COMPANY
Alphabet
GOOGL:US
Primary coverage by Dan Salmon
Research
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CLIENT CALL SLIDES - Updated AI ROICs for GOOGL, AMZN and META: everyone lower as higher AI capex flows throughApril 15, 2026 — Dan Salmon
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Updated AI ROICs for GOOGL, AMZN and META: everyone lower as higher AI capex flows throughApril 15, 2026 — Dan Salmon
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AWS/GCP: Updating our OpenAI & Anthropic Contributions to Revenue GrowthApril 13, 2026 — Dan Salmon
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AWS/GCP: Updated Anthropic P&L and Compute Spend AnalysisApril 9, 2026 — Dan Salmon
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AWS & GCP: Updated OpenAI P&L and Compute Spend AnalysisApril 6, 2026 — Dan Salmon
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