COMPANY
PINS:US
Primary coverage by Dan Salmon
Research
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AMZN: Implications of Unboxed ads announcements, including for GOOGL, TTD, RDDT and PINSNovember 12, 2025 — Dan Salmon
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SNAP: Perplexity hype is a little overdoneNovember 10, 2025 — Dan Salmon
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PINS: Agentic commerce fears are way overdoneNovember 10, 2025 — Dan Salmon
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PINS: US tariff impact clouds otherwise strong executionNovember 4, 2025 — Dan Salmon
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PINS: New Top of Search ads lead our Top 10 ad updates this quarterOctober 30, 2025 — Dan Salmon
Events
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Jun
25InternetJune 25, 2025 — VirtualWatch Replay -
Apr
29InternetApril 29, 2025 — VirtualWatch Replay -
Apr
2InternetApril 2, 2025 — VirtualWatch Replay -
Jan
13 -
Nov
20InternetNovember 20, 2024 — VirtualWatch Replay -
Oct
17InternetOctober 17, 2024 — VirtualWatch Replay -
Sep
13InternetSeptember 13, 2024 — VirtualWatch Replay -
Aug
17InternetAugust 17, 2024 — VirtualWatch Replay