海外研报

GS--2024 Communacopia and Technology Conference - Day 2 Key Takeaways01

Companies from the US Telecom and IT Services sectors presented during Day 2 ofthe GS Communacopia +Technology Conference. We highlight key takeaways on

GS--2024 Communacopia and Technology Conference - Day 2 Key Takeaways

Companies from the US Telecom and IT Services sectors presented during Day 2 ofthe GS Communacopia +Technology Conference. We highlight key takeaways on

GS--SBA Communications Corp. (SBAC): Communacopia + Technology Conference 2024 — Key Takeaways

Bottom line: We have three key takeaways: (1) SBA Communications remainsbullish on its US tower operations as its wireless carrier customers will need to

GS--SAP (SAPG.DE): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: Dominik Asam, CFO at SAP, presented at the Communacopia +Technology Conference.

GS--Robinhood Markets Inc. (HOOD): Communacopia + Technology Conference — Key Takeaways

Presenters: Vladimir Tenev, Co-Founder & CEOModerated by: Will Nance, Payments and Financial Technology, Goldman Sachs

GS--Moody’s Corp. (MCO): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: MCO’s President of Analytics Stephen Tulenko presented at the GSCommunacopia + Technology Conference 2024