海外研报

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

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

GS--GS US TMT- ... Day 1 -_ Day 2 at GS TMT Conference .. - Peter Callahan

GS US TMT: ... Day 1 -> Day 2 at GS TMT Conference ..Day 1 of the GS Communacopia and Tech Conference is in the

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--GS TMT TODAY 9.10.24 *CUMMUNACOPIA + TECH CONF DAY 2*

Futures lower in the pre (NDX -35bps / SPX -15bps) ahead this evening's

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

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

GS--GS TMT - day 2 am conference recaps

Generally positive tone from the group of telco/cable/med companies we heard from this morning, with

GS--Ford Motor Co. (F): 2024 Communacopia + Technology Conference — Key Takeaways

Presenters: Navin Kumar, CFO of Ford Pro, presented at the Communacopia +Technology conference.

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--Etsy Inc. (ETSY): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter: We hosted CEO Josh Silverman and CFO Rachel Glaser at theCommunacopia + Technology Conference.