DeMatteo Research
DeMatteo Research is an independent broker-dealer founded in 1998 providing research services to the institutional investment community.
“DeMatteo has proven to be an integral part of our research process. They are the anti-dote to 'not invented here' syndrome.”
- John Doe
“DeMatteo is an indispensable perspective check by connecting us to other investors and subject matter experts.”
- John Doe
“As the final part of my process, DeMatteo connects me with knowledgeable investors for in-depth conversations—expeditiously. ”
- John Doe
“Unparalleled access to a curated network of buy side ideas and unique expert events. ”
- John Doe
“DeMatteo’s network of institutional investors has proven to be a great resource in understanding incremental investor views.”
- John Doe
The DeMatteo Research Portal
A centralized database presenting investors with buy side generated ideas and in depth research on stocks and industries from curated expert content.
Recent content
Our investor research portal is organized into three distinct touch points.
Upcoming Events
Established and growing network of unique industry leaders utilized for calls and interviews to flesh out market moving trends in real time.
Data Center Hardware and Infrastructure Trends
ANET, CSCO, DELL, HPE, SU FP, VRT
3/27/2026
11:00 am
CALM, VITL: Managing Cracks in Margins
CALM, VITL
3/27/2026
3:00 pm
Auto Sales: Balancing Taxes and Higher Gas
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
3/31/2026
11:00 am
AMZN, DASH: Speeding Up Delivery
AMZN, CART, DASH, TGT, UBER, WMT
3/31/2026
2:00 pm
Q1 2026 Digital Advertising Update
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
4/2/2026
11:00 am
Recent Research
Database of replays and notes from past events with key opinion leaders, who opine on industry and stock specific dynamics.
March 27, 2026
REPLAY: CALM, VITL: Managing Cracks in Margins
CALM, VITL
Consumer
,
Industrial/Transportation
March 27, 2026
REPLAY: Data Center Hardware and Infrastructure Trends
ANET, CSCO, DELL, HPE, SU FP, VRT
TMT
,
Hardware
March 26, 2026
REPLAY: Q1’26 CTV/OTT & Programmatic Ads Demand
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
TMT
,
Consumer
March 18, 2026
REPLAY: IT Budgets and the AI Impact
CRM, CRWD, GOOGL, MSFT, NOW, SAP, TEAM, WDAY
Software
,
TMT
Recent Ideas
Curated sector and topic specific idea forums to source buy side ideas and foster relationships within the institutional investment community.
March 27, 2026
Short
NTAP
NetApp, Inc.
Presented Data
Price:
104
Market Cap:
20659674899
TMT
March 27, 2026
Long
MTSI
MACOM Technology Solutions Holdings, Inc.
Presented Data
Price:
237
Market Cap:
17795089643
TMT
March 27, 2026
Long
BE
Bloom Energy Corporation Class A
Presented Data
Price:
146
Market Cap:
40926373604
Energy
March 27, 2026
Long
AAPL
Apple Inc.
Presented Data
Price:
252
Market Cap:
3698586098640
TMT
Search, Sort and Filter
Investors have the ability to search across ideas and research with further refinement by sector, performance, market cap, Long vs Short, etc.
Participate
Ideas are always live with investors able to add commentary and pose questions via a discussion tab within each idea.
3000
+
Buy side ideas
2000
+
Topical research notes
200
+
Expert calls annually
Research products
Our investor research portal is organized into three distinct touch points.
Upcoming Events
Established and growing network of unique industry leaders utilized for calls and interviews to flesh out market moving trends in real time.
Recent Research
Database of replays and notes from past events with key opinion leaders, who opine on industry and stock specific dynamics.
Recent Ideas
Curated sector and topic specific idea forums to source buy side ideas and foster relationships within the institutional investment community.
March 27, 2026
ANET, CSCO, DELL, HPE, SU FP, VRT
REPLAY: Data Center Hardware and Infrastructure Trends
March 26, 2026
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q1’26 CTV/OTT & Programmatic Ads Demand
March 18, 2026
AMZN, APP, GOOGL, META, PINS, PYPL, RDDT, SNAP, TTD, Tiktok, Twitter
The Future of PINS - Takeaways
March 12, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, Tiktok, Twitter
REPLAY: The Future of PINS
February 24, 2026
ADI, AVT, BBY, SONY, 005930 KS
Consumer Electronics: Searching for Memory - Takeways
February 23, 2026
CAVA, CMG, SBUX, SG, WING
Q1’26 Fast Casual Restaurant Trends with Facteus - Takeaways
February 13, 2026
CAVA, CMG, SBUX, SG, WING
REPLAY: Q1’26 Fast Casual Restaurant Trends with Facteus
February 12, 2026
CHKP, CRWD, CYBR, FTNT, GOOGL, OKTA, PANW, QYLS, RBRK, RPD, S, TENB, ZS
Enterprise Security - Interview
February 9, 2026
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Grocery: Taking Stock of Competition - Takeaways
February 6, 2026
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
REPLAY: Off-Price Retail Stocks Up in 2026?
February 5, 2026
BECN, BLDR, HD, JHX, LPX, MHK
REPLAY: Building Products: Competing For Q4 Demand
February 5, 2026
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q4’25 Social Ad Spend Shifts – Takeaways
February 4, 2026
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
FERG in for Another Strong Year? - Takeaways
January 28, 2026
AMZN, RH, TGT, TJX, W, WMT, WSM
Wayfair & Furniture Retail Q4’25 Update - Takeaways
January 28, 2026
CTC/A CN, HD, LOW, SWK, TSCO, 0669 HK, 6586 JP
Hardlines Update: Tools, Ag Spend & 2026 - Takeaways
January 27, 2026
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
REPLAY: Grocery: Taking Stock of Competition
January 27, 2026
CHEF, PFGC, SYY, USFD
Foodservice: Managing Margins & Pushing Own Brand - Takeaways
January 26, 2026
AMZN, DIS, GOOGL, META, NFLX, PINS, SNAP, RDDT, TikTok, Twitter (X)
REPLAY: Q4’25 Social Ad Spend Shifts
January 26, 2026
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
REPLAY: FERG in for Another Strong Year?
January 26, 2026
ADS GR, DECK, NKE, ONON, UAA
ONON, DECK & NKE: Going for Gold in 2026? - Takeaways
January 23, 2026
BLDR, DHI, JHX, LEN, LPX, TOL
Q4 Housing: A Stronger Foundation for ‘26? - Takeaways
January 23, 2026
AMZN, BBBY, RH, TGT, W, WMT, WSM
REPLAY: Wayfair & Furniture Retail Q4’25 Update
January 21, 2026
ACN, AMZN, CRM, CRWD, CSCO, CTSH, CYBR, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, QLYS, S, SNOW, SPLK, WIT, ZS
Q4’25 Software Update w/ $600M+ IT Integrator - Takeaways
January 21, 2026
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC SBLK, UPS, XPO, ZIM
REPLAY: Q4 Shipping: Leverage Returning?
January 21, 2026
CTC/A CN, HD, LOW, SWK, TSCO, 0669 HK, 6586 JP
REPLAY: Hardlines Update: Tools, Ag Spend & 2026
January 15, 2026
BRCB, BROS, JDEP NA, KDP, LKNCY, NESN SW, SBUX
REPLAY: Coffee Competition Brewing in 2026?
January 13, 2026
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: MRO Demand: Full Throttle?
January 12, 2026
1128 HK, 27 HK, 880 HK, GENT MK, LVS, MGM, MLCO, WYNN
REPLAY: Macau: A Good Bet in 2026?
January 12, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, Tiktok, Twitter
Q4 2025 Digital Advertising Update - Takeaways
January 8, 2026
JBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
REPLAY: LTL 2026: Pricing Power vs. Cost Inflation
January 6, 2026
ACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, WIT, ZS
REPLAY: Q4'25 Software Update w/ $600M+ IT Integrator
January 2, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q4 2025 Digital Advertising Update
January 1, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q4 2025 Digital Advertising Update
December 16, 2025
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
REPLAY: New & Used Autos: Praying for Rate Cuts
December 12, 2025
BWXT, CCJ, CEG, GEV, LEU, OKLO, NNE, SMR, VST
REPLAY: Microreactors & the Nuclear Narrative
December 10, 2025
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q4’25 CTV/OTT & Programmatic Ads Demand
March 27, 2026
ANET, CSCO, DELL, HPE, SU FP, VRT
REPLAY: Data Center Hardware and Infrastructure Trends
March 26, 2026
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q1’26 CTV/OTT & Programmatic Ads Demand
March 18, 2026
AMZN, APP, GOOGL, META, PINS, PYPL, RDDT, SNAP, TTD, Tiktok, Twitter
The Future of PINS - Takeaways
March 12, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, Tiktok, Twitter
REPLAY: The Future of PINS
February 24, 2026
ADI, AVT, BBY, SONY, 005930 KS
Consumer Electronics: Searching for Memory - Takeways
February 23, 2026
CAVA, CMG, SBUX, SG, WING
Q1’26 Fast Casual Restaurant Trends with Facteus - Takeaways
February 13, 2026
CAVA, CMG, SBUX, SG, WING
REPLAY: Q1’26 Fast Casual Restaurant Trends with Facteus
February 12, 2026
CHKP, CRWD, CYBR, FTNT, GOOGL, OKTA, PANW, QYLS, RBRK, RPD, S, TENB, ZS
Enterprise Security - Interview
February 9, 2026
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Grocery: Taking Stock of Competition - Takeaways
February 6, 2026
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
REPLAY: Off-Price Retail Stocks Up in 2026?
February 5, 2026
BECN, BLDR, HD, JHX, LPX, MHK
REPLAY: Building Products: Competing For Q4 Demand
February 5, 2026
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q4’25 Social Ad Spend Shifts – Takeaways
February 4, 2026
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
FERG in for Another Strong Year? - Takeaways
January 28, 2026
AMZN, RH, TGT, TJX, W, WMT, WSM
Wayfair & Furniture Retail Q4’25 Update - Takeaways
January 28, 2026
CTC/A CN, HD, LOW, SWK, TSCO, 0669 HK, 6586 JP
Hardlines Update: Tools, Ag Spend & 2026 - Takeaways
January 27, 2026
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
REPLAY: Grocery: Taking Stock of Competition
January 27, 2026
CHEF, PFGC, SYY, USFD
Foodservice: Managing Margins & Pushing Own Brand - Takeaways
January 26, 2026
AMZN, DIS, GOOGL, META, NFLX, PINS, SNAP, RDDT, TikTok, Twitter (X)
REPLAY: Q4’25 Social Ad Spend Shifts
January 26, 2026
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
REPLAY: FERG in for Another Strong Year?
January 26, 2026
ADS GR, DECK, NKE, ONON, UAA
ONON, DECK & NKE: Going for Gold in 2026? - Takeaways
January 23, 2026
BLDR, DHI, JHX, LEN, LPX, TOL
Q4 Housing: A Stronger Foundation for ‘26? - Takeaways
January 23, 2026
AMZN, BBBY, RH, TGT, W, WMT, WSM
REPLAY: Wayfair & Furniture Retail Q4’25 Update
January 21, 2026
ACN, AMZN, CRM, CRWD, CSCO, CTSH, CYBR, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, QLYS, S, SNOW, SPLK, WIT, ZS
Q4’25 Software Update w/ $600M+ IT Integrator - Takeaways
January 21, 2026
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC SBLK, UPS, XPO, ZIM
REPLAY: Q4 Shipping: Leverage Returning?
January 21, 2026
CTC/A CN, HD, LOW, SWK, TSCO, 0669 HK, 6586 JP
REPLAY: Hardlines Update: Tools, Ag Spend & 2026
January 15, 2026
BRCB, BROS, JDEP NA, KDP, LKNCY, NESN SW, SBUX
REPLAY: Coffee Competition Brewing in 2026?
January 13, 2026
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: MRO Demand: Full Throttle?
January 12, 2026
1128 HK, 27 HK, 880 HK, GENT MK, LVS, MGM, MLCO, WYNN
REPLAY: Macau: A Good Bet in 2026?
January 12, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, Tiktok, Twitter
Q4 2025 Digital Advertising Update - Takeaways
January 8, 2026
JBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
REPLAY: LTL 2026: Pricing Power vs. Cost Inflation
January 6, 2026
ACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, WIT, ZS
REPLAY: Q4'25 Software Update w/ $600M+ IT Integrator
January 2, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q4 2025 Digital Advertising Update
January 1, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q4 2025 Digital Advertising Update
December 16, 2025
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
REPLAY: New & Used Autos: Praying for Rate Cuts
December 12, 2025
BWXT, CCJ, CEG, GEV, LEU, OKLO, NNE, SMR, VST
REPLAY: Microreactors & the Nuclear Narrative
December 10, 2025
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q4’25 CTV/OTT & Programmatic Ads Demand
March 27, 2026
ANET, CSCO, DELL, HPE, SU FP, VRT
REPLAY: Data Center Hardware and Infrastructure Trends
March 26, 2026
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q1’26 CTV/OTT & Programmatic Ads Demand
March 18, 2026
AMZN, APP, GOOGL, META, PINS, PYPL, RDDT, SNAP, TTD, Tiktok, Twitter
The Future of PINS - Takeaways
March 12, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, Tiktok, Twitter
REPLAY: The Future of PINS
February 24, 2026
ADI, AVT, BBY, SONY, 005930 KS
Consumer Electronics: Searching for Memory - Takeways
February 23, 2026
CAVA, CMG, SBUX, SG, WING
Q1’26 Fast Casual Restaurant Trends with Facteus - Takeaways
February 13, 2026
CAVA, CMG, SBUX, SG, WING
REPLAY: Q1’26 Fast Casual Restaurant Trends with Facteus
February 12, 2026
CHKP, CRWD, CYBR, FTNT, GOOGL, OKTA, PANW, QYLS, RBRK, RPD, S, TENB, ZS
Enterprise Security - Interview
February 9, 2026
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Grocery: Taking Stock of Competition - Takeaways
February 6, 2026
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
REPLAY: Off-Price Retail Stocks Up in 2026?
February 5, 2026
BECN, BLDR, HD, JHX, LPX, MHK
REPLAY: Building Products: Competing For Q4 Demand
February 5, 2026
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q4’25 Social Ad Spend Shifts – Takeaways
February 4, 2026
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
FERG in for Another Strong Year? - Takeaways
January 28, 2026
AMZN, RH, TGT, TJX, W, WMT, WSM
Wayfair & Furniture Retail Q4’25 Update - Takeaways
January 28, 2026
CTC/A CN, HD, LOW, SWK, TSCO, 0669 HK, 6586 JP
Hardlines Update: Tools, Ag Spend & 2026 - Takeaways
January 27, 2026
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
REPLAY: Grocery: Taking Stock of Competition
January 27, 2026
CHEF, PFGC, SYY, USFD
Foodservice: Managing Margins & Pushing Own Brand - Takeaways
January 26, 2026
AMZN, DIS, GOOGL, META, NFLX, PINS, SNAP, RDDT, TikTok, Twitter (X)
REPLAY: Q4’25 Social Ad Spend Shifts
January 26, 2026
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
REPLAY: FERG in for Another Strong Year?
January 26, 2026
ADS GR, DECK, NKE, ONON, UAA
ONON, DECK & NKE: Going for Gold in 2026? - Takeaways
January 23, 2026
BLDR, DHI, JHX, LEN, LPX, TOL
Q4 Housing: A Stronger Foundation for ‘26? - Takeaways
January 23, 2026
AMZN, BBBY, RH, TGT, W, WMT, WSM
REPLAY: Wayfair & Furniture Retail Q4’25 Update
January 21, 2026
ACN, AMZN, CRM, CRWD, CSCO, CTSH, CYBR, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, QLYS, S, SNOW, SPLK, WIT, ZS
Q4’25 Software Update w/ $600M+ IT Integrator - Takeaways
January 21, 2026
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC SBLK, UPS, XPO, ZIM
REPLAY: Q4 Shipping: Leverage Returning?
January 21, 2026
CTC/A CN, HD, LOW, SWK, TSCO, 0669 HK, 6586 JP
REPLAY: Hardlines Update: Tools, Ag Spend & 2026
January 15, 2026
BRCB, BROS, JDEP NA, KDP, LKNCY, NESN SW, SBUX
REPLAY: Coffee Competition Brewing in 2026?
January 13, 2026
AIR FP, GE, MRO LN, MTX GR, SAF FP, SARO, WWD
REPLAY: MRO Demand: Full Throttle?
January 12, 2026
1128 HK, 27 HK, 880 HK, GENT MK, LVS, MGM, MLCO, WYNN
REPLAY: Macau: A Good Bet in 2026?
January 12, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, Tiktok, Twitter
Q4 2025 Digital Advertising Update - Takeaways
January 8, 2026
JBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
REPLAY: LTL 2026: Pricing Power vs. Cost Inflation
January 6, 2026
ACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, WIT, ZS
REPLAY: Q4'25 Software Update w/ $600M+ IT Integrator
January 2, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q4 2025 Digital Advertising Update
January 1, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q4 2025 Digital Advertising Update
December 16, 2025
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
REPLAY: New & Used Autos: Praying for Rate Cuts
December 12, 2025
BWXT, CCJ, CEG, GEV, LEU, OKLO, NNE, SMR, VST
REPLAY: Microreactors & the Nuclear Narrative
December 10, 2025
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q4’25 CTV/OTT & Programmatic Ads Demand
Upcoming Events
Established and growing network of unique industry leaders utilized for calls and interviews to flesh out market moving trends in real time.
Recent Research
Database of replays and notes from past events with key opinion leaders, who opine on industry and stock specific dynamics.
Recent Ideas
Curated sector and topic specific idea forums to source buy side ideas and foster relationships within the institutional investment community.
ACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, WIT, ZS
Q1'26 Software Update w/ $600M+ IT Integrator
March 27, 2026
ViewACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, WIT, ZS
Q1'26 Software Update w/ $600M+ IT Integrator
March 26, 2026
ViewACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, WIT, ZS
Q1'26 Software Update w/ $600M+ IT Integrator
March 26, 2026
ViewACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, WIT, ZS
Q1'26 Software Update w/ $600M+ IT Integrator
March 26, 2026
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Q1 2026 Digital Advertising Update
March 24, 2026
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
Auto Sales: Balancing Taxes and Higher Gas
March 24, 2026
ViewAMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
Q1’26 CTV/OTT & Programmatic Ads Demand
March 24, 2026
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Q1 2026 Digital Advertising Update
March 23, 2026
ViewACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Grocery: Taking Stock of Competition
January 21, 2026
ViewCHRW, EXPD, FDX, HLAG GR, MAERSKB DC SBLK, UPS, XPO, ZIM
Q4 Shipping: Leverage Returning?
January 16, 2026
ViewCTC/A CN, HD, LOW, SWK, TSCO, 0669 HK, 6586 JP
Hardlines Update: Tools, Ag Spend & 2026
January 9, 2026
ViewBRCB, BROS, JDEP NA, KDP, LKNCY, NESN SW, SBUX
Coffee Competition Brewing in 2026?
December 29, 2025
ViewJBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
LTL 2026: Pricing Power vs. Cost Inflation
December 26, 2025
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Praying for Rate Cuts
December 8, 2025
ViewBWXT, CCJ, CEG, GEV, LEU, OKLO, NNE, SMR, VST
Microreactors & the Nuclear Narrative
December 3, 2025
ViewACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Q3’25 Grocery: Stocking Up for the Holidays?
October 28, 2025
ViewARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
Utility Solar: Rising with Power Demand?
October 9, 2025
ViewCHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
Q3 Shipping: Peak Season Pressured
October 2, 2025
ViewMarch 27, 2026
ANET, CSCO, DELL, HPE, SU FP, VRT
REPLAY: Data Center Hardware and Infrastructure Trends
ViewMarch 26, 2026
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q1’26 CTV/OTT & Programmatic Ads Demand
ViewMarch 18, 2026
AMZN, APP, GOOGL, META, PINS, PYPL, RDDT, SNAP, TTD, Tiktok, Twitter
The Future of PINS - Takeaways
ViewMarch 12, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, Tiktok, Twitter
REPLAY: The Future of PINS
ViewFebruary 24, 2026
ADI, AVT, BBY, SONY, 005930 KS
Consumer Electronics: Searching for Memory - Takeways
ViewFebruary 23, 2026
CAVA, CMG, SBUX, SG, WING
Q1’26 Fast Casual Restaurant Trends with Facteus - Takeaways
ViewFebruary 13, 2026
CAVA, CMG, SBUX, SG, WING
REPLAY: Q1’26 Fast Casual Restaurant Trends with Facteus
ViewFebruary 12, 2026
CHKP, CRWD, CYBR, FTNT, GOOGL, OKTA, PANW, QYLS, RBRK, RPD, S, TENB, ZS
Enterprise Security - Interview
ViewFebruary 9, 2026
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Grocery: Taking Stock of Competition - Takeaways
ViewFebruary 6, 2026
BURL, FIVE, JWN, OLLI, ROST, TJX, WMT
REPLAY: Off-Price Retail Stocks Up in 2026?
ViewFebruary 5, 2026
AMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q4’25 Social Ad Spend Shifts – Takeaways
ViewFebruary 4, 2026
AOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
FERG in for Another Strong Year? - Takeaways
ViewJanuary 28, 2026
AMZN, RH, TGT, TJX, W, WMT, WSM
Wayfair & Furniture Retail Q4’25 Update - Takeaways
ViewJanuary 28, 2026
CTC/A CN, HD, LOW, SWK, TSCO, 0669 HK, 6586 JP
Hardlines Update: Tools, Ag Spend & 2026 - Takeaways
ViewJanuary 27, 2026
ACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
REPLAY: Grocery: Taking Stock of Competition
ViewJanuary 27, 2026
CHEF, PFGC, SYY, USFD
Foodservice: Managing Margins & Pushing Own Brand - Takeaways
ViewJanuary 26, 2026
AMZN, DIS, GOOGL, META, NFLX, PINS, SNAP, RDDT, TikTok, Twitter (X)
REPLAY: Q4’25 Social Ad Spend Shifts
ViewJanuary 26, 2026
ADS GR, DECK, NKE, ONON, UAA
ONON, DECK & NKE: Going for Gold in 2026? - Takeaways
ViewJanuary 23, 2026
BLDR, DHI, JHX, LEN, LPX, TOL
Q4 Housing: A Stronger Foundation for ‘26? - Takeaways
ViewJanuary 21, 2026
ACN, AMZN, CRM, CRWD, CSCO, CTSH, CYBR, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, QLYS, S, SNOW, SPLK, WIT, ZS
Q4’25 Software Update w/ $600M+ IT Integrator - Takeaways
ViewJanuary 21, 2026
CHRW, EXPD, FDX, HLAG GR, MAERSKB DC SBLK, UPS, XPO, ZIM
REPLAY: Q4 Shipping: Leverage Returning?
ViewJanuary 21, 2026
CTC/A CN, HD, LOW, SWK, TSCO, 0669 HK, 6586 JP
REPLAY: Hardlines Update: Tools, Ag Spend & 2026
ViewJanuary 15, 2026
BRCB, BROS, JDEP NA, KDP, LKNCY, NESN SW, SBUX
REPLAY: Coffee Competition Brewing in 2026?
ViewJanuary 12, 2026
1128 HK, 27 HK, 880 HK, GENT MK, LVS, MGM, MLCO, WYNN
REPLAY: Macau: A Good Bet in 2026?
ViewJanuary 12, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, Tiktok, Twitter
Q4 2025 Digital Advertising Update - Takeaways
ViewJanuary 8, 2026
JBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
REPLAY: LTL 2026: Pricing Power vs. Cost Inflation
ViewJanuary 6, 2026
ACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, WIT, ZS
REPLAY: Q4'25 Software Update w/ $600M+ IT Integrator
ViewJanuary 2, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q4 2025 Digital Advertising Update
ViewJanuary 1, 2026
AMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q4 2025 Digital Advertising Update
ViewDecember 16, 2025
ABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
REPLAY: New & Used Autos: Praying for Rate Cuts
ViewDecember 12, 2025
BWXT, CCJ, CEG, GEV, LEU, OKLO, NNE, SMR, VST
REPLAY: Microreactors & the Nuclear Narrative
ViewDecember 10, 2025
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q4’25 CTV/OTT & Programmatic Ads Demand
ViewResearch products
Our investor research portal is organized into three distinct touch points.
Ideas
Curated sector and topic specific idea forums to source buy side ideas and foster relationships within the institutional investment community.
Research
Database of replays and notes from past events with key opinion leaders, who opine on industry and stock specific dynamics.
Events
Established and growing network of unique industry leaders utilized for calls and interviews to flesh out market moving trends in real time.
ANET, CSCO, DELL, HPE, SU FP, VRT
REPLAY: Data Center Hardware and Infrastructure Trends
March 27, 2026
ViewAMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q1’26 CTV/OTT & Programmatic Ads Demand
March 26, 2026
ViewAMZN, APP, GOOGL, META, PINS, PYPL, RDDT, SNAP, TTD, Tiktok, Twitter
The Future of PINS - Takeaways
March 18, 2026
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, Tiktok, Twitter
REPLAY: The Future of PINS
March 12, 2026
ViewADI, AVT, BBY, SONY, 005930 KS
Consumer Electronics: Searching for Memory - Takeways
February 24, 2026
ViewCAVA, CMG, SBUX, SG, WING
Q1’26 Fast Casual Restaurant Trends with Facteus - Takeaways
February 23, 2026
ViewCAVA, CMG, SBUX, SG, WING
REPLAY: Q1’26 Fast Casual Restaurant Trends with Facteus
February 13, 2026
ViewCHKP, CRWD, CYBR, FTNT, GOOGL, OKTA, PANW, QYLS, RBRK, RPD, S, TENB, ZS
Enterprise Security - Interview
February 12, 2026
ViewACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Grocery: Taking Stock of Competition - Takeaways
February 9, 2026
ViewBURL, FIVE, JWN, OLLI, ROST, TJX, WMT
REPLAY: Off-Price Retail Stocks Up in 2026?
February 6, 2026
ViewAMZN, DIS, GOOGL, META, NFLX, PINS, RDDT, SNAP
Q4’25 Social Ad Spend Shifts – Takeaways
February 5, 2026
ViewAOS, CARR, FBIN, FERG, HD, LOW, MAS, TT
FERG in for Another Strong Year? - Takeaways
February 4, 2026
ViewAMZN, RH, TGT, TJX, W, WMT, WSM
Wayfair & Furniture Retail Q4’25 Update - Takeaways
January 28, 2026
ViewCTC/A CN, HD, LOW, SWK, TSCO, 0669 HK, 6586 JP
Hardlines Update: Tools, Ag Spend & 2026 - Takeaways
January 28, 2026
ViewACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
REPLAY: Grocery: Taking Stock of Competition
January 27, 2026
ViewCHEF, PFGC, SYY, USFD
Foodservice: Managing Margins & Pushing Own Brand - Takeaways
January 27, 2026
ViewAMZN, DIS, GOOGL, META, NFLX, PINS, SNAP, RDDT, TikTok, Twitter (X)
REPLAY: Q4’25 Social Ad Spend Shifts
January 26, 2026
ViewADS GR, DECK, NKE, ONON, UAA
ONON, DECK & NKE: Going for Gold in 2026? - Takeaways
January 26, 2026
ViewBLDR, DHI, JHX, LEN, LPX, TOL
Q4 Housing: A Stronger Foundation for ‘26? - Takeaways
January 23, 2026
ViewACN, AMZN, CRM, CRWD, CSCO, CTSH, CYBR, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, QLYS, S, SNOW, SPLK, WIT, ZS
Q4’25 Software Update w/ $600M+ IT Integrator - Takeaways
January 21, 2026
ViewCHRW, EXPD, FDX, HLAG GR, MAERSKB DC SBLK, UPS, XPO, ZIM
REPLAY: Q4 Shipping: Leverage Returning?
January 21, 2026
ViewCTC/A CN, HD, LOW, SWK, TSCO, 0669 HK, 6586 JP
REPLAY: Hardlines Update: Tools, Ag Spend & 2026
January 21, 2026
ViewBRCB, BROS, JDEP NA, KDP, LKNCY, NESN SW, SBUX
REPLAY: Coffee Competition Brewing in 2026?
January 15, 2026
View1128 HK, 27 HK, 880 HK, GENT MK, LVS, MGM, MLCO, WYNN
REPLAY: Macau: A Good Bet in 2026?
January 12, 2026
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, Tiktok, Twitter
Q4 2025 Digital Advertising Update - Takeaways
January 12, 2026
ViewJBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
REPLAY: LTL 2026: Pricing Power vs. Cost Inflation
January 8, 2026
ViewACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, SPLK, WIT, ZS
REPLAY: Q4'25 Software Update w/ $600M+ IT Integrator
January 6, 2026
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
REPLAY: Q4 2025 Digital Advertising Update
January 2, 2026
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Data for Q4 2025 Digital Advertising Update
January 1, 2026
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
REPLAY: New & Used Autos: Praying for Rate Cuts
December 16, 2025
ViewBWXT, CCJ, CEG, GEV, LEU, OKLO, NNE, SMR, VST
REPLAY: Microreactors & the Nuclear Narrative
December 12, 2025
ViewAMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q4’25 CTV/OTT & Programmatic Ads Demand
December 10, 2025
ViewACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, WIT, ZS
Q1'26 Software Update w/ $600M+ IT Integrator
March 27, 2026
ViewACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, WIT, ZS
Q1'26 Software Update w/ $600M+ IT Integrator
March 26, 2026
ViewACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, WIT, ZS
Q1'26 Software Update w/ $600M+ IT Integrator
March 26, 2026
ViewACN, AMZN, CRWD, CRM, CSCO, CTSH, DDOG, DT, ESTC, GOOGL, MNDY, MSFT, NOW, ORCL, PANW, S, SNOW, WIT, ZS
Q1'26 Software Update w/ $600M+ IT Integrator
March 26, 2026
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Q1 2026 Digital Advertising Update
March 24, 2026
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
Auto Sales: Balancing Taxes and Higher Gas
March 24, 2026
ViewAMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
Q1’26 CTV/OTT & Programmatic Ads Demand
March 24, 2026
ViewAMZN, APP, GOOGL, META, PINS, RDDT, SNAP, TikTok, Twitter
Q1 2026 Digital Advertising Update
March 23, 2026
ViewACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Grocery: Taking Stock of Competition
January 21, 2026
ViewCHRW, EXPD, FDX, HLAG GR, MAERSKB DC SBLK, UPS, XPO, ZIM
Q4 Shipping: Leverage Returning?
January 16, 2026
ViewCTC/A CN, HD, LOW, SWK, TSCO, 0669 HK, 6586 JP
Hardlines Update: Tools, Ag Spend & 2026
January 9, 2026
ViewBRCB, BROS, JDEP NA, KDP, LKNCY, NESN SW, SBUX
Coffee Competition Brewing in 2026?
December 29, 2025
ViewJBHT, KNX, ODFL, SAIA, TFII, UPS, XPO
LTL 2026: Pricing Power vs. Cost Inflation
December 26, 2025
ViewABG, AN, CARG, CVNA, GPI, KMX, LAD, PAG, SAH
New & Used Autos: Praying for Rate Cuts
December 8, 2025
ViewBWXT, CCJ, CEG, GEV, LEU, OKLO, NNE, SMR, VST
Microreactors & the Nuclear Narrative
December 3, 2025
ViewACI, AD NA, AMZN, BJ, COST, GO, KR, OCDO LN, TGT, WMT
Q3’25 Grocery: Stocking Up for the Holidays?
October 28, 2025
ViewARRY, ENPH, FSLR, NEE, NXT, PRIM, SEDG, TSLA
Utility Solar: Rising with Power Demand?
October 9, 2025
ViewCHRW, EXPD, FDX, HLAG GR, MAERSKB DC, SBLK, UPS, XPO, ZIM
Q3 Shipping: Peak Season Pressured
October 2, 2025
View
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ANET, CSCO, DELL, HPE, SU FP, VRT
REPLAY: Data Center Hardware and Infrastructure Trends
VIEW RESEARCH
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
REPLAY: Q1’26 CTV/OTT & Programmatic Ads Demand
VIEW RESEARCH
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About DeMatteo Research
DeMatteo Research LLC, founded in 1998, is an independent research firm and broker-dealer, providing research services to institutional investors. We help our clients generate and research investment ideas through a symbiotic relationship between our research services including: idea forums/ idea collaborative connections, conference calls with subject matter experts, one-on-one expert network capabilities and written research, all of which adheres to rigorous compliance protocols.
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