海外研报

GS--Iron Mountain Inc. (IRM): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: IRM’s CFO Barry Hytinen presented at the GS Communacopia +Technology Conference 2024

GS--Instacart (CART): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CEO Fidji Simo at the Communacopia + TechnologyConference.

GS--Informatica Inc. (INFA): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Informatica’s CEO Amit Walia and CFO Mike McLaughlin aspart of our Communacopia + Technology conference.

GS--Flex (FLEX): 2024 Communacopia + Technology Conference — Key Takeaways

Presenters: We hosted Michael Hartung the company’s President, ChiefCommercial Officer and David Rubin, VP of IR, at our conference.

GS--Fiverr International Ltd. (FVRR): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted Fiverr EVP Strategic Finance Jinjin Qian at theCommunacopia + Technology Conference.

GS--Ericsson (ERICb.ST): Communacopia + Technology Conference — Key Takeaways

We joined investor meetings with Erik Ekudden (CTO) and Daniel Morris (Head ofInvestor Relations at Ericsson), at the Communacopia + Technology Conference in

GS--EPAM Systems Inc. (EPAM): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) EPAM expects weaker discretionaryspending to persist through 2024, but is seeing early signs of stabilization; (2) EPAM

GS--eBay Inc. (EBAY): Communacopia + Technology Conference — Key Takeaways

Presenter: We hosted CEO Jamie Iannone and CFO Steve Priest at theCommunacopia + Technology Conference.

GS--GS US TMT- ... Day 1 -_ Day 2 at GS TMT Conference .. - Peter Callahan

GS US TMT: ... Day 1 -> Day 2 at GS TMT Conference ..Day 1 of the GS Communacopia and Tech Conference is in the

GS--Dynatrace Inc. (DT): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Dynatrace’s CEO Rick McConnell and CFO Jim Benson aspart of our Communacopia + Technology conference.