Presentation Kasthuri RanganHead of Software Coverage Good morning, everybody. It's day 3 of Goldman Sachs Communacopia and Technology Conference. Thanks for your support of the conference. This -- since the rebranding and the relaunch of the conference in 2022, this is the fourth year in a row, I think we've had you for fourth year in a row, and attendance is up not by software industry standards, but by our industry standards, it's up very nicely. We crossed 3,000 plus. It feels so busy and the room is ...

会议概况 - 高盛Communacopia与技术会议进入第三天 这是该会议自2022年更名重新推出后连续第四年举办[1] - 会议出席人数超过3000人 较往年实现显著增长[1] 行业地位 - 软件行业作为科技板块的重要组成部分 在过去和未来都值得市场重点关注[2] 人物背景 - Kasthuri Rangan担任高盛软件行业研究负责人 拥有31年行业经验 其中5年在高盛工作[2] - Carl Eschenbach与Kasthuri Rangan自VMware IPO时期就相识并保持长期合作关系[3]