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GS--European Conviction List - Directors’ Cut September 13, 2024 Update

We remove DSV from the Conviction List. DSV was on the list for 195 days,delivering a total return of 25.0% and a relative return to the SXXP of +19.3% (as of
海外研报

GS-- Communacopia + Technology Conference 2024 — Key Takeaways01

Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a
海外研报

GS--Communacopia + Technology Conference 2024 — Key Takeaways02

Bottom line: We have three key takeaways: (1) IBM sees solid underlying demandin infrastructure Software despite weaker discretionary spending (which is a
海外研报

GS--Keysight Technologies Inc. (KEYS)

Presenters: We hosted Keysight’s Satish Dhanasekaran, President and CEO, andNeil Dougherty, Executive Vice President and CFO at our conference.
海外研报

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

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

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

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
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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

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