COMPANY
Snap
SNAP:US
Primary coverage by Dan Salmon
Research
-
SNAP: Perplexity hype is a little overdoneNovember 10, 2025 — Dan Salmon
-
PINS: Agentic commerce fears are way overdoneNovember 10, 2025 — Dan Salmon
-
SNAP: Revenue growth in-line, and Perplexity deal boostsNovember 5, 2025 — Dan Salmon
-
SNAP: Downgrade to Neutral on lower DR ad growthOctober 28, 2025 — Dan Salmon
-
Ad Tech CEO Lunch Recap: +ve for Amazon DSP, -ve for TTD, mixed for APPOctober 6, 2025 — Dan Salmon
Events
-
Oct
8InternetOctober 8, 2025 — 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 -
Feb
29InternetFebruary 29, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Feb
22TechnologyFebruary 22, 2024 — VirtualHosted by Pierre Ferragu, Dan Salmon, Matt Perault and Blair LevinWatch Replay -
Jan
11InternetJanuary 11, 2024 — VirtualHosted by Dan Salmon and Emily StykesWatch Replay -
Oct
13InternetOctober 13, 2023 — VirtualHosted by Dan SalmonWatch Replay -
Jul
11InternetJuly 11, 2023Hosted by Dan SalmonWatch Replay -
Jan
11InternetJanuary 11, 2023Hosted by Dan SalmonWatch Replay -
Jan
5
