COMPANY
Alphabet
GOOGL:US
Primary coverage by Dan Salmon
Research
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CALL SLIDES: Unprecedented Capex. Can Clouds deliver the AI returns?March 21, 2025 — Dan Salmon
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GOOGL + Wiz: Implications for GCP’s cyber offering, Blair’s thoughts on deal pathMarch 18, 2025 — Dan Salmon
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GOOGL/AMZN/META: What does all this AI capex mean for D&A?March 18, 2025 — Dan Salmon
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GOOGL/AMZN: Updated Bottom-Up AI Revenue Builds for AWS & GCPMarch 11, 2025 — Dan Salmon
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From DeepSeek to Manus and More to Come: Framing AI Innovation Headlines for GOOGL, AMZN and METAMarch 10, 2025 — Dan Salmon
Events
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Apr
2InternetApril 2, 2025 — VirtualHosted by Dan SalmonEvent Details -
Mar
21InternetMarch 21, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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28InternetJanuary 28, 2025 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
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13InternetJanuary 13, 2025 — VirtualHosted by Dan SalmonWatch Replay -
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19InternetDecember 19, 2024 — VirtualHosted by Dan SalmonWatch Replay -
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25InternetNovember 25, 2024 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
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20InternetNovember 20, 2024 — VirtualHosted by Dan SalmonWatch Replay -
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17InternetOctober 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
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1InternetOctober 1, 2024 — VirtualHosted by Dan Salmon and Blair LevinWatch Replay -
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17InternetAugust 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
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30TechnologyApril 30, 2024 — VirtualHosted by Dan Salmon, Maxwell Spaeth and Antoine ChkaibanWatch Replay -
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22TechnologyFebruary 22, 2024 — VirtualHosted by Pierre Ferragu, Dan Salmon, Matt Perault and Blair LevinWatch Replay -
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28InternetNovember 28, 2023 — VirtualHosted by Dan SalmonWatch Replay -
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27InternetJanuary 27, 2023Hosted by Matt Perault, Blair Levin and Dan SalmonWatch Replay -
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12InternetJanuary 12, 2023Hosted by Dan SalmonWatch Replay -
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