Early Access

10-QPeriod: Q1 FY2009

CITIGROUP INC Quarterly Report for Q1 Ended Mar 31, 2009

Filed May 11, 2009For Securities:CC-PN

Summary

Citigroup Inc. reported a net income of $1.593 billion for the first quarter of 2009, a significant turnaround from a net loss of $5.111 billion in the same period of the prior year. Total revenues, net of interest expense, more than doubled to $24.789 billion from $12.441 billion in Q1 2008, primarily driven by strong trading results in the Institutional Clients Group (ICG) and lower net write-downs. Operating expenses decreased by 23% year-over-year, reflecting re-engineering efforts and cost reductions. Despite the return to profitability, the company's financial health was still impacted by a challenging economic environment, evidenced by a 76% increase in provisions for credit losses and a 10% decline in Global Cards revenue. The company also saw a significant year-over-year improvement in its loss per share, moving from a loss of $0.18 in Q1 2008 to $0.18 in Q1 2009, though this was impacted by accounting adjustments related to convertible preferred stock. The company's capital ratios remained robust, with a Tier 1 Capital Ratio of 11.92% at March 31, 2009, bolstered by government programs and ongoing exchange offers aimed at improving its capital structure.

Financial Statements
Beta
Revenue$24.52B
Operating Expenses$11.69B
Operating Income$1.71B
Interest Expense$7.66B
Net Income$1.59B
EPS (Basic)$-1.80
EPS (Diluted)$-1.80
Shares Outstanding (Basic)538.50M
Shares Outstanding (Diluted)595.33M

Key Highlights

  • 1Citigroup reported a net income of $1.593 billion in Q1 2009, a significant improvement from a net loss of $5.111 billion in Q1 2008.
  • 2Total revenues increased by 99% to $24.789 billion, driven by strong performance in the Institutional Clients Group (ICG) and lower write-downs.
  • 3Operating expenses decreased by 23% to $12.087 billion due to re-engineering efforts and cost controls, including a 16% reduction in headcount.
  • 4Provisions for credit losses increased by 76% to $10.307 billion, reflecting the ongoing impact of the challenging economic environment on consumer and corporate borrowers.
  • 5The company's Tier 1 Capital Ratio stood at 11.92%, and Total Capital Ratio at 15.61%, indicating strong regulatory capital levels.
  • 6Citigroup continued its efforts to de-risk and strengthen its balance sheet, including an expansion of its exchange offer for preferred securities, aiming to convert $33 billion of preferred stock into common equity.
  • 7The company is actively working with borrowers to avoid foreclosures, assisting approximately 80,000 borrowers and providing help to 1.3 million credit card members through various forbearance programs.

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