with its own strategic pillars and platform value propositions.present_solution
Open slide detailBeat · KPIs OverviewLoop · Logic Chain
19
The slide displays a pie chart for revenue split and a bar chart for growth rates, with a total recurring revenue figure.analyze_data
Open slide detailBeat · KPIs OverviewLoop · Logic Chain
20
The slide uses a split-screen layout: left side defines the solution (front-to-back), right side defines the client value proposition.present_framework
Open slide detailBeat · KPIs OverviewLoop · Logic Chain
21
front_matter
Open slide detailBeat · KPIs OverviewLoop · Logic Chain
22
summarize
Open slide detailBeat · KPIs OverviewLoop · Logic Chain
23
The chart uses a broken axis for the TAM bar to represent a significantly larger scale ($50B+) compared to the revenue bars ($4B range).size_opportunity
Open slide detailBeat · KPIs OverviewLoop · Logic Chain
24
The slide contrasts Non-GAAP adjusted margins with GAAP margins in a table-like format below the chart.analyze_data
Open slide detailBeat · KPIs OverviewLoop · Logic Chain
25
The slide uses a bar chart for FCF conversion and a pie chart for capital allocation.analyze_data
Open slide detailBeat · KPIs OverviewLoop · Logic Chain
26
The slide highlights the performance of M&A activities between FY18 and FY20.analyze_data
Open slide detailBeat · KPIs OverviewLoop · Logic Chain
27
Includes footnotes explaining adjustments and definitions for non-GAAP measures.analyze_data
Open slide detailBeat · KPIs OverviewLoop · Logic Chain
28
The slide includes a disclaimer about Non-GAAP measures.analyze_data
Open slide detailBeat · KPIs OverviewLoop · Logic Chain
29
The table highlights improvements in revenue mix, growth, and margins.analyze_data
30
analyze_data
31
analyze_data
32
Includes Broadridge corporate branding and abstract growth-oriented graphic elements.front_matter
33
analyze_data
34
The chart combines growth percentages (FY18-FY21) and absolute revenue figures (Q3'20-Q3'21).analyze_data
35
Amounts in millions; note on rounding included.analyze_data
36
analyze_data
37
The chart uses a waterfall bridge format to explain the $65M increase in recurring revenue.analyze_data
38
The slide uses a waterfall bridge for the top chart and a bar chart with a historical average line for the bottom chart.analyze_data
39
The chart shows year-over-year margin expansion (bps) and compares historical fiscal years with quarterly results.analyze_data
40
analyze_data
41
Includes a specific callout for the $2.5B Itiviti acquisition.analyze_data
43
Includes a disclaimer about recasting of revenue data in Q2 2021.analyze_data
44
Standard financial disclosure slide explaining adjustments made to GAAP figures.other
45
Standard financial disclosure slide explaining adjustments to GAAP earnings and the methodology for calculating Free Cash Flow.other
46
Includes a footnote explaining the tax impact calculation.analyze_data
47
Includes a footnote (a) explaining tax adjustments and a rounding disclaimer.analyze_data
48
Includes adjustments for amortization, acquisition costs, cloud charges, and real estate/Covid expenses.analyze_data
49
Includes specific adjustments for amortization, acquisition costs, and tax impacts.analyze_data
50
Includes a disclaimer about rounding and unaudited status.analyze_data
51
The slide provides a standard financial reconciliation table.analyze_data
52
state_next_steps