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    Kathleen Kronstein

    Research Analyst at William Blair & Company, L.L.C.

    Kate Kronstein is an Equity Research Associate at William Blair & Company, L.L.C., specializing in covering companies in the healthcare and IT services sectors. She serves as an analyst on multiple earnings calls, including coverage of TTEC Holdings and TELUS International, providing detailed insights on client trends and company performance. Kronstein began her career after graduating from Miami University in 2020, joining William Blair in 2022 and establishing herself through fundamental company analysis and active participation in industry calls. Her professional credentials include her role at a FINRA-registered broker/dealer and experience in specialized equity research, though specific securities licenses or rankings are not publicly listed.

    Kathleen Kronstein's questions to Endava (DAVA) leadership

    Kathleen Kronstein's questions to Endava (DAVA) leadership • Q2 2025

    Question

    Kathleen Kronstein of William Blair inquired about the current hiring market for AI and data skills and how Endava's access to this talent has evolved. She also asked for details on the $5.5 million restructuring charge and other business efficiency initiatives.

    Answer

    CEO John Cotterell emphasized the company's focus on internal upskilling through its 'AI native' program, which has resulted in high daily usage of GenAI tools among employees, rather than relying solely on external hiring. He explained the restructuring charge was related to a headcount reduction of under 200 people, partly in anticipation of the GalaxE integration to remove duplication, and noted that the company remains vigilant on costs.

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    Kathleen Kronstein's questions to Endava (DAVA) leadership • Q2 2025

    Question

    Kathleen Kronstein inquired about the hiring market for AI and data skills and Endava's access to talent. She also asked for details on the $5.5 million restructuring charge and other efficiency initiatives.

    Answer

    CEO John Cotterell emphasized a focus on upskilling existing employees to be 'AI native,' noting high daily usage of their enterprise ChatGPT license. He said this internal training is the primary path forward, supplemented by strategic hires. Regarding the restructuring, Cotterell explained it involved reducing headcount by under 200 people, partly to remove duplication ahead of the GalaxE integration, and that further cost opportunities are being explored.

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    Kathleen Kronstein's questions to MAGIC SOFTWARE ENTERPRISES (MGIC) leadership

    Kathleen Kronstein's questions to MAGIC SOFTWARE ENTERPRISES (MGIC) leadership • Q3 2024

    Question

    Kathleen Kronstein, on for Maggie Nolan, asked for an update on the progress of large deals in the pipeline and requested more detail on the performance of U.S.-based blue-chip customers in professional services.

    Answer

    Executive Asaf Berenstin highlighted that strong top-line results reflect successful deal execution, noting 24 new U.S. projects were signed in Q3 with revenue expected to ramp in Q4. Executive Guy Bernstein added that after project cuts in late 2023 by U.S. clients (notably CVS) due to interest rate hikes, the situation stabilized in H1 2024 and is now showing signs of recovery and new hiring in Q3 and Q4.

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    Kathleen Kronstein's questions to Genpact (G) leadership

    Kathleen Kronstein's questions to Genpact (G) leadership • Q3 2024

    Question

    Kathleen Kronstein asked which elements of the Data-Tech-AI business are resonating most with clients and if customers are showing increased comfort with generative AI technology following the company's AI Day.

    Answer

    CEO Balkrishan Kalra responded that all parts of Data-Tech-AI are contributing, as AI conversations inherently involve data and technology, and noted DTA is a key component of all large Digital Operations deals. He confirmed that while it's still 'early days' for generative AI, customer adoption is clearly increasing, moving from proofs-of-concept to production environments, with client testimonials at the AI Day boosting credibility.

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    Kathleen Kronstein's questions to EPLUS (PLUS) leadership

    Kathleen Kronstein's questions to EPLUS (PLUS) leadership • Q2 2025

    Question

    Kathleen Kronstein from William Blair & Company, L.L.C., on behalf of Maggie Nolan, questioned the macroeconomic assumptions underlying the company's updated fiscal 2025 outlook. She also inquired about any initial client feedback received regarding the recent Bailiwick acquisition.

    Answer

    CEO Mark Marron explained that the outlook assumes continued hardware challenges in Q3 before a pickup, a tough compare for the finance segment, and uncertainty around the gross-to-net revenue adjustment. He noted that while AI is currently a headwind elongating sales cycles, it represents a long-term opportunity. Regarding Bailiwick, Marron stated he had not heard direct client feedback but shared that internal sentiment is very positive, highlighting the quality of the team, their offerings, and their significant customer base.

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    Kathleen Kronstein's questions to TTEC Holdings (TTEC) leadership

    Kathleen Kronstein's questions to TTEC Holdings (TTEC) leadership • Q3 2024

    Question

    Kathleen Kronstein, on for Maggie Nolan, asked for an update on the health care payer client cohort and inquired if the company still expects $30 million in cost savings in 2025.

    Answer

    Shelly Swanback, CEO of TTEC Engage, confirmed that health care clients continue to face cost pressures, leading them to staff seasonal ramps differently, but noted that conversations about using offshore and technology solutions are beginning. CFO Kenny Wagers affirmed that TTEC is on track to realize the previously stated $30 million in annualized savings in 2025.

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    Kathleen Kronstein's questions to TELUS International (Cda) (TIXT) leadership

    Kathleen Kronstein's questions to TELUS International (Cda) (TIXT) leadership • Q2 2024

    Question

    Kathleen Kronstein, on for Maggie Nolan, asked if management sees a need for changes in the sales force to improve new client acquisition, aside from macro factors.

    Answer

    President and CEO Jeffrey Puritt stated that the company is not satisfied with its recent sales performance. He highlighted incremental investments in the sales team and the adoption of a new sales methodology. While Q1 saw record new sales, performance tailed off in Q2. However, he expressed confidence in the sales leadership and the robustness of the current sales funnel to drive future improvement.

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