Revenue and Issuance Analysis slide image

Revenue and Issuance Analysis

New Rating Mandates Provide Recurring Revenue1 Growth Global New Rating Mandates² ■EMEA United States Rest of World 1,200 # of New Mandates 800 400 990 771 738 0 2014 2015 2016 1,044 1,046 ~900 2017 2018 691 3 2019F » In 3Q19, Moody's new rating mandates increased by 232; in line with 3Q18 » Expect ~900 new mandates in 20193 » MIS recurring revenue growth driven by increased volume of monitoring fees from recent new mandates, as well as pricing initiatives MIS recurring revenue is typically billed annually and recognized ratably over 12 months. Recurring revenue can also be billed upfront and recognized over the life of the security. Rated by Moody's Investors Service. 1. 2. 3. New mandates estimate as of October 30, 2019. MOODY'S November 4, 2019 27
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