【招银国际】Cloud revenue growth and AI related monetization remain keys to watch.pdf

The Division of Revenues from Unexpected Demand Shocks

–Strong 3Q results on accelerating AI revenue

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

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

Solid revenue and profit growth could continue

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

–Generative AI related revenue generation ramping up

–Consumer wallet share gain strategy boosted revenue and earnings growth

Increase Top-Line Revenue Growth in Any Market

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