海外研报

GS--Confluent Inc. (CFLT): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Confluent’s CEO Jay Kreps as part of our Communacopia +Technology conference.

GS--DoorDash Inc. (DASH): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CFO Ravi Inukonda at the Communacopia + TechnologyConference.

GS--Dynatrace Inc. (DT): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Dynatrace’s CEO Rick McConnell and CFO Jim Benson aspart of our Communacopia + Technology conference.

GS--eBay Inc. (EBAY): Communacopia + Technology Conference — Key Takeaways

Presenter: We hosted CEO Jamie Iannone and CFO Steve Priest at theCommunacopia + Technology Conference.

GS--EPAM Systems Inc. (EPAM): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) EPAM expects weaker discretionaryspending to persist through 2024, but is seeing early signs of stabilization; (2) EPAM

GS--Ericsson (ERICb.ST): Communacopia + Technology Conference — Key Takeaways

We joined investor meetings with Erik Ekudden (CTO) and Daniel Morris (Head ofInvestor Relations at Ericsson), at the Communacopia + Technology Conference in

GS--Fiverr International Ltd. (FVRR): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted Fiverr EVP Strategic Finance Jinjin Qian at theCommunacopia + Technology Conference.

GS--Flex (FLEX): 2024 Communacopia + Technology Conference — Key Takeaways

Presenters: We hosted Michael Hartung the company’s President, ChiefCommercial Officer and David Rubin, VP of IR, at our conference.

GS--Clarivate (CLVT): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: Clarivate is targeting an acceleration in organic revenue growth fromflat y/y currently to 4-6% by 2026 led by product innovations, investments into Gen

GS--Cricut Inc. (CRCT): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CFO Kimball Shill and SVP of Finance, Treasurer & IR JimSuva at the Communacopia + Technology Conference.