COMPANY
Meta Platforms
META:US
Primary coverage by Dan Salmon
Research
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AI Summit NYC Recap: GOOGL/Gemini 2.0, OpenAI, AI Capex read-throughs, etc.December 18, 2024 — Dan Salmon
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META: New Ad Recommendation Systems Rolling Out. Our Take.December 4, 2024 — Dan Salmon
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CLIENT CALL SLIDES: AI Capex & AI Cloud Revenue UpdateNovember 25, 2024 — Dan Salmon
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Ad Expert Call Takeaways: GOOGL Ad Tech, TTD, PMax, Advantage+, and the role of CloudsNovember 21, 2024 — Dan Salmon
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GOOGL/META: How the antitrust path could change (or not) under the Trump administrationNovember 14, 2024 — Dan Salmon
Events
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Nov
25InternetNovember 25, 2024 — VirtualHosted by Dan Salmon and Maxwell SpaethWatch Replay -
Oct
17InternetOctober 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Aug
17InternetAugust 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Apr
30TechnologyApril 30, 2024 — VirtualHosted by Dan Salmon, Maxwell Spaeth and Antoine ChkaibanWatch 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 -
Nov
28InternetNovember 28, 2023 — VirtualHosted by Dan SalmonWatch Replay -
Jul
11InternetJuly 11, 2023Hosted by Dan SalmonWatch Replay -
Apr
18InternetApril 18, 2023Hosted by Dan SalmonWatch Replay -
Feb
13TechnologyFebruary 13, 2023Hosted by Dan Salmon, Pierre Ferragu and Jin YoonWatch Replay -
Feb
10InternetFebruary 10, 2023Hosted by Dan SalmonWatch Replay -
Jan
17InternetJanuary 17, 2023Hosted by Dan SalmonWatch Replay -
Jan
12InternetJanuary 12, 2023Hosted by Dan SalmonWatch Replay -
Jan
11InternetJanuary 11, 2023Hosted by Dan SalmonWatch Replay -
Jan
10InternetJanuary 10, 2023Hosted by Dan SalmonWatch Replay -
Jan
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