Zoom Video Communications, Inc. (NASDAQ:ZM) Goldman Sachs Communacopia + Technology Conference September 9, 2024 2:30 PM ET Company Participants Eric Yuan - Founder and Chief Executive Officer Conference Call Participants Kasthuri Rangan - Goldman Sachs Kasthuri Rangan Hello. You had another addition of Goldman Sachs Communacopia and Technology Conference 2024. Third year, in a row. Thank you so much, Eric, for gracing the occasion and sharing your time with us. Really appreciate it. Why don't we jump right ...

Block, Inc. (NYSE:SQ) Goldman Sachs Communacopia and Technology Conference September 9, 2024 1:50 PM ET Company Participants Amrita Ahuja - COO & CFO Conference Call Participants Will Nance - Goldman Sachs Will Nance All right, everyone. I'm Will Nance. I cover Payments and Fintech here at Goldman. I am delighted to have Amrita Ahuja here, CFO and COO of Block. Amrita, you've been here several times, but it's my first time interviewing you. So really appreciate you being here. Amrita Ahuja Thanks for having ...

Advanced Micro Devices, Inc. (NASDAQ:AMD) Goldman Sachs Communacopia and Technology Conference Call September 9, 2024 3:25 PM ET Company Participants Lisa Su - Chair and Chief Executive Officer Conference Call Participants Toshiya Hari - Goldman Sachs Toshiya Hari Okay. We'd like to get started. Good afternoon, everyone. My name is Toshiya Hari. I cover the semiconductor space for Goldman Sachs. I am very honored, very happy, very excited to have Dr. Lisa Su from AMD, Chair and CEO. I'm pretty sure everyone ...

Mastercard Incorporated (NYSE:MA) Present at Goldman Sachs Communacopia + Technology Conference September 9, 2024 6:05 PM ET Company Participants Michael Miebach - Chief Executive Officer Conference Call Participants Will Nance - Goldman Sachs Will Nance All right, guys, we're getting started. My name is Will Nance. I cover payments and fintech here at Goldman. We're delighted to have Michael from Mastercard today. Michael was a last-minute addition to the schedule. We're obviously pleased to have him. Sad ...

Company and Industry Overview * **Company**: Fiverr International Ltd. (NYSE:FVRR) * **Industry**: Freelancing services marketplace * **Market Opportunity**: Large and growing, with significant potential for market penetration * **Company Size**: Three times larger than pre-IPO, with over 700 categories and profitable since 2019 Strategic Focus * **Go Upmarket**: Target larger customers with higher spending power and longer-term engagements * **Invest in AI**: Leverage AI for platform enhancements and category expansion * **Expand Revenue Streams**: Develop more value-added products and services Market Environment * **Challenging Macro Environment**: SMB sentiment and hiring environment are weak * **Growth Catalysts**: Expansion into professions and longer-term engagements, and development of value-added products * **Future Outlook**: Expect growth in spend per buyer and take rate expansion Generative AI * **Opportunity**: Connect SMBs with AI experts and leverage AI for marketing capabilities * **Platform Integration**: Launch of Neo, an AI-powered platform for improved matching and conversion rates Product and Strategy * **Key Products**: Neo, professions catalog, Promoted Gigs, Seller Plus, and acquisition of AutoDS * **Strategic Goals**: Drive growth and innovation, optimize the balance sheet, continue buybacks, and pursue strategic M&A Financials * **Target Margin**: 25% EBITDA margin by 2027 * **Free Cash Flow**: Tangible path to achieve free cash flow and free cash flow per share targets * **Capital Allocation**: Invest in product, optimize balance sheet, continue buybacks, and pursue strategic M&A Growth Priorities * **Go Upmarket**: Focus on complex services, longer engagements, and the Pro side of the business * **Invest in AI**: Continue to leverage AI for platform enhancements and category expansion * **Expand Revenue Streams**: Develop more value-added products and services Conclusion Fiverr is well-positioned to capitalize on the growing freelancing services market. The company's strategic focus on going upmarket, investing in AI, and expanding revenue streams, combined with its strong financial position and disciplined capital allocation, positions it for continued growth and success.

American Tower Corporation (NYSE:AMT) Goldman Sachs Communacopia + Technology Conference September 9, 2024 4:45 PM ET Company Participants Steve Vondran - Chief Executive Officer Conference Call Participants Jim Schneider - Goldman Sachs Jim Schneider Okay, great. Hey, good morning, everybody, or good afternoon, everybody. Welcome to the Goldman Sachs Communacopia and Tech Conference. It's my pleasure to introduce American Tower and CEO Steve Vondran with us today. We're really -- pleasure to have you. Than ...

HP Inc. (NYSE:HPQ) Goldman Sachs Communacopia + Technology Conference September 9, 2024 1:50 PM ET Company Participants Enrique Lores - CEO Conference Call Participants Michael Ng - Goldman Sachs Michael Ng Great. Well, welcome to the HP Inc. fireside chat at the Goldman Sachs Communacopia and Technology Conference. I have the privilege of introducing Enrique Lores, CEO of HP. Enrique has been in HP for nearly 35 years. And prior to taking over as CEO in 2019, he served as President of the Printing business ...

Super Micro Computer, Inc. (NASDAQ:SMCI) Goldman Sachs Communacopia + Technology Conference September 9, 2024 6:05 PM ET Company Participants David Weigand - Chief Financial Officer Conference Call Participants Michael Ng - Goldman Sachs Michael Ng Thank you, everybody. Welcome to the Super Micro fireside chat at the Goldman Sachs Communacopia and Technology Conference. I have the privilege of introducing David Weigand, CFO of Super Micro Computer. Prior to joining Super Micro in 2018, David has worked at H ...

Uber Technologies, Inc. (NYSE:UBER) Goldman Sachs Communacopia & Technology Conference September 9, 2024 5:25 PM ET Company Participants Dara Khosrowshahi - CEO Conference Call Participants Eric Sheridan - Goldman Sachs Eric Sheridan It is my pleasure to welcome Uber Technologies’ Dara Khosrowshahi, CEO, to the stage for fireside chat. I am going to read a quick safe harbor and then Dara and I are going to get into it and we have a lot to talk about because there's always a lot going on with Uber. Before we ...

SoFi Technologies, Inc. (NASDAQ:SOFI) Goldman Sachs Communacopia & Technology Conference 2024 September 9, 2024 2:30 PM ET Company Participants Anthony Noto - CEO Conference Call Participants Michael Ng - Goldman Sachs Group Michael Ng Great. Well, thank you, everybody, for joining. Welcome to the SoFi presentation at the Goldman Sachs Communacopia and Technology Conference. I have the great privilege of introducing Anthony Noto, who's the CEO of SoFi, which he's been since 2018. Anthony joined SoFi after s ...