Goldman Sachs tech conference: Analyst's 3 things to watch скачать в хорошем качестве

Goldman Sachs tech conference: Analyst's 3 things to watch

#goldmansachs #tech #kashrangan #yahoofinance The Goldman Sachs Communacopia + Technology Conference is set to begin Tuesday, September 5th. Kash Rangan, Goldman Sachs U.S. Software Equity Research Analyst, explains "three big things" to look out for from the conference. Rangan says what he's telling clients "to look for is what kind of uptick we’re going to see with generative AI" in calendar ’24. Rangan notes that "we’ve seen a slew of launches" from companies like Microsoft (MSFT), Salesforce (CRM), ServiceNow (NOW), and Adobe (ADBE), and these companies are hoping "to get more customer wallet share in return for all the productivity." "So when is that going to start to really manifest in revenue?," Rangan says. The second thing is "what’s happening with macro?," Rangan says. Last year, "we were heading into this inflation spiral... company growth rates start to really decelerate," Rangan notes, but "now, we’re at a point where things are stabilizing." So, Rangan says, "what is your macro outlook? What is the pulse of the spending environment?" and "what do budgets for calendar ’24 look like?" The third thing is, "when are you going to start to hire?," Rangan says. "There’s no growth in the software industry unless you really hire," Rangan explains. We’ve seen layoffs and hiring freezes, but when is "that going to start to turn around?," Rangan adds. Be sure to tune in next week to see Yahoo Finance Executive Editor Brian Sozzi's interviews with some of the biggest names attending the Goldman Sachs Communacopia + Technology Conference. Subscribe to Yahoo Finance: https://yhoo.it/2fGu5Bb About Yahoo Finance: At Yahoo Finance, you get free stock quotes, up-to-date news, portfolio management resources, international market data, social interaction and mortgage rates that help you manage your financial life. Yahoo Finance Plus: With a subscription to Yahoo Finance Plus get the tools you need to invest with confidence. Discover new opportunities with expert research and investment ideas backed by technical and fundamental analysis. Optimize your trades with advanced portfolio insights, fundamental analysis, enhanced charting, and more. To learn more about Yahoo Finance Plus please visit: https://yhoo.it/33jXYBp Connect with Yahoo Finance: Get the latest news: https://yhoo.it/2fGu5Bb Find Yahoo Finance on Facebook: http://bit.ly/2A9u5Zq Follow Yahoo Finance on Twitter: http://bit.ly/2LMgloP Follow Yahoo Finance on Instagram: http://bit.ly/2LOpNYz Follow Yahoo Finance Premium on Twitter: https://bit.ly/3hhcnmV