海外研报

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

GS--2024 Communacopia and Technology Conference - Day 2 Key Takeaways

Companies from the US Telecom and IT Services sectors presented during Day 2 ofthe GS Communacopia +Technology Conference. We highlight key takeaways on

GS--2024 Communacopia and Technology Conference - Day 2 Key Takeaways01

Companies from the US Telecom and IT Services sectors presented during Day 2 ofthe GS Communacopia +Technology Conference. We highlight key takeaways on

GS--Webtoon Entertainment Inc. (WBTN): Communacopia + Technology Conference — Key Takeaways

Presenter: We hosted CFO & COO David Lee at the Communacopia + TechnologyConference.

GS--Airbnb Inc. (ABNB): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CFO Ellie Mertz at the Communacopia + TechnologyConference.

GS--Amazon.com Inc. (AMZN): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We highlight a few key takeaways from our conversation: 1) Gen AItools & services offered by AWS have helped shift conversations with customers

GS--Americas Telecom Services: Communacopia + Technology Conference 2024

Presenters: Andrew Lipman, Partner, Morgan LewisBottom line: We have three key takeaways: (1) Mr. Lipman believe the FCC will