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    Chris Quintero

    Vice President and Equity Research Analyst at Morgan Stanley

    Chris Quintero is a Vice President and Equity Research Analyst at Morgan Stanley in New York City, specializing in software sector coverage with a focus on leading public software companies. As a member of the top-ranked Institutional Investor software team, he has recently assumed lead analyst coverage of key stocks and is recognized for his rigorous analysis and ambitious approach to delivering strong research performance. Quintero began his career at Morgan Stanley and has quickly established himself as an expert in equity research, leveraging his Colombian heritage and drive for success. He holds professional credentials in financial analysis and equity research, supporting his advanced role within the industry.

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

    Chris Quintero's questions to BILL Holdings (BILL) leadership • Q4 2025

    Question

    Chris Quintero of Morgan Stanley asked about the company's successful mid-market segment, inquiring how the go-to-market motion might evolve and whether partnerships with system integrators or other ISVs are being considered to accelerate growth.

    Answer

    President & COO John Rettig confirmed the strong performance and strategic importance of the mid-market segment, noting these customers have twice the TPV and user count of average SMBs. He explained that Bill will continue to leverage its existing multi-channel approach (direct, accountants, embed) while increasing resource allocation to this segment. He also highlighted ongoing investment in product capabilities, such as international features for the spend and expense solution, to better serve these larger, more complex businesses.

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    Chris Quintero's questions to BILL Holdings (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.

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    Chris Quintero's questions to BOX (BOX) leadership

    Chris Quintero's questions to BOX (BOX) leadership • Q2 2026

    Question

    Chris Quintero, on for Josh Baer, asked for Box's perspective on a report citing high failure rates for GenAI pilots and what lessons Box has learned in driving adoption. He also inquired about momentum and pipeline development in the federal sector following the FedRAMP High authorization.

    Answer

    CEO Aaron Levie suggested that AI project failures often stem from homegrown efforts, whereas Box's integrated platform de-risks adoption by handling storage, vector embeddings, model integration, and UI. He stressed Box's focus on high-ROI use cases. On the federal front, he noted that agencies are now focused on IT modernization and AI, and Box is well-positioned with its FedRAMP High approved Box AI service to capture this demand.

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    Chris Quintero's questions to OneStream (OS) leadership

    Chris Quintero's questions to OneStream (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.

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    Chris Quintero's questions to Vertex (VERX) leadership

    Chris Quintero's questions to Vertex (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.

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    Chris Quintero's questions to BLACKLINE (BL) leadership

    Chris Quintero's questions to BLACKLINE (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.

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    Chris Quintero's questions to MANHATTAN ASSOCIATES (MANH) leadership

    Chris Quintero's questions to MANHATTAN ASSOCIATES (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.

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