COMPANY
Snap
SNAP:US
Primary coverage by Dan Salmon
Research
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META/RDDT: FTC vs META begins today – why we think a new RDDT ad tool could impact the case (and RDDT ad revenue)April 14, 2025 — Dan Salmon
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US Internet: Downside Valuation & Stock ScenariosApril 4, 2025 — NSR Team
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Ad Exec Call Recap: Most/least recession-resilient ad platforms, TikTok’s role, and Google Search vs AI competitorsApril 3, 2025 — Dan Salmon
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SNAP 4Q24 Model Update (Buy, target lowered to $16 from $17)February 6, 2025 — Dan Salmon
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SNAP First Take: Two Very Important Things Doubled in 2024February 4, 2025 — Dan Salmon
Events
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Apr
2InternetApril 2, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Jan
13InternetJanuary 13, 2025 — VirtualHosted by Dan SalmonWatch Replay -
Nov
20InternetNovember 20, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Oct
17InternetOctober 17, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Sep
13InternetSeptember 13, 2024 — VirtualHosted by Dan SalmonWatch Replay -
Aug
17InternetAugust 17, 2024 — VirtualHosted by Dan SalmonWatch 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 -
Oct
13InternetOctober 13, 2023 — VirtualHosted by Dan SalmonWatch Replay -
Jul
11InternetJuly 11, 2023Hosted by Dan SalmonWatch Replay -
Jan
11InternetJanuary 11, 2023Hosted by Dan SalmonWatch Replay -
Jan
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