Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
Lucas is recorded as Analyst at Morgan Stanley. Lucas has spoken on 4 earnings calls across 4 companies, most recently for Amplitude, Inc. on May 6, 2026. Those appearances were for Amplitude, Inc. (AMPL), Jbs N.V. (JBS), ZoomInfo Technologies Inc. (GTM) and LiveRamp Holdings, Inc. (RAMP). The companies whose calls Lucas spoke on are classified in the Technology and Consumer Defensive sectors.
“You know, Spencer, you talked about skating to the puck as fast as possible early in the call.”
“I was hoping you could touch on the path for margins as we get through FY26 and the business shifting of market where, You mentioned margins are a few thousand basis points higher.”
“So the first is, as you expand commerce media with new partners like Uber and PayPal, in which other verticals are you seeing the most growth? And then could you talk about the revenue opportunity from these non-retail commerce networks compared to the traditional ones?”
Morgan Stanley
Analyst
Transcript header (unverified)
AMPL
Software - Application · Technology
JBS
Packaged Foods · Consumer Defensive
Software - Infrastructure · Technology
