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Primary coverage by Dan Salmon

Research

Events

Dec
19
Internet

RDDT and Ad Tech in Focus with VerticalScope

December 19, 2024 — Virtual
Hosted by Dan Salmon

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Nov
25
Internet

AI Capex and Cloud AI Revenue Review for GOOGL, AMZN and META

November 25, 2024 — Virtual
Hosted by Dan Salmon and Maxwell Spaeth

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Nov
20
Internet

AI + Ads Speaker Series: Jeremy Woodlee, ex Accenture, Google, Magnite

November 20, 2024 — Virtual
Hosted by Dan Salmon

Watch Replay
Oct
17
Internet

Gen AI 3Q24 Preview: Expect returns to take focus over capex

October 17, 2024 — Virtual
Hosted by Dan Salmon

Watch Replay
Oct
1
Internet

The End of the DOJ vs Google Ad Tech Case & Other Key Ad Tech Policy Issues to Watch

October 1, 2024 — Virtual
Hosted by Dan Salmon and Blair Levin

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Sep
20
Internet

TikTok & Google Antitrust Litigation Expert Call

September 20, 2024 — Virtual
Hosted by Dan Salmon and Blair Levin

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Aug
17
Internet

What We Learned from 2Q24 Earnings & the Catalysts and Controversies to Watch in 2H24

August 17, 2024 — Virtual
Hosted by Dan Salmon

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Jul
18
Internet

Reviewing our ROI on Gen AI Primer & Our View on the Stocks into Earnings

July 18, 2024 — Virtual
Hosted by Dan Salmon

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Apr
30
Technology

AI CAPEX UPDATE for GOOGL, META & AMZN

April 30, 2024 — Virtual
Hosted by Dan Salmon, Maxwell Spaeth and Antoine Chkaiban

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Apr
3
Internet

Reviewing Gen AI revenues for AWS and GCP

April 3, 2024 — Virtual
Hosted by Dan Salmon and Maxwell Spaeth

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Feb
29
Internet

Digital Ad Exec Speaker Series: Adam Heimlich CEO, Chalice AI

February 29, 2024 — Virtual
Hosted by Dan Salmon

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Feb
22
Technology

EXPERT CALL: Matthew Sag, Professor of Law, Artificial Intelligence, Machine Learning and Data Science at Emory University Law School

February 22, 2024 — Virtual
Hosted by Pierre Ferragu, Dan Salmon, Matt Perault and Blair Levin

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Nov
28
Internet

Discussion on AI-Related Capex for GOOGL, AMZN, and META

November 28, 2023 — Virtual
Hosted by Dan Salmon

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Oct
17
Internet

U.S. Internet Earnings Preview & Overview of our Latest Framework for Google’s Search Generative Experience

October 17, 2023
Hosted by Dan Salmon

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Apr
18
Internet

U.S. Internet 1Q23 Earnings Preview Call (10am EST / 3pm BST)

April 18, 2023
Hosted by Dan Salmon

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Mar
24
Internet

GOOGL vs. MSFT Share Analysis & the Next Evolution of Search

March 24, 2023 — Virtual
Hosted by Dan Salmon

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Feb
13
Technology

Generative AI, And The Impact On Search

February 13, 2023
Hosted by Dan Salmon, Pierre Ferragu and Jin Yoon

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Feb
10
Internet

New Street Research Digital Ad Exec Speaker Series: Dave Morgan, Simulmedia

February 10, 2023
Hosted by Dan Salmon

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Jan
27
Internet

GOOGLE DOJ LAWSUIT DIGITAL AD MARKET DOMINANCE

January 27, 2023
Hosted by Matt Perault, Blair Levin and Dan Salmon

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Jan
19
Internet

What: Checking in on the Outlook for Ad Spending Featuring: Kate Scott-Dawkins, Global Director of Business Intelligence, GroupM (WPP-LN)

January 19, 2023
Hosted by Dan Salmon

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Jan
12
Internet

US Internet Call: Digital Ad Exec Call, Tal Chalozin, Innovid

January 12, 2023
Hosted by Dan Salmon

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Jan
5

Internet

U.S. Internet Initiation Overview Webcast

January 5, 2023

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