COMPANY
PINS:US
Primary coverage by Dan Salmon
Research
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Expert Call Recap: CRTO on ChatGPT Ads, OpenAI’s first ad tech partner (+ read throughs for GOOGL, AMZN, META, PINS)June 12, 2026 — Dan Salmon
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PINS/AWS: Renewed partnership shows both companies’ strengthsJune 4, 2026 — Dan Salmon
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RDDT/SHOP: DPA and Pixel integration should support RDDT Retail & SMB penetrationMay 28, 2026 — Dan Salmon
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META: How much juice is left “under the hood?” Lattice upgrade & ARM are bringing the next ad revenue boostsMay 27, 2026 — Dan Salmon
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PINS: New “under the hood” ad model coming to Search, should support UCAN growthMay 14, 2026 — Dan Salmon
Events
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Jun
10InternetJune 10, 2026 — VirtualHosted by Dan SalmonWatch Replay -
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