EVENT REPLAY
US Internet Deep Dive Into Search Monetisation and Revisiting Our Gen AI Gross Margin Analysis
April 13, 2023 — 10:00AM ET / 3:00PM BST
Hosted by Dan Salmon
NEW STREET RESEARCH's US Internet analyst, Dan Salmon will host a call to discuss the latest report in our ongoing series on the business of Search.
Specifically, the latest report introduced our new bottoms-up Google Search model and reviews our new estimates for the individual components driving Google's largest revenue segment.