Moody's (MCO): FY26 Q3 earnings call, Oct 21, 2026
On its Oct 21, 2026 earnings call (FY26 Q3), Moody's said 6 of the 13 words Kalshi listed; Parrot’s count agreed with all 13 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
13 words · 6 settled yes · our count agreed on 13 of 13- Kalshi: company speakers + operator
Kalshi
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| AI / Artificial Intelligence 3+ times | Yes | 44 | 49 | ✓ | 93%transcripts from the transcript model | Hear it 2:29, AI / Artificial Intelligence (3+ times) | – |
| Private Credit | Yes | 12 | 13 | ✓ | 93%transcripts from the transcript model | Hear it 3:09, Private Credit | – |
| Data Center | Yes | 5 | 5 | ✓ | 82%n=1+tx from settlement history blended with transcripts | Hear it 4:14, Data Center | – |
| Orbis | Yes | 5 | 5 | ✓ | 75%n=1+tx from settlement history blended with transcripts | Hear it 12:49, Orbis | – |
| Retention | Yes | 3 | 4 | ✓ | 85%n=1+tx from settlement history blended with transcripts | Hear it 2:59, Retention | – |
| Repurchase / Repurchased | Yes | 2 | 2 | ✓ | 70%n=1+tx from settlement history blended with transcripts | Hear it 29:14, Repurchase / Repurchased | – |
| Tariff | No | 0 | 0 | ✓ | 59%n=1+tx from settlement history blended with transcripts | – | |
| Geopolitical | No | 0 | 0 | ✓ | 58%n=1+tx from settlement history blended with transcripts | – | |
| Inflation | No | 0 | 0 | ✓ | 41%n=1+tx from settlement history blended with transcripts | – | |
| Rate Cut | No | 0 | 0 | ✓ | 38%n=1+tx from settlement history blended with transcripts | – | |
| BDC | No | 0 | 0 | ✓ | 36%n=1+tx from settlement history blended with transcripts | – | |
| Recession | No | 0 | 0 | ✓ | 26%transcripts from the transcript model | – | |
| Saudi Arabia | No | 0 | 0 | ✓ | 13%n=1+tx from settlement history blended with transcripts | – |
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 21, 2026 14:43 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
7 matches for “Agentic”; 5 quoted, at least 25 words apart.
…with a large and sophisticated bank. Screening is a prime space for agentic tools coupled with Moody's decision-grade data. For example, a top five U.S.…
…our banking customers, and we are building pipeline. In KYC, obviously, the agentic opportunity is a very real one in going after both labor productivity…
…more and more customers onto that new Maxsight platform, that will offer us more and more monetization opportunities as well as agentic opportunities as well.
…going to be early adopters who want to work with us, where we can deploy FDEs to these customers and actually start co-building agentic solutions.
…are going to be migrating over time from software solutions to more agentic workflows, and we want to do that with our customers. We want…
Where the listed words were said
…delivered its second strongest third quarter on record. Financing activity tied to AI infrastructure remained very strong in the quarter, while on the other hand,…
…some encouraging momentum across several growth areas. That includes lending, insurance, KYC, private credit, and AI-enabled solutions. We expanded MA's adjusted operating margin by 100…
That is across AI infrastructure and data centers, power generation and transmission, renewable energy and carbon transition, defense and security, transportation infrastructure. The world…
…supply chain analytics company, signing a five-year reseller agreement that will extend Orbis penetration into multiple government agencies. Another example, a new federal agency in…
…8% year-over-year, and we are on track to meet our full-year guidance. Retention was very strong at 95% on a trailing 12-month basis, and that…
…flexibility, and returning excess capital to shareholders. Year to date, we have repurchased approximately $2.6 billion worth of shares and continue to expect up to…
Agents: this page as TSV at /api/v1/appearances/moodys:2026-10-21:earnings_call · words: /api/v1/brief?appearance=moodys:2026-10-21:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP