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    Christopher Quintero

    Vice President and Equity Research Analyst at Morgan Stanley

    Christopher Quintero is a Vice President and Equity Research Analyst at Morgan Stanley in New York City, specializing in software stocks as part of the firm’s top-ranked Institutional Investor software team. He leads coverage on multiple key companies within the software sector and has recently taken on lead analyst responsibility for his first two publicly covered stocks, demonstrating rapid progression and notable ambition. Quintero began his analyst career in the Washington, DC area and has grown within Morgan Stanley, building a reputation for scrappiness and a strong analytical skill set. He holds advanced professional expertise in equity research and financial analysis, with a record anchored in his analytical rigor and commitment to excellence.

    Christopher Quintero's questions to OneStream (OS) leadership

    Christopher Quintero's questions to OneStream (OS) leadership • Q1 2025

    Question

    Christopher Quintero of Morgan Stanley asked for insights into the early customer feedback for the recently rolled-out ESG reporting and planning solution.

    Answer

    CEO Tom Shea positioned the ESG solution as a prime example of the platform's 'infinite extensibility.' He noted it addresses new statutory and compliance requirements, is fully integrated with the core platform, and can serve as an entry point for new customers. The product was recently made generally available, and the company continues to invest in it.

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    Christopher Quintero's questions to OneStream (OS) leadership • Q4 2024

    Question

    Christopher Quintero of Morgan Stanley requested more details on the recent changes to solution-based packaging, including the rationale and any potential impact on financial results.

    Answer

    Co-Founder and CEO Tom Shea clarified that the new packaging is an evolution, not a complete reset, designed to support a multi-product strategy that includes offerings like Sensible Machine Learning (SML) and Sales Performance Management (SPM). He explained the goal is to provide an efficient and understandable mechanism for customers to purchase new innovations, noting it was officially launched at the company's sales kickoff.

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    Christopher Quintero's questions to OneStream (OS) leadership • Q3 2024

    Question

    Christopher Quintero of CJS Securities inquired about OneStream's competitive positioning for the upcoming ERP consolidation 'super cycle,' asking how the company's value proposition resonates in both single and multi-ERP environments.

    Answer

    CEO Tom Shea explained that OneStream's platform acts as a flexible management layer above ERP systems, which record the physical view of a business. He stated this flexibility is critical for customers with either single or multiple ERPs, as it helps them model how they run their business and amplifies the value of their core ERP investments.

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    Christopher Quintero's questions to Vertex (VERX) leadership

    Christopher Quintero's questions to Vertex (VERX) leadership • Q1 2025

    Question

    Christopher Quintero inquired why Vertex is not seeing an impact from macro volatility and asked about the applicability of the newly-invested Kintsugi AI technology to Vertex's business.

    Answer

    CEO David DeStefano stated that the business remains resilient due to its alignment with SAP's cloud migration activity, the rising strategic priority of tax compliance, and a diverse set of customer wins. Regarding Kintsugi, he explained its technology is applicable both commercially, for addressing low-end customer churn and serving smaller marketplace sellers, and through an IP sharing agreement to enhance Vertex's own AI roadmap.

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    Christopher Quintero's questions to Vertex (VERX) leadership • Q4 2024

    Question

    Christopher Quintero inquired about the drivers behind the 2024 gross margin expansion, the outlook for 2025 margins, and the expected growth trajectory for services revenue.

    Answer

    CFO John Schwab attributed the gross margin improvement to business leverage but cautioned that recent results were boosted by high-margin revenue true-ups and should not be extrapolated. CEO David DeStefano added that services revenue is expected to be 'pretty flat' in 2025, aligning with the strategy to prioritize durable ARR growth by enabling alliance partners.

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    Christopher Quintero's questions to Vertex (VERX) leadership • Q3 2024

    Question

    Christopher Quintero inquired about the timing of Vertex's involvement in large ERP transformation projects and asked about the initial use cases and ROI for the new AI-powered copilot and smart categorization offerings.

    Answer

    CEO David DeStefano explained that Vertex is typically brought into ERP projects a few quarters after they begin but well before go-live. He highlighted 'smart categorization' as a key AI use case, offering a compelling ROI by helping clients map products to tax categories and minimize audit risk. He also noted the importance of using customers as design partners to build trust in the AI solutions.

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    Christopher Quintero's questions to BLACKLINE (BL) leadership

    Christopher Quintero's questions to BLACKLINE (BL) leadership • Q1 2025

    Question

    Christopher Quintero followed up on the new pricing model, asking if the unlimited user structure is helping improve competitive win rates, particularly in rip-and-replace scenarios.

    Answer

    Co-CEO Owen Ryan stated that while the new model can help in closing deals, the primary value proposition remains the platform's quality, breadth, and reliability. CFO Patrick Villanova added that the pricing model is a competitive advantage, but it is a derivative of the superior value BlackLine delivers compared to competitors.

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    Christopher Quintero's questions to BLACKLINE (BL) leadership • Q4 2024

    Question

    Christopher Quintero of Morgan Stanley inquired about BlackLine's execution versus expectations amid lower deal velocity and asked for guidance on gross margin linearity for fiscal year 2025.

    Answer

    Co-CEO Owen Ryan stated he was generally pleased with Q4 execution, attributing deal slowdowns to customer timing decisions rather than BlackLine's performance, noting some deals closed in January. CFO Mark Partin added that gross margins should see slight expansion but remain fairly consistent, with some drag from FedRAMP investments offset by the future decommissioning of older service centers.

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    Christopher Quintero's questions to BLACKLINE (BL) leadership • Q3 2024

    Question

    Christopher Quintero asked about the pipeline for the SAP business heading into 2025 and how BlackLine's competitive positioning has evolved over the past year.

    Answer

    Co-CEO Owen Ryan described the SAP partnership as having "untapped potential" and noted that alignment with SAP's leadership has never been stronger, particularly around the cloud, the Office of the CFO, and AI. Competitively, Ryan expressed high confidence, citing "remarkable" takeaways from a larger traditional competitor. He also outlined a strategy to win customers from smaller competitors once those customers mature and require BlackLine's scale and capabilities.

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    Christopher Quintero's questions to E2open Parent Holdings (ETWO) leadership

    Christopher Quintero's questions to E2open Parent Holdings (ETWO) leadership • Q4 2025

    Question

    Christopher Quintero inquired about the expected linearity of fiscal year 2026 subscription revenue, the drivers behind the improved outlook for Professional Services (PS), and specifics on the planned investments in the commercial and product development organizations.

    Answer

    CFO Marje Armstrong explained that subscription revenue growth should improve throughout FY26, similar to the pattern in FY25, though the guidance remains conservative. She noted the PS business has stabilized with strong bookings, offering upside potential. CEO Andrew Appel detailed investment areas, including a client-specific data platform for AI, next-generation real-time planning, faster implementation speeds, enhanced logistics management, and AI-driven tools for global trade automation.

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    Christopher Quintero's questions to E2open Parent Holdings (ETWO) leadership • Q3 2025

    Question

    Christopher Quintero asked about the drivers behind the year-over-year increases in subscription billings and deferred revenue, and requested a ranking of the company's key growth initiatives.

    Answer

    CFO Marje Armstrong attributed the growth in billings and deferred revenue primarily to the timing of large deal renewals, noting it would likely normalize in Q4. CCO Greg Randolph and CEO Andrew Appel added that the cross-sell motion and new logo acquisition are showing significant near-term momentum, while progress with system integrator (SI) partnerships is building a strong foundation for future growth.

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    Christopher Quintero's questions to E2open Parent Holdings (ETWO) leadership • Q2 2025

    Question

    Christopher Quintero asked for more detail on large deal delays, questioning if the situation worsened from Q1 or if an expected improvement failed to materialize. He also inquired about the impact of the SAP upgrade cycle on E2open's customer base and sales pipeline.

    Answer

    Chief Commercial Officer Greg Randolph explained that large, strategic deals are facing longer review cycles at the highest client levels. Chief Financial Officer Marje Armstrong added that while Q2 bookings and churn improved sequentially and year-over-year, the pace of improvement was slower than anticipated. Regarding SAP, Greg Randolph confirmed they are seeing increased demand and opportunities as clients re-evaluate their software portfolios during upgrades, noting two Q2 logistics wins originated from this trend. CEO Andrew Appel added that while SAP upgrades can create opportunities, they also consume client resources, which can delay other projects.

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    Christopher Quintero's questions to Samsara (IOT) leadership

    Christopher Quintero's questions to Samsara (IOT) leadership • Q4 2025

    Question

    On behalf of Keith Weiss, Christopher Quintero asked about the drivers of accelerated growth in Mexico and the U.K. and how recent workplace awards have helped attract new talent.

    Answer

    Chief Financial Officer Dominic Phillips attributed international success to sustained investments in go-to-market and product, leading to key customer wins and referenceability. Chief Executive Officer Sanjit Biswas stated that hiring is strong across the board, particularly in go-to-market to add capacity and in engineering to develop the product platform, while emphasizing a focus on scaling the company culture alongside headcount.

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    Christopher Quintero's questions to Samsara (IOT) leadership • Q2 2025

    Question

    Christopher Quintero, on for Keith Weiss, asked why a large portion of the market still doesn't use telematics or video safety solutions and what areas of the business Samsara is looking to improve upon.

    Answer

    CFO Dominic Phillips explained that for telematics, many non-adopters are being convinced as they subscribe to Samsara's other products. For safety, adoption is newer and growing rapidly with technology shifts. CEO Sanjit Biswas added that telematics is expanding beyond traditional trucking into new industries. On improvements, both executives highlighted focusing on execution, hiring, R&D allocation, and spending more time with customers to drive long-term growth.

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

    Christopher Quintero's questions to BILL Holdings (BILL) leadership • Q2 2025

    Question

    Christopher Quintero asked for a breakdown of the factors impacting monetization, seeking to distinguish between headwinds like foreign exchange and seasonality versus improvements from new virtual card and product initiatives.

    Answer

    CFO John Rettig explained that Q2 monetization was slightly below expectations due to seasonal TPV trends favoring lower-monetizing check and ACH payments, as well as negative impacts from foreign exchange volatility. Rettig noted that while ad valorem volume grew, it was at a slower pace than flat-rate payment types, but he affirmed that the company's strategic initiatives are still expected to drive monetization expansion going forward.

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    Christopher Quintero's questions to MTTR leadership

    Christopher Quintero's questions to MTTR leadership • Q4 2023

    Question

    Asked for more detail on the AI feature adoption assumptions baked into the fiscal year 2024 guidance and inquired about the impact of the partner strategy on sales cycles and the timing of its contributions.

    Answer

    The FY24 guidance assumes the new AI features, which are included in current subscriptions, will drive adoption among existing customers, spur uptake of add-on services, and accelerate new customer acquisition. The partner strategy is viewed as accretive and runs parallel to direct sales efforts, not lengthening sales cycles, with a growing pipeline expected to yield results in 2024.

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