COMPANY
Meta Platforms
META:US
Primary coverage by Dan Salmon
Research
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META: AI investment = Metaverse investment narrative overdoneNovember 3, 2025 — Dan Salmon
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META: Inline revenue outlook but AI investment comments spookOctober 29, 2025 — Dan Salmon
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AI Exec Series Recap: Character.ai on competing with RBLX & Insta, and its chatbot ads leveraging GOOGL, META & APPOctober 13, 2025 — Dan Salmon
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CLIENT CALL SLIDES: Updated AI ROICs -- AMZN higher, GOOGL lower, META mixedOctober 7, 2025 — Dan Salmon
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GOOGL/AMZN/META: Updated AI D&A and lower META AI ROICOctober 7, 2025 — Dan Salmon
Events
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Oct
8InternetOctober 8, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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7InternetOctober 7, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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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 -
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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 -
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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 -
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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 -
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18InternetApril 18, 2023Hosted by Dan SalmonWatch Replay -
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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 -
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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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