COMPANY
Alphabet
GOOGL:US
Primary coverage by Dan Salmon
Research
-
Updated AI ROICs: AMZN higher, GOOGL lower, META mixedSeptember 29, 2025 — Dan Salmon
-
US Internet: GOOGL report shows AI coding has gone mainstreamSeptember 26, 2025 — Dan Salmon
-
GOOGL/AMZN: 2Q25 AI Revenues – Remain Above Street for AWS/GCPSeptember 25, 2025 — Dan Salmon
-
GOOGL/AMZN: Sizing the impact of Anthropic and OpenAI for AWS & GCPSeptember 25, 2025 — Dan Salmon
-
GOOGL: AI Mode’s 1st non-English languages + the “default” question, search remedies & today’s AAPL eventSeptember 9, 2025 — Dan Salmon
Events
-
Oct
8InternetOctober 8, 2025 — VirtualEvent Details -
Oct
7InternetOctober 7, 2025 — VirtualEvent Details -
Aug
4InternetAugust 4, 2025 — VirtualWatch Replay -
Jul
29 -
Jul
11InternetJuly 11, 2025 — VirtualWatch Replay -
Jun
25InternetJune 25, 2025 — VirtualWatch Replay -
Jun
5InternetJune 5, 2025 — VirtualWatch Replay -
Apr
29InternetApril 29, 2025 — VirtualWatch Replay -
Apr
22 -
Apr
2InternetApril 2, 2025 — VirtualWatch Replay -
Mar
21InternetMarch 21, 2025 — VirtualWatch Replay -
Jan
28InternetJanuary 28, 2025 — VirtualWatch Replay -
Jan
13 -
Dec
19 -
Nov
25InternetNovember 25, 2024 — VirtualWatch Replay -
Nov
20InternetNovember 20, 2024 — VirtualWatch Replay -
Oct
17InternetOctober 17, 2024 — VirtualWatch Replay -
Oct
1InternetOctober 1, 2024 — VirtualWatch Replay -
Sep
20 -
Aug
17InternetAugust 17, 2024 — VirtualWatch Replay -
Jul
18InternetJuly 18, 2024 — VirtualWatch Replay -
Apr
30 -
Apr
3 -
Feb
29InternetFebruary 29, 2024 — VirtualWatch Replay -
Feb
22TechnologyFebruary 22, 2024 — VirtualWatch Replay -
Nov
28InternetNovember 28, 2023 — VirtualWatch Replay -
Oct
17InternetOctober 17, 2023Watch Replay -
Apr
18 -
Mar
24InternetMarch 24, 2023 — VirtualWatch Replay -
Feb
13 -
Feb
10InternetFebruary 10, 2023Watch Replay -
Jan
27 -
Jan
19InternetJanuary 19, 2023Watch Replay -
Jan
12InternetJanuary 12, 2023Watch Replay -
Jan
5