COMPANY
Meta Platforms
META:US
Primary coverage by Dan Salmon
Research
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GOOGL/META: How the antitrust path could change (or not) under the Trump administrationNovember 14, 2024 — Dan Salmon
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GOOGL/AMZN/META: How much are they spending on AI Capex (v2.4)November 13, 2024 — Dan Salmon
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META 3Q24 Model Update (Buy, target increases to $665 from $595)November 3, 2024 — Dan Salmon
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META 1st Take: A bit more color on ROI from Gen AIOctober 30, 2024 — Dan Salmon
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META: Quick Thoughts Ahead of the PrintOctober 25, 2024 — Dan Salmon
Events
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Nov
26InternetNovember 26, 2024 — VirtualHosted by Dan Salmon and Maxwell SpaethEvent Details -
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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