OGE Energy Corp (NYSE:OGE) Q1 2022 Earnings Conference Call May 5, 2022 9:00 AM ET Company Participants Jason Bailey - Director, IR Robert Trauschke - Chairman, President & CEO Bryan Buckler - CFO Conference Call Participants Constantine Lednev - Guggenheim Securities Wayne Lee - Mizuho Securities Operator Good day, and thank you for standing by. Welcome to the Q1 2022 OGE Energy Corp. Earnings Conference Call. [Operator Instructions]. I would now like to hand the conference over to Jason Bailey, Director o ...

We Energize Life Q1 2022 Earnings and Business Update Conference Call May 5, 2022 Safe Harbor Some of the matters discussed in this presentation release may contain forward-looking statements that are subject to certain risks, uncertainties, and assumptions. Such forward-looking statements are intended to be identified in this document by the words "anticipate," "believe," "estimate," "expect," "intend," "objective, "plan," "possible," "potential," "project," "target" and similar expressions. Actual results ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____to_____ | | Exact name of registrants as specified in their charters, address of | | | --- | --- | --- | | Commission File Number | principal executive offices and ...

OGE Energy Corp. (NYSE:OGE) Q4 2021 Earnings Conference Call February 24, 2022 9:00 AM ET Company Participants Jason Bailey - Director, Investor Relations Sean Trauschke - Chairman, President and CEO Bryan Buckler - Chief Financial Officer Conference Call Participants Constantine Lednev - Guggenheim Partners Cody Clark - Bank of America Insoo Kim - Goldman Sachs Travis Miller - Morningstar Brandon Lee - Mizuho Operator Good day and thank you for standing by. Welcome to the Q4 2021 OGE Energy Corp. Earnings ...

We Energize Life Q4 2021 Earnings and Business Update Conference Call February 24, 2022 Safe Harbor Some of the matters discussed in this presentation may contain forward-looking statements that are subject to certain risks, uncertainties, and assumptions. Such forward-looking statements are intended to be identified in this document by the words "anticipate," "believe," "estimate," "expect," "intend," "objective," "plan," "possible," "potential," "project," "target" and similar expressions. Actual results ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____to_____ Exact name of registrants as specified in their charters, address of principal executive | Commission File Number | | --- | offices and registrants' telephone nu ...

We Energize Life Q3 2021 Earnings and Business Update Conference Call November 4, 2021 Safe Harbor Some of the matters discussed in this news release may contain forward-looking statements that are subject to certain risks, uncertainties and assumptions. Such forward-looking statements are intended to be identified in this document by the words "anticipate", "believe", "estimate", "expect", "intend", "objective", "plan", "possible", "potential", "project", "target" and similar expressions. Actual results ma ...

OGE Energy Corp. (NYSE:OGE) Q3 2021 Earnings Conference Call November 4, 2021 9:00 AM ET Company Participants Jason Bailey - Director of Investor Relations Sean Trauschke - Chairman, President & Chief Executive Officer Bryan Buckler - Chief Financial Officer Conference Call Participants Constantine Lednev - Guggenheim Cody Clark - Bank of America Insoo Kim - Goldman Sachs Travis Miller - Morningstar Wayne Lee - Mizuho Operator Ladies and gentlemen, thank you for standing by and welcome to the OGE Energy Cor ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q OR P.O. Box 321 Oklahoma City, Oklahoma 73101-0321 405-553-3000 | | Exact name of registrants as specified in their charters, address of | | | --- | --- | --- | | Commission File Number | principal executive offices and registrants' telephone number | I.R.S. Employer Identification No. | | 1-12579 | OGE ENERGY CORP. | 73-1481638 | | 1-1097 | OKLAHOMA GAS AND ELECTRIC COMPANY | 73-0382390 | State or other jurisdiction of incorp ...

Financial Data and Key Metrics Changes - For Q2 2021, the company reported consolidated earnings of $0.56 per share, an increase from $0.43 per share in Q2 2020, driven by higher utility earnings and improved performance in midstream operations [5][24][25] - The utility earnings were $0.42 per share, while earnings from the investment in Enable were $0.16 per share, with a holding company loss of $0.02 per share [5][24] - The company achieved net income of $113 million in Q2 2021 compared to $86 million in the same quarter of 2020 [24] Business Line Data and Key Metrics Changes - The utility segment's performance improved despite mild weather, primarily due to higher revenues from capital investments and customer growth [24] - The natural gas midstream operation reported earnings of $0.16 per share, up from $0.10 per share in 2020, attributed to higher commodity prices and improved volumes [25] Market Data and Key Metrics Changes - Customer growth was reported at 1.3% year-over-year, with commercial and industrial customer classes showing significant load growth of approximately 12% and 9% respectively [26] - The overall load increased by 5.7% during the quarter, aligning with expectations, and the company anticipates a weather-normalized load increase of more than 2% above 2020 levels for the full year [26][16] Company Strategy and Development Direction - The company is focusing on a draft integrated resource plan (IRP) that includes retiring approximately 850 megawatts of aging gas plants over the next five to six years, replacing them with solar and hydrogen-capable combustion turbines [11][12] - The strategy emphasizes fuel diversity and cleaner energy solutions while maintaining affordable rates, with a long-term EPS growth target of 5% through 2025 [30][36] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the strength of the economies within their service territory, noting low unemployment rates compared to national averages [22] - The company remains committed to maintaining affordable rates, which is seen as a competitive advantage in attracting new customers and supporting sustained load growth [20][22] Other Important Information - The company received its 19th EEI Emergency Response award for power restoration efforts, highlighting its commitment to service reliability [6] - A securitization filing in Oklahoma is on track to recover approximately 85% of costs associated with the February winter storm, with a hearing scheduled for October [13][33] Q&A Session Summary Question: Can you provide insights on the IRP filing and CapEx? - Management indicated a gradual increase in capital expenditures, planning to layer in 100 to 150 megawatts of solar capacity annually while managing customer impact [41] Question: How will the exit from Enable affect capital allocation? - The focus will be on reinvesting in the business and growing the company, with a commitment to increasing dividends as well [43][44] Question: What is the remaining book value on coal plants and plans for retirement? - Management stated that coal plants have a significant useful life, with no immediate plans for accelerated retirement, focusing instead on the next five years [55]