{
  "docId": "019dd923-5e88-73ef-bd5b-5b56109065e7",
  "docSlug": "f9574e8f8445fb37",
  "documentTitle": "20240220 Barclays FY2023 Results and Investor Update Presentation",
  "authorId": "Barclays",
  "authorName": "Barclays",
  "documentKindSlug": "consulting-deck",
  "documentKindLabel": "Consulting deck",
  "sourceTypeSlug": "equity_research",
  "sourceTypeLabel": "Equity research",
  "presentationDate": null,
  "orientation": "landscape",
  "aspectRatio": 1.778,
  "pageNumber": 9,
  "pageCount": 145,
  "prevPage": 8,
  "nextPage": 10,
  "slideType": "kpi_dashboard",
  "function": "quantify_impact",
  "density": "dense",
  "nDataPoints": 30,
  "notes": "The slide uses a stacked bar chart to show cost composition and a list of callouts to explain YoY variances by business unit.",
  "elementsJson": [
    "headline_text",
    "bar_chart_stacked",
    "bullet_list",
    "callout_box",
    "footnote"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-5e88-73ef-bd5b-5b56109065e7/9",
  "deckHref": "/decks/019dd923-5e88-73ef-bd5b-5b56109065e7",
  "deckJsonHref": "/decks/019dd923-5e88-73ef-bd5b-5b56109065e7.json",
  "deckAnchorHref": "/decks/019dd923-5e88-73ef-bd5b-5b56109065e7#slide-9",
  "components": [
    {
      "bbox": {
        "h": 0.05,
        "w": 0.96,
        "x": 0.02,
        "y": 0.82
      },
      "kind": "callout",
      "text": "Achieved Group cost: income ratio guidance of low 60s% | Achieved guidance of Q123 high point for Group and CIB operating costs",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ed4a66f4-496f-477b-b9e6-14ac14ce3d46",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.55,
        "w": 0.5,
        "x": 0.02,
        "y": 0.25
      },
      "kind": "chart",
      "text": "Stacked bar chart showing operating expenses by business unit (L&C, BUK, CC&P, CIB) for Q123-Q423 and FY22-FY23.",
      "attrs": null,
      "subkind": "bar-stacked",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "51a7832e-ffcd-417a-ad20-15b8ebd8c6b7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.96,
        "x": 0.02,
        "y": 0.9
      },
      "kind": "disclaimer",
      "text": "Excludes the impact of the Over-issuance of Securities... | Note: c.30% of Group operating expenses in USD.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "29975d99-b163-4297-a8cd-f74be5056c81",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.5,
        "w": 0.4,
        "x": 0.55,
        "y": 0.3
      },
      "kind": "list",
      "text": "-£31m | -1% Barclays UK YoY; +£394m | +14% Consumer, Cards & Payments YoY; +£520m | +7% Corporate & Investment Bank YoY; -£49m Head Office YoY",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "94ae5e9b-22cf-4b0e-bfbe-113b242f85f9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "Group operating expenses: £16.0bn",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd952-1042-7629-9bcb-d9c22f0e776b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.6,
        "x": 0.02,
        "y": 0.15
      },
      "kind": "paragraph",
      "text": "Group operating expenses excluding the impact of the Over-issuance of Securities and Q423 structural cost actions (£bn)",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8cb3ca3e-ee38-4e18-b241-24160c158407",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.6,
        "x": 0.02,
        "y": 0.05
      },
      "kind": "title",
      "text": "Costs remained well managed despite inflationary headwinds",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "82451104-e2ac-4d70-8470-265f0ced857f",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Action Titles",
      "slug": "action-titles",
      "agent": "Architect",
      "layer": "slide",
      "matchId": "019dd95a-1b09-7403-ac4f-450e5da2dfe8",
      "evidence": "'Costs remained well managed despite inflationary headwinds'.",
      "confidence": 85
    },
    {
      "name": "Annotation",
      "slug": "annotation",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "019dd95a-1b09-7403-ac4f-4aa256fb97f6",
      "evidence": "Two callouts pin to specific guidance achievements.",
      "confidence": 75
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 29,
      "from": 4,
      "beatId": "019dd95a-07a7-7579-bd63-cae3c31c861c",
      "arcName": "The Consultant's Gambit",
      "arcSlug": "consultants-gambit",
      "beatName": "Situation & Context",
      "beatSlug": "consultants-gambit-situation-context",
      "evidence": "FY23 results, RoTE 10.6%, decade context, 'Barclays today' setup.",
      "position": 1,
      "confidence": 88,
      "parentBeatName": "Setup",
      "parentBeatSlug": "setup"
    },
    {
      "to": 30,
      "from": 4,
      "beatId": "019dd95a-07a7-7579-bd63-dd73cdeb09cc",
      "arcName": "The Transformation Tale",
      "arcSlug": "transformation-tale",
      "beatName": "Current Reality (Pain)",
      "beatSlug": "transformation-tale-current-reality-pain",
      "evidence": "FY23 numbers + admission 'we need to do even better'.",
      "position": 1,
      "confidence": 72,
      "parentBeatName": "Complication",
      "parentBeatSlug": "complication"
    }
  ],
  "loops": [
    {
      "to": 13,
      "from": 4,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "019dd95a-08f8-7619-ac2d-1de7a9bbbbeb",
      "evidence": "Multiple metric slides (PBT, income, NII, costs, LLR) accumulate to 'delivering against guidance'.",
      "position": 1,
      "objective": "Prove FY23 delivered against guidance",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 82,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}