【BCG】What’s Missing from Your AI Transformation Is a Transformer.pdf

We see risks in 2H24E after the miss in 2Q24

利润略超预期，云业务小幅miss

1Q23 earnings miss on gross margin

3Q miss; new models, cost cut as key in FY25

–Little sign of profit turnaround after 2Q23 miss

Danish Companies Miss the Mark on LGBT+ Inclusion

4Q22 miss; 5 new models in the next 5 months

4Q22 earnings miss; sales may rise QoQ in FY23E

FY23 results missed and a moderate outlook

Why Technology Is the Missing Piece in Most CSRD Compliance Plan