Reinsurance Group of America (RGA) Q1 2025 Earnings Call May 02, 2025 10:00 AM ET Company Participants Jeff Hopson - SVP - Investor RelationsTony Cheng - President & CEOAxel André - EVP & CFOJonathan Porter - EVP & Global Chief Risk OfficerElyse Greenspan - Managing DirectorLeslie Barbi - Executive VP & Chief Investment OfficerRyan Krueger - Managing DirectorThomas Gallagher - Senior Managing DirectorWilma Burdis - Director Conference Call Participants Suneet Kamath - Senior Research AnalystJohn Barnidge - ...

Reinsurance Group of America (RGA) Q1 2025 Earnings Call May 02, 2025 10:00 AM ET Speaker0 Good day, and welcome to Reinsurance Group of America First Quarter twenty twenty five Earnings Conference Call. All participants will be in listen only mode. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star then 1 on your telephone keypad. To withdraw your question, please press then 2. Please note that this event is being recorded. I would now like to t ...

Core Insights - Reinsurance Group (RGA) reported a revenue of $5.34 billion for Q1 2025, reflecting a year-over-year decline of 13.7% and an EPS of $5.66, down from $6.02 a year ago [1] - The reported revenue fell short of the Zacks Consensus Estimate of $5.74 billion, resulting in a surprise of -6.97%, while the EPS exceeded the consensus estimate of $5.33 by 6.19% [1] Financial Performance Metrics - RGA's stock has returned -6.3% over the past month, compared to a -0.7% change in the Zacks S&P 500 composite, with a current Zacks Rank of 3 (Hold) indicating potential performance in line with the broader market [3] - Key revenue metrics showed significant variances from analyst estimates, with net premiums from U.S. and Latin America Financial Solutions at $109 million, far below the average estimate of $612.75 million, while net premiums from U.S. and Latin America Traditional were $1.92 billion, slightly above the $1.83 billion estimate [4] - Other revenue categories also underperformed against analyst expectations, with total revenues from net premiums at $4.02 billion, a decline of 25.2% year-over-year, and other revenues at $88 million, down 40.9% year-over-year [4]

Forward-looking statements should be evaluated together with the many risks and uncertainties that affect the Company's business, including those mentioned in this document and described in the periodic reports the Company files with the SEC. These forward-looking statements speak only as of the date on which they are made. The Company does not undertake any obligation to update these forward-looking statements, even though the Company's situation may change in the future, except as required under applicabl ...

Core Insights - Oxbridge Re Holdings Limited, along with its subsidiary SurancePlus, is focused on the tokenization of Real-World Assets (RWAs), specifically in the area of tokenized reinsurance securities and providing reinsurance solutions to property and casualty insurers in the Gulf Coast region of the United States [1][5] - The company’s CEO, Jay Madhu, will participate in a panel discussion at THE GREAT GATHER during TOKEN2049 Dubai, highlighting the democratization of reinsurance and the expansion of access to high-yield, uncorrelated investment opportunities through Web3 innovation [3][2] Company Overview - Oxbridge Re Holdings Limited is headquartered in the Cayman Islands and operates through subsidiaries including SurancePlus Inc., Oxbridge Re NS, and Oxbridge Reinsurance Limited, offering tokenized RWAs and reinsurance business solutions [5] - SurancePlus has developed the first "on-chain" reinsurance RWA, allowing both U.S. and non-U.S. investors to access reinsurance as an alternative investment [9] Investment Opportunities - The company offers two tokenized reinsurance securities: EtaCat Re with a targeted annual return of 20% and ZetaCat Re with a targeted annual return of 42% [7] - Investors can directly participate in SurancePlus offerings and are encouraged to connect with the team during events like THE GREAT GATHER [3]

Group 1 - The Ordinary and Extraordinary Shareholders' Meeting of SCOR SE was held on April 29, 2025, where all resolutions proposed by the Board of Directors were approved [2][3] - Shareholders approved a dividend payment of EUR 1.80 per share for the 2024 financial year, with the ex-dividend date set for May 2, 2025, and payment scheduled for May 6, 2025 [2] - The terms of office for directors Fabrice Brégier, Martine Gerow, and Fields Wicker-Miurin were renewed, and Diane Côté and Doina Palici-Chehab were appointed as new directors [3] Group 2 - SCOR generated premiums of EUR 20.1 billion in 2024 and serves clients in over 150 countries from 37 offices worldwide [5]

Core Insights - Oxbridge Re Holdings Limited, through its subsidiary SurancePlus, is focused on the tokenization of Real-World Assets (RWAs), specifically in the reinsurance sector, targeting property and casualty insurers in the Gulf Coast region of the United States [1][7][8] - The company is participating in significant industry events, including the Tokenized Capital Summit 2025 and THE GREAT GATHER, where its CEO will discuss the democratization of access to high-yield reinsurance contracts via tokenized securities [2][3] Company Overview - Oxbridge Re Holdings Limited is headquartered in the Cayman Islands and operates through subsidiaries such as SurancePlus Inc., Oxbridge Re NS, and Oxbridge Reinsurance Limited, providing tokenized reinsurance securities and solutions [7] - SurancePlus has developed the first "on-chain" reinsurance RWA, making reinsurance more accessible as an alternative investment for both U.S. and international investors [9] Investment Opportunities - SurancePlus offers investment opportunities with targeted annual returns of 20% for EtaCat Re and 42% for ZetaCat Re, appealing to investors seeking high-yield options [5] - Investors can engage directly with SurancePlus offerings and are encouraged to connect with the team during industry events [4]

In its upcoming report, Reinsurance Group (RGA) is predicted by Wall Street analysts to post quarterly earnings of $5.33 per share, reflecting a decline of 11.5% compared to the same period last year. Revenues are forecasted to be $5.74 billion, representing a year-over-year decrease of 7.3%. Over the past 30 days, the consensus EPS estimate for the quarter has remained unchanged. This demonstrates the covering analysts' collective reassessment of their initial projections during this period. Before a compa ...

RenaissanceRe Holdings Ltd. (NYSE:RNR) Q1 2025 Earnings Conference Call April 24, 2025 10:00 AM ET Company Participants Keith McCue - Senior Vice President, Finance & Investor Relations Kevin O'Donnell - President and Chief Executive Officer Robert Qutub - Executive Vice President and Chief Financial Officer David Marra - Executive Vice President and Group Chief Underwriting Officer Conference Call Participants Elyse Greenspan - Wells Fargo Joshua Shanker - Bank of America Jimmy Bhullar - JPMorgan Bob Huang ...

RenaissanceRe (RNR) Q1 2025 Earnings Call April 24, 2025 05:43 PM ET Company Participants Keith McCue - Senior Vice President of Finance & Investor RelationsKevin O’Donnell - President & CEORobert Qutub - Executive VP & CFODavid Marra - Executive VP & Group Chief Underwriting OfficerElyse Greenspan - Managing DirectorJian (Bob) Huang - Executive DirectorMeyer Shields - Managing DirectorAndrew Andersen - Equity Research Vice President Conference Call Participants Josh Shanker - AnalystJimmy Bhullar - Equity ...