COMPANY
Meta Platforms
META:US
Primary coverage by Dan Salmon
Research
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Capex revisions, Replatforming, Memory Pricing, Semicap, Tesla, Apple. Tech weekly wrap-upFebruary 2, 2026 — Pierre Ferragu
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META: AI winner narrative moving back into placeJanuary 30, 2026 — Dan Salmon
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META: Huge 1Q26/implied 2026 revenue guide puts AI ROIC fears to restJanuary 28, 2026 — Dan Salmon
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Ad Tech Exec Lunch Recap: -ve for TTD, +ve for AMZN Cloud + Ads (+ more on APP/LFTO, PINS, HoldCos, RDDT, CRTO)January 20, 2026 — Dan Salmon
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CLIENT CALL SLIDES: Latest AI Capex and Cloud Revenue OutlookJanuary 16, 2026 — Dan Salmon
Events
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16InternetJanuary 16, 2026 — VirtualHosted by Dan SalmonWatch Replay -
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8InternetOctober 8, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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7InternetOctober 7, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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29InternetJuly 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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11InternetJuly 11, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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25InternetJune 25, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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5InternetJune 5, 2025 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
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29InternetApril 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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22InternetApril 22, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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8InternetApril 8, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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2InternetApril 2, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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21InternetMarch 21, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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28InternetJanuary 28, 2025 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
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13InternetJanuary 13, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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25InternetNovember 25, 2024 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
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17InternetOctober 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
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17InternetAugust 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
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30TechnologyApril 30, 2024 — VirtualHosted by Dan Salmon, Maxwell Spaeth and Antoine ChkaibanWatch Replay -
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29InternetFebruary 29, 2024 — VirtualHosted by Dan SalmonWatch Replay -
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22TechnologyFebruary 22, 2024 — VirtualHosted by Pierre Ferragu, Dan Salmon, Matt Perault and Blair LevinWatch Replay -
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11InternetJanuary 11, 2024 — VirtualHosted by Dan Salmon and Emily StykesWatch Replay -
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28InternetNovember 28, 2023 — VirtualHosted by Dan SalmonWatch Replay -
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11InternetJuly 11, 2023Hosted by Dan SalmonWatch Replay -
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18InternetApril 18, 2023Hosted by Dan SalmonWatch Replay -
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13TechnologyFebruary 13, 2023Hosted by Dan Salmon, Pierre Ferragu and Jin YoonWatch Replay -
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10InternetFebruary 10, 2023Hosted by Dan SalmonWatch Replay -
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17InternetJanuary 17, 2023Hosted by Dan SalmonWatch Replay -
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12InternetJanuary 12, 2023Hosted by Dan SalmonWatch Replay -
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11InternetJanuary 11, 2023Hosted by Dan SalmonWatch Replay -
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10InternetJanuary 10, 2023Hosted by Dan SalmonWatch Replay -
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