AI Index / Moody's Corporation
Moody's Corporation (MCO)
Moody’s revenue comes from: 1) Moody’s Investors Service (ratings) – transaction and recurring fees across corporate finance, financial institutions, structured finance, and public/infra; driven by issuance, refi walls, CLOs, and private credit. AI does not directly drive MIS revenue. 2) Moody’s Analytics – recurring ARR from Decision Solutions (banking/lending incl. CreditLens, KYC, insurance), Research & Insights, and Data & Information. AI contributes directly here via GenAI-enabled workflows, agentic solutions, smart APIs, and partnerships (e.g., Salesforce), with some wins (e.g., credit memo automation), but remains a minority of segment revenue.
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Demand is solid with spreads hovering around near record lows. And the refi walls continue to build. Additionally, demand for debt financing remains strong in areas that we've consistently spotlighted over the past year or two. That includes private credit, AI-powered data center expansion, infrastructure development, and transition finance.
- Robert Scott Fauber
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Quotes from moodys Executives About Artificial Intelligence and Generative AI
In MA, that includes an increasing focus on fiscal climate risk, and enhancing and expanding our solutions to help customers embed AI more deeply into their workflows.
- Robert Scott Fauber
On AI, you've heard me talk before about the very encouraging engagement that we have with a number of large banks who are interested in leveraging our data and models their internal AI-enabled workflows.
- Robert Scott Fauber
In the third quarter, we signed over $3 million in new business with a Tier one U.S. Bank, which included solutions to automate credit memo creation and to deploy early warning systems across its real estate portfolios.
- Robert Scott Fauber
These solutions are driving meaningful efficiency gains for our customers, are accelerating time to decision, and delivering a competitive edge. And this is a powerful example of how Moody's is uniquely positioned to bring together proprietary data advanced analytics, software and now GenAI capabilities and agents into our customers' mission-critical workflows.
- Robert Scott Fauber
Now these Agenza capabilities are just one part of a broader investment strategy, one that's focused on unlocking the full potential of our data and analytics estate.
- Robert Scott Fauber
We're embedding our data into partner ecosystems extending our reach while preserving the depth of our domain expertise. And this approach not only scales our impact, it also deepens customer integration, improves retention, and it will help to continue to drive durable growth across our portfolio.
- Robert Scott Fauber
We now have something like 20 different standalone or AI-enabled applications. So we're that that gives us an opportunity to monetize there.
- Robert Scott Fauber
We have been building a suite of highly specialized workflow agents. We've got more than 50 domain-specific agents already today. That leverage our proprietary data and subject matter expertise. And support all that automation and can be embedded into customers' internal workflows.
- Robert Scott Fauber