8legs: Goldman sachs

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#1 out of 3

AI pricing is shifting from per-user fees to charging for the work performed, per Goldman Sachs notes.
Salesforce and Workday are piloting new units of work to reflect value delivered.
The trend aims to separate profits from AI operating costs and maintain margins.
OpenAI's Sam Altman envisions a future where AI is sold like a utility on a meter.
Analysts say the pricing shift could unlock larger deal sizes and new budget allowances.
The software industry is moving away from per-seat licenses toward pay-as-you-go pricing.
Goldman Sachs spoke with about 40 software and internet companies to gauge pricing trends.
The shift could make AI costs less predictable for customers but offer new budgeting paths.
The broader view sees intelligence as a utility, with tokens used to process and price data.
The article notes the trend aligns with earlier BI reports on usage-based pricing.

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#2 out of 3

Wall Street banks posted record or near-record quarterly revenues as trading desks thrived amid volatility tied to Iran-related energy concerns.
Analysts say volatility is the product, driving profits as institutions reposition portfolios in response to geopolitical shocks.
Consumer sentiment has fallen to a 74-year low, contrasting with Wall Street’s booming quarterly results.
Economists note a resilient consumer backdrop despite higher gas prices and energy shocks.
The article discusses concerns over market manipulation, distinguishing jawboning from insider activity.
The study cites the Sahm rule as a reference point for recession indicators and consumer behavior.
The piece notes a widening disparity where the wealthiest own most equities while many households face cost pressures.
Oil and energy prices have contributed to a broader energy crisis influencing markets and consumer costs.
Economists warn that slowing consumer spending could dent the stock market if earnings fail to meet expectations.
The Fortune piece situates current market dynamics within a broader macro picture of volatility and policy uncertainty.

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#3 out of 3

Goldman Sachs reported a 10% drop in its fixed income revenue in the first quarter, missing analysts' expectations by about $910 million.
Analysts attributed the underperformance to directional trading risk in rates and credit during a volatile quarter.
Goldman’s leadership said volatility in rates and commodities can create mispricing in the short term but does not reflect a long-term issue.
Goldman reported strong overall earnings, with quarterly net income of $5.63 billion on revenue of $17.23 billion.
Goldman’s FICC shares were cited as a potential source of a broader misalignment between market conditions and the bank’s strategy.
Industry peers including JPMorgan, Morgan Stanley, and Citigroup reported stronger fixed-income revenues in the same period.
CEO David Solomon indicated ongoing monitoring of Middle East developments as a potential headwind.
Goldman reiterated that results should be viewed in the fullness of time, emphasizing long-term confidence in FICC.
The report notes an overall earnings beat despite the FICC setback, reflecting a mixed quarter for Goldman.
The piece highlights market volatility as a factor shaping quarterly results across major banks.
The article references rival performance with explicit examples of revenue increases in fixed income.

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