Moody's: 3 Key Takeaways for Long-Term Investors

Moody's reported revenue above $2 billion for the third consecutive quarter, driven by AI infrastructure debt issuance growth (up fourfold year-over-year), high-margin credit ratings, and embedded analytics software with 99% recurring revenue. The company benefits from $5 trillion in refinancing needs over the next four years across the U.S. and EMEA, supported by durable competitive moats from regulatory status and high switching costs.