COMPANY
Meta Platforms
META:US
Primary coverage by Dan Salmon
Research
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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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META 1Q24 Model Update (Target to $580 from $600)April 28, 2024 — Dan Salmon
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Meta 2024 capex guide raised further, improving visibility on 2025.April 25, 2024 — Pierre Ferragu
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META First Take: Investment cycle commentary spooksApril 24, 2024 — Dan Salmon
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META: Quick Thoughts Ahead of Wednesday’s PrintApril 22, 2024 — Dan Salmon
Events
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Apr
30TechnologyApril 30, 2024 — VirtualHosted by Dan Salmon, Maxwell Spaeth and Antoine ChkaibanWatch Replay -
Feb
29InternetFebruary 29, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Feb
22TechnologyFebruary 22, 2024 — VirtualHosted by Pierre Ferragu, Dan Salmon, Matt Perault and Blair LevinWatch Replay -
Jan
11InternetJanuary 11, 2024 — VirtualHosted by Dan Salmon and Emily StykesWatch Replay -
Nov
28InternetNovember 28, 2023 — VirtualHosted by Dan SalmonWatch Replay -
Jul
11InternetJuly 11, 2023Hosted by Dan SalmonWatch Replay -
Apr
18InternetApril 18, 2023Hosted by Dan SalmonWatch Replay -
Feb
13TechnologyFebruary 13, 2023Hosted by Dan Salmon, Pierre Ferragu and Jin YoonWatch Replay -
Feb
10InternetFebruary 10, 2023Hosted by Dan SalmonWatch Replay -
Jan
17InternetJanuary 17, 2023Hosted by Dan SalmonWatch Replay -
Jan
12InternetJanuary 12, 2023Hosted by Dan SalmonWatch Replay -
Jan
11InternetJanuary 11, 2023Hosted by Dan SalmonWatch Replay -
Jan
10InternetJanuary 10, 2023Hosted by Dan SalmonWatch Replay -
Jan
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