3Q 2020 Investor Presentation slide image

3Q 2020 Investor Presentation

$494 $43 $134 MA 3Q 2020: 8%1 Organic Constant Currency Revenue Growth MA Revenue² 7% YOY $531 Change MA Adjusted Operating Income and Margin +220bps 31.4% $ Millions $145 8% $386 22% $317 $ Millions 29.2% $36 $145 ($14) $167 3Q19 3Q20 RD&A ERS ■PS » MA revenue grew 8%, excluding the impact of divestiture, acquisitions and FX1 1. 2. 3. - RD&A: Driven by KYC and compliance solutions, research and data feeds ERS: Growth from credit assessment and origination solutions, as well as insurance products MA organic constant currency growth as defined in the reconciliation tables in the Appendix. 3Q19 MA Adjusted Operating Income MA Revenue MA Expense Increase 3 Increase³ 3Q20 MA Adjusted Operating Income » Year-over-year margin expansion enabled by: - Scalable top-line growth generating operating leverage Continued savings from reduced marketing, travel and entertainment expenses Subsequent to the divestiture of MAKS in 2019, revenue from the Moody's Analytics Learning Solutions ("MALS") unit that was reported in the Professional Services line of business ("LOB") is now being reported as part of the RD&A LOB. Prior periods have not been reclassified as the amounts were not material. Includes intercompany revenue and expenses. Changes in expenses include the impact of adjusting items. MOODY'S 3Q 2020 Investor Presentation - November 11, 2020 66
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