Sign in

    Chris Quintero • Morgan Stanley

    Chris Quintero's questions to OneStream Inc (OS) leadership

    Chris Quintero's questions to OneStream Inc (OS) leadership • Q2 2025

    Question

    Chris Quintero inquired about the broader macroeconomic environment, asking if OneStream is observing the deal delays and slowdowns in ERP migrations that some peers have noted.

    Answer

    CFO Bill Koefoed stated that OneStream had a strong Q2 with high conversion rates and solid execution. While acknowledging general macro uncertainty, he expressed confidence in the company's ability to navigate it, citing a very strong pipeline for the second half of the year that the leadership team has reviewed extensively.

    Ask Fintool Equity Research AI

    Chris Quintero's questions to Vertex Inc (VERX) leadership

    Chris Quintero's questions to Vertex Inc (VERX) leadership • Q2 2025

    Question

    Chris Quintero of Morgan Stanley questioned the rationale for lowering the full-year revenue guidance while maintaining the cloud revenue forecast, and asked about early learnings from the e-invoicing land-and-expand motion.

    Answer

    CFO John Schwab explained the guidance reduction was primarily driven by lower-than-expected revenue from customer entitlements and true-ups, a trend observed late in Q2. President and CEO David DeStefano added that the e-invoicing strategy is proving successful, with customers valuing the end-to-end platform and expanding country coverage, confirming a classic land-and-expand model.

    Ask Fintool Equity Research AI

    Chris Quintero's questions to BlackLine Inc (BL) leadership

    Chris Quintero's questions to BlackLine Inc (BL) leadership • Q2 2025

    Question

    Chris Quintero of Morgan Stanley inquired about the drivers behind the strong large deal momentum, asking for a breakdown between slipped deals and new ones, and also questioned the impact of the new unlimited user pricing model on license proliferation and net retention.

    Answer

    Co-CEO Owen Ryan attributed the large deal success to a pipeline that began building nine to twelve months prior, driven by higher-level platform conversations and a strong partner network. CFO Patrick Villanova noted that while it's still early for the new pricing model, they are monitoring its effect on license proliferation beyond traditional finance departments, which is expected to drive future consumption.

    Ask Fintool Equity Research AI

    Chris Quintero's questions to Manhattan Associates Inc (MANH) leadership

    Chris Quintero's questions to Manhattan Associates Inc (MANH) leadership • Q2 2025

    Question

    Chris Quintero from Morgan Stanley asked how far along the company is with its go-to-market changes and the profile of new sales hires. He also followed up on the unchanged full-year services revenue guide despite the quarterly outperformance.

    Answer

    President & CEO Eric Clark stated they are 'just getting started' with the go-to-market changes, with many new hires coming from competitors like Blue Yonder and Oracle. Regarding services revenue, Clark confirmed the unchanged guidance reflects a conservative stance, as customers have flexibility to slow down or accelerate project timelines under time-and-materials contracts.

    Ask Fintool Equity Research AI

    Chris Quintero's questions to BILL Holdings Inc (BILL) leadership

    Chris Quintero's questions to BILL Holdings Inc (BILL) leadership • Q3 2025

    Question

    Chris Quintero of Morgan Stanley asked for a high-level overview of BILL's pricing and packaging strategy, especially with the addition of new capabilities like procurement.

    Answer

    CEO René Lacerte acknowledged a significant opportunity to adjust pricing as the platform's value increases with features like multi-entity and procurement. He pointed to the recent price increase on checks and ACH as a first step, and suggested that future time savings enabled by AI will be a major catalyst for further evolution in the company's pricing strategy.

    Ask Fintool Equity Research AI