EVENT

OpenAI Ads Latest: SMB accelerating, risk to GOOGL & more

Date and Time
September 25, 2026 — 11am ET
Location
Virtual
Hosted by Dan Salmon

WHAT: US Internet analyst Dan Salmon will host a call to review the team’s latest research on OpenAI’s Ads platform and ChatGPT’s evolving advertising offering.

WHY: The call will be a great opportunity to discuss popular questions including:

  1. Why do you think OpenAI's unique approach to the small and medium business (SMB) market is the most important factor driving, and whether it can hit $100B by the end of the decade?
  2. What has changed in OpenAI Ads' country launch strategy and why does it give you higher conviction that the platform will be rolled out globally by year-end?
  3. How should investors interpret the $1B ad revenue run-rate relative to our latest estimates?
  4. How could the new Sponsored Agent ad format change engagement, conversion and monetization?
  5. How much of a risk is the rise of ChatGPT ads to GOOGL's Search & Other revenue growth?  How about PINS, AMZN, META and others?
Register