COMPANY
Meta Platforms
META:US
Primary coverage by Dan Salmon
Research
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META: Under the hood ad improvements still under appreciated by the StreetJuly 30, 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
29InternetJuly 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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11InternetJuly 11, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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25InternetJune 25, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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5InternetJune 5, 2025 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
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29InternetApril 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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22InternetApril 22, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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8InternetApril 8, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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2InternetApril 2, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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21InternetMarch 21, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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28InternetJanuary 28, 2025 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
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13InternetJanuary 13, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Nov
25InternetNovember 25, 2024 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
Oct
17InternetOctober 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Aug
17InternetAugust 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Apr
30TechnologyApril 30, 2024 — VirtualHosted by Dan Salmon, Maxwell Spaeth and Antoine ChkaibanWatch Replay -
Feb
29InternetFebruary 29, 2024 — VirtualHosted by Dan SalmonWatch Replay -
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22TechnologyFebruary 22, 2024 — VirtualHosted by Pierre Ferragu, Dan Salmon, Matt Perault and Blair LevinWatch Replay -
Jan
11InternetJanuary 11, 2024 — VirtualHosted by Dan Salmon and Emily StykesWatch Replay -
Nov
28InternetNovember 28, 2023 — VirtualHosted by Dan SalmonWatch Replay -
Jul
11InternetJuly 11, 2023Hosted by Dan SalmonWatch Replay -
Apr
18InternetApril 18, 2023Hosted by Dan SalmonWatch Replay -
Feb
13TechnologyFebruary 13, 2023Hosted by Dan Salmon, Pierre Ferragu and Jin YoonWatch Replay -
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10InternetFebruary 10, 2023Hosted by Dan SalmonWatch Replay -
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17InternetJanuary 17, 2023Hosted by Dan SalmonWatch Replay -
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12InternetJanuary 12, 2023Hosted by Dan SalmonWatch Replay -
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11InternetJanuary 11, 2023Hosted by Dan SalmonWatch Replay -
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10InternetJanuary 10, 2023Hosted by Dan SalmonWatch Replay -
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