COMPANY
Alphabet
GOOGL:US
Primary coverage by Dan Salmon
Research
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GOOGL: Quick Thoughts on OpenAI’s SearchGPT prototypeJuly 26, 2024 — Dan Salmon
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GOOGL 2Q24 Model Update (Buy, maintain $210 TP)July 24, 2024 — Dan Salmon
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GOOGL First Take: Search & margins stand out, AI capex still full steam aheadJuly 23, 2024 — Dan Salmon
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US Internet: Implications of Google Calling Off Chrome 3P Cookie Deprecation (TTD, CRTO, RAMP, META, SNAP, PINS, GOOGL, etc.)July 23, 2024 — Dan Salmon
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CLIENT CALL SLIDES: Reviewing our Gen AI Primer & Views on the Stocks into EarningsJuly 18, 2024 — Dan Salmon
Events
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Jul
18InternetJuly 18, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Apr
30TechnologyApril 30, 2024 — VirtualHosted by Dan Salmon, Maxwell Spaeth and Antoine ChkaibanWatch Replay -
Apr
03InternetApril 3, 2024 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
Feb
29InternetFebruary 29, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Feb
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 -
Apr
18InternetApril 18, 2023Hosted by Dan SalmonWatch Replay -
Mar
24InternetMarch 24, 2023 — VirtualHosted by Dan SalmonWatch Replay -
Feb
13TechnologyFebruary 13, 2023Hosted by Dan Salmon, Pierre Ferragu and Jin YoonWatch Replay -
Feb
10InternetFebruary 10, 2023Hosted by Dan SalmonWatch Replay -
Jan
27InternetJanuary 27, 2023Hosted by Matt Perault, Blair Levin and Dan SalmonWatch Replay -
Jan
19InternetJanuary 19, 2023Hosted by Dan SalmonWatch Replay -
Jan
12InternetJanuary 12, 2023Hosted by Dan SalmonWatch Replay -
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