MCO MOODYS (MCO) Q1 FY25 earnings call
Moody's delivered record first-quarter results, with both its Ratings and Analytics segments achieving 8% revenue growth and strong margin expansion, driven by disciplined expense management and tailwinds from private credit. However, the company adopted a more conservative full-year outlook, revising guidance downwards for revenue, issuance, and ARR, citing increased market volatility, trade policy uncertainty, and specific attrition in its government contracts. Management remains confident in its market position and long-term growth drivers, including AI and digital transformation.
You’re reading a preview. Opening the full call uses 1 concall credit.
Sign in to use your monthly call allowance.
MCO operating KPIs by quarter
| KPI | Sep 2025 Q3 FY25 | Jun 2026 Q2 FY26 | Sep 2026 Q3 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Retention rate Moody's Analytics | 93%93% recurring revenue, a 93% retention rate, and consistent growth at scale.Source: earnings call transcript | 95%That was up nearly 9% from the prior year, with trailing 12-month retention remaining strong at 95%.Source: earnings call transcript | 95%Retention was very strong at 95% on a trailing 12-month basis and that reflects the mission-critical nature of our solutions and the durability of our customer relationships, underpinned by trust and delivery of outcomes.Source: earnings call transcript | 0 pt |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.