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Sandhya Singh

Research Analyst at Morgan Stanley

Mumbai, MH, IN

Sandhya Singh is an Executive Director and Senior Equity Analyst at Morgan Stanley, specializing in U.S. life science tools and diagnostics research. She covers leading companies including Thermo Fisher Scientific, Danaher, Agilent Technologies, Waters Corporation, and Illumina, delivering investment insights that consistently rank highly among institutional clients. With a track record of strong performance measured by above-average stock recommendation success rates and positive investor returns, Singh is recognized within the industry for her rigorous analysis and actionable calls. Beginning her finance career over a decade ago, she previously held analytical and research roles at Citigroup and Sanford C. Bernstein before joining Morgan Stanley in 2015, and holds FINRA Series 7 and 63 licenses, underscoring her professional credentials and commitment to regulatory standards.

Sandhya Singh's questions to Confluent (CFLT) leadership

Question · Q3 2025

Sandhya Singh asked when Confluent expects growth to bottom, considering the multiple growth vectors and go-to-market rejuvenation efforts. She also questioned whether new offerings like WarpStream and Enterprise Clusters have a net accretive or cannibalistic effect on the core streaming business.

Answer

CEO Jay Kreps expressed satisfaction with strong cloud results and raised guidance, noting stable cloud growth rates when normalized for specific customer impacts. He confirmed that WarpStream and Enterprise Clusters are substantial tailwinds, driving larger workloads, better TCO, and improved gross margins, rather than cannibalizing the core business.

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Question · Q3 2025

Sandhya Singh asked when Confluent expects growth to bottom, considering various growth drivers and go-to-market improvements. She also questioned whether new offerings like WarpStream and Enterprise Clusters are net accretive or cannibalistic to the core streaming business.

Answer

CEO Jay Kreps stated satisfaction with Q3 results and cloud strength, noting that normalizing for a specific customer shows stability in cloud growth rates. He confirmed that WarpStream and Enterprise Clusters are substantial tailwinds, leading to larger deals and improved gross margins due to their cost-effective architecture.

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