COMPANY
Meta Platforms
META:US
Primary coverage by Dan Salmon
Research
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META/GOOGL: $600B/$250B commitments to Trump align well with our estimatesSeptember 8, 2025 — Dan Salmon
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2Q25 AI Capex Update: A closer look at chip purchases and installed basesSeptember 5, 2025 — Dan Salmon
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GOOGL/META/AMZN: Insights into AI Capex from Hot Chips 2025 and NVDA earningsAugust 29, 2025 — Dan Salmon
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META: Five new revenue breakouts in our modelAugust 22, 2025 — Dan Salmon
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META: First AI capex financing details emerge. Implications for AI ROICAugust 12, 2025 — Dan Salmon
Events
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Jul
29InternetJuly 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Jul
11InternetJuly 11, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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
8InternetApril 8, 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 -
Jan
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 -
Feb
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 -
Feb
10InternetFebruary 10, 2023Hosted by Dan SalmonWatch Replay -
Jan
17InternetJanuary 17, 2023Hosted by Dan SalmonWatch Replay -
Jan
12InternetJanuary 12, 2023Hosted by Dan SalmonWatch Replay -
Jan
11InternetJanuary 11, 2023Hosted by Dan SalmonWatch Replay -
Jan
10InternetJanuary 10, 2023Hosted by Dan SalmonWatch Replay -
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