海外研报

GS--Aurora Innovation Inc. (AUR): 2024 Communacopia + Technology Conference — Key Takeaways

Presenters: Chris Urmson, co-founder and CEO, presented at the Communacopia +Technology Conference.

GS--Block Inc. (SQ): Communacopia + Technology Conference — Key Takeaways

Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Mgmt is positive on the opportunities on both the Seller and Cash App

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

GS--Americas Telecom Services: Communacopia + Technology Conference 2024

Presenters: Andrew Lipman, Partner, Morgan LewisBottom line: We have three key takeaways: (1) Mr. Lipman believe the FCC will

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.

GS--Amazon.com Inc. (AMZN): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We highlight a few key takeaways from our conversation: 1) Gen AItools & services offered by AWS have helped shift conversations with customers

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

GS--Airbnb Inc. (ABNB): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CFO Ellie Mertz at the Communacopia + TechnologyConference.

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

GS--Webtoon Entertainment Inc. (WBTN): Communacopia + Technology Conference — Key Takeaways

Presenter: We hosted CFO & COO David Lee at the Communacopia + TechnologyConference.