COMPANY
Amazon
AMZN:US
Primary coverage by Dan Salmon
Research
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CALL SLIDES: Custom silicon rising. Whose Cloud will be first to $10B in AI revenues?June 5, 2025 — Dan Salmon
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GOOGL/AMZN: Whose Cloud will be the first to $10B in AI revenues?June 3, 2025 — Dan Salmon
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TTD/AMZN: New insights into Amazon DSP positioning. Reiterate Neutral on TTDJune 2, 2025 — Dan Salmon
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GOOGL/AMZN/META 1Q25 AI Capex Update: Custom silicon risingMay 28, 2025 — Dan Salmon
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US Internet 1Q25 Update: Better than feared, but still choppy aheadMay 15, 2025 — Dan Salmon
Events
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Jun
5InternetJune 5, 2025 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
Apr
29InternetApril 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Apr
22InternetApril 22, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Apr
2InternetApril 2, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Mar
21InternetMarch 21, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Jan
28InternetJanuary 28, 2025 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
Dec
19InternetDecember 19, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Nov
25InternetNovember 25, 2024 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
Nov
20InternetNovember 20, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Oct
17InternetOctober 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
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
22TechnologyFebruary 22, 2024 — VirtualHosted by Pierre Ferragu, Dan Salmon, Matt Perault and Blair LevinWatch Replay -
Nov
28InternetNovember 28, 2023 — VirtualHosted by Dan SalmonWatch Replay -
Jan
5
