COMPANY

Amazon

AMZN:US

Primary coverage by Dan Salmon

Research

Events

Oct
7
Internet

Updated AI ROICs: AMZN higher, GOOGL lower, META mixed

October 7, 2025 — Virtual
Hosted by Dan Salmon

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Jul
29
Internet

AMZN/GOOGL/META: What is their ROIC on AI?

July 29, 2025 — Virtual
Hosted by Dan Salmon

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Jul
11
Internet

GOOGL/AMZN/META: How much $ can they save from AI coding assistants?

July 11, 2025 — Virtual
Hosted by Dan Salmon

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Jun
25
Internet

GOOGL/AMZN/META: How much can gen AI ad creative improve ad revenue growth?

June 25, 2025 — Virtual
Hosted by Dan Salmon

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Jun
5
Internet

AI Capex & Cloud Revenue Update: Custom silicon rising. Whose Cloud will be first to $10B in AI revenues?

June 5, 2025 — Virtual
Hosted by Dan Salmon and Maxwell Spaeth

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Apr
29
Internet

How low could they go? Reviewing the Macro Outlook for eCommerce, Digital Ads & Stocks

April 29, 2025 — Virtual
Hosted by Dan Salmon

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Apr
22
Internet

Outlook for Google AI Overviews & Amazon's Alexa+

April 22, 2025 — Virtual
Hosted by Dan Salmon

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Apr
2
Internet

Digital Ad Outlook & the State of Search/Chatbot Competition

April 2, 2025 — Virtual
Hosted by Dan Salmon

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Mar
21
Internet

Unprecedented Capex. Can Clouds deliver the AI returns?

March 21, 2025 — Virtual
Hosted by Dan Salmon

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Jan
28
Internet

META 2025 Capex Guidance: What is driving the upside?

January 28, 2025 — Virtual
Hosted by Dan Salmon and Maxwell Spaeth

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Dec
19
Internet

RDDT and Ad Tech in Focus with VerticalScope

December 19, 2024 — Virtual
Hosted by Dan Salmon

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Nov
25
Internet

AI Capex and Cloud AI Revenue Review for GOOGL, AMZN and META

November 25, 2024 — Virtual
Hosted by Dan Salmon and Maxwell Spaeth

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Nov
20
Internet

AI + Ads Speaker Series: Jeremy Woodlee, ex Accenture, Google, Magnite

November 20, 2024 — Virtual
Hosted by Dan Salmon

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Oct
17
Internet

Gen AI 3Q24 Preview: Expect returns to take focus over capex

October 17, 2024 — Virtual
Hosted by Dan Salmon

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Aug
17
Internet

What We Learned from 2Q24 Earnings & the Catalysts and Controversies to Watch in 2H24

August 17, 2024 — Virtual
Hosted by Dan Salmon

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Jul
18
Internet

Reviewing our ROI on Gen AI Primer & Our View on the Stocks into Earnings

July 18, 2024 — Virtual
Hosted by Dan Salmon

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Apr
30
Technology

AI CAPEX UPDATE for GOOGL, META & AMZN

April 30, 2024 — Virtual
Hosted by Dan Salmon, Maxwell Spaeth and Antoine Chkaiban

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Apr
3
Internet

Reviewing Gen AI revenues for AWS and GCP

April 3, 2024 — Virtual
Hosted by Dan Salmon and Maxwell Spaeth

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Feb
22
Technology

EXPERT CALL: Matthew Sag, Professor of Law, Artificial Intelligence, Machine Learning and Data Science at Emory University Law School

February 22, 2024 — Virtual
Hosted by Pierre Ferragu, Dan Salmon, Matt Perault and Blair Levin

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Nov
28
Internet

Discussion on AI-Related Capex for GOOGL, AMZN, and META

November 28, 2023 — Virtual
Hosted by Dan Salmon

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Jan
5

Internet

U.S. Internet Initiation Overview Webcast

January 5, 2023

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