海外研报

GS--GS TMT TODAY 9.10.24 *CUMMUNACOPIA + TECH CONF DAY 2*

Futures lower in the pre (NDX -35bps / SPX -15bps) ahead this evening's

GS--DoorDash Inc. (DASH): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CFO Ravi Inukonda at the Communacopia + TechnologyConference.

GS--GS TMT - day 2 am conference recaps

Generally positive tone from the group of telco/cable/med companies we heard from this morning, with

GS--Ford Motor Co. (F): 2024 Communacopia + Technology Conference — Key Takeaways

Presenters: Navin Kumar, CFO of Ford Pro, presented at the Communacopia +Technology conference.

GS--Confluent Inc. (CFLT): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Confluent’s CEO Jay Kreps as part of our Communacopia +Technology conference.

GS--Etsy Inc. (ETSY): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter: We hosted CEO Josh Silverman and CFO Rachel Glaser at theCommunacopia + Technology Conference.

GS--cmntchwebcast2024

ACV Auctions Ford Motor Company PaymentusAffirm Fortinet Payoneer Inc.

GS--Digital Realty Trust Inc. (DLR): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) Digital Realty continues to see tightsupply/demand dynamics driven by power constraints and AI-driven demand; (2)

GS--cmntch2024agenda

Session: Venture Capital Panel Bessemer Venture Partners - Byron Deeter, Partner

GS--China+ Conference 2024 — Key Takeaways: despite seasonal weakness in Q4, mgmt see potential

Bottom Line: Management attributed the recent decline in spot rate by ~30% sincemid-Jul (Sep 8) to normalizing demand and new ship delivery, especially from more