COMPANY
Amazon
AMZN:US
Primary coverage by Dan Salmon
Research
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AMZN: AWS’s day is coming, but today is not that dayJuly 31, 2025 — Dan Salmon
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CLIENT CALL SLIDES: GOOGL/AMZN/META - What is their ROIC on AI?July 29, 2025 — Dan Salmon
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What is their ROIC on AI? AMZN steady, upside at GOOGL and META lags in our new AI ROIC estimatesJuly 21, 2025 — Dan Salmon
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AWS Summit NYC Recap: Agents & Nova models dominate the messagingJuly 17, 2025 — Dan Salmon
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Ad Tech CEO Lunch Recap: +ve for AMZN , META, GOOGL, ROKU, -ve for NFLX, TTD, APP, WMT/VZEOJuly 16, 2025 — Dan Salmon
Events
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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 -
Dec
19 -
Nov
25InternetNovember 25, 2024 — VirtualWatch Replay -
Nov
20InternetNovember 20, 2024 — VirtualWatch Replay -
Oct
17InternetOctober 17, 2024 — VirtualWatch Replay -
Aug
17InternetAugust 17, 2024 — VirtualWatch Replay -
Jul
18InternetJuly 18, 2024 — VirtualWatch Replay -
Apr
30 -
Apr
3 -
Feb
22TechnologyFebruary 22, 2024 — VirtualWatch Replay -
Nov
28InternetNovember 28, 2023 — VirtualWatch Replay -
Jan
5