Jeff Silber's questions to MOODYS CORP /DE/ (MCO) leadership • Q3 2025
Question
Jeff Silber inquired about the change in Moody's Analytics' medium-term growth outlook from low-to-mid teens to high single digits.
Answer
Noémie Heuland, CFO, confirmed that the updated medium-term outlook for MA is high single-digit ARR and revenue growth, a revision made earlier in the year. She linked this to strategic investments, organizational efficiency, and significant margin expansion, now targeting mid-to-high 30s over the next two years. Rob Fauber, President and Chief Executive Officer, added that this reflects investor feedback for high single-digit growth combined with margin expansion.