COMPANY
Amazon
AMZN:US
Primary coverage by Dan Salmon
Research
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GOOGL/AMZN: Updated Bottom-Up AI Revenue Builds for AWS & GCPMarch 11, 2025 — Dan Salmon
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Bible 4Q24 – Hyperscale & Cloud: material capex revisions, now consistent with AI deploymentsMarch 10, 2025 — Pierre Ferragu
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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
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GOOGL/AMZN/META 4Q24 AI Capex Update: What happens in 2026?March 2, 2025 — Dan Salmon
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AMZN 4Q24 Model Update: Higher valuation on AWS acceleration potentialFebruary 10, 2025 — Dan Salmon
Events
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Mar
21InternetMarch 21, 2025 — VirtualHosted by Dan SalmonEvent Details -
Jan
28InternetJanuary 28, 2025 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
Dec
19InternetDecember 19, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Nov
25InternetNovember 25, 2024 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
Nov
20InternetNovember 20, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Oct
17InternetOctober 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Aug
17InternetAugust 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Jul
18InternetJuly 18, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Apr
30TechnologyApril 30, 2024 — VirtualHosted by Dan Salmon, Maxwell Spaeth and Antoine ChkaibanWatch Replay -
Apr
3InternetApril 3, 2024 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
Feb
22TechnologyFebruary 22, 2024 — VirtualHosted by Pierre Ferragu, Dan Salmon, Matt Perault and Blair LevinWatch Replay -
Nov
28InternetNovember 28, 2023 — VirtualHosted by Dan SalmonWatch Replay -
Jan
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