2Q 2020 Investor Presentation
$ Millions
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ERS: Recurring 80% of Revenue with Mid-teens CAGR
$500
$400
$300
61%
$200
$100
ERS Revenue: Recurring¹ vs. Non-recurring
Recurring Revenue CAGR² = 16%
100%
77%
80%
60%
40%
% Recurring
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ERS recurring revenue has grown by approximately
$200 million since 2015
Emphasis on subscription products supports scalability,
drives operating leverage and margin
Ease of use and lower cost of ownership shifting.
customer demand to SaaS
Next gen products enhance customer experience,
improve adoption rates and shorten sales cycles
TTM³ sales as of 2Q 2020:
Subscriptions (recurring)4 +13%
>>>
20%
$0
0%
2015
2016
2017
2018
2019
TTM32Q20
One-Time (L)
Recurring (L)1 -% Recurring (R)
Recurring revenue includes maintenance and subscription.
Compound Annual Growth Rate, 2015-2019.
Trailing twelve months ended June 30, 2020.
Subscriptions / recurring sales include maintenance. Excluding maintenance, TTM subscription / recurring sales would be +21%.
MOODY'S
-
One-time (non-recurring) +14%
2Q 2020 Investor Presentation - August 11, 2020
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