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Josh Baer

Analyst

Morgan Stanley

Equibles does not estimate personal net worth.

About Josh Baer

Josh Baer is recorded as Analyst at Morgan Stanley. Josh Baer has spoken on 30 earnings calls and 6 other investor events across 14 companies, most recently for ServiceTitan, Inc. on June 4, 2026. Those appearances were for Toast, Inc. (TOST), Sabre Corp (SABR), DigitalOcean Holdings, Inc. (DOCN), Zoom Communications, Inc. (ZM), Docebo Inc. (DCBO) and 9 other companies. The companies whose calls Josh Baer spoke on are classified in the Technology sector.

Josh Baer on recent calls

“I was hoping that you could provide some insights and key takeaways from your private equity symposium to start.”
Analyst — Morgan Stanley, ServiceTitan, Inc. Q1 FY2027 Earnings Call ·
“I mean, I know it's hard to talk about growth beyond this year's guidance, but I do think a return to 100% net retention rate, accelerating growth into, you know, double digits is really important for the stock, an important milestone for re-rating.”
Analyst — Morgan Stanley, Asana, Inc. Q1 FY2027 Earnings Call ·
“I wanted to ask about Custom AI companion. A little bit more about the path to conversion. What are some of the features or the use cases in custom that are really key to that conversion?”
Analyst — Morgan Stanley, Zoom Communications, Inc. Q1 FY2027 Earnings Call ·
“I wanted to ask one on the VAI Labs and the commercialization of those efforts. Maybe for Daniel, if you could talk a little bit about specific products or use cases that are being developed and any update on how that opportunity is developing here.”
Analyst — Morgan Stanley, Via Transportation, Inc. Q1 FY2026 Earnings Call ·
“I wanted to talk a little bit more about the new Seeds Plus Credits pricing model. Maybe to start, can you just provide a little more context on how exactly that works?”
Analyst — Morgan Stanley, monday.com Q1 2026 Earnings Call ·

Affiliation history

  • Morgan Stanley

    Analyst

    Source not stated

    Current

Company network

Recent activity

Show 24 earlier activities