Apollo Global Management | Results Presentation Deck | 37 slides — playbook

Apollo Global Management | Results Presentation Deck | 37 slides

Apollo Global Management · 2021-11

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

5

coverage by narrative range · generated from this deck JSON

Narrative range 37 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Setup 3 slides 100% 3/3 slides 100% 3/3 slides · 18 hits

— 0/3 slides

66.7% 2/3 slides

— 0/3 slides

100% 3/3 slides

— 0/3 slides

Key Performance Indicators Overview 11 slides 100% 11/11 slides 100% 11/11 slides · 55 hits

— 0/11 slides

63.6% 7/11 slides 18.2% 2/11 slides 100% 11/11 slides 54.5% 6/11 slides Segment Highlights 5 slides 100% 5/5 slides 100% 5/5 slides · 25 hits

— 0/5 slides

— 0/5 slides

— 0/5 slides

100% 5/5 slides

— 0/5 slides

Balance Sheet Highlights 3 slides 100% 3/3 slides 100% 3/3 slides · 11 hits

— 0/3 slides

33.3% 1/3 slides

— 0/3 slides

100% 3/3 slides 66.7% 2/3 slides Appendix 15 slides 100% 15/15 slides 100% 15/15 slides · 46 hits

— 0/15 slides

— 0/15 slides

— 0/15 slides

100% 15/15 slides

— 0/15 slides

Slide inventory

37

every slide · same image gating as the playbook

01

Includes specific dividend amounts for Class A Common Stock ($0.50) and Series A/B Preferred Stock ($0.398438).summarize

Open slide detailBeat · Setup

02

Standard press release footer content.other

Open slide detailBeat · Setup

03

front_matter

Open slide detailBeat · Setup

04

Includes non-GAAP financial information disclosure.summarize

Open slide detailBeat · Key Performance Indicators OverviewLoop · Logic Chain

05

The table includes revenue, expenses, other income, net income, and per-share data.summarize

Open slide detailBeat · Key Performance Indicators OverviewLoop · Logic Chain

06

Includes footnotes regarding performance fees, per share calculations, and realized principal investment income.analyze_data

Open slide detailBeat · Key Performance Indicators OverviewLoop · Logic Chain

07

The slide uses a waterfall bridge to explain the movement in FRE between quarters.analyze_data

Open slide detailBeat · Key Performance Indicators OverviewLoop · Logic Chain

08

Includes a minimum quarterly dividend threshold line.analyze_data

Open slide detailBeat · Key Performance Indicators OverviewLoop · Logic Chain

09

Includes CAGR metrics for 5-year growth comparison.analyze_data

Open slide detailBeat · Key Performance Indicators OverviewLoop · Logic Chain

10

The slide compares two metrics (Eligible vs Generating AUM) across five time periods (3Q'20, 2Q'21, 3Q'21, 3Q'16, 3Q'21) using stacked bar charts.analyze_data

Open slide detailBeat · Key Performance Indicators Overview

11

Includes footnotes regarding inflow/outflow definitions, specific redemption amounts, and Credit AUM composition.analyze_data

Open slide detailBeat · Key Performance Indicators Overview

12

Includes detailed breakdown of AUM not currently generating fees and required appreciation to reach performance fee thresholds.analyze_data

Open slide detailBeat · Key Performance Indicators Overview

13

Includes footnotes regarding financial reporting adjustments and definitions.analyze_data

Open slide detailBeat · Key Performance Indicators Overview

14

The chart illustrates the bridge between 2Q'21 and 3Q'21 using realized and unrealized performance fees.analyze_data

Open slide detailBeat · Key Performance Indicators Overview

15

transition

Open slide detailBeat · Segment Highlights

16

Includes a donut chart for AUM composition and a detailed table for financial results.analyze_data

Open slide detailBeat · Segment Highlights

17

Includes detailed financial table for 3Q and YTD periods, AUM donut chart, and a list of public investments.analyze_data

Open slide detailBeat · Segment Highlights

18

Includes a donut chart for AUM and a detailed table comparing 3Q'20/3Q'21 and YTD'20/YTD'21.analyze_data

Open slide detailBeat · Segment Highlights

19

transition

Open slide detailBeat · Segment Highlights

20

Standard financial statement presentation.analyze_data

Open slide detailBeat · Balance Sheet Highlights

21

Includes detailed footnotes regarding accounting methodology for share repurchases and investments.analyze_data

Open slide detailBeat · Balance Sheet HighlightsLoop · Before After

22

appendix

Open slide detailBeat · Balance Sheet HighlightsLoop · Before After

23

Includes detailed footnotes regarding profit sharing, escrow, and specific fund performance.analyze_data

Open slide detailBeat · Appendix

24

The table provides a granular view of financial performance metrics for three distinct business segments.analyze_data

Open slide detailBeat · Appendix

25

Includes footnotes explaining the calculation methodology for DE and per share data.analyze_data

Open slide detailBeat · Appendix

26

Includes footnotes regarding fund inclusion criteria and specific fund performance notations (NM).analyze_data

Open slide detailBeat · Appendix

27

Includes extensive footnotes detailing methodology and exclusions.analyze_data

Open slide detailBeat · Appendix

28

front_matter

Open slide detailBeat · Appendix

29

The table provides a bridge between GAAP and non-GAAP metrics, including adjustments for performance fees, profit sharing, and tax-related items.analyze_data

Open slide detailBeat · Appendix

30

This is a standard financial disclosure slide typically found in an earnings presentation appendix.analyze_data

Open slide detailBeat · Appendix

31

The table provides detailed adjustments for equity awards, performance fees, and investment income to derive segment-level performance metrics.summarize

Open slide detailBeat · Appendix

32

Contains three distinct financial tables for Revenues, Expenses, and Other Income (Loss).analyze_data

Open slide detailBeat · Appendix

33

summarize

Open slide detailBeat · Appendix

34

This is a standard financial disclosure page defining non-GAAP metrics.establish_context

Open slide detailBeat · Appendix

35

other

Open slide detailBeat · Appendix

36

This is a standard legal/financial disclosure slide providing definitions for non-GAAP metrics.appendix

Open slide detailBeat · Appendix

37

front_matter

Open slide detailBeat · Appendix