COMPANY
PINS:US
Primary coverage by Dan Salmon
Research
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AI Search Expert Call Recap: The Latest on GOOGL, AMZN Rufus, ChatGPT ads, RDDT, PINS, TTDMarch 4, 2026 — Dan Salmon
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AI Expert Call Recap: Frameworks for Understanding Agentic Commerce (GOOGL, AMZN, SHOP, PINS, RDDT, PYPL, YELP, OTAs)February 23, 2026 — Dan Salmon
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PINS: GTM re-org underway as stock hits “deep value” territoryFebruary 12, 2026 — Dan Salmon
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PINS: Quick Thoughts on Restructuring & Ad Leadership ChangesJanuary 27, 2026 — Dan Salmon
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Ad Tech Exec Lunch Recap: -ve for TTD, +ve for AMZN Cloud + Ads (+ more on APP/LFTO, PINS, HoldCos, RDDT, CRTO)January 20, 2026 — Dan Salmon
Events
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Feb
25InternetFebruary 25, 2026 — VirtualHosted by Dan SalmonWatch Replay -
Feb
18InternetFebruary 18, 2026 — VirtualHosted by Dan SalmonWatch Replay -
Jun
25InternetJune 25, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Apr
29InternetApril 29, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Apr
2InternetApril 2, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Jan
13InternetJanuary 13, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Nov
20InternetNovember 20, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Oct
17InternetOctober 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Sep
13InternetSeptember 13, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Aug
17InternetAugust 17, 2024 — VirtualHosted by Dan SalmonWatch Replay