Moody's Corporation is a global integrated risk assessment firm that empowers organizations to anticipate, adapt, and thrive in a new era of exponential risk. The company provides data, analytical solutions, and insights to help decision-makers identify opportunities and manage the risks of doing business. Moody's operates through two reportable segments: Moody's Analytics (MA) and Moody's Investors Service (MIS). MA provides financial intelligence and analytical tools, while MIS is a leading global provider of credit ratings, research, and risk analysis.

• Employees: 15,151 (as of December 31, 2023)
• Geographic Footprint: Operates in more than 40 countries
• Headquarters: New York, NY
• Founded: Not available in filing
• Number of locations/facilities: 112 (31 U.S. offices and 81 non-U.S. offices)
• Revenue: $5.916 billion (FY2023)
• Market Capitalization: Approximately $64 billion (as of June 30, 2023)
• Key Subsidiaries/Brands: Moody's Analytics, Moody's Investors Service

• CEO: Robert Fauber
• CFO: Caroline Sullivan (Interim)
• President, Moody's Analytics: Stephen Tulenko
• President, Moody's Investors Service: Michael West
• General Counsel: Richard Steele

Robert Fauber has served as CEO since January 2021. Caroline Sullivan has served as Interim CFO since September 2023. Stephen Tulenko has served as President of Moody's Analytics since November 2019. Michael West has served as President of Moody's Investors Service since November 2019. Richard Steele has served as General Counsel since September 2023.

• Annual Revenue: $5.916 billion (FY2023)
• Net Income: $1.607 billion (FY2023)
• Market Cap: Approximately $64 billion (as of June 30, 2023)
• Total Assets: $14.622 billion (as of December 31, 2023)
• Number of Employees: 15,151 (as of December 31, 2023)
• Key Financial Highlights: Revenue increased by 8% year-over-year, operating income increased by 13% year-over-year. Adjusted Diluted EPS increased 16% year-over-year.

Moody's provides a range of products and services through its two segments:

• Moody's Analytics (MA): Offers financial intelligence and analytical tools, including data, research, and decision solutions, supporting customers' growth, efficiency, and risk management. This includes SaaS solutions for banking, insurance, and KYC workflows.
• Moody's Investors Service (MIS): Provides independent credit rating opinions and related information, covering a wide range of debt obligations, programs, and facilities. Also provides assessment services on entities that issue such obligations.

Moody's operates through two main segments:

• Moody's Analytics (MA): Provides financial intelligence and analytical tools. Revenue for MA was $3.056 billion in FY2023.
• Moody's Investors Service (MIS): Provides credit ratings and related services. Revenue for MIS was $2.860 billion in FY2023.

Moody's strategic priorities include growing and strengthening its core business, investing in integrated solutions, and scaling in high-growth markets. The company is focused on leveraging technology, data, and analytics to provide customers with comprehensive risk management capabilities. Key initiatives include enhancing ratings quality, expanding market reach, and developing new products and services. Moody's is also focused on integrating sustainability considerations into its operations and offerings.

• Key strategic initiatives: Enablement of Gen Al, expansion of market for integrated data and analytics solutions, and selective bolt-on acquisitions.
• Growth drivers: Strong customer retention rates, cross-selling, upgrades, and pricing.
• Investment priorities: New product development, continued SaaS transition, and increased distribution capacity and productivity.

Moody's operates in the financial information and risk assessment industry. The company faces competition from diversified competitors, software providers, and other credit rating agencies. Key market trends affecting the business include increasing financial complexity, the need for integrated risk solutions, and the growing importance of ESG considerations. Moody's competes with other CRAs, investment banks, and providers of economic data and financial research.

• Market Position: A leading global provider of credit ratings, research, and risk analysis.
• Key Competitors: Competes with other CRAs, investment banks, and providers of economic data and financial research.
• Industry Trends: Increasing financial complexity, demand for integrated risk solutions, and importance of ESG factors.

• Legal and Regulatory Risks: Moody's is subject to extensive regulation in the U.S. and other countries, which could impact its operations and profitability. Changes in laws and regulations may increase competition and costs.
• Economic and Market Risks: The company's business is dependent on the volume of debt securities issued in global capital markets, which is affected by economic conditions, interest rates, and market volatility.
• Operational Risks: Moody's faces risks related to infrastructure malfunctions, cybersecurity threats, and reliance on third-party providers.
• Reputational and Credibility Risks: The company's reputation and brand are key competitive strengths, and any loss of credibility could significantly impact its business.
• Competition and Pricing Pressure: Moody's faces increasing competition and pricing pressure from other CRAs, investment banks, and alternative data providers.