COMPANY
Amazon
AMZN:US
Primary coverage by Dan Salmon
Research
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The Great Replatforming, part I – the Special TheoryJune 26, 2025 — Pierre Ferragu
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CLIENT CALL SLIDES: How much can gen AI ad creative improve ad revenue growth (META, GOOGL, AMZN)?June 25, 2025 — Dan Salmon
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US Internet: The most important announcements from Cannes (META, AMZN, TTD, PINS, RDDT, GOOGL, SNAP)June 20, 2025 — Dan Salmon
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AMZN/TTD Part II: CTV footprint in focus; AI ad tool updates overlookedJune 18, 2025 — Dan Salmon
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GOOGL/AMZN/META: How much can gen AI ad creative improve ad revenue growth?June 13, 2025 — Dan Salmon
Events
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Jun
25InternetJune 25, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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
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