COMPANY
Alphabet
GOOGL:US
Primary coverage by Dan Salmon
Research
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GOOGL: AI Max marks next steps in AI search monetization, offers lessons from META’s Advantage+May 7, 2025 — Dan Salmon
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GOOGL: AAPL AI Search competitor comments not a surprise, but Safari April query declines spookMay 7, 2025 — Dan Salmon
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Meta and the great re-platforming: guide increased for capex, lowered for expensesMay 1, 2025 — Pierre Ferragu
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US Internet: What we know (and don’t know) about China/de minimis advertiser exposureApril 30, 2025 — Dan Salmon
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CLIENT CALL SLIDES: How low could they go? Macro Outlook for eCommerce, Digital Ads & StocksApril 29, 2025 — Dan Salmon
Events
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Apr
29InternetApril 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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