海外研报

Salesforce Inc. (CRM): First Take on F2Q25 Results

Salesforce is indicated up 4% AH as F2Q25 with sub revenue +9% yoy (+10% inCC) vs FactSet consensus’ 8.4%, OM of 33.7% (vs expectations for 32%), cRPO

ECB—Recent Commentary Points to Limited Change in the Projections and Communication in September

BOTTOM LINE: Recent ECB commentary has argued that the incoming data broadlyconfirms the baseline scenario and that policy rates can be lowered further if the

GS--Aurora Innovation Inc. (AUR): 2024 Communacopia + Technology Conference — Key Takeaways

Presenters: Chris Urmson, co-founder and CEO, presented at the Communacopia +Technology Conference.

Today’s tidbits: New Prime fuel savings and more details on low-cost storefront

Fueling up for more Prime benefitsAmazon Prime members can now save $0.10 per gallon at approx. 7,000 BP, Amoco, and