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Katie Keyser

Research Analyst at Morgan Stanley

Katie Keyser is an Equity Research Senior Associate at Morgan Stanley, specializing in consumer retail sector research with a focus on major retailers. She provides investment insights on companies such as Walmart, Target, and Costco, actively engaging in earnings calls like LegalZoom's Q2 2024 report while covering for senior analysts. Keyser is based in New York, NY, and brings prior experience from previous roles in equity research, though specific start dates and performance metrics such as success rates or rankings are not publicly detailed in available sources.

Katie Keyser's questions to Zeta Global Holdings (ZETA) leadership

Question · Q4 2025

Katie Keyser, on behalf of Elizabeth Porter, requested an update on the political and advocacy business, specifically what Zeta has observed during previous election cycles, early 2026 advocacy trends, and how political spend is phased in the guidance, including scenarios that could make it conservative.

Answer

Chris Greiner, CFO, noted that political candidate revenue halved from $15 million in 2020 to $7.5 million in 2022, with 2024 at $40 million. The 2026 guidance conservatively assumes $15 million, phased as $7 million in Q3 and $8 million in Q4, with advocacy being an 'always-on' industry. David Steinberg, Co-founder, Chairman, and CEO, added that this figure could represent upside.

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Fintool can predict Zeta Global Holdings logo ZETA's earnings beat/miss a week before the call

Katie Keyser's questions to Klaviyo (KVYO) leadership

Question · Q4 2025

Katie Keyser, on behalf of Elizabeth Porter, inquired about service opportunity adoption and engagement trends across SMB, mid-market, and enterprise cohorts, specifically regarding agent-side versus help desk usage, and the embedded service contribution in the 2026 guidance.

Answer

Co-CEO Andrew Bialecki noted strong Customer Agent adoption across all cohorts, emphasizing its potential as a digital representative. He addressed challenges in agent training and trust, which Klaviyo is actively solving. CFO Amanda Whalen clarified that the 2026 guide includes minimal service contribution, viewing it as embedded upside.

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Fintool can predict Klaviyo logo KVYO's earnings beat/miss a week before the call