Rob Fauber

“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 o'clock slot, so I know we've got to be exciting here, but I just want to say thanks.”

“Q1 was a strong start to the year, despite a volatile geopolitical backdrop, and Moody's again delivered sustained revenue growth across both businesses and powerful operating leverage as we continue to capitalize on the deep currents driving demand for our ratings and solutions.”

“And 2025 was a record year for Moody's. It was driven by consistent execution against the long-term demand trends that we've discussed over the last several years.”

“This morning, I'm going to start with the highlights from Moody's strong third-quarter results, and I'm going to provide some insights from our latest refunding wall studies, as well as some examples of how we're winning in the deep currents that we're operating But let me give you the punchline.”

“This morning, I'm going to kick off with some high-level takeaways on Moody's first quarter performance and an update on our 2025 guidance. And then I'm going to share why we're confident in our market position and how we're strengthening the earnings power of the business.”