Moody’s Corporation (MCO) Presents at BofA Securities 2026 Information & Business Services Conference Transcript

Curtis Nagle
BofA Securities, Research Division

We’re happy to have all you here. I’m Curt Nagle. I’m the new senior analyst for the sector. Really excited to be covering the sector. Really excited to be working with you all. We have a really terrific lineup today, full gamut of the — basically the entire sector, covering what we think will be the most pertinent themes and then, of course, headline with all things AI.

Opening the conference today, really pleased to be welcoming Rob Fauber. He’s the President and CEO of Moody’s. 20-year veteran of Moody’s, started at BofA his career.

Robert Fauber
President, CEO & Director

Yes, that’s right.

Curtis Nagle
BofA Securities, Research Division

And under his tenure as CEO for the past 5 years, led the company to record profitability both in ratings and in analytics. And is embedding — I think turned it off a second. No, okay. Sorry. Embedding AI across every facet of the business. That’s a huge focus for him, driving internal efficiencies, new product development, solutions, and revenue streams based on the proprietary and as you put it, Rob, their decision-grade data. So again, with that, welcome, Rob, and why don’t we jump into the questions?

Robert Fauber
President, CEO & Director

Yes, thanks for having me, and it’s great to have you covering Moody’s.