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Analyst
Nick Annitto
Period: Reporting period mapped to calendar 2025 Q1.
- Questions
- 3on tracked calls
- Challenge rate
- 0%none of 3 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 1with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 3 of 3 questions from 2 companies
METMetLife2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q1
can you guys give any update there? I think you previously said the expectation would be to do initial back book deal out of Met
Show response
Michel Khalaf confirmed Chariot Re on track for midyear launch with General Atlantic. Will enhance capital flexibility and allow liability growth beyond balance sheet capacity.
Just wanted to touch on Group Life and the expectation for the balance of the year, given it's been coming in pretty strong. Is it something you have confidence in for like a sustained period?
Show response
Ramy Tadros drew direct line between MetLife results and CDC working-age population data. With Q1 favorable and seasonally heaviest quarter behind, simple arithmetic points to ~84% full year mortality ratio vs 85.5% midpoint guidance.
AFLAflac1 question · 1 reporting period · 0 of 1 challenging
Calendar 2025 Q1
if the Yen continues to appreciate further, does it impact any of the ability or willingness to do more of the balance sheet reinsurance?
Show response
Max confirmed reinsurance execution is independent of ESR levels. Transactions tend to lower risk and increase ESR, providing a useful capital management tool.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| MET MetLife | 2 | —Rate withheld: fewer than 3 questions |
| AFL Aflac | 1 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q1 | 3 | 0%none of 3 questions | 2 |
- 2025 Q13 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Capital Allocation2
- Fx1
- M&A1
- Margin1
- Macroeconomic1