Moody's (MCO): FY25 Q4 earnings call, Feb 18, 2026
On its Feb 18, 2026 earnings call (FY25 Q4), Moody's said 5 of the 10 words Kalshi listed; Parrot’s count agreed with all 10 settlements. Quotes below are at most 25 words each.
UpdatedMarkets
10 words · 5 settled yes · our count agreed on 10 of 10- Kalshi: company speakers + operator
Kalshi
backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.
| Word | Result | Our count | All speakers | Agrees | Probability | Market |
|---|---|---|---|---|---|---|
| Orbis | Yes | 5 | 5 | ✓ | 68%transcripts from the transcript model | – |
| Retention | Yes | 2 | 2 | ✓ | 82%transcripts from the transcript model | – |
| Data Center | Yes | 2 | 2 | ✓ | 68%transcripts from the transcript model | – |
| Tariff | Yes | 1 | 1 | ✓ | 71%transcripts from the transcript model | – |
| Repurchase / Repurchased | Yes | 1 | 1 | ✓ | 51%transcripts from the transcript model | – |
| BDC | No | 0 | 0 | ✓ | 76%transcripts from the transcript model | – |
| Geopolitical | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| Rate Cut | No | 0 | 0 | ✓ | 63%transcripts from the transcript model | – |
| Inflation | No | 0 | 0 | ✓ | 49%transcripts from the transcript model | – |
| Saudi Arabia | No | 0 | 0 | ✓ | 16%transcripts from the transcript model | – |
Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
8 matches for “Private Credit”; 5 quoted, at least 25 words apart.
…investment across infrastructure, AI-driven data centers, energy finance, energy transition finance, and private credit. And in the fourth quarter alone, we rated more than $70,000,000,000…
…to play an important role in the digital finance ecosystem. Now in private credit, demand for ratings continues to accelerate. Private credit revenue increased 60%…
…wins. Last year, we were the sole rating agency on the largest private credit CLO of the year, a $1,500,000,000 issuance by Blackstone. Now pivoting…
…And we are also expanding and packaging our credit tools specifically for private credit origination and underwriting, where demand continues to grow. Second, in KYC…
…issuance. Project and infrastructure finance also had near-record issuance in the quarter. Private credit across all asset classes grew 40% in Q4, from particularly strong…
Where the listed words were said
…world's largest global payment platforms signed a multiyear, multimillion-dollar agreement to embed Orbis via API into their new customer onboarding processes. And they are threading…
with a very high concentration in recurring revenue, and retention in the low to mid-90s.
…growth from private credit, as well as issuance from hyperscalers and AI-driven data centers. Based on our issuance outlook, we expect MIS revenue for 2026…
…quarter capped off an outstanding year across the board. While we experienced tariff-driven uncertainty that resulted in a market-driven air pocket early in 2025, conditions…
…of our New York headquarters and London office space. We expect to repurchase approximately $2,000,000,000 in shares during the year and announced a 10% increase…
Agents: this page as TSV at /api/v1/appearances/moodys:2026-02-18:earnings_call · words: /api/v1/brief?appearance=moodys:2026-02-18:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP