2025 Technology Briefing

Insights and innovations

IN-PERSON EVENT | Palo Alto

Agenda

15.15
PDT

Pre-event arrival and registration

Coffee and light refreshments will be served

15.30
PDT

Pre-event workshop: Navigating the Moody’s Ratings Process

What to expect:

  • Interactive workshop on Moody’s rating methodologies and our rating process
  • Discussion of our approach to standard adjustments to financial statements and unusual items for technology companies
15.30
PDT

Registration

Coffee and light refreshments will be served

16.05
PDT

Macroeconomic Outlook

Topics:

  • How resilient is the economy given policy uncertainty?
  • GDP growth rates, tariffs, and interest rates
  • What does this all mean for the Technology Sector?
17.05
PDT

AI Innovation Trends

Topics:

  • What are the opportunities and risks associated with recent AI innovation trends?
  • Outlook for hyperscaler capital spending and data centers
  • What are our analytical considerations for joint venture structures?
17.25
PDT

Investment-Grade & Speculative-Grade Credit Trends in the Technology Sector

Topics:

  • What are recent credit trends in growth, margins, leverage and free cash flow across the investment-grade and speculative-grade portfolios?
17.45
PDT

Networking Reception

Canapés and refreshments will be served

19.00
PDT

Event Concludes