COMPANY
Amazon
AMZN:US
Primary coverage by Dan Salmon
Research
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CLIENT CALL SLIDES: GOOGL/AMZN/META - How much $ can they save from AI coding assistants?July 11, 2025 — Dan Salmon
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GOOGL/AMZN/META: How much $ can they save from AI coding assistants?July 7, 2025 — Dan Salmon
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GOOGL/META/AMZN: More on TPUs + OpenAI and the impact of BIDU making Ernie open-sourceJuly 1, 2025 — Dan Salmon
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The Great Replatforming, part I – the Special TheoryJune 26, 2025 — Pierre Ferragu and Antoine Chkaiban
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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
Events
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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