Silicon Valley Bank | Results Presentation Deck | 58 slides

SVB Financial Group · 2021-10
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

58
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
Includes a disclaimer callout at the bottom.front_matter
Open slide detailBeat · Attention
03
transition
Open slide detailBeat · Attention
04
Includes specific adjustments for the Boston Private (BP) acquisition.summarize
Open slide detailBeat · Attention
05
The slide uses a numbered list to present key performance indicators and strategic updates.summarize
Open slide detailBeat · Attention
06
Uses a causal equation structure (Markets + Execution = Results).present_solution
Open slide detailBeat · NeedLoop · Zoom In
07
The slide uses a grid layout to present five distinct data-driven arguments for the strength of the innovation economy.establish_context
Open slide detailBeat · NeedLoop · Zoom In
08
The chart uses a combination of stacked bar charts for absolute values and line charts for growth percentages, with shaded regions marking historical economic eanalyze_data
Open slide detailBeat · NeedLoop · Zoom In
09
The slide uses a combination of bar charts for capital ratios and a series of callout boxes for capital levers.analyze_data
Open slide detailBeat · NeedLoop · Zoom In
10
Includes specific guidance on merger-related charges and exclusions for the outlook.analyze_data
Open slide detailBeat · NeedLoop · Zoom In
11
The slide uses a circular diagram to represent the client-centric business model.establish_context
Open slide detailBeat · Satisfaction
12
The slide uses a growth metaphor (trees) at the bottom to visually represent the 'long-term growth' theme.present_solution
Open slide detailBeat · Satisfaction
13
Includes a donut chart showing service capabilities and a grid showing sector coverage.summarize
Open slide detailBeat · Satisfaction
14
Includes a mix of strategic goals, quantitative KPIs, and a status update on integration milestones.summarize
Open slide detailBeat · Satisfaction
15
The slide uses a Venn diagram to illustrate the integration of Wealth Advisory, Lending, and Investment services.present_solution
Open slide detailBeat · Satisfaction
16
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 · Satisfaction
17
The slide uses a combination of bar and line charts to show historical performance and growth outlooks for SVB.analyze_data
Open slide detailBeat · Satisfaction
18
Includes a mix of bar charts, stacked bar charts, and a list of diversification drivers.analyze_data
Open slide detailBeat · Satisfaction
19
The slide uses a combination of big numbers and descriptive text to convey financial strength in a rising rate environment.summarize
Open slide detailBeat · Satisfaction
20
The slide uses a grid of 8 value drivers followed by a scenario-based financial objective table.quantify_opportunity
Open slide detailBeat · Satisfaction
21
transition
Open slide detailBeat · ActionLoop · Cost Of Inaction
22
The slide uses a structured list format to explain the impact of various external factors on the business model.establish_context
Open slide detailBeat · ActionLoop · Cost Of Inaction
23
Includes a stacked bar chart for client funds and a combination chart for deposit mix/pricing.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
24
Includes two stacked bar charts with line overlays and data tables for portfolio metrics.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
25
Slide 25 from SVB Q3 2021 Financial Highlights presentation.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
26
Includes a waterfall chart for loan yield and a stacked bar chart for loan portfolio composition.analyze_data
Open slide detailBeat · Action
27
Includes two waterfall charts (NII and NIM) and a list of qualitative drivers for future outlook.analyze_data
Open slide detailBeat · Action
28
Includes detailed footnotes regarding specific accounting adjustments and definitions.analyze_data
Open slide detailBeat · Action
29
The slide uses donut charts to compare portfolio composition by volume vs. risk allowance, with specific annotations for new segments post-acquisition.analyze_data
Open slide detailBeat · Action
30
The slide uses a waterfall bridge to explain the movement in ACL balances.analyze_data
Open slide detailBeat · Action
31
Includes a stacked bar chart for fee income and a waterfall chart for AUM.analyze_data
Open slide detailBeat · Action
32
Includes a donut chart for business segments, a stacked bar chart for revenue, and a list of strategic drivers.analyze_data
Open slide detailBeat · Action
33
Includes two stacked bar charts showing historical performance trends.analyze_data
Open slide detailBeat · Action
34
The chart uses a stacked bar for annual performance (gains vs losses) and a line for the cumulative net result.analyze_data
Open slide detailBeat · Action
35
Includes a waterfall-style bridge for FY'22 expense growth drivers.analyze_data
Open slide detailBeat · Action
36
summarize
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appendix
Open slide detailBeat · Action
38
Slide 38 from Q3 2021 Financial Highlights deck.establish_context
Open slide detailBeat · Action
39
The slide uses a hub-and-spoke diagram to illustrate the firm's central position in the innovation ecosystem.present_framework
Open slide detailBeat · Action
40
Includes footnotes regarding non-GAAP measures and specific accounting bases.analyze_data
Open slide detailBeat · Action
41
Slide uses a three-pillar structure to summarize liquidity strengths.analyze_data
Open slide detailBeat · Action
42
The slide uses stacked bar charts to show the composition of assets and liabilities over time.analyze_data
Open slide detailBeat · Action
43
The slide highlights the shift in portfolio composition, particularly the significant increase in Held-to-Maturity securities by Q3 2021.analyze_data
Open slide detailBeat · Action
44
The slide uses a dual-axis approach (bar chart for total volume, line chart for percentage share) to demonstrate a shift in portfolio risk composition.analyze_data
Open slide detailBeat · Action
45
The chart uses a grouped bar chart format to compare two metrics over time, with annotations for specific economic events.analyze_data
Open slide detailBeat · Action
46
Includes a specific disclaimer regarding a Q1'21 fraud loss event.analyze_data
Open slide detailBeat · Action
47
The slide combines a geographic map with quantitative investment data and a historical timeline of office openings.establish_context
Open slide detailBeat · Action
48
The slide uses two distinct chart types to demonstrate financial outperformance.compare_peers
Open slide detailBeat · Action
49
Includes detailed footnotes regarding data collection methodology and scope.analyze_data
Open slide detailBeat · Action
50
The slide highlights an average tenure of 12 years to emphasize stability and experience.introduce_nominees
Open slide detailBeat · Action
51
appendix
Open slide detailBeat · Action
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appendix
Open slide detailBeat · Action
53
appendix
Open slide detailBeat · Action
54
appendix
Open slide detailBeat · Action
55
Includes a specific adjustment for SVB Leerink revenue.analyze_data
Open slide detailBeat · Action
56
other
Open slide detailBeat · Action
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Standard corporate boilerplate slide found in investor presentations.front_matter
Open slide detailBeat · Action
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appendix
Open slide detailBeat · Action