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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.
“MSCI confirmed that digital asset treasury companies will remain eligible for inclusion in its global market indices”
MSCI decided not to exclude digital-asset-treasury companies from its global indices, preserving index inclusion for Strategy.
“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.
“These efforts are being recognized as we recently received a triple a rating from the well known ESG rating agency MSCI, which is its highest possible rating and is above most of our peers.”
MSCI awarded Revvity its highest AAA ESG rating, which Revvity notes is above most peers.
“That included our partnership with MSCI to provide third-party credit scores on thousands of private credit companies and loans that we discussed on the last call.”
Moody's partnership with MSCI (announced April 2025) provides third-party credit scores on private credit companies and loans, extending rating-agency-style transparency and comparability into private markets.
“Our continuous improvement in areas impacting our sustainability, governance and social priorities was recognized recently by MSCI, who increased their overall ESG rating for Revvity to AAA, which is the highest level.”
MSCI upgraded Revvity's ESG rating to AAA, its highest tier, an external validation of the company's sustainability and governance progress.
“We had some ESG related attrition as customers or some customers are actually going straight to MSCI.”
Some of Moody's ESG data customers are switching directly to MSCI, indicating MSCI is winning share in the ESG data and ratings market.
“I'm particularly excited about the groundbreaking partnership with MSCI that we announced yesterday where we're going to be providing independent risk assessments for private credit investments at scale.”
Moody's and MSCI are partnering to combine Moody's credit risk models with MSCI's private credit data, positioning MSCI as expanding further into private-credit risk analytics infrastructure.
“MSCI said on its conference call, it was having further conversations with you about expanding your partnership, which is currently in ESG. It's perhaps other areas including private credit.”
MSCI disclosed on its own earnings call that it is discussing expanding its existing ESG partnership with Moody's into new areas such as private credit.
“we are extending the ETF agreement with BlackRock through 2035 to solidify that tremendous future growth”
MSCI extended its index-licensing ETF agreement with BlackRock (iShares) through 2035 while lowering fee floors on certain superscale ETFs, underscoring BlackRock's large and growing ecosystem of ETFs linked to MSCI indexes.
“which is the former Burgiss company that we acquired 3 years ago”
MSCI references its acquisition of private-capital data firm Burgiss, now the core of its Private Capital Solutions segment.
“You saw the recent launch with Goldman Sachs Asset Management of the Private Equity Tracker Fund”
Goldman Sachs Asset Management licensed MSCI's private-equity database to launch a Private Equity Tracker Fund, an example of MSCI monetizing data with a large asset manager.
“We licensed the Moody's credit risk models. We applied it to the MSCI database and we have launched the credit assessments of a lot of these funds”
MSCI licensed Moody's credit-risk models to power its new private-credit fund credit assessments, a licensing/partnership win for Moody's.
“As a reminder, last year's recurring sales included meaningful contributions from our sustainability partnership with Moody's Analytics.”
MSCI's sustainability-and-climate segment recurring sales were boosted a year earlier by a partnership deal with Moody's Analytics, a tough compare cited as a driver of this quarter's softer new sales in that segment.
“Our first phase of private credit risk assessment in partnership with Moody's is expected in the coming weeks, and we are very excited about the dialogue we've been having with clients on this product.”
MSCI is partnering with Moody's on private credit risk assessment tools, with the first phase launching in the coming weeks as a new joint offering for private markets clients.
“So that's why, you know, our partnership with the Swiss Re on physical risk models is part of going in that climate direction.”
MSCI cited its existing partnership with Swiss Re on physical climate-risk models as part of its climate strategy, complementing MSCI's own strength in transition risk.
“So it's significant because we have some probability of default models, but they're not definitely at the scale of Moody's. Moody's has databases, but our database is superior to their private credit database. So we joined forces to do that together so that we can present a joint product to the market.”
MSCI's CEO elaborated on the mechanics of the Moody's private-credit partnership: Moody's contributes its probability-of-default models while MSCI contributes its larger private-credit database, and the two will co-market a joint product.
“Yesterday, we announced a very exciting partnership with Moody's to develop independent credit risk assessments for private credit. By combining Moody's credit risk modeling solutions with MSCI Inc.'s private credit investment data, we will drive greater clarity and confidence in this asset class, especially at a period of credit stress in the world.”
MSCI announced a new partnership with Moody's combining Moody's credit risk models with MSCI's private credit data to produce independent credit assessments for private credit funds.
“one example would be our geospatial data asset intelligence on which we worked with Google and which has a significant AI component.”
MSCI's geospatial data asset intelligence product was developed in partnership with Google, incorporating a significant AI component.
“The first component was that Moody's analytics, not the Moody's Investor Services, the rating agencies, but Moody's analytics would be subscribing to a lot of our ESG data to be able to package it with their products and sell it to their clients, which are, a lot of them are banks and insurance companies.”
MSCI and Moody's Analytics entered a multi-part partnership: Moody's licensing MSCI ESG data, MSCI using Moody's Bureau Van Dijk database to generate ESG scores on 100+ million entities, and an early-stage intent to collaborate on private credit.
MSCI closed FY2025 with over 10% organic revenue growth and the ABF run rate surging to $852 million on record flows, marking the 11th consecutive year of double-digit adjusted EPS growth as total run rate crossed $3.3 billion growing 13%. Management introduced FY2026 guidance on expenses, CAPEX, D&A, FCF, interest expense, and tax rate, while private capital solutions accelerated with 86% sales growth and the Baer Pettit retirement marked a leadership transition.
Product Launch | Revenue Growth | Subscriber Growth | Macroeconomic | Demand | Pricing | Cost Pressure | Cloud & AI | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 6 | 6 | 1 | 3 | 3 | 2 | 1 |
| 2025Q1 | 4 | 7 | 4 | 1 | 1 | 2 | 1 | |
| 2025Q2 | 5 | 7 | 5 | 4 | 2 | 2 | 1 | |
| 2025Q3 | 6 | 4 | 1 | 3 | 2 | 1 | 1 | 4 |
| 2025Q4 | 6 | 2 | 2 | 2 | 3 | 2 | 1 | |
| 2026Q1 | 6 | 4 | 2 | 4 | 2 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Product Launch | 6 | 4 | 5 | 6 | 6 | 6 |
| Revenue Growth | 6 | 7 | 7 | 4 | 4 | |
| Subscriber Growth | 6 | 4 | 5 | 1 | 2 | 2 |
| Macroeconomic | 1 | 1 | 4 | 3 | 2 | 4 |
| Demand | 3 | 1 | 2 | 2 | 2 | 2 |
| Pricing | 3 | 2 | 2 | 1 | 3 | |
| Cost Pressure | 2 | 1 | 1 | 1 | 2 | 1 |
| Cloud & AI | 1 | 4 | 1 | 2 |
| 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 | 7 (0%) |
| Alex Hess | JPMorgan | 7 (0%) |
| Manav Patnaik | Barclays | 6 (0%) |
| Faiza Alwy | Deutsche Bank | 6 (0%) |
| Ashish Sabadra | RBC Capital Markets | 6 (0%) |
| Toni Kaplan | Morgan Stanley | 6 (0%) |
| George Tong | Goldman Sachs | 6 (0%) |
| Jason Haas | Wells Fargo | 6 (0%) |
| Craig Huber | Huber Research Partners | 6 (0%) |
| Scott Wurtzel | Wolfe Research | 6 (0%) |
| 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 | 7 (0%) |
| JPMorgan | 1 | 7 (0%) |
| Clear Street | 1 | 6 (0%) |
| Deutsche Bank | 1 |
| 6 (0%) |
| Wolfe Research | 1 | 6 (0%) |
| Barclays | 1 | 6 (0%) |
| Morgan Stanley | 1 | 6 (0%) |
| RBC Capital Markets | 1 | 6 (0%) |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MSCI MSCI | 8 | +14.1% | |
| 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% | |
| MCO Moody's Corporation | 7 | +8.1% | |
| NDAQ Nasdaq, Inc. | 8 | +2.3% | |
| SPGI S&P Global | 8 | +10.4% |