Moody’s Corporation (MCO) Bernstein 42nd Annual Strategic Decisions Conference May 28, 2026 4:30 PM EDT
Company Participants
Robert Fauber – President, CEO & Director
Conference Call Participants
Chinedu Bolu – Autonomous Research US LP
Presentation
Chinedu Bolu
Autonomous Research US LP
Good afternoon, everyone, and thanks for being at this far to the last the day. Very, very pleased to have our next slide side chat Moody’s Corporation. Pleased to welcome back again once again, Moody’s President and CEO, Rob Fauber. Rob, thank you very much for coming back to the conference. And thank you today. I know you’ve been in meetings all day, so I appreciate you making it all the way here.
Robert Fauber
President, CEO & Director
Christian, first of all, thanks. I’ve been in a windowless room in the basement all day. So it’s great to be above ground. But I did get the 4:00 slot. So I know we’ve got to be exciting here. But I just want to say thanks. This is a really high-quality conference and some great investor discussions. So thanks for inviting us.
Question-and-Answer Session
Chinedu Bolu
Autonomous Research US LP
Good stuff. No better place to start than AI strategy. How did I know that was going to be the first question. I would say is from my observation, your AI offering is involved. It’s gone from stand-alone assistant tool. Now you’re doing more MCP based API models, more integrating into developer workflows like Microsoft 365. Maybe talk us through what you see as the evolution of your thinking around AI, what did you learn from what you’ve done so far? And then sort of what’s the next step from what ties in Moody’s Woods Intelligence?
Robert Fauber
President, CEO & Director
Yes. So Christian, over the last, let’s call it, 8 years or
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