Silicon Valley Bank | Results Presentation Deck | 57 slides

SVB Financial Group · 2021-07
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

57
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
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front_matter
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transition
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Includes footnotes regarding non-GAAP measures and specific revenue sources.summarize
Open slide detailBeat · Attention
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The slide uses a numbered list format to present key performance indicators and strategic updates.summarize
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06
Uses a 'plus equals' equation structure to frame growth drivers.present_solution
Open slide detailBeat · NeedLoop · Cost Of Inaction
07
The slide uses a kite-surfing background image to metaphorically represent 'tailwinds'.analyze_data
Open slide detailBeat · NeedLoop · Cost Of Inaction
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The chart uses a dual-axis approach (stacked bars for volume, lines for growth rates) to correlate client funds with VC investment trends.analyze_data
Open slide detailBeat · NeedLoop · Cost Of Inaction
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The slide uses a combination of bulleted lists for activity, a bar chart for capital ratios, and a series of metric cards for capital levers.analyze_data
Open slide detailBeat · NeedLoop · Cost Of Inaction
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Includes historical data from 2007-2021 with 1H'21 actuals and FY'21 estimates.analyze_data
Open slide detailBeat · NeedLoop · Cost Of Inaction
11
The diagram uses a circular hub-and-spoke model to illustrate the integration of different SVB entities and external partners around a central 'Clients' core.present_framework
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
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Uses a visual equation format to represent strategic pillars.present_solution
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
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Includes leadership announcement for the combined business unit.summarize
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
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present_solution
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
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The slide uses a vertical column layout to map specific investments to their strategic utility for SVB's commercial banking and private bank divisions.present_solution
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
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Includes specific financial metrics related to NII sensitivity, deposit composition, loan growth, and hedging strategies.summarize
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
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The slide uses a list-based framework to highlight competitive advantages.summarize
Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet
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transition
Open slide detailBeat · Action
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The table compares three scenarios: previous outlook, current outlook excluding acquisition, and current outlook including acquisition.analyze_data
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20
The slide uses a structured list format to define the drivers of the company's financial model.frame_situation
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21
Includes a stacked bar chart for client funds and a combination chart for deposit mix/pricing.analyze_data
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22
Includes data on portfolio duration, hedge-adjusted duration, and securities purchases.analyze_data
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23
Includes specific financial metrics for Q2 2021 and forward-looking targets.analyze_data
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24
SVB financial highlights slide showing loan growth, portfolio mix, and yield impacts.analyze_data
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25
Includes waterfall charts for NII and NIM bridge analysis.analyze_data
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26
Includes a stacked bar chart showing provision for credit losses and a list of qualitative drivers.analyze_data
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27
The slide uses a donut chart to visualize the composition of total loans ($51B) and allowance for credit losses ($396M).analyze_data
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28
The slide explains the bridge between two reporting periods for credit loss reserves.analyze_data
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29
Includes a stacked bar chart of core fee income and a list of strategic drivers.summarize
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30
Includes a donut chart for service offerings, a stacked bar chart for revenue breakdown, and a list of strategic drivers.analyze_data
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31
Includes two stacked bar charts showing quarterly performance trends.analyze_data
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32
The chart uses a dual-component bar (blue for gains, purple for losses) with a green line representing the cumulative trend.quantify_opportunity
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33
Includes a waterfall chart showing the bridge from previous guidance to current guidance including/excluding Boston Private (BP).analyze_data
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summarize
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appendix
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Slide 36 from Q2 2021 Financial Highlights deck.summarize
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37
The slide uses a hub-and-spoke diagram to illustrate the company's position at the center of an innovation ecosystem.present_framework
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38
Includes footnotes regarding non-GAAP measures and specific financial definitions.analyze_data
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39
The slide uses a three-pillar structure to demonstrate competitive advantage in liquidity management.analyze_data
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40
The slide uses stacked bar charts to show the composition of assets and liabilities over time.analyze_data
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41
The slide highlights the composition of the investment portfolio, specifically emphasizing the high concentration of U.S. Treasuries and agency-backed securitieanalyze_data
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42
The chart uses a dual-axis approach: a stacked bar chart for total loan volume by segment and a line chart for the percentage of high-risk loans.analyze_data
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43
The slide uses a grouped bar chart to compare NPLs and NCOs over time, with shaded regions indicating major economic events.analyze_data
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44
The slide uses donut charts to visualize portfolio composition. It explicitly addresses a fraud loss event as an isolated incident.analyze_data
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45
The slide combines a thematic map with a historical timeline of international office openings.establish_context
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46
The slide uses CAGR arrows to highlight growth trends across four distinct financial categories.analyze_data
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47
The slide uses a bar chart for ROE and a line chart for TSR to demonstrate superior performance.compare_peers
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48
The slide uses a three-pillar approach for internal DEI and a separate section for external impact.summarize
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49
The slide highlights an average tenure of 12 years for the management team.introduce_nominees
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appendix
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appendix
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appendix
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53
The slide provides a detailed breakdown of adjustments to GAAP figures to arrive at Non-GAAP core fee income.analyze_data
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54
Includes adjustments for SVB Leerink, real estate, and other non-recurring items.analyze_data
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front_matter
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Includes standard corporate legal disclaimer at the bottom.front_matter
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other
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