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年第一季度财报电话会议记录摘要：
Financial Performance:
财务业绩：
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年第一季度收入增长了21％；调整后的摊薄每股收益为3.37美元。
MIS报告称，季度收入同比增长近乎创纪录的35％，调整后的营业利润率为64.6％。
穆迪分析实现了10％的ARR增长，并将其调整后的营业利润率扩大了610个基点。
该公司计划在2024年通过股票回购和分红向股东返还超过16亿美元。
穆迪分析在数据和信息领域增长了11％，调整后的营业利润率同比增长了80个基点。
穆迪调整后的年度摊薄每股收益预计在10.40美元至11美元之间。
预计全年管理信息系统收入将强劲增长，在高个位数至低的两位数百分比之间。
该公司的杠杆率下降了2.2％，本季度资产负债表上的现金增加了约3亿美元。
Business Progress:
业务进展：
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.
由于对分析人才和技术的长期投资，该公司更有能力利用发行期限。
该组织正在组建私人信贷小组，以加强其对私人信贷市场的服务。
他们计划加快对GenAI创新和云基础设施的投资。
该公司的KYC领域实现了强劲增长，推出了多项新产品功能。
已经成立了一个专门的私人信贷小组，这表明该领域取得了长足的增长。
穆迪将继续为未来的增长和效率进行战略投资，重点是云平台和产品路线图。
穆迪首席运营官罗布·福伯暗示了私人信贷市场的潜在好处，使其成为未来潜在增长的领域。
More details: Moody's IR
更多详情： 穆迪红外
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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译文内容由第三方软件翻译。