KVYO
Software - Application · Technology
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Elizabeth Porter is recorded as Analyst at Morgan Stanley. Elizabeth Porter has spoken on 24 earnings calls across 15 companies, most recently for RingCentral, Inc. on October 22, 2026. Those appearances were for Klaviyo, Inc. (KVYO), RingCentral, Inc. (RNG), Figma, Inc. (FIG), Wix.com Ltd. (WIX), Zeta Global Holdings Corp. (ZETA) and 10 other companies. The companies whose calls Elizabeth Porter spoke on are classified in the Technology and Industrials sectors.
“Subscription revenue growth has been modestly improving for several quarters now, and the beat was more pronounced in Q3. So, could you just help us unpack what drove the upside in the quarter?”
“I wanted to follow up on your comment about Asana being able to select and optimize the appropriate AI models for customers and you guys taking on that complexity as opposed to pushing it down.”
“I want to develop on the subscription revenue guidance. When we're looking at the full year, it looks like the Q4 implies a bit of a deceleration in growth, just exiting the year.”
“So first I wanted to continue on the line of some of the pricing dynamics. And I believe in early June, you lowered the flex and minimum purchase from $399 to make it more accessible for SMBs.”
“I wanted to follow up on the comment about the AI deals ramping faster than expected, which is curious what's driving that faster time to production? Is there any sort of improvements in 5.9's ability to implement, you know, greater customer readiness, state of maturity, or just buyers becoming more comfortable?”
Morgan Stanley
Analyst
Source not stated
KVYO
Software - Application · Technology
Software - Application · Technology
FIG
Software - Application · Technology
WIX
Software - Infrastructure · Technology
Software - Infrastructure · Technology
Software - Application · Technology
ASAN
Software - Application · Technology
CXM
Software - Application · Technology
ADSK
Software - Application · Technology
FIVN
Software - Infrastructure · Technology
NICE
Software - Application · Technology
GDDY
Software - Infrastructure · Technology
Specialty Business Services · Industrials
FRSH
Software - Application · Technology