摩根士丹利：软件与服务-第一季度首席信息官调查显示市场谨慎
摩根·2025-04-17 03:21
April 13, 2025 11:01 PM GMT Technology – Software & Services | Europe Weekly Reboot – 1Q CIO survey reveals market caution European ad agencies: 1Q25 previews: We don't see 1Q results as a catalyst for the ad agencies. We think market expectations for cautious management tone into the rest of the year is priced in. Havas N.V.: Solid start to 2025: 1Q25 organic growth represents a ~3ppts sequential acceleration vs 4Q24 (at -0.8%). It beat MS expectations for 0.8% org. growth. Our coverage was down c. 270bps ...