COMPANY
RDDT:US
Primary coverage by Dan Salmon
Research
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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
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AMZN: Implications of Unboxed ads announcements, including for GOOGL, TTD, RDDT and PINSNovember 12, 2025 — Dan Salmon
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SNAP: Perplexity hype is a little overdoneNovember 10, 2025 — Dan Salmon
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PINS: Agentic commerce fears are way overdoneNovember 10, 2025 — Dan Salmon
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RDDT: Executing well, but we remain Neutral on valuationNovember 5, 2025 — Dan Salmon
Events
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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 -
Dec
19InternetDecember 19, 2024 — 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 -
Mar
20InternetMarch 20, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Mar
15InternetMarch 15, 2024 — VirtualHosted by Dan Salmon and Emily StykesWatch Replay -
Mar
8InternetMarch 8, 2024 — VirtualHosted by Dan Salmon and Emily StykesWatch Replay
