BILL
Software - Application · Technology
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Chris Quintero is recorded as Analyst at Morgan Stanley. Chris Quintero has spoken on 21 earnings calls and 4 other investor events across 11 companies, most recently for Navan, Inc. on September 9, 2026. Those appearances were for BILL Holdings, Inc. (BILL), Vertex, Inc. (VERX), Manhattan Associates Inc (MANH), Blackline, Inc. (BL), Box Inc (BOX) and 6 other companies. The companies whose calls Chris Quintero spoke on are classified in the Technology sector.
“Maybe first, you all have been seeing a lot of momentum with that RFP activity up 200% year over year for the past few months and quarters. So curious, on the win rate side, how that's been progressing and how that's translating in terms of timing to revenue and closing those deals.”
“Your line is open. please go ahead hey guys congrats on the nice acceleration here across the board um aaron maybe for you kind of high level we've been hearing a lot about zero data retention as a key enabler for ai growth and compliance and we've seen how some of the recent models have influenced some potential…”
“I want to ask about the TPV upside, especially on the APAR side in the quarter. Could you maybe just unpack a little bit more of the details around what really surprised you to the upside there, the drivers of that outperformance?”
“I wanted to ask another question on the pipeline that you called out.”
“I wanted to ask, really great to hear about all the internal AI work that you all have been doing and been working on, but from the customer perspective, just curious, typically tax accounts have been a bit more risk averse and a bit slower moving.”
Morgan Stanley
Analyst
Transcript header (unverified)
BILL
Software - Application · Technology
VERX
Software - Application · Technology
Software - Application · Technology
Software - Application · Technology
BOX
Software - Infrastructure · Technology
SPSC
Software - Application · Technology
NAVN
Software - Application · Technology
IOT
Software - Infrastructure · Technology
WK
Software - Application · Technology
DOCU
Software - Application · Technology