海外研报

GS--Charter Communications Inc. (CHTR): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) The company sees ACP losses goingbetter than expected thus far; (2) Charter believes its competitive value proposition

GS--Cognizant Technology Solutions (CTSH): Communacopia +

Presenters: Surya Gummadi, EVP and President Americas; Tyler Scott, VicePresident and Head of Investor Relations

GS--Deliveroo (ROO.L): Communacopia + Technology Conference — Key Takeaways

Presenters: We hosted Deliveroo Founder and CEO Will Shu and CFO Scilla Grimbleat the Communacopia + Technology Conference.

GS--DigitalBridge Group (DBRG): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) DigitalBridge believes itsactively-managed asset manager approach will be able to drive significantly faster

GS--Duolingo Inc. (DUOL): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter: We hosted CEO Luis von Ahn at the Communacopia + TechnologyConference.

GS--Flywire Corp. (FLYW): Communacopia + Technology Conference — Key Takeaways

Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Mgmt remains confident in the long-term prospects for high valued

GS--Ibotta Inc. (IBTA): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CEO Bryan Leach at the Communacopia + TechnologyConference.

GS--Intuit Inc. (INTU): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Intuit’s CEO Sasan Goodarzi part of our Communacopia +Technology conference.

GS--Just Eat Takeaway (JETJ.L): Communacopia + Technology Conference — Key Takeaways:

Presenters: We hosted Just Eat Takeaway CEO and Founder Jitse Groen at theCommunacopia + Technology Conference.

GS--Lyft Inc. (LYFT): Communacopia + Technology Conference 2024 02

Bottom line: We highlight a few key takeaways from our conversation: 1) Seeopportunity to drive further adoption & frequency through product & operational