{ "docId": "019de070-7e90-724e-8d4c-e687d251ec1d", "docSlug": "f6e087d8d671615f18571f02bad8be8e", "documentTitle": "Broadridge Financial Solutions | Results Presentation Deck | 54 slides", "authorId": "broadridge-financial-solutions", "authorName": "Broadridge", "documentKindSlug": "conference-presentation", "documentKindLabel": "Conference presentation", "sourceTypeSlug": "investor_relations", "sourceTypeLabel": "Investor relations", "presentationDate": "2020-12-01 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 44, "pageCount": 54, "prevPage": 43, "nextPage": 45, "slideType": "kpi_overview", "function": "summarize", "density": "overcrowded", "nDataPoints": 0, "notes": "The slide serves as a glossary/methodology page for the company's KPIs.", "elementsJson": null, "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019de070-7e90-724e-8d4c-e687d251ec1d/44", "deckHref": "/decks/019de070-7e90-724e-8d4c-e687d251ec1d", "deckJsonHref": "/decks/019de070-7e90-724e-8d4c-e687d251ec1d.json", "deckAnchorHref": "/decks/019de070-7e90-724e-8d4c-e687d251ec1d#slide-44", "components": [ { "bbox": { "h": 0.15, "w": 0.88, "x": 0.06, "y": 0.54 }, "kind": "list", "text": "Recurring fee revenue growth represents the Company’s total annual fee revenue growth, less growth from event-driven fee revenues. We distinguish recurring fee revenue growth between organic and acquired: Organic – We define organic revenue as the recurring fee revenue generated from Net New Business and internal growth. Acquired – We define acquired revenue as the recurring fee revenue generated from acquired services in the first twelve months following the date of acquisition. This type of growth comes as a result of our strategy to purchase, integrate, and leverage the value of assets we acquire.", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e9bbf8c9-48f4-4461-a398-3b8468ec221b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.88, "x": 0.06, "y": 0.29 }, "kind": "paragraph", "text": "Revenues are primarily generated from fees for processing and distributing investor communications and fees for technology-enabled services and solutions. The Company monitors revenue in each of our two reportable segments as a key measure of success in addressing our clients’ needs. Fee revenues are derived from both recurring and event-driven activity. The level of recurring and event-driven activity the Company processes directly impacts distribution revenues. While event-driven activity is highly repeatable, it may not recur on an annual basis. Event-driven fee revenues are based on the number of special events and corporate transactions the Company processes. Event-driven activity is impacted by financial market conditions and changes in regulatory compliance requirements, resulting in fluctuations in the timing and levels of event-driven fee revenues. Distribution revenues primarily include revenues related to the physical mailing of proxy materials, interim communications, transaction reporting, customer communications and fulfillment services as well as Matrix Financial Solutions, Inc. administrative services.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2b9817b9-bf2b-4b0b-9b43-fde5f0069539", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.18, "w": 0.88, "x": 0.06, "y": 0.74 }, "kind": "paragraph", "text": "The Company uses select operating metrics specific to Broadridge of Record Growth and Internal Trade Growth in evaluating its business results and identifying trends affecting its business. Record Growth is defined as stock record growth and interim record growth which measure the estimated annual change in total positions eligible for equity proxy materials and mutual fund and exchange traded fund interim communications, respectively, for equities and mutual fund position data reported to Broadridge in both the current and prior year periods. Internal Trade Growth represents the estimated change in trade volumes for Broadridge securities processing clients whose contracts are linked to trade volumes and who were on Broadridge’s trading platforms in both the current and prior year periods. Record Growth and Internal Trade Growth are useful non-financial metrics for investors in understanding how management measures and evaluates Broadridge’s ongoing operational performance within its Investor Communication Solutions and Global Technology and Operations reportable segments, respectively.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5e3950df-26ee-43fa-bbf3-df7d49b116ee", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.88, "x": 0.06, "y": 0.13 }, "kind": "paragraph", "text": "Management focuses on a variety of key indicators to plan, measure and evaluate the Company’s business and financial performance. These performance indicators include Revenue and Recurring fee revenue, as well as Non-GAAP measures of Adjusted Operating income, Adjusted Net earnings, Adjusted Diluted earnings per share, Free Cash flow, and Closed sales. In addition, management focuses on select operating metrics specific to Broadridge of Record Growth and Internal Trade Growth, as defined below.", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "74cd0cf8-7895-49cb-9c17-40637327a15b", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.12, "x": 0.06, "y": 0.26 }, "kind": "title", "text": "Revenues", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0f3901e4-d65a-4db8-8f2f-f5953b495431", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.05, "w": 0.45, "x": 0.06, "y": 0.06 }, "kind": "title", "text": "Key Performance Indicators", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "120db7d8-73aa-4ffc-93ee-4f38ca4c76a5", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.06, "y": 0.71 }, "kind": "title", "text": "Record Growth and Internal Trade Growth", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2e6ad4f2-77d1-476e-a70a-f39faa4908ac", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [ { "name": "Executive summary", "slug": "executive-summary", "agent": null, "layer": "slide", "matchId": "4f84b4b2-7a70-4b46-966f-0765369dbef1", "evidence": "Revenues are primarily generated from fees for processing and distributing investor communications and fees for technology-enabled services and solutions", "confidence": 0.5 }, { "name": "Storytelling: audience calibration", "slug": "audience", "agent": "storyteller", "layer": "slide", "matchId": "d2070f84-8c69-444a-8a4c-578c2e909285", "evidence": "Management focuses on a variety of key indicators to plan, measure and evaluate the Company’s business and financial performance", "confidence": 0.5 } ], "frameworks": [], "arcBeats": [ { "to": 54, "from": 29, "beatId": "f47b3d74-d847-436d-9669-c342ab350c5b", "arcName": "Monroe's Motivated Sequence", "arcSlug": "monroes-sequence", "beatName": "Action", "beatSlug": "monroes-sequence-action", "evidence": "The document concludes with a call to action, reaffirming guidance and highlighting future growth prospects", "position": 3, "confidence": 0.8, "parentBeatName": "Resolution", "parentBeatSlug": "resolution" } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }