State Street Corp at Barclays Global Financial Services Conference Transcript - Thomson StreetEvents

State Street Corp at Barclays Global Financial Services Conference Transcript

State Street Corp at Barclays Global Financial Services Conference Transcript - Thomson StreetEvents
State Street Corp at Barclays Global Financial Services Conference Transcript
Published Sep 10, 2025
11 pages (7321 words) — Published Sep 10, 2025
Price US$ 54.00  |  Buy this Report Now

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Abstract:

Edited Transcript of STT.N presentation 10-Sep-25 2:30pm GMT

  
Brief Excerpt:

...Next up, very pleased to have State Street with us. From the company, we have Joerg Ambrosius, who's President of Investment Services; and John Woods, who's Chief Financial Officer. Given this is the first time we have both on stage in their current roles. So I'll just provide a little bit of background. I think you guys all know John, CFO of Citizens for almost nine years, and State Street for 12 days. So we're going to really pepper him. And Joerg became President of Investment Services, which is State Street's largest business last summer. Prior, he was Chief Commercial Officer with overall leadership of Investment Services client-facing activities and responsible for its international organization. We have the first question -- ARS question on the screen. Before I ask these guys a question, though, Liz asked nicely for me to read this. Just to remind our audience that today's discussion may contain some forward-looking statements, and actual results may differ materially from those...

  
Report Type:

Transcript

Source:
Thomson StreetEvents
Company:
State Street Corp
Ticker
STT.N
Time
2:30pm GMT
Format:
PDF Adobe Acrobat
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The following is excerpted from the question-and-answer section of the transcript.

(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)

Question: Jason Goldberg - Barclays Capital Inc. - Analyst : So with all the administrative work out of the way, let's dive in. John, we'll put you on the hot seat. Obviously, I just mentioned you're relatively new to the role. So I think maybe the best place to start is kind of what drew you to the company.

Question: Jason Goldberg - Barclays Capital Inc. - Analyst : I appreciate it's early days that you've known about this new role for a while, so just maybe share your thinking in terms of kind of initial priorities? You're going to be focused on looking ahead, and what you expect, you're curious, focus to be over the next few months.

Question: Jason Goldberg - Barclays Capital Inc. - Analyst : Congrats. Joerg, Maybe kind of shift gears to your world. And over the past year or so, we've actually seen pretty strong momentum building and investment services since you took over. Maybe just talk through some of the changes you've made to turn the trajectory of that business around.

Question: Jason Goldberg - Barclays Capital Inc. - Analyst : Maybe as a follow-up, as you look to drive this kind of growth of organic servicing fee growth in the years ahead, maybe what metrics should investors focus on to track your progress?

Question: Jason Goldberg - Barclays Capital Inc. - Analyst : Helpful. Maybe let me shift gears to the operating environment, we could put up the next ARS question. I won't ask about this yet. John, you new to State Street, but not new to CFO, so I've got to keep you on the hot seat. As we approach the end of the third quarter, just how are you thinking about the macro backdrop in the operating environment broadly for the rest of 2025? REFINITIV STREETEVENTS | www.refinitiv.com | Contact Us consent of Refinitiv. 'Refinitiv' and the Refinitiv logo are registered trademarks of Refinitiv and its affiliated companies. SEPTEMBER 10, 2025 / 2:30PM, STT.N - State Street Corp at Barclays Global Financial Services Conference

Question: Jason Goldberg - Barclays Capital Inc. - Analyst : Helpful. And I guess against that backdrop, In July, the company talked about updated guidance for 2025. On the back of a solid quarter and improved market backdrop kind of nearing the end of the third quarter, any updates you want to share?

Question: Jason Goldberg - Barclays Capital Inc. - Analyst : Helpful. Helpful. Joerg, maybe taking a step back, State Street has emphasized the importance of simplifying its operating model and just aligning it more closely with client needs. Just maybe walk us through how you're approaching that transformation, what progress we've made so far from your vantage point, and just how you're measuring success as these efforts take shape.

Question: Jason Goldberg - Barclays Capital Inc. - Analyst : I guess -- you brought it up, so maybe we'll go there. On AI, definitely I think an exciting potential benefit in financial services industry. Maybe just share a bit more how State Street is currently applying AI and looking at just where you see the greatest potential opportunities in investment services.

Question: Jason Goldberg - Barclays Capital Inc. - Analyst : I guess another hot topic is just digital assets. And maybe Joerg, I'd love to get your perspective in just in terms of how State Street's preparing to service digital assets. What services do you provide? And just what capabilities do you need to provide or looking to build out and grow in terms of just how you think about this in relation to services fees?

Question: Jason Goldberg - Barclays Capital Inc. - Analyst : Interesting. Maybe you can kind of delve into maybe stable coins for a second. Just curious just how State Street's viewing the opportunity set around stable coins. Is that an area you're looking to kind of expand your servicing capabilities? And just maybe talk to any risk, threats for State Street associated with stable coins?

Question: Jason Goldberg - Barclays Capital Inc. - Analyst : Got it. And maybe Joerg, just coming back to your businesses beyond digital assets. From your vantage point, what do you see the most compelling opportunities in investment services?

Question: Jason Goldberg - Barclays Capital Inc. - Analyst : And just maybe for State Street more broadly in the near to medium term, just how you're thinking about the one State Street opportunity?

Question: Jason Goldberg - Barclays Capital Inc. - Analyst : Companies at this conference.

Question: Jason Goldberg - Barclays Capital Inc. - Analyst : Okay. We have about four minutes left, and I want to make sure I talk about inorganic growth opportunities. So I have two-parter. First part, you mentioned earlier the partnership with Apex that you just announced. Maybe just talk about the strategic rationale for that partnership and just how does that help with growth.

Question: Jason Goldberg - Barclays Capital Inc. - Analyst : Got it. And then just maybe provide some color how you think about just M&A in general in this environment. How would a potential consolidation in the space impact State Street's competitive positioning? Would a merger of your peers change your own view regarding more sizable acquisitions?

Table Of Contents

State Street Corp at Goldman Sachs U.S. Financial Services Conference Summary – 2025-12-10 – US$ 54.00 – Edited Brief of STT.N presentation 10-Dec-25 2:20pm GMT

State Street Corp at Goldman Sachs U.S. Financial Services Conference Transcript – 2025-12-10 – US$ 54.00 – Edited Transcript of STT.N presentation 10-Dec-25 2:20pm GMT

State Street Corp Q3 2025 Earnings Call Summary – 2025-10-17 – US$ 54.00 – Edited Brief of STT.N earnings conference call or presentation 17-Oct-25 3:00pm GMT

State Street Corp Q3 2025 Earnings Call Transcript – 2025-10-17 – US$ 54.00 – Edited Transcript of STT.N earnings conference call or presentation 17-Oct-25 3:00pm GMT

State Street Corp at Barclays Global Financial Services Conference Summary – 2025-09-10 – US$ 54.00 – Edited Brief of STT.N presentation 10-Sep-25 2:30pm GMT

State Street Corp Q2 2025 Earnings Call Summary – 2025-07-15 – US$ 54.00 – Edited Brief of STT.N earnings conference call or presentation 15-Jul-25 4:00pm GMT

State Street Corp Q2 2025 Earnings Call Transcript – 2025-07-15 – US$ 54.00 – Edited Transcript of STT.N earnings conference call or presentation 15-Jul-25 4:00pm GMT

State Street Corp at Morgan Stanley US Financials, Payments & CRE Conference Summary – 2025-06-11 – US$ 54.00 – Edited Brief of STT.N presentation 11-Jun-25 1:00pm GMT

State Street Corp at Morgan Stanley US Financials, Payments & CRE Conference Transcript – 2025-06-11 – US$ 54.00 – Edited Transcript of STT.N presentation 11-Jun-25 1:00pm GMT

State Street Corp Annual Shareholders Meeting Summary – 2025-05-14 – US$ 54.00 – Edited Brief of STT.N shareholder or annual meeting 14-May-25 1:00pm GMT

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Thomson StreetEvents. "State Street Corp at Barclays Global Financial Services Conference Transcript" Sep 10, 2025. Alacra Store. Nov 06, 2026. <http://www.alacrastore.com/thomson-streetevents-transcripts/State-Street-Corp-at-Barclays-Global-Financial-Services-Conference-T16495254>
  
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Thomson StreetEvents. (2025). State Street Corp at Barclays Global Financial Services Conference Transcript Sep 10, 2025. New York, NY: Alacra Store. Retrieved Nov 06, 2026 from <http://www.alacrastore.com/thomson-streetevents-transcripts/State-Street-Corp-at-Barclays-Global-Financial-Services-Conference-T16495254>
  
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