TOST
Software - Infrastructure · Technology
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
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.
“I was hoping that you could provide some insights and key takeaways from your private equity symposium to start.”
“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.”
“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?”
“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.”
“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?”
Morgan Stanley
Analyst
Source not stated
TOST
Software - Infrastructure · Technology
SABR
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Application · Technology
DCBO
Software - Application · Technology
BOX
Software - Infrastructure · Technology
Software - Application · Technology
TTAN
Software - Application · Technology
ASAN
Software - Application · Technology
Software - Application · Technology
Software - Application · Technology
MNDY
Software - Application · Technology
DOCU
Software - Application · Technology
CMRC
Software - Application · Technology