Earnings Call Summary | Moody's(MCO.US) Q1 2024 Earnings Conference
Earnings Call Summary | Moody's(MCO.US) Q1 2024 Earnings Conference
The following is a summary of the Moody's Corporation (MCO) Q1 2024 Earnings Call Transcript:
以下是穆迪公司（MCO）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Moody's Q1 2024 revenue grew by 21%; adjusted diluted EPS was $3.37.
MIS reported a near-record quarterly revenue rise of 35% year-over-year, with an adjusted operating margin of 64.6%.
Moody's Analytics registered 10% ARR growth and expanded its adjusted operating margin by 610 basis points.
The company plans to return over $1.6 billion to stockholders in 2024 via share repurchases and dividends.
Moody's Analytics grew by 11% in the Data & Information sector, increasing the adjusted operating margin by 80 basis points year-over-year.
Moody's adjusted diluted EPS for the year is expected to range from $10.40 to $11.
Expectation of strong MIS revenue growth in the range of high single-digit to low double-digit percent for the full year.
The company's leverage is down at 2.2%, and the cash on the balance sheet rose by about $300 million for the quarter.
穆迪2024年第一季度收入增長了21％；調整後的攤薄每股收益爲3.37美元。
MIS報告稱，季度收入同比增長近乎創紀錄的35％，調整後的營業利潤率爲64.6％。
穆迪分析實現了10％的ARR增長，並將其調整後的營業利潤率擴大了610個點子。
該公司計劃在2024年通過股票回購和分紅向股東返還超過16億美元。
穆迪分析在數據和信息領域增長了11％，調整後的營業利潤率同比增長了80個點子。
穆迪調整後的年度攤薄每股收益預計在10.40美元至11美元之間。
預計全年管理信息系統收入將強勁增長，在高個位數至低的兩位數百分比之間。
該公司的槓桿率下降了2.2％，本季度資產負債表上的現金增加了約3億美元。
Business Progress:
業務進展：
Due to long-term investment in analytical talent and technology, the company is better positioned to capitalize on issuance periods.
The organization is developing a private credit team to enhance its service to private credit markets.
They plan to accelerate investments in GenAI innovations and cloud infrastructure.
The company has seen strong growth in its KYC sector, with several new product features introduced.
A dedicated private credit team has been formed, indicating significant growth in this area.
Moody's is continuing its strategic investments for future growth and efficiency, focusing on the cloud platform and product roadmap.
Rob Fauber, COO of Moody's, hinted at the potential benefit from the private credit market, making it an area of potential future growth.
由於對分析人才和技術的長期投資，該公司更有能力利用發行期限。
該組織正在組建私人信貸小組，以加強其對私人信貸市場的服務。
他們計劃加快對GenAI創新和雲基礎設施的投資。
該公司的KYC領域實現了強勁增長，推出了多項新產品功能。
已經成立了一個專門的私人信貸小組，這表明該領域取得了長足的增長。
穆迪將繼續爲未來的增長和效率進行戰略投資，重點是雲平台和產品路線圖。
穆迪首席運營官羅布·福伯暗示了私人信貸市場的潛在好處，使其成爲未來潛在增長的領域。
More details: Moody's IR
更多詳情： 穆迪紅外
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。