Skip to main content
Moody's10-Q: Recurring revenue shift

Moody's Analytics (MA) Annualized Recurring Revenue (ARR) grew 8% to $3.6 billion.

What happened

The company's strategic focus on its subscription-based Moody's Analytics segment is yielding strong results, with ARR reaching $3.6 billion.

Source

SEC EDGARApr 23, 2026

Quarterly report (Form 10-Q)

Moody's 10-Q

Filing excerpt

The Company presents ARR on an organic constant currency basis for its MA business as a supplemental performance metric to provide additional insight on the estimated value of MA's recurring revenue contracts at a given point in time.

sec.gov/Archives/edgar/data/1059556/000162828026026848/mco-20260331.htmRead the full source

Other signals in this filing (4)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Recurring revenue shift

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
Apr 23, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$3.6B (Total Moody's Analytics Annualized Recurring Revenue (ARR) as of March 31, 2026)
Percent
8% (Year-over-year growth in Total MA ARR)

Details

CIK
1059556
Accession number
0001628280-26-026848
Timeframe
Current quarter
Filing year
2026
Fiscal year
0
Why it matters
Billing/subscription tools

Extraction

Confidence
High
Relevance
85%
Sentiment
Positive
Detected
Apr 28, 2026
signal_type
sec-10q
signal_subtype
recurringRevenueShift

Use this data

Get every 10-Q signal for Moody's and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at Moody's this week?”

  2. Send it to your own tools

    The Signal API returns 10-Q signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/ef71976a-05f9-4d94-b140-abc2d4075b26 returns this record as JSON. POST /v1/companies/enrich returns every signal for moodys.com.

{
  "signal_id": "ef71976a-05f9-4d94-b140-abc2d4075b26",
  "signal_type": "sec-10q",
  "signal_subtype": "recurringRevenueShift",
  "detected_at": "2026-04-28T10:05:23.531+00:00",
  "company": {
    "name": "Moody's",
    "domain": "moodys.com"
  },
  "data": {
    "detail": "The company's strategic focus on its subscription-based Moody's Analytics segment is yielding strong results, with ARR reaching $3.6 billion. This continued shift to a recurring revenue model increases the importance of and budget for technologies related to customer lifecycle management, automated billing, and revenue recognition.",
    "metrics": {
      "pct": 0.08,
      "timeframe": "current_quarter",
      "pct_context": "Year-over-year growth in Total MA ARR",
      "dollar_context": "Total Moody's Analytics Annualized Recurring Revenue (ARR) as of March 31, 2026",
      "dollar_millions": 3607
    },
    "summary": "Moody's Analytics (MA) Annualized Recurring Revenue (ARR) grew 8% to $3.6 billion.",
    "excerpts": "The Company presents ARR on an organic constant currency basis for its MA business as a supplemental performance metric to provide additional insight on the estimated value of MA's recurring revenue contracts at a given point in time.",
    "relevance": 0.85,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1059556/000162828026026848/mco-20260331.htm",
    "filing_date": "2026-04-23",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Billing/subscription tools",
    "signal_category": "revenue"
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.