Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“So Dentsu, Moody's, KPMG, Ferguson, Zoom, and dozens more invested in data three sixty in the quarter.”
Moody's is named among the customers that invested in Salesforce Data 360 during the quarter.
“We also note that Moody's, which only recently upgraded our rating, has put our outlook on positive, reflecting the sturdiness of our balance sheet and our strong operating performance.”
Moody's placed News Corp's outlook on positive following a recent upgrade, a rating agency action reflecting News Corp's balance sheet strength.
“It gets used by the rating agencies, S&P and Moody's, when they rate the bonds, the mortgage-backed securities that go out to the marketplace.”
Moody's uses FICO scores when rating mortgage-backed securities, a downstream usage FICO has historically not monetized.
“we're on positive outlook by Moody's.”
Kinder Morgan carries a positive outlook from Moody's, part of broad rating-agency recognition of its improved credit profile.
“we've received 5 upgrades to our credit ratings across Moody's, S&P and Fitch over the last 13 months.”
United reports five credit-rating upgrades across Moody's, S&P and Fitch over 13 months, reflecting Moody's rating action on United.
“both Moody's and S&P upgraded Nasdaq senior unsecured debt ratings in 2025 to Baa1 and BBB+ respectively.”
Moody's upgraded Nasdaq's senior unsecured debt rating to Baa1, reflecting a rating-agency action recognizing Nasdaq's strengthening balance sheet.
“We have A3, A- credit ratings from both Moody's and S&P.”
Moody's maintains an A3 credit rating on Regency, underpinning its investment-grade balance sheet.
“we estimate that Moody's cash flow from operations free working capital to debt is greater than 17% and S&P's FFO to debt is approximately 16%, both well above the agency's thresholds.”
Entergy's Moody's credit metric is estimated above the agency's threshold, a positive credit-quality signal.
“Both Moody’s and S&P have said that our financial metrics are meeting the investment-grade criteria.”
Moody's has indicated PG&E's financial metrics meet investment-grade criteria, with rating actions gated on wildfire policy progress rather than balance-sheet improvement.
“We also earned a credit rating upgrade, A-, from Moody’s during the fourth quarter, reflecting our disciplined approach to the balance sheet.”
Kimco received an A- (A3) credit rating upgrade from Moody's in Q4, reflecting balance-sheet discipline.
“our average credit metrics of 13.5% exceeded our downgrade threshold of 12% at Moody’s by 150 basis points.”
Exelon references its Moody's downgrade threshold and cushion above it as evidence of balance-sheet strength.
“A portion of our equity needs could be satisfied through issuance of hybrid debt securities at the parent company, which receive 50% equity credit from Moody's and S&P.”
Ameren notes its parent-company hybrid debt securities receive 50% equity credit from Moody's, a factor in structuring its 2026-2030 financing plan.
“We are actively investing in expanding our end-to-end offerings for lending, including with AI capabilities from the Numerated and Eble AI acquisitions, strengthening decisioning, automation, and customer experience.”
Moody's acquired Eble AI to add AI capabilities to its lending offerings, part of its build-out of automated, AI-enabled banking decisioning.
“We are actively investing in expanding our end-to-end offerings for lending, including with AI capabilities from the Numerated and Eble AI acquisitions, strengthening decisioning, automation, and customer experience.”
Moody's is leveraging AI lending capabilities from its Numerated acquisition to strengthen decisioning and automation in its banking suite.
“That includes systems like Salesforce, ServiceNow, Coupa, Intapp,”
Moody's distributes its analytics through third-party platforms including ServiceNow, indicating ServiceNow's role as an embedded workflow host for Moody's content.
“That includes systems like Salesforce, ServiceNow, Coupa, Intapp,”
Moody's embeds its content directly into third-party workflow platforms including Salesforce, a distribution-partner read-through for Salesforce as a host for Moody's data.
“Last year, we were the sole rating agency on the largest private credit CLO of the year, a $1,500,000,000 issuance by Blackstone.”
Blackstone issued the largest private credit CLO of the year ($1.5B), rated solely by Moody's, underscoring Blackstone's leading scale in private credit.
“And in the fourth quarter alone, we rated more than $70,000,000,000 of issuance for companies including Alphabet, Amazon, and Meta, in part related to their AI investment programs.”
Meta was among the large issuers Moody's rated in Q4 tied to AI investment programs, a read-through to Meta's debt-funded AI capex.
“And in the fourth quarter alone, we rated more than $70,000,000,000 of issuance for companies including Alphabet, Amazon, and Meta, in part related to their AI investment programs.”
Amazon tapped debt markets in Q4 for AI-related investment, with Moody's rating the issuance, signaling Amazon's debt-funded AI/data-center spending.
“And in the fourth quarter alone, we rated more than $70,000,000,000 of issuance for companies including Alphabet, Amazon, and Meta, in part related to their AI investment programs.”
Alphabet was among the mega-cap issuers Moody's rated in Q4 as it raised large debt to fund AI investment programs, a read-through to Alphabet's rising debt-funded AI capex.
“we signed a definitive agreement to acquire majority interest in MIRAS, the leading ratings agency in Egypt”
Moody's is acquiring a majority stake in MIRAS, the leading Egyptian ratings agency, to expand its footprint across Middle East and Africa domestic debt markets.
“we entered into a definitive agreement to sell our Learning Solutions business to Fitch”
Moody's is divesting its Learning Solutions business to rating-agency rival Fitch, which is expanding via the purchase.
“our partnership with Salesforce, where we continue to see strong growth from our integrated suite of connectors”
Moody's embeds its firmographic data and content into Salesforce workflows and is expanding into Salesforce's AgentForce 360, signaling growing demand for Salesforce's agentic platform.
“one of the reasons that we partnered with MSCI to be able to provide investors with that third-party view”
Moody's partnered with MSCI to give investors an independent third-party assessment of credit risk in the direct lending / private credit market, where Moody's has little rating exposure.
Record full-year revenue exceeded $7.7 billion, up 9%, with adjusted EPS reaching a record $14.94, up 20%, as MIS Q4 revenue surged 17% with record fourth-quarter issuance activity. Private credit revenue grew 60% for the full year while AI deepened as a trusted context layer for customer engagement. Management introduced FY2026 EPS guidance of $16.40-$17.00, implying approximately 12% growth.
Demand | Revenue Growth | Subscriber Growth | Cloud & AI | Guidance Reliability | Competitive Dynamics | Innovation & R&D | Credit | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 6 | 2 | 4 | 4 | 1 | 1 | |
| 2025Q1 | 6 | 2 | 2 | 1 | 3 | 1 | 1 | 1 |
| 2025Q2 | 3 | 2 | 5 | 2 | 2 | 1 | 2 | |
| 2025Q3 | 7 | 1 | 3 | 2 | 2 | 2 | 1 | 3 |
| 2025Q4 | 1 | 1 | 1 | 4 | 2 | 4 | 2 | |
| 2026Q1 | 1 | 7 | 1 | 1 | 2 | 1 | 3 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 6 | 3 | 7 | 1 | 1 |
| Revenue Growth | 6 | 2 | 2 | 1 | 1 | 7 |
| Subscriber Growth | 2 | 2 | 5 | 3 | 1 | 1 |
| Cloud & AI | 4 | 1 | 2 | 2 | 4 | 1 |
| Guidance Reliability | 4 | 3 | 2 | 2 | 2 | |
| Competitive Dynamics | 1 | 1 | 2 | 2 | 4 | 1 |
| Innovation & R&D | 1 | 1 | 1 | 1 | 2 | 3 |
| Credit | 1 | 2 | 3 | 3 |
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Alex Kramm | UBS | 6 (33%) |
| Owen Lau | Clear Street | 5 (40%) |
| Craig Huber | Huber Research Partners |
| Toni Kaplan | Morgan Stanley | 5 (20%) |
| Jeff Silber | BMO Capital Markets | 5 (40%) |
| Andy Steinerman | JPMorgan | 4 (25%) |
| Scott Wurtzel | Wolfe Research | 4 (0%) |
| George Tong | Goldman Sachs | 4 (0%) |
| Russell Quelch | Redburn Atlantic | 4 (75%) |
| Ashish Sabadra | RBC Capital Markets | 4 (50%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 1 | 6 (33%) |
| BMO Capital Markets | 1 | 5 (40%) |
| Huber Research Partners | 1 | 5 (40%) |
| Clear Street | 1 | 5 (40%) |
| JPMorgan | 2 | 5 (20%) |
| Morgan Stanley | 1 | 5 (20%) |
| RBC Capital Markets | 1 | 4 (50%) |
| Goldman Sachs | 1 | 4 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MCO Moody's Corporation | 7 | +8.1% | |
| CBOE Cboe Global Markets | 10 | +6.5% | |
| CME CME Group | 7 | +14.5% | |
| COIN Coinbase Global | 1 | -30.5% | |
| FDS FactSet | 5 | +6.4% | |
| ICE Intercontinental Exchange | 9 | +13.5% | |
| MSCI MSCI | 8 | +14.1% | |
| NDAQ Nasdaq, Inc. | 8 | +2.3% | |
| SPGI S&P Global | 8 | +10.4% |