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Lucas Cerisola

Research Analyst at Morgan Stanley

Publicly available information indicates that Lucas Cerisola is an equity research professional at Morgan Stanley focused on the software and technology sector, but detailed third‑party data on his precise title, full coverage list, long‑term performance metrics, and regulatory credentials are not readily accessible. Sources that reference him describe him as a Software Equity Research Associate or Equity Analyst, suggesting a junior to mid‑level research role rather than a senior leadership position, and associate him with coverage work on software names rather than a broader multi‑sector universe. Limited biographical references tie him to a finance and economics academic background with prior internship experience before joining Morgan Stanley, but do not provide a clear, date‑stamped career timeline or explicit information about previous full‑time firms. Because comprehensive, verifiable data on his historical performance, rankings on platforms like TipRanks, and specific securities licenses or FINRA registrations are not publicly available, a more detailed and quantitatively supported professional profile cannot be produced without access to non‑public or subscription databases.

Lucas Cerisola's questions to LiveRamp Holdings (RAMP) leadership

Question · Q3 2026

Lucas Cerisola inquired about the fastest-growing verticals for commerce media beyond traditional retail, and the revenue opportunity from these non-retail commerce networks. He also asked for an update on CTV momentum, specifically regarding the Netflix integration, including brand adoption, typical spend, and comparison to other CTV platforms.

Answer

CEO Scott Howe identified travel, food delivery (e.g., Uber, DoorDash), and finance as rapidly growing commerce media verticals, noting they expose LiveRamp to new SMB clients, which the new pricing model and self-serve capabilities are designed to capture. CFO Lauren Dillard highlighted CTV as a strong growth component for both the data marketplace and activation network, with Netflix and other integrations scaling nicely. She added that 70% of the 50 largest integrations are CTV-related, and CTV is a catalyst for Clean Room adoption, especially for measurement.

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Question · Q3 2026

Lucas Cerisola asked about the most significant growth verticals beyond traditional retail in commerce media, such as with new partners like Uber and PayPal, and the revenue opportunity from these non-retail networks. He also asked for more details on CTV momentum, including the Netflix integration, brand leveraging, typical spend, and comparison to other CTV platforms.

Answer

CEO Scott Howe identified travel (airlines), food delivery (Uber, DoorDash), and finance as fast-growing commerce media areas, exposing LiveRamp to SMB clients, which the new pricing model and self-serve capabilities are designed to serve. CFO Lauren Dillard added that CTV is a strong, growing component of both Data Marketplace and the activation network, with Netflix and other integrations scaling nicely. She noted that CTV data purchases outpace overall Data Marketplace growth, and 70% of LiveRamp's 50 largest integrations are CTV-related, also serving as a catalyst for Clean Room adoption.

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Lucas Cerisola's questions to DOCUSIGN (DOCU) leadership

Question · Q3 2026

Lucas Cerisola inquired about hiring expectations for the year ahead, including projected headcount growth and specific investment areas within and outside Intelligent Agreement Management (IAM).

Answer

Allan Thygesen (CEO, DocuSign) projected modest overall headcount growth, prioritizing the maintenance of efficiency gains while disproportionately investing in product and security. Blake Grayson (CFO, DocuSign) added that they've added just over 200 net headcount in the past year, primarily in lower-cost locations, reflecting a methodical approach.

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