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Moody's Corporation operates as a global integrated risk assessment firm, providing essential services through its two main segments: Moody's Analytics (MA) and Moody's Investors Service (MIS). The company offers data, intelligence, and analytical tools to assist business and financial leaders in making informed decisions, as well as publishing credit ratings and assessment services for various debt obligations and entities worldwide . Moody's Analytics is comprised of three lines of business: Research & Insights, Data & Information, and Decision Solutions, while Moody's Investors Service primarily generates revenue from credit rating assignments and monitoring .
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Moody's Analytics (MA) - Provides data, intelligence, and analytical tools to help business and financial leaders make confident decisions .
- Research & Insights - Offers research services and credit scoring tools, contributing significantly to MA's revenue .
- Data & Information - Delivers data feed activities and master data management applications, supporting use cases like supply chain analysis and KYC, including products like Orbis .
- Decision Solutions - Focuses on cloud-based SaaS businesses serving banking, insurance, and KYC workflows .
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Moody's Investors Service (MIS) - Publishes credit ratings and provides assessment services on a wide range of debt obligations and entities worldwide, with revenue primarily from fees for credit rating assignments and monitoring .
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Given the tough comps from this year's near-record issuance levels, how confident are you that the anticipated tailwinds, such as lower default rates and refunding walls approaching $5 trillion over the next 4 years , will offset potential headwinds like geopolitical risks and economic uncertainties in 2025?
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With private credit assets under management expected to reach up to $3 trillion by 2028 , how is Moody's positioning itself to capture growth opportunities in this market, and what specific steps are you taking to meet the demand for independent third-party ratings and assessments?
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Regarding the RMS acquisition, while you report improvements in growth and margins , can you elaborate on how RMS has contributed to cross-selling opportunities within Moody's, and what challenges remain in fully realizing its potential across your product offerings?
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Your adjusted diluted EPS guidance implies Q4 EPS growth will be relatively flat to slightly down compared to the prior period and down approximately 30% sequentially from Q3 ; can you explain the primary factors behind this expected decline, especially in light of strong year-to-date performance?
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Given that ARR growth in MA slowed to 9% due to factors like increased attrition and lower sales to banks and asset managers , what specific strategies are you implementing to accelerate ARR growth back to double digits and improve new business sales execution?
Competitors mentioned in the company's latest 10K filing.
- Other CRAs (Credit Rating Agencies)
- Investment banks and brokerage firms that offer credit opinions in research
- Non-NRSROs that evaluate debt risk for issuers or investors
- Local rating agencies supported by governments in some countries
- Consulting firms and technology and information providers