)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
Moody’s (MCO) investor relations material
Moody’s J.P. Morgan 2025 Ultimate Services Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.J.P. Morgan 2025 Ultimate Services Investor Conference summary18 Nov, 2025
Conference overview
The session focused on trends in issuance, ratings, and revenue growth, with a particular emphasis on M&A activity, infrastructure financing, and the impact of AI on the information services sector.
Issuance and ratings revenues exceeded initial expectations due to increased M&A activity, robust corporate issuance, and resilient economic growth.
M&A pipelines are strong, with expectations that deal announcements will further boost issuance in the coming year.
The environment for debt issuance is seen as more favorable now than during the ultra-low interest rate period post-COVID.
Key growth drivers include refinancing needs, private credit expansion, infrastructure investment, and the rise of digital and transition finance.
Asset class and revenue outlook
Corporate issuance remains strong, while structured finance growth has slowed, particularly in consumer finance, reflecting a two-speed economy.
Infrastructure financing is distributed across multiple rating lines, with some quarterly downticks but broad long-term opportunity.
Medium-term organic revenue growth targets remain high-single to low-double digits, with headwinds from specific partnership and distribution changes.
Investment focus is on banking, lending, insurance, cyber, and KYC, leveraging proprietary data and AI to unlock new value.
AI is viewed as a major opportunity to monetize proprietary data across new customer segments and use cases.
AI and digital transformation
AI is expected to benefit data-rich firms, enabling new pricing models and broader content distribution through digital fulfillment.
Proprietary catastrophe models and credit data can be leveraged for new applications in banking and insurance.
Digital fulfillment platforms are being developed to enable scalable, situational access to content and support diverse pricing strategies.
Early adopters of AI solutions show nearly double the growth rate and deeper engagement, especially among large, regulated banks.
Pricing will be based on utility and use case, maintaining pricing power as digital channels expand.
Deep currents: revenue impact and maturity?
Key investments for MA low double-digit growth?
AI: How to maintain pricing power?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Moody’s earnings date
Q4 202511 Feb, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Credit Rating Royalty
Moody's Corporation is a globally recognized financial services company with a primary focus on credit ratings, research, tools, and analysis for investors in debt markets. Today, Moody's Investors Service, its credit rating division, is among the "Big Three" credit rating agencies, alongside Standard & Poor's and Fitch Ratings. Its ratings have become instrumental for investors, lenders, and institutions looking to understand and mitigate financial risk. Besides credit ratings, Moody's Analytics, another segment of the company, provides financial intelligence and analytical tools to assist professionals in making informed decisions.
A Historic Institution
Moody's Corporation, a staple in the global finance sector, traces its origins to John Moody and the early 1900’s. Initially, the company began by producing manuals analyzing the details of stocks and bonds of railroads, an industry of enormous significance at the time. Over the decades, Moody's evolved to become one of the leading credit rating agencies, offering a comprehensive view of risk in various debt instruments. In the late 20th century, Moody's extended its services, delving into research, analytics, and data for investors. Today, its ratings and insights are deeply embedded in the global financial system, guiding investment decisions and providing a measure of trust for market participants worldwide.
Investor’s Services
Moody's Investors Service is the bond credit rating division of Moody's Corporation, its core and most longstanding business function. It rates include government, municipal, and corporate bonds, as well as investment vehicles like money market funds, fixed-income funds, and hedge funds. Moody's also assesses different financial institutions, including both traditional banks and other finance companies. Additionally, they rate certain structured finance asset categories. The aim of these ratings is to offer investors a straightforward tool to gauge the creditworthiness of various securities. Moody’s Investors Services is among the “Big Three” of credit rating agencies together with S&P and Fitch. The latter is not publicly traded,
Analytics
Moody's Analytics operates as a subsidiary of Moody's Corporation works outside of ratings and delivers both software solutions and advisory services. The department conducts in-depth economic research encompassing credit analysis, performance evaluation, financial modeling, structured analysis, and comprehensive risk management. Its offerings include unique economic models, specialized software tools, and expert-led training programs, primarily focusing on risk management proficiency within the financial industry. The analytics business arm has over 40.000 institutions as customers, with names like Tetragon and Barings being found on the list of clients.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage