Moody's Corporation Q4 2025 Earnings Call Summary

Achieved record 2025 results driven by the 'busiest fourth quarter' in company history, fueled by massive funding needs in infrastructure, AI data centers, and private credit. Transitioning from standalone software to 'decision-grade contextual intelligence' embedded directly into customer workflows, third-party systems, and AI-enabled interfaces. Private credit revenue surged 60% in 2025, supported by new methodologies and a leadership position in transparent, independent credit assessments for the s ...