In Person Event
2026 Technology Briefing
Where credit insight meets technology transformation
-
03:15
Registration: Optional Breakout Sessions
-
03:30
Optional Breakout Sessions
-
03:30
Introduction to Moody’s Ratings Process
Location: La Biblioteca
- 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
-
03:30
Moody’s View on Complex Analytical Considerations
Location: Main stage
- Interactive workshop on how Moody’s considers complex analytical considerations
- Discussion of our approach to joint venture structures, contingent liabilities, including residual value guarantees, and M&A and deleveraging plans
-
-
03:30
Main registration
-
04:00
Keynote Address
-
04:10
Fireside chat: Macroeconomic outlook
- How resilient is the economy given AI disruption risk and geopolitical uncertainty?
- A conversation on GDP growth rates, tariffs, and interest rates and what this all means for the Technology Sector
-
04:35
Panel: Technology sector
- Discussion on Moody’s Ratings outlook for the Technology Sector
- Dive into various sub-sectors across software, hardware, fintech, and IT services
-
05:00
Panel: AI disruption & software - Featured Private Equity perspective
- How Moody’s views AI opportunities and potential disruptions for software
- Private Equity lens – how Vista Equity Partners considers the landscape
-
05:25
Panel: Hyperscaler spending & data center outlook - Featured Operator perspective
- Explore our outlook for hyperscaler capital spending and data centers
- Operator lens: how CoreWeave navigates a rapidly evolving market
-
05:50
Summary remarks
-
05:55
Sip n’ sync
Catch us after the presentations for conversations, drinks, and lite bites
Confirm cancellation
Something went wrong.
An error occurred trying to play the stream. Please reload the page and try again.
Close