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09:00
Jul 22 ◎

MCO FY2026 Q2 Watch

Moody's Corporation (MCO) FY2026 Q2 Earnings Call

MCO HUT AMZN MSFT BLK ▾

Noemi Levy

Management raised EPS guidance midpoint, increased share repurchase outlook, and maintained revenue guidance despite a mix shift, indicating confidence in operating leverage and demand durability.

"We are raising the low end of the range by 10 cents, bringing FOIA guidance to $16.50 to $17, or 12% growth at the midpoint."

MCO WATCH

Rob Fauber

Large data center financing deal adds to Moody's ratings revenue and signals continued AI-related debt issuance demand.

"That was a roughly $4 billion financing for a 350 megawatt hyperscale campus developed by Hut 8."

HUT WATCH

Rob Fauber

Hyperscalers have already exceeded Moody's 2026 full-year issuance forecast, issuing more debt in the first half of 2026 than in the last three years combined. — Indicates a massive acceleration in capital formation for AI infrastructure, driving sustained bond issuance demand that benefits Moody's ratings revenue but also signals aggressive capex plans for the hyperscalers.

"With Amazon, we brought Moody's connected intelligence directly into Amazon Quick, giving AWS customers access to our ratings and research and curated data on hundreds of millions of public and private entities"

AMZN WATCH MSFT WATCH GOOGL WATCH

Rob Fauber

Moody's rates the largest tokenized money market fund, strengthening its role in digital finance and tokenization.

"We also recently rated BlackRock's tokenized money market fund. That's the world's largest at $2.6 billion market cap."

BLK WATCH

HIGH

09:00
Apr 22 ◎

MCO FY2026 Q1 Watch

Moody's Corporation (MCO) FY2026 Q1 Earnings Call

MCO ANTHROPIC OPENAI MSFT AMZN ▾

Rob Fauber

Management expresses confidence in underlying demand and margin expansion, raising buyback guidance, though cautioning that extended volatility could moderate second-half issuance growth.

"Q1 was a strong start to the year, despite a volatile geopolitical backdrop, and Moody's again delivered sustained revenue growth across both businesses and powerful operating leverage."

MCO WATCH

Rob Fauber

Moody's integrates its agentic solutions natively into Anthropic's cloud, giving Anthropic a differentiated enterprise credit risk workflow and expanding its platform's value for regulated users.

"With Anthropic, for licensed users, our agentic credit and compliance workflows are now available natively inside the cloud interface through something called an MCP application."

ANTHROPIC WATCH

Rob Fauber

Moody's decision-grade data becomes accessible inside OpenAI's enterprise offering, making ChatGPT more useful for financial workflows and deepening OpenAI's enterprise stickiness.

"Through model context protocol integrations, Moody's licensed intelligence can now be accessed directly within enterprise AI environments, such as ChatGPT Enterprise and Cloud."

OPENAI WATCH

Rob Fauber

Year-to-date debt issuance from the top five hyperscalers has already exceeded full-year 2025 levels, signaling massive AI infrastructure capex that will require ongoing funding. — Record hyperscaler bond issuance means these companies are front-loading debt to fund AI data centers, a multi-year buildout that will pressure their balance sheets but also drive structural demand for ratings and analytics.

"Launching a dedicated Moody's agent in Microsoft 365 Copilot and making Moody's intelligence available as a grounding data source across Copilot experiences."

MSFT WATCH AMZN WATCH

HIGH

09:00
Feb 18 ◎

MCO FY2025 Q4 Watch

Moody's Corporation (MCO) FY2025 Q4 Earnings Call

GOOGL AMZN META MCO COIN ▾

Rob Fauber

Alphabet's large debt issuance signals continued aggressive AI infrastructure investment, supporting demand for capital markets services.

"In the fourth quarter alone, we rated more than $70 billion of issuance for companies including Alphabet, Amazon, and Meta, in part related to their AI investment programs."

GOOGL WATCH

Rob Fauber

Moody's rated over $70bn of debt from Alphabet, Amazon, and Meta in Q4 alone, largely tied to AI investment programs, indicating a massive capex cycle that benefits AI hardware and data center suppliers. — The debt issuance directly funds AI infrastructure buildouts, creating downstream demand for GPUs, networking, and data center equipment.

"In the fourth quarter alone, we rated more than $70 billion of issuance for companies including Alphabet, Amazon, and Meta, in part related to their AI investment programs."

AMZN WATCH META WATCH NVDA WATCH

Rob Fauber

Management expresses strong conviction in the business's resilience and growth trajectory, supported by record 2025 results and margin expansion guidance.

"Our confidence heading into 2026 is grounded in the durability of the business model that we've built and the discipline with which we allocate capital."

MCO WATCH

Rob Fauber

Moody's issued the first cross-sector stablecoin rating methodology and forecasts stablecoin market value reaching $400B by end of 2026 and $2T by 2028, signaling explosive growth in digital cash assets. — If stablecoin adoption hits these projections, exchanges and infrastructure providers like Coinbase stand to benefit significantly from increased transaction volumes and asset management fees.

"the total value of issued stablecoins is forecasted to reach $400 billion by the end of 2026 and $2 trillion by 2028."

COIN WATCH

Rob Fauber

Moody's will make its data available through Anthropic's Claude AI, enabling users to query decision-grade content via chatbot.

"and going forward through AI portals like Claude and OpenAI."

ANTHROPIC WATCH

Rob Fauber

Moody's content will be accessible through OpenAI's platform, expanding distribution via API and agentic interfaces.

"and going forward through AI portals like Claude and OpenAI."

OPENAI WATCH

Rob Fauber

Blackstone is active in private credit securitization, using Moody's ratings as a stamp of quality.

"we were the sole rating agency on the largest private credit CLO of the year, a $1.5 billion issuance by Blackstone."

BX WATCH

Rob Fauber

Moody's data is being integrated into Salesforce's CRM ecosystem, deepening its workflow presence.

"our solutions are delivered through our own applications, and increasingly, they're embedded directly into customers' existing technology stacks and third-party workflow platforms. That includes systems like Salesforce, ServiceNow, Coupa,"

CRM WATCH

Rob Fauber

Moody's data is accessible via ServiceNow's platform, expanding its reach in enterprise workflows.

NOW WATCH

Rob Fauber

Coupa's procurement platform is a new channel for Moody's decision-grade data, especially in supplier risk.

COUP WATCH

Rob Fauber

Databricks serves as a data and AI platform where Moody's content is consumed, strengthening the data-as-a-service relationship.

DATABRICKS WATCH

HIGH

09:00
Oct 22 ◎

MCO FY2025 Q3 Watch

Moody's Corporation (MCO) FY2025 Q3 Earnings Call

CRM MSCI MCO ▾

Rob Fauber

Moody's is deepening its Salesforce partnership by embedding its data into AgentForce 360 and agentic tools, which should drive more sticky revenue for both companies.

"we're expanding our partnership to make available our proprietary GenAI ready data and analytics within Salesforce's AgentForce 360"

CRM WATCH

Rob Fauber

Moody's partnership with MSCI addresses credit risk assessment in private credit markets, potentially expanding addressable revenue for both firms.

"we partnered with MSCI to be able to provide investors with that third-party view"

MSCI WATCH

Noemi

Management raised full-year guidance for revenue, EPS, and margins across multiple segments, citing record issuance, robust pipelines, and cost efficiencies, indicating strong momentum into 2026.

"We are lifting both our top and bottom line guidance and we're proving we can invest for growth and expand margins at the same time."

MCO WATCH

HIGH

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