MC

Moody's Corporation stock research

Mar 31, 2023

FY2023 Q1

Moody's (MCO) Gross Margin — Quarter Ended Mar 31, 2023

Revenue was higher than the prior quarter and unchanged from the same quarter last year. Gross profit increased compared to the prior quarter but decreased compared to the year-ago quarter, while cost of revenue was slightly higher than both periods, resulting in a gross margin that improved sequentially but weakened year-over-year.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue was higher than the prior quarter and unchanged from the same quarter last year. Gross profit increased compared to the prior quarter but decreased compared to the year-ago quarter, while cost of revenue was slightly higher than both periods, resulting in a gross margin that improved sequentially but weakened year-over-year.

  • The sequential improvement in gross margin was accompanied by a larger increase in gross profit relative to the increase in cost of revenue from the prior quarter.
  • Compared to the immediately preceding quarter, gross margin improved. Compared to the same quarter one year earlier, gross margin weakened.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

70.9%

Gross profit

$1.0B

Revenue

$1.5B

Cost of revenue

$428.0M

Quarter-over-quarter change

n/a

Year-over-year change

-1.7 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$1.5B$1.0B$428.0M70.9%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Mar 31, 2022

-1.7 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The sequential improvement in gross margin was accompanied by a larger increase in gross profit relative to the increase in cost of revenue from the prior quarter.

Compared to the immediately preceding quarter, gross margin improved. Compared to the same quarter one year earlier, gross margin weakened.

Monitor the trend in cost of revenue, as it increased year-over-year while revenue remained stable.