GOOGL
Internet Content & Information · Communication Services
Analyst
MoffettNathanson
Equibles does not estimate personal net worth.
Michael Nathanson is recorded as Analyst at MoffettNathanson. Michael Nathanson has spoken on 6 earnings calls and 2 other investor events across 5 companies, most recently for Alphabet Inc. on July 22, 2026. Those appearances were for Alphabet Inc. (GOOGL), Roku, Inc (ROKU), Snap Inc (SNAP), Omnicom Group Inc. (OMC) and Warner Bros. Discovery, Inc. (WBD). The companies whose calls Michael Nathanson spoke on are classified in the Communication Services sector.
“Senator, just keep with the model theme of this call, can you talk a bit about what do you think the notes are to this new model or what is your strategic advantages that fuel your business that even if everyone gets to the same type of model capabilities, what gives you the edge to keep growing like you're doing?”
“I'm going to start with the safe harbor, Neil, okay? So some of the comments made today by Mr. Mohan may make today could be considered forward-looking. These statements involve a number of risks and certainties that could cause actual results to differ materially.”
“I said before, it's first time, long time. First time Roku's been here. Thank you for being here.”
“One is, you know, we cover Roku and CTV, and what we've seen happen is as Roku has added third-party DSPs, is you'll be able to really accelerate agro's because reward gardens are hard to compete against.”
“Sundar, if I can connect Brian's question and Eric's question and go a little bit higher, I wanted to understand how are you deciding how are you allocating which divisions and projects get excess capacity even that you're constrained, right?”
MoffettNathanson
Analyst
Source not stated
GOOGL
Internet Content & Information · Communication Services
ROKU
Entertainment · Communication Services
SNAP
Internet Content & Information · Communication Services
Advertising Agencies · Communication Services
Entertainment · Communication Services