3Q 2023 Investor Presentation
Integrated Perspectives on Risk Deliver Impressive Results
Leveraging Unmatched
Capabilities
» Extensive, Uniquely Curated,
Proprietary Data
>> Rich Product Development Program
» World-class Sales & Distribution
Force
» Track Record of Successful
Acquisitions
Deep Market Currents
» Outpacing Competitors in $30B+
Current Addressable Market¹
» Increasing Demand to Understand
Risk and Resiliency
» Digitization and Transformation
Trends Across Industries
Delivering Results
10%
90%+
Retention Rate³
ARR²
33.6%
Adjusted Operating Margin³
Meets Rule of 40
Based on 2023F Guidance4
63
Quarters of
Consecutive
Revenue Growth
Integrated Perspectives on Risk: Combining data, analytics and software to decode risk and unlock opportunity for customers
1. Estimated Current Addressable Market (i.e., CAM) as of June 30, 2023. Based on revenue projections through 2026. Sources: Moody's estimates, publicly available investor presentations, company annual reports, and analyst transcripts.
2. ARR growth as of September 30, 2023. Refer to the Appendix for the definition of and further information on ARR.
3. For quarter ended September 30, 2023.
4. Rule of 40 metric calculated by adding Annualized Recurring Revenue Growth to Adjusted Operating Margin. Guidance as of October 25, 2023. Refer to Table 11 - "2023 Outlook" in the press release titled "Moody's Corporation Reports Results
for Third Quarter 2023" from October 25, 2023, for a complete list of guidance, reconciliations between adjusted measures and U.S. GAAP, as well as assumptions used by the Company with respect to its guidance.
Moody's
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Decode risk. Unlock opportunity.
3Q 2023 Investor Presentation
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