COMPANY
Meta Platforms
META:US
Primary coverage by Dan Salmon
Research
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CLIENT CALL SLIDES - Updated AI ROICs for GOOGL, AMZN and META: everyone lower as higher AI capex flows throughApril 15, 2026 — Dan Salmon
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Updated AI ROICs for GOOGL, AMZN and META: everyone lower as higher AI capex flows throughApril 15, 2026 — Dan Salmon
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US Internet: Social Media Teen Use Risk Across Our Coverage (META, GOOGL, SNAP, PINS, etc.)April 2, 2026 — Dan Salmon
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AI Ads Expert Call Recap: +ve for GOOGL/META/AMZN/RDDT/PINS, Mixed for ChatGPT, TTD/AdTechMarch 25, 2026 — Dan Salmon
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AI Capex Update: AWS adds more GWs than GCP, but GOOGL tops AMZNMarch 11, 2026 — Dan Salmon
Events
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Apr
15InternetApril 15, 2026 — VirtualHosted by Dan SalmonWatch Replay -
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20InternetMarch 20, 2026 — VirtualHosted by Dan SalmonWatch Replay -
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25InternetFebruary 25, 2026 — VirtualHosted by Dan SalmonWatch Replay -
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18InternetFebruary 18, 2026 — VirtualHosted by Dan SalmonWatch Replay -
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16InternetJanuary 16, 2026 — VirtualHosted by Dan SalmonWatch Replay -
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8InternetOctober 8, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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11InternetJanuary 11, 2024 — VirtualHosted by Dan Salmon and Emily StykesWatch Replay -
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28InternetNovember 28, 2023 — VirtualHosted by Dan SalmonWatch Replay -
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11InternetJuly 11, 2023Hosted by Dan SalmonWatch Replay -
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