海外研报

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

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

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--Korn Ferry (KFY): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: Korn Ferry has diversified its business over the years beyond executivesearch to include digital, consulting and interim search, which has helped drive

GS--Lyft Inc. (LYFT): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CEO David Risher and CFO Erin Brewer at theCommunacopia + Technology Conference.

GS--Match Group (MTCH): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted Match Group’s President and CFO Gary Swidler at theCommunacopia + Technology Conference.

GS--Microsoft Corp. (MSFT): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Microsoft’s CTO Kevin Scott as part of our Communacopia+ Technology conference.

GS--Moody’s Corp. (MCO): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: MCO’s President of Analytics Stephen Tulenko presented at the GSCommunacopia + Technology Conference 2024

GS--Robinhood Markets Inc. (HOOD): Communacopia + Technology Conference — Key Takeaways

Presenters: Vladimir Tenev, Co-Founder & CEOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs

GS--SAP (SAPG.DE): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: Dominik Asam, CFO at SAP, presented at the Communacopia +Technology Conference.

GS--SBA Communications Corp. (SBAC): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) SBA Communications remainsbullish on its US tower operations as its wireless carrier customers will need to