Amazon

Events

• Jan
  16

  Internet

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

  January 16, 2026 — Virtual

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  Hosted by Dan Salmon

  Watch Replay
• Oct
  7

  Internet

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

  October 7, 2025 — Virtual

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  Hosted by Dan Salmon

  Watch Replay
• Jul
  29

  Internet

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

  July 29, 2025 — Virtual

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  Hosted by Dan Salmon

  Watch Replay
• Jul
  11

  Internet

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

  July 11, 2025 — Virtual

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  Hosted by Dan Salmon

  Watch Replay
• Jun
  25

  Internet

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

  June 25, 2025 — Virtual

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  Hosted by Dan Salmon

  Watch Replay
• 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

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  Hosted by Dan Salmon and Maxwell Spaeth

  Watch Replay
• Apr
  29

  Internet

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

  April 29, 2025 — Virtual

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  Hosted by Dan Salmon

  Watch Replay
• Apr
  22

  Internet

  Outlook for Google AI Overviews & Amazon's Alexa+

  April 22, 2025 — Virtual

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  Hosted by Dan Salmon

  Watch Replay
• Apr
  2

  Internet

  Digital Ad Outlook & the State of Search/Chatbot Competition

  April 2, 2025 — Virtual

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  Hosted by Dan Salmon

  Watch Replay
• Mar
  21

  Internet

  Unprecedented Capex. Can Clouds deliver the AI returns?

  March 21, 2025 — Virtual

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  Hosted by Dan Salmon

  Watch Replay
• Jan
  28

  Internet

  META 2025 Capex Guidance: What is driving the upside?

  January 28, 2025 — Virtual

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  Hosted by Dan Salmon and Maxwell Spaeth

  Watch Replay
• Dec
  19

  Internet

  RDDT and Ad Tech in Focus with VerticalScope

  December 19, 2024 — Virtual

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  Hosted by Dan Salmon

  Watch Replay
• Nov
  25

  Internet

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

  November 25, 2024 — Virtual

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  Hosted by Dan Salmon and Maxwell Spaeth

  Watch Replay
• Nov
  20

  Internet

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

  November 20, 2024 — Virtual

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  Hosted by Dan Salmon

  Watch Replay
• Oct
  17

  Internet

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

  October 17, 2024 — Virtual

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  Hosted by Dan Salmon

  Watch Replay
• Aug
  17

  Internet

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

  August 17, 2024 — Virtual

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  Hosted by Dan Salmon

  Watch Replay
• Jul
  18

  Internet

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

  July 18, 2024 — Virtual

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  Hosted by Dan Salmon

  Watch Replay
• Apr
  30

  Technology

  AI CAPEX UPDATE for GOOGL, META & AMZN

  April 30, 2024 — Virtual

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  Hosted by Dan Salmon, Maxwell Spaeth and Antoine Chkaiban

  Watch Replay
• Apr
  3

  Internet

  Reviewing Gen AI revenues for AWS and GCP

  April 3, 2024 — Virtual

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  Hosted by Dan Salmon and Maxwell Spaeth

  Watch Replay
• 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

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  Hosted by Pierre Ferragu, Dan Salmon, Matt Perault and Blair Levin

  Watch Replay
• Nov
  28

  Internet

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

  November 28, 2023 — Virtual

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  Hosted by Dan Salmon

  Watch Replay
• Jan
  5

  Internet

  U.S. Internet Initiation Overview Webcast

  January 5, 2023

  Watch Replay