COMPANY

Alphabet

GOOGL:US

Primary coverage by Dan Salmon

Research

Events

Oct
8
Internet

AI Exec Speaker Series: Karan Anand, CEO of Character.ai

October 8, 2025 — Virtual
Hosted by Dan Salmon

Watch Replay
Oct
7
Internet

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

October 7, 2025 — Virtual
Hosted by Dan Salmon

Watch Replay
Aug
4
Internet

ANTITRUST EXPERT CALL: GOOGL vs DOJ Search Remedies Ruling Preview

August 4, 2025 — Virtual
Hosted by Dan Salmon

Watch Replay
Jul
29
Internet

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

July 29, 2025 — Virtual
Hosted by Dan Salmon

Watch Replay
Jul
11
Internet

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

July 11, 2025 — Virtual
Hosted by Dan Salmon

Watch Replay
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

Watch Replay
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

Watch Replay
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

Watch Replay
Apr
22
Internet

Outlook for Google AI Overviews & Amazon's Alexa+

April 22, 2025 — Virtual
Hosted by Dan Salmon

Watch Replay
Apr
2
Internet

Digital Ad Outlook & the State of Search/Chatbot Competition

April 2, 2025 — Virtual
Hosted by Dan Salmon

Watch Replay
Mar
21
Internet

Unprecedented Capex. Can Clouds deliver the AI returns?

March 21, 2025 — Virtual
Hosted by Dan Salmon

Watch Replay
Jan
28
Internet

META 2025 Capex Guidance: What is driving the upside?

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

Watch Replay
Jan
13
Internet

What's Next for the TikTok Ban?

January 13, 2025 — Virtual
Hosted by Dan Salmon

Watch Replay
Dec
19
Internet

RDDT and Ad Tech in Focus with VerticalScope

December 19, 2024 — Virtual
Hosted by Dan Salmon

Watch Replay
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

Watch Replay
Nov
20
Internet

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

November 20, 2024 — Virtual
Hosted by Dan Salmon

Watch Replay
Oct
17
Internet

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

October 17, 2024 — Virtual
Hosted by Dan Salmon

Watch Replay
Oct
1
Internet

The End of the DOJ vs Google Ad Tech Case & Other Key Ad Tech Policy Issues to Watch

October 1, 2024 — Virtual
Hosted by Dan Salmon and Blair Levin

Watch Replay
Sep
20
Internet

TikTok & Google Antitrust Litigation Expert Call

September 20, 2024 — Virtual
Hosted by Dan Salmon and Blair Levin

Watch Replay
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

Watch Replay
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

Watch Replay
Apr
30
Technology

AI CAPEX UPDATE for GOOGL, META & AMZN

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

Watch Replay
Apr
3
Internet

Reviewing Gen AI revenues for AWS and GCP

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

Watch Replay
Feb
29
Internet

Digital Ad Exec Speaker Series: Adam Heimlich CEO, Chalice AI

February 29, 2024 — Virtual
Hosted by Dan Salmon

Watch Replay
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

Watch Replay
Nov
28
Internet

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

November 28, 2023 — Virtual
Hosted by Dan Salmon

Watch Replay
Oct
17
Internet

U.S. Internet Earnings Preview & Overview of our Latest Framework for Google’s Search Generative Experience

October 17, 2023
Hosted by Dan Salmon

Watch Replay
Apr
18
Internet

U.S. Internet 1Q23 Earnings Preview Call (10am EST / 3pm BST)

April 18, 2023
Hosted by Dan Salmon

Watch Replay
Mar
24
Internet

GOOGL vs. MSFT Share Analysis & the Next Evolution of Search

March 24, 2023 — Virtual
Hosted by Dan Salmon

Watch Replay
Feb
13
Technology

Generative AI, And The Impact On Search

February 13, 2023
Hosted by Dan Salmon, Pierre Ferragu and Jin Yoon

Watch Replay
Feb
10
Internet

New Street Research Digital Ad Exec Speaker Series: Dave Morgan, Simulmedia

February 10, 2023
Hosted by Dan Salmon

Watch Replay
Jan
27
Internet

GOOGLE DOJ LAWSUIT DIGITAL AD MARKET DOMINANCE

January 27, 2023
Hosted by Matt Perault, Blair Levin and Dan Salmon

Watch Replay
Jan
19
Internet

What: Checking in on the Outlook for Ad Spending Featuring: Kate Scott-Dawkins, Global Director of Business Intelligence, GroupM (WPP-LN)

January 19, 2023
Hosted by Dan Salmon

Watch Replay
Jan
12
Internet

US Internet Call: Digital Ad Exec Call, Tal Chalozin, Innovid

January 12, 2023
Hosted by Dan Salmon

Watch Replay
Jan
5

Internet

U.S. Internet Initiation Overview Webcast

January 5, 2023

Watch Replay

Alphabet

Rating

Model

Research

Events