)
Company Research25 Sep 2024
Broadcom: Semiconductors, M&A's, and Bold Leadership
Broadcom has grown into one of the world's largest semiconductor companies through bold and strategic mergers & acquisitions over the years.
KKR
KKR (KKR) investor relations material
KKR Bank of America Financial Services Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Bank of America Financial Services Conference 2026 summary10 Feb, 2026
Business model and structure
Operates three synergistic segments: asset management, insurance, and strategic holdings, each reinforcing the others.
Asset management has over $740 billion AUM, with growth opportunities by scaling existing strengths.
Insurance segment, Global Atlantic, grew from $72 billion to $220 billion in assets in five years, leveraging synergies with asset management.
Strategic Holdings focuses on long-term ownership of businesses, generating compounding cash flow with minimal added headcount.
Collaborative culture is emphasized as a key driver of performance and alpha generation.
Recent acquisition and expansion
Acquired Arctos, a leader in sports team stakes, with $15 billion AUM and $10 billion fee-paying AUM.
Arctos brings expertise in GP Solutions and secondaries, areas with significant growth potential.
The acquisition is expected to help build a $100+ billion AUM business in the secondaries market.
Integration of Arctos is a top strategic priority through 2026.
Plans to innovate in the secondaries space, leveraging Arctos' talent and KKR's resources.
Macro environment and outlook
2026 is anticipated to be constructive for capital markets, with increased M&A, IPO activity, and potential Fed rate cuts.
Despite macro complexity, significant investment in resources provides differentiated insights.
Expects more deployment and monetization opportunities in 2026, benefiting clients and shareholders.
How does KKR sustain its operating leverage?
Rationale for building Secondaries from scratch?
Assess AI's net impact on KKR's portfolio
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next KKR earnings date
Q1 202630 Apr, 2026
KKR
Next KKR earnings date
Q1 202630 Apr, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research20 Mar 2024
Companies That Had Their IPO in 1988: A Year of Recovery
An overview of the IPO landscape and general sentiment in 1988 as the markets recovered from the Black Monday crash the previous year.
)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
Frequently asked questions
The O.G of Private Equity
KKR, or Kohlberg Kravis Roberts & Co., has consistently been a leader in the private equity industry. The company was founded in 1976 to create and manage private equity funds that acquired underperforming businesses. The trio had previously worked together at Bear Stearns, where they actually pioneered in completing some of the earliest leveraged buyouts that were made.
Stable performance through tough times
KKR has performed well in historical periods of high volatility and came out of the; 2000s recession with a gross IRR of 47 percent compared to 8 percent for the S&P 500. The Great Financial Crisis with a gross IRR of 32 percent compared to 15 percent for the S&P 500. And the COVID-19 Pandemic with a gross IRR of 16 percent compared to 4 percent for the S&P 500.
Still room left to grow
The company's segments, including private equity, growth, real estate, infrastructure, alternative credit, leveraged credit, and hedge funds, possess gigantic addressable markets. KKR is a leading player in many of these markets but only has market shares of low to mid-single digits, giving them much room to grow.
Consistently beating the S&P 500
Having completed private equity transactions with more than $690 billion as of summer 2022, KKR’s portfolio companies employ over 800 000 people worldwide. The company has generated a cumulative gross IRR of 26 percent since its inception, compared to the 12 percent achieved by the S&P 500 over the same period. Some of KKR’s competitors include Apollo Global Management, Brookfield Asset Management, and Blackstone.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage