海外研报
筛选
GS--Xometry Inc. (XMTR): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted Co-Founder & CEO Randy Altschuler and CFO James Miln atthe Communacopia + Technology Conference.
海外研报
2024年09月13日
GS--Alphabet Inc. (GOOGL): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We highlight a few key takeaways from our conversation: 1) Publiccloud market remains in the early stages of growth & penetration driven by newer
海外研报
2024年09月14日
GS--Altice USA Inc. (ATUS): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We have three key takeaways: (1) Altice remains optimistic that itsstrategic and operational changes will lead to improvement and stabilization in core
海外研报
2024年09月14日
GS--Aptiv Plc (APTV): 2024 Communacopia + Technology Conference — Key Takeaways
Presenters: Kevin Clark, Aptiv’s Chairman & CEO as well as Joe Massaro, thecompany’s Vice Chairman & CFO presented at the conference.
海外研报
2024年09月14日
GS--ASML Holding (ASML.AS): Communacopia + Technology Conference — Key Takeaways
Presenters: We hosted Skip Miller, Head of Investor Relations, and Jim Kavanagh,US Investor Relations, at ASML, at the Communacopia + Technology Conference in
海外研报
2024年09月14日
GS--Aurora Innovation Inc. (AUR): 2024 Communacopia + Technology Conference — Key Takeaways
Presenters: Chris Urmson, co-founder and CEO, presented at the Communacopia +Technology Conference.
海外研报
2024年09月14日
GS--Clear Secure Inc. (YOU): Communacopia + Technology Conference 2024 — Key Takeaways
Presenters: We hosted Co-Founder & CFO Ken Cornick at the Communacopia +Technology Conference.
海外研报
2024年09月14日
GS--Coinbase Global Inc. (COIN): Communacopia + Technology Conference — Key Takeaways
Presenters: Brian Armstrong, Co-Founder & CEO; Alesia Haas, CFOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs
海外研报
2024年09月14日
GS--China+ Conference 2024 — Key Takeaways: despite seasonal weakness in Q4, mgmt see potential
Bottom Line: Management attributed the recent decline in spot rate by ~30% sincemid-Jul (Sep 8) to normalizing demand and new ship delivery, especially from more
海外研报
2024年09月14日
GS--Digital Realty Trust Inc. (DLR): Communacopia + Technology Conference 2024 — Key Takeaways
Bottom line: We have three key takeaways: (1) Digital Realty continues to see tightsupply/demand dynamics driven by power constraints and AI-driven demand; (2)
海外研报
2024年09月14日
