【招银国际证券】Expect higher contribution from AI revenue in 3Q; Upgrade to Buy.pdf

–Consumer wallet share gain strategy boosted revenue and earnings growth

Increase Top-Line Revenue Growth in Any Market

Expecting inline 3Q revenue growth with upside coming from bottom line

–Strong 3Q results on accelerating AI revenue

–Weak revenue growth in the price; overseas growth story still intact

State-by-State Hotel Revenue, Tax and Job Loss

–Generative AI related revenue generation ramping up

Publisher’s Playbook: Unlock the Full Revenue Potential of Political Advertising

Inline 2Q24 results; games business to drive revenue growth acceleration in 2H24E

Rampup of generative AIrelated revenue on track