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GS--Communacopia + Technology Conference 2024 — Key Takeaways03

Bottom line: We have three key takeaways: (1) Lumen expects to see ongoingbenefits from its AI datacenter interconnect agreements with Microsoft and others

海外研报 2024年09月16日

GS--Communacopia + Technology Conference — Key Takeaways

Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Mastercard mgmt continues to see a consumer supported by a strong

海外研报 2024年09月16日

GS--New Zealand: Business Activity: Nominal sales edge up +0.1%qoq in 2Q2024

Bottom line: Nominal business sales in New Zealand edged up +0.1%qoq in2Q2024. The details of the data were soft, with outright declines in sales across the

海外研报 2024年09月16日

GS--Communacopia + Technology Conference — Key Takeaways01

Presenters: Dushyant Sharma, Founder & CEO and Sanjay Kalra, SVP & CFOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs

海外研报 2024年09月16日

GS--Communacopia + Technology Conference — Key Takeaways02

Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Overall, management was optimistic about strategic shifts in the

海外研报 2024年09月16日

GS--Communacopia + Technology Conference 2024 — Key Takeaways4

Gen-AI supporting continued product growth, operational efficiency.Management highlighted the various ways Gen-AI is being utilized. Internally,

海外研报 2024年09月16日

GS-- Communacopia + Technology Conference 2024 — Key Takeaways05

Presenter(s): We hosted Twilio’s CEO Khozema Shipchandler as part of ourCommunacopia + Technology conference.

海外研报 2024年09月16日

GS--Unity Software Inc. (U): Communacopia + Technology Conference 2024 — Key Takeaways

Strategic initiatives: Management highlighted focus on the stability of theplatform, discipline in strategy and improved, and consistent execution. While

海外研报 2024年09月16日