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.
2 matches for “Retention”; 2 quoted, at least 25 words apart.
with a very high concentration in recurring revenue, and retention in the low to mid-90s.
…Insights. We achieved 8% ARR growth in this more mature business, underscoring the durability of demand, continued innovation, and improved customer retention. As Rob shared,
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…
…of debt. That was an all-time high supporting investment across infrastructure, AI-driven data centers, energy finance, energy transition finance, and private credit. And in the…
…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