Michael Fontan
Analyst
Morgan Stanley
Equibles does not estimate personal net worth.
About Michael Fontan
Michael Fontan is recorded as Analyst at Morgan Stanley. Michael Fontan has spoken on 5 earnings calls across 5 companies, most recently for Automatic Data Processing Inc on October 28, 2026. Those appearances were for Automatic Data Processing Inc (ADP), SS&C Technologies Holdings Inc (SSNC), Broadridge Financial Solutions, Inc. (BR), WEX Inc. (WEX) and Clearwater Analytics Holdings, Inc.. The companies whose calls Michael Fontan spoke on are classified in the Technology sector.
Michael Fontan on recent calls
“I wanted to ask about some of the PEO trends in the quarter. I think when I look at the metrics on a sort of X pass through and workers comp basis, I think it grew about 3% in the quarter.”
“Just on the larger renewals that you guys are having and the sort of second half slate of renewals that are coming, like how is AI factoring into these conversations?”
“I just wanted to ask about obviously the reaffirmed closed sales outlook, but can you maybe just speak to, you know, how you're thinking about your visibility into the second half?”
“I just wanted to ask about your perspective on the implications of Visa's new commercial enhanced data program and how you think about the interchange and data implications associated with that.”
“Jim, you had previously mentioned last quarter that your objectives for NRR for 2024 were roughly in line with 23 levels, sort of in that 106, 107 range, obviously really strong result in NRR this quarter.”
Affiliation history
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Morgan Stanley
Analyst
Transcript header (unverified)
Current
Company network
Information Technology Services · Technology
WEX
Software - Infrastructure · Technology
Clearwater Analytics Holdings, Inc.
Software - Application · Technology
Recent activity
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Earnings call
Clearwater Analytics Holdings, Inc. Q1 FY2024 Earnings Call
Clearwater Analytics Holdings, Inc.