Silicon Valley Bank Results Presentation Deck slide image

Silicon Valley Bank Results Presentation Deck

Outstanding performance and real estate charges drive Q4'20 expenses higher than guidance Expect FY'21 expense % growth in the low single digits ā— ā— Q4'20 activity Outstanding firmwide and SVB Leerink performance and warrant gains drove higher incentive compensation Incurred $29M real estate charges to optimize footprint as we adapt to increased remote work post COVID-19 Other expenses included $20M donation of SBA PPP fees (net of costs incurred) NONINTEREST EXPENSES $ Millions Core Operating Efficiency Ratio* Other Occupancy BD&T Premises and Equipment Professional Services Compensation and benefits Average FTES svb > 53.8% 461 53 20 24 72 275 Q4'19 3,522 17 47.7% 400 46 18 27 39 256 Q1'20 3,672 14 55.7% 480 46 19 3 28 64 320 56.9% 491 45 19 31 67 327 2 Q2'20 3,855 4,216 62.7%* 665 81 45 42 77 416 Q3'20 Q4'20 4,419 4 Expenses expected to be impacted by: + + FY'21 outlook key drivers I SVBFG incentive compensation expenses (positive for Q1'21, negative for FY'21) Q1'21 firm incentive compensation expected to decrease qoq following strong performance in Q4'20 FY'21 firm incentive compensation expected to increase as business activity improves SVB Leerink expenses FY'21 SVB Leerink expenses expected to declineas public markets activity normalizes Reduced real estate footprint Occupancy expense to decline as more colleagues work from home Continued investment in strategic priorities To capture compelling long-term growth opportunity of our markets (see slide 11) Boston Private integration planning Integration planning costs incurred ahead of close date Regulatory costs Related to Large Financial Institution and UK Subsidiarization requirements Business Development & Travel ("BD&T") expense As travel restrictions are lifted and in-person events resume in 2H'21 * Core operating efficiency ratio excludes the impact of SVB Leerink and net gains or losses from investment securities and quity warrant assets. This is a non-GAAP measure. See "Use of non-GAAP Financial Measures" in our Q4 2020 Earnings Release and our non-GAAP reconciliations at the end of this presentation. Q4'20 core operating efficiency ratio excludes $29M real estate expenss and $20M SBA PPP donation. Q4 2020 Financial Highlights 31
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