COMPANY

Alphabet

GOOGL:US

Primary coverage by Dan Salmon

Research

Events

Nov
20
Internet

AI EXPERT CALL: What's next for Agentic Commerce? Jacqueline Karlin, former AMZN, META, PYPL, EXPE

November 20, 2026 — Virtual
Hosted by Dan Salmon

Event Details
Oct
23
Internet

AI Expert Call: Scott Renda, former AWS Principal for AI Pricing

October 23, 2026 — Virtual
Hosted by Dan Salmon and Maxwell Spaeth

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Sep
25
Internet

OpenAI Ads Latest: SMB accelerating, risk to GOOGL & more

September 25, 2026 — Virtual
Hosted by Dan Salmon

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Jul
10
Internet

Deep Dive into the OpenAI Ads Platform & ChatGPT Ads

July 10, 2026 — Virtual
Hosted by Dan Salmon

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Jul
9
Internet

AI Ads Expert Call: 2H26 Outlook, AI Search & Agentic Commerce with Jason Hartley, PMG ($7B+ in billings)

July 9, 2026 — Virtual
Hosted by Dan Salmon

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Jun
10
Internet

AI Ads Expert Call: CRTO's Chief Product Officer on ChatGPT Ads, Agentic Ads and More

June 10, 2026 — Virtual
Hosted by Dan Salmon

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Apr
15
Internet

Client Call: Updated AI ROICs for GOOGL, AMZN & META

April 15, 2026 — Virtual
Hosted by Dan Salmon

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Mar
24
Internet

TTD in Focus: Expert Call with former Publicis Chief Engineering Solutions Officer

March 24, 2026 — Virtual
Hosted by Dan Salmon

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Mar
20
Internet

AI Expert Call: Future of AI Ads, with Steven Liss, CEO of OpenAds

March 20, 2026 — Virtual
Hosted by Dan Salmon

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Feb
25
Internet

AI Expert Call: Future of AI Search, with Brian Stempeck, CEO of Evertune AI & former TTD

February 25, 2026 — Virtual
Hosted by Dan Salmon

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Feb
18
Internet

AI Expert Call: Future of Agentic Commerce w/ Jacqueline Karlin, former AMZN, META, PYPL, EXPE

February 18, 2026 — Virtual
Hosted by Dan Salmon

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Jan
16
Internet

GOOGL/AMZN/META: Reviewing our updated AI Capex and Cloud Revenues

January 16, 2026 — Virtual
Hosted by Dan Salmon

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Oct
8
Internet

AI Exec Speaker Series: Karan Anand, CEO of Character.ai

October 8, 2025 — Virtual
Hosted by Dan Salmon

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Oct
7
Internet

Updated AI ROICs: AMZN higher, GOOGL lower, META mixed

October 7, 2025 — Virtual
Hosted by Dan Salmon

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Aug
4
Internet

ANTITRUST EXPERT CALL: GOOGL vs DOJ Search Remedies Ruling Preview

August 4, 2025 — Virtual
Hosted by Dan Salmon

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Jul
29
Internet

AMZN/GOOGL/META: What is their ROIC on AI?

July 29, 2025 — Virtual
Hosted by Dan Salmon

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Jul
11
Internet

GOOGL/AMZN/META: How much $ can they save from AI coding assistants?

July 11, 2025 — Virtual
Hosted by Dan Salmon

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Jun
25
Internet

GOOGL/AMZN/META: How much can gen AI ad creative improve ad revenue growth?

June 25, 2025 — Virtual
Hosted by Dan Salmon

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Jun
5
Internet

AI Capex & Cloud Revenue Update: Custom silicon rising. Whose Cloud will be first to $10B in AI revenues?

June 5, 2025 — Virtual
Hosted by Dan Salmon and Maxwell Spaeth

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Apr
29
Internet

How low could they go? Reviewing the Macro Outlook for eCommerce, Digital Ads & Stocks

April 29, 2025 — Virtual
Hosted by Dan Salmon

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Apr
22
Internet

Outlook for Google AI Overviews & Amazon's Alexa+

April 22, 2025 — Virtual
Hosted by Dan Salmon

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Apr
2
Internet

Digital Ad Outlook & the State of Search/Chatbot Competition

April 2, 2025 — Virtual
Hosted by Dan Salmon

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Mar
21
Internet

Unprecedented Capex. Can Clouds deliver the AI returns?

March 21, 2025 — Virtual
Hosted by Dan Salmon

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Jan
28
Internet

META 2025 Capex Guidance: What is driving the upside?

January 28, 2025 — Virtual
Hosted by Dan Salmon and Maxwell Spaeth

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Jan
13
Internet

What's Next for the TikTok Ban?

January 13, 2025 — Virtual
Hosted by Dan Salmon

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Dec
19
Internet

RDDT and Ad Tech in Focus with VerticalScope

December 19, 2024 — Virtual
Hosted by Dan Salmon

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Nov
25
Internet

AI Capex and Cloud AI Revenue Review for GOOGL, AMZN and META

November 25, 2024 — Virtual
Hosted by Dan Salmon and Maxwell Spaeth

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Nov
20
Internet

AI + Ads Speaker Series: Jeremy Woodlee, ex Accenture, Google, Magnite

November 20, 2024 — Virtual
Hosted by Dan Salmon

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Oct
17
Internet

Gen AI 3Q24 Preview: Expect returns to take focus over capex

October 17, 2024 — Virtual
Hosted by Dan Salmon

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Oct
1
Internet

The End of the DOJ vs Google Ad Tech Case & Other Key Ad Tech Policy Issues to Watch

October 1, 2024 — Virtual
Hosted by Dan Salmon and NSR Telecom & Digital Infrastructure Team

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Sep
20
Internet

TikTok & Google Antitrust Litigation Expert Call

September 20, 2024 — Virtual
Hosted by Dan Salmon and NSR Telecom & Digital Infrastructure Team

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Aug
17
Internet

What We Learned from 2Q24 Earnings & the Catalysts and Controversies to Watch in 2H24

August 17, 2024 — Virtual
Hosted by Dan Salmon

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Jul
18
Internet

Reviewing our ROI on Gen AI Primer & Our View on the Stocks into Earnings

July 18, 2024 — Virtual
Hosted by Dan Salmon

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Apr
30
Technology

AI CAPEX UPDATE for GOOGL, META & AMZN

April 30, 2024 — Virtual
Hosted by Dan Salmon, Maxwell Spaeth and Antoine Chkaiban

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Apr
3
Internet

Reviewing Gen AI revenues for AWS and GCP

April 3, 2024 — Virtual
Hosted by Dan Salmon and Maxwell Spaeth

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Feb
29
Internet

Digital Ad Exec Speaker Series: Adam Heimlich CEO, Chalice AI

February 29, 2024 — Virtual
Hosted by Dan Salmon

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Feb
22
Technology

EXPERT CALL: Matthew Sag, Professor of Law, Artificial Intelligence, Machine Learning and Data Science at Emory University Law School

February 22, 2024 — Virtual
Hosted by Pierre Ferragu, Dan Salmon, Matt Perault and NSR Telecom & Digital Infrastructure Team

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Nov
28
Internet

Discussion on AI-Related Capex for GOOGL, AMZN, and META

November 28, 2023 — Virtual
Hosted by Dan Salmon

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Oct
17
Internet

U.S. Internet Earnings Preview & Overview of our Latest Framework for Google’s Search Generative Experience

October 17, 2023
Hosted by Dan Salmon

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Apr
18
Internet

U.S. Internet 1Q23 Earnings Preview Call (10am EST / 3pm BST)

April 18, 2023
Hosted by Dan Salmon

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Mar
24
Internet

GOOGL vs. MSFT Share Analysis & the Next Evolution of Search

March 24, 2023 — Virtual
Hosted by Dan Salmon

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Feb
13
Technology

Generative AI, And The Impact On Search

February 13, 2023
Hosted by Dan Salmon, Pierre Ferragu and Jin Yoon

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Feb
10
Internet

New Street Research Digital Ad Exec Speaker Series: Dave Morgan, Simulmedia

February 10, 2023
Hosted by Dan Salmon

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Jan
27
Internet

GOOGLE DOJ LAWSUIT DIGITAL AD MARKET DOMINANCE

January 27, 2023
Hosted by Matt Perault, NSR Telecom & Digital Infrastructure Team and Dan Salmon

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Jan
19
Internet

What: Checking in on the Outlook for Ad Spending Featuring: Kate Scott-Dawkins, Global Director of Business Intelligence, GroupM (WPP-LN)

January 19, 2023
Hosted by Dan Salmon

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Jan
12
Internet

US Internet Call: Digital Ad Exec Call, Tal Chalozin, Innovid

January 12, 2023
Hosted by Dan Salmon

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Jan
5

Internet

U.S. Internet Initiation Overview Webcast

January 5, 2023

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