Moody's (MCO): FY26 Q3 earnings call, Oct 21, 2026

Wed, Oct 21Earnings callSpeaker-labelled transcriptMoody's

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.

Updated

Markets

13 words · 6 settled yes · our count agreed on 13 of 13
Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability published before the event
WordResultOur countAll speakersAgreesProbabilityClipMarket
AI / Artificial Intelligence 3+ timesYes4449✓93%transcripts from the transcript modelHear it 2:29, AI / Artificial Intelligence (3+ times)–
Private Credit Yes1213✓93%transcripts from the transcript modelHear it 3:09, Private Credit–
Data Center Yes55✓82%n=1+tx from settlement history blended with transcriptsHear it 4:14, Data Center–
Orbis Yes55✓75%n=1+tx from settlement history blended with transcriptsHear it 12:49, Orbis–
Retention Yes34✓85%n=1+tx from settlement history blended with transcriptsHear it 2:59, Retention–
Repurchase / Repurchased Yes22✓70%n=1+tx from settlement history blended with transcriptsHear it 29:14, Repurchase / Repurchased–
Tariff No00✓59%n=1+tx from settlement history blended with transcripts–
Geopolitical No00✓58%n=1+tx from settlement history blended with transcripts–
Inflation No00✓41%n=1+tx from settlement history blended with transcripts–
Rate Cut No00✓38%n=1+tx from settlement history blended with transcripts–
BDC No00✓36%n=1+tx from settlement history blended with transcripts–
Recession No00✓26%transcripts from the transcript model–
Saudi Arabia No00✓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 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

0 matches for “Repurchase / Repurchased”.

Where the listed words were said

Rob Faubercompany“AI / Artificial Intelligence (3+)” · prepared · 2:31Hear it 2:29, Rob Fauber

…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,…

Rob Faubercompany“Private Credit” · prepared · 3:11Hear it 3:09, Rob Fauber

…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…

Rob Faubercompany“Data Center” · prepared · 4:16Hear it 4:14, Rob Fauber

That is across AI infrastructure and data centers, power generation and transmission, renewable energy and carbon transition, defense and security, transportation infrastructure. The world…

Rob Faubercompany“Orbis” · prepared · 12:51Hear it 12:45, Rob Fauber

…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…

Noémie Heulandcompany“Retention” · prepared · 17:59Hear it 17:59, Noémie Heuland

…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…

Noémie Heulandcompany“Repurchase / Repurchased” · prepared · 29:16Hear it 29:15, Noémie Heuland

…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