COMPANY
Amazon
AMZN:US
Primary coverage by Dan Salmon
Research
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AMZN 1Q24 Model UpdateMay 2, 2024 — Dan Salmon
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AMZN First Take: Solid, but not SpectacularApril 30, 2024 — Dan Salmon
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GOOGL/AMZN/META: How much are they spending on AI Capex (v2.3)?April 30, 2024 — Dan Salmon
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AMZN: AWS Gen AI revenues, Prime ads, and other Thoughts Ahead of the PrintApril 26, 2024 — Dan Salmon
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GOOGL: How Cloud will help Ads and more from 3 Days @ Google Cloud NextApril 12, 2024 — Dan Salmon
Events
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Apr
30TechnologyApril 30, 2024 — VirtualHosted by Dan Salmon, Maxwell Spaeth and Antoine ChkaibanWatch Replay -
Apr
03InternetApril 3, 2024 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
Feb
22TechnologyFebruary 22, 2024 — VirtualHosted by Pierre Ferragu, Dan Salmon, Matt Perault and Blair LevinWatch Replay -
Nov
28InternetNovember 28, 2023 — VirtualHosted by Dan SalmonWatch Replay -
Jan
05
