COMPANY
Alphabet
GOOGL:US
Primary coverage by Dan Salmon
Research
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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
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GOOGL/AMZN: Updated OpenAI & Anthropic contributions for AWS & GCPJanuary 15, 2026 — Dan Salmon
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GOOGL/AMZN: Cloud AI Revenue Update – higher utilization offsets lower chip countJanuary 8, 2026 — Dan Salmon
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Expert Call Recap: AI stacks (GOOGL #1), AI coding, (AMZN Kiro rising) and AI in Ads (-ve for TTD)January 7, 2026 — Dan Salmon
Events
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Jan
16InternetJanuary 16, 2026 — VirtualHosted by Dan SalmonWatch Replay -
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8InternetOctober 8, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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27InternetJanuary 27, 2023Hosted by Matt Perault, Blair Levin and Dan SalmonWatch Replay -
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