COMPANY
Meta Platforms
META:US
Primary coverage by Dan Salmon
Research
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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
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US Internet: The most important announcements from Cannes (META, AMZN, TTD, PINS, RDDT, GOOGL, SNAP)June 20, 2025 — Dan Salmon
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GOOGL: A much sharper view on how AI Search will monetize (+META, RDDT read throughs)June 18, 2025 — Dan Salmon
Events
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Jun
25InternetJune 25, 2025 — VirtualWatch Replay -
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5InternetJune 5, 2025 — VirtualWatch Replay -
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29InternetApril 29, 2025 — VirtualWatch Replay -
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2InternetApril 2, 2025 — VirtualWatch Replay -
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21InternetMarch 21, 2025 — VirtualWatch Replay -
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28InternetJanuary 28, 2025 — VirtualWatch Replay -
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25InternetNovember 25, 2024 — VirtualWatch Replay -
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17InternetOctober 17, 2024 — VirtualWatch Replay -
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17InternetAugust 17, 2024 — VirtualWatch Replay -
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Feb
29InternetFebruary 29, 2024 — VirtualWatch Replay -
Feb
22TechnologyFebruary 22, 2024 — VirtualWatch Replay -
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11InternetJanuary 11, 2024 — VirtualWatch Replay -
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28InternetNovember 28, 2023 — VirtualWatch Replay -
Jul
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10InternetFebruary 10, 2023Watch Replay -
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17InternetJanuary 17, 2023Watch Replay -
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12InternetJanuary 12, 2023Watch Replay -
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10InternetJanuary 10, 2023Watch Replay -
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