COMPANY
Alphabet
GOOGL:US
Primary coverage by Dan Salmon
Research
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CLIENT CALL SLIDES: GOOGL/AMZN/META - What is their ROIC on AI?July 29, 2025 — Dan Salmon
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GOOGL: We remain well above Street on Cloud revenue growthJuly 25, 2025 — Dan Salmon
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GOOGL: Supportive new AI Search disclosures, Cloud crushes expectations (+ve for AWS and AMZN)July 23, 2025 — Dan Salmon
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What is their ROIC on AI? AMZN steady, upside at GOOGL and META lags in our new AI ROIC estimatesJuly 21, 2025 — Dan Salmon
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AWS Summit NYC Recap: Agents & Nova models dominate the messagingJuly 17, 2025 — Dan Salmon
Events
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Aug
4InternetAugust 4, 2025 — VirtualHosted by Dan SalmonEvent Details -
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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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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 -
Dec
19InternetDecember 19, 2024 — VirtualHosted by Dan SalmonWatch Replay -
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25InternetNovember 25, 2024 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
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20InternetNovember 20, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Oct
17InternetOctober 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Oct
1InternetOctober 1, 2024 — VirtualHosted by Dan Salmon and Blair LevinWatch Replay -
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22TechnologyFebruary 22, 2024 — VirtualHosted by Pierre Ferragu, Dan Salmon, Matt Perault and Blair LevinWatch Replay -
Nov
28InternetNovember 28, 2023 — VirtualHosted by Dan SalmonWatch Replay -
Oct
17InternetOctober 17, 2023Hosted by Dan SalmonWatch Replay -
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Mar
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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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27InternetJanuary 27, 2023Hosted by Matt Perault, Blair Levin and Dan SalmonWatch Replay -
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19InternetJanuary 19, 2023Hosted by Dan SalmonWatch Replay -
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12InternetJanuary 12, 2023Hosted by Dan SalmonWatch Replay -
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