43 transcripts
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fni
Earnings call transcript
NASDAQ
2023 Q4
14 Feb 24
in accident years 2016 and 2019 that were certainly driven by social inflationary effects. But we think that the prior actions we took earlier in the year
wnxw
Earnings call transcript
NYSE
2023 Q4
14 Feb 24
than in any quarter since 2019. As a result, lease occupancy continues to be near all-time highs at over 96% primarily driven by the continued strength
fp
Earnings call transcript
NYSE
2023 Q4
13 Feb 24
know, 2019, 2018, some timeframe?
Yes. I'd say local tenancy represents about 18% of our portfolio today. That's down from where we were pre-pandemic. I
dplt
Earnings call transcript
NASDAQ
2023 Q4
13 Feb 24
took at the end of the quarter, we entered 2024 with inventories down over 50% year-over-year which is well below 2019 levels.
We also took steps
wb
Earnings call transcript
NYSE
2023 Q4
9 Feb 24
consumption at levels comparable to 2016. We believe 2023 U.S. mattress consumption was down high single digits versus 2022 and expect mattress demand
1t5
Earnings call transcript
NYSE
2023 Q4
8 Feb 24
premium reflects the significant progress this agency has made over the past several years, going from no growth in life premiums in 2016 and just 2
w8us
Earnings call transcript
NASDAQ
2023 Q4
8 Feb 24
business and the benefits of the strategic diversification and investments we've made, we'll compare the full year's 2023 results with full year 2019
14nr
Earnings call transcript
NYSE
2023 Q4
8 Feb 24
into 2016 to 2019 period.
The core underlying performance of the book is strong. We advanced our disciplined international strategy, led by a proven
r0p
Earnings call transcript
NYSE
2024 Q1
7 Feb 24
release. The original Moana film from 2016 recently crossed 1 billion hours streamed on Disney+ and was the most streamed movie of 2023 on any platform
tb
Earnings call transcript
NYSE
2023 Q4
7 Feb 24
or just fall out following the holiday. And I won't say there -- I don't think there's anything out of the ordinary. If we looked at, say, the 2016
x5
Earnings call transcript
NYSE
2023 Q4
7 Feb 24
international reinsurance sales and our best quarter for structured settlements since 2016.
International reinsurance sales included a $9.2 billion transaction
w7
Earnings call transcript
NYSE
2024 Q2
7 Feb 24
in the prior year quarter. Free operating cash flow year-to-date was $36 million, which is the highest level since 2016. We continued the share
b7en
Earnings call transcript
NYSE
2023 Q4
7 Feb 24
to the rest -- compared to '23. Nevertheless, it's also important to understand, and I actually looked it up now for the years 2016 to actually including
6eay
Earnings call transcript
NASDAQ
2023 Q4
6 Feb 24
nonrates businesses with nearly 40% of the revenue growth coming from our international business, which has averaged 18% since 2016.
Our
5wu
Earnings call transcript
NYSE
2023 Q4
5 Feb 24
, including $2.8 billion in share repurchases. Our net share count has decreased by approximately 14% since 2019, when we shared our intention to return
ojn
Earnings call transcript
NASDAQ
2023 Q4
2 Feb 24
growth we experienced in the last few years.
To put this performance in perspective, since we spun out the Pennant Group in 2019, we have seen adjusted
hc6
Earnings call transcript
NYSE
2023 Q4
1 Feb 24
of things that AXIS does. In their 10-Q, they said that they took a charge increasing the inflation assumption around all years from 2016 through 2023
kbg
Earnings call transcript
NYSE
2023 Q4
31 Jan 24
will benefit from catch-up rental growth in these places where rents are still at or a fair bit below 2019 levels and where incomes, both on a nominal
0mp0
Earnings call transcript
NASDAQ
2023 Q4
31 Jan 24
, when we've gone through a slow period, even going back to 2009, 2016, 2019, we've gone through periods that have been really slow. If we've lost
jt9
Earnings call transcript
NYSE
2023 Q4
31 Jan 24
Champions League and the Rugby World Cup.
Turning to Page 9, you will see that we are no longer providing operating metrics as a percentage of 2019