Edison International (NYSE:EIX) Q4 2021 Results Conference Call February 24, 2022 4:30 PM ET Company Participants Sam Ramraj - VP, IR Pedro Pizarro - CEO Maria Rigatti - EVP, CFO Steven Powell - President, CEO, Southern California Edison Conference Call Participants Constantine Lednev - Guggenheim Securities Jonathan Arnold - Vertical Research Partners Angie Storozynski - Seaport Michael Lapides - Goldman Sachs Ryan Levine - Citi Julien Dumoulin-Smith - Bank of America Paul Fremont - Mizuho Rich Sunderland ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | --- | --- | --- | --- | --- | --- | |-----------------------------------------------------------|-------------------------------------------------------------------------------- ...

Edison International (NYSE:EIX) Q3 2021 Results Conference Call November 2, 2021 4:30 PM ET Company Participants Sam Ramraj - VP, IR Pedro Pizarro - President, CEO Maria Rigatti - EVP, CFO Conference Call Participants Jeremy Tonet - JPMorgan Shar Pourreza - Guggenheim Partners Steve Fleishman - Wolfe Ryan Levine - Citi Michael Lapides - Goldman Sachs Jonathan Arnold - Vertical Research Julien Dumoulin Smith - Bank of America Operator Good afternoon, and welcome to the Edison International Third Quarter 2021 ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | --- | --- | --- | --- | |--------------------------|---------------------------------------------------------------------|------------ ...

Edison International (NYSE:EIX) Q2 2021 Results Earnings Conference Call July 29, 2021 4:30 PM ET Company Participants Sam Ramraj - Vice President, Investor Relations Pedro Pizarro - President & Chief Executive Officer Maria Rigatti - Executive Vice President & Chief Financial Officer Conference Call Participants Jeremy Tonet - JPMorgan Angie Storozynski - Seaport Shar Pourreza - Guggenheim Michael Lapides - Goldman Sachs Jonathan Arnold - Vertical Research Partners Julien Dumoulin - Bank of America Operato ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | --- | --- | --- | --- | |--------------------------|--------------------------------------------------------------------|------------------ ...

Edison International (NYSE:EIX) Q1 2021 Earnings Conference Call April 27, 2021 4:30 PM ET Company Participants Sam Ramraj - Vice President, Investor Relations Pedro Pizarro - President & Chief Executive Officer Maria Rigatti - Executive Vice President & Chief Financial Officer Conference Call Participants Jeremy Tonet - JPMorgan Julien Dumoulin-Smith - Bank of America Jonathan Arnold - Vertical Research Partners Constantine Lednev - Guggenheim Partners Michael Lapides - Goldman Sachs Ryan Levine - Citi Ope ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2021 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | --- | --- | --- | --- | |--------------------------------------------|-------------------------------------------------------------------- ...

Financial Data and Key Metrics Changes - Edison International reported core earnings per share (EPS) of $4.52 for 2020, which exceeded the midpoint of the initial guidance range but was lower than $4.70 from the previous year due to $0.44 of equity share dilution [8][30] - For Q4 2020, core EPS was $1.19, an increase of $0.20 from the same period last year, driven by higher revenue and operational performance [30] Business Line Data and Key Metrics Changes - Southern California Edison (SCE) made substantial progress on its wildfire mitigation strategy, achieving most of its 2020 program targets despite challenges from the COVID-19 pandemic [10][11] - SCE's execution of its wildfire mitigation strategy has reduced wildfire risks associated with utility infrastructure, with no damages from wildfires caused by SCE equipment expected to exceed insurance for the second consecutive year [11] Market Data and Key Metrics Changes - The California Governor proposed a $1.5 billion comprehensive strategy to achieve zero-emission vehicle goals by 2035 and 2045, which includes infrastructure investments for electric vehicles [23] - SCE has received CPUC approval for over $800 million to support electric vehicles, including investments in charging infrastructure for various vehicle types [24] Company Strategy and Development Direction - SCE is planning significant capital investments to support the electrification of transportation and buildings, aligning with state and federal decarbonization goals [22][28] - The company aims to accelerate its wildfire mitigation efforts while building towards a clean energy future, emphasizing the importance of grid resiliency and public safety [10][28] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the future, highlighting California's commitment to decarbonization and the potential for increased load due to electrification efforts [71][72] - The company acknowledged challenges from past wildfires but remains focused on improving operational risk management and maintaining constructive relationships with regulatory bodies [70][74] Other Important Information - SCE's capital expenditure forecast for 2021-2023 is between $15 billion to $16 billion, reflecting a compound annual rate base growth of 7.6% [35] - The company expects to receive over $1 billion in cash flow through September 2022 from CPUC approvals related to wildfire mitigation costs [38] Q&A Session Summary Question: Update on balance sheet and conversations with rating agencies - Management is in constant communication with rating agencies regarding operational risk mitigation and the equity financing plan to support investment-grade ratings [46][47] Question: Details on PSPS action plan and CPUC expectations - Management outlined a series of steps in the PSPS action plan to improve communication and minimize the impact of power shutoffs, with regular updates to CPUC staff [48][50] Question: Update on wildfire claims settlements - Management reported progress in settling wildfire claims, with a focus on individual plaintiffs and a steady pace of progress expected [53][54] Question: Impact of GRC decision delays on capital spending - Management indicated that while they prefer timely decisions, they have flexibility in their capital plans to adapt based on the final GRC decision [57] Question: Comments on GRC timing and agency inquiries - Management noted that the nature of questions from CPUC staff suggests that a proposed decision is unlikely within the quarter, impacting the timeline for GRC [59] Question: Equity content and potential for transmission tower sales - Management clarified that the focus is on equity content rather than total dollars, and while they are aware of PG&E's recent transaction, SCE's circumstances differ [60][63] Question: Future capital needs for transmission and electrification - Management anticipates significant investment needs for transmission and electrification post-2030, with ongoing capital spending for core utility investments [86]

Edison International (NYSE:EIX) Q3 2020 Earnings Conference Call October 27, 2020 4:30 PM ET Company Participants Sam Ramraj - Vice President, Investor Relations Pedro Pizarro - President and Chief Executive Officer Maria Rigatti - Chief Financial Officer Conference Call Participants Jonathan Arnold - Vertical Research Partners Julien Dumoulin-Smith - BofA Securities, Inc. Michael Lapides - Goldman Sachs Steve Fleishman - Wolfe Research, LLC Jeremy Tonet - JPMorgan Chase & Co. Ryan Levine - Citigroup, Inc. ...