COMPANY
Alphabet
GOOGL:US
Primary coverage by Dan Salmon
Research
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NSR Tech Policy: It’s the Election, Stupid (or Is It?), Part IV: Comparing Harris and Trump on Tech PolicySeptember 19, 2024 — Blair Levin
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PINS: How much could Performance+ contribute to ad revenue growth?September 12, 2024 — Dan Salmon
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NSR Tech Policy: Google and the Antitrust State of PlaySeptember 10, 2024 — Blair Levin and Dan Salmon
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NSR Tech Policy: Section 230 Protections for Social Media Platforms Suffer Major SetbackSeptember 3, 2024 — Blair Levin
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GOOGL: Refreshing our SOTP Valuation, Part IIAugust 29, 2024 — Dan Salmon
Events
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Sep
20InternetSeptember 20, 2024 — VirtualHosted by Dan Salmon and Blair LevinEvent Details -
Aug
17InternetAugust 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Jul
18InternetJuly 18, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Apr
30TechnologyApril 30, 2024 — VirtualHosted by Dan Salmon, Maxwell Spaeth and Antoine ChkaibanWatch Replay -
Apr
3InternetApril 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 -
Jan
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