Bytes: Tracking 3P Data Trends Through 2Q

研报英文原文证据摘录

Bytes: Tracking 3P Data Trends Through 2Q

June 27, 2026

What To Watch For On The Catalyst Calendar:

The AI Engineer World Fair begins on Monday (6/29-7/2) in San Francisco, where several executives from

leading AI labs (OpenAI, Anthropic, GOOGL, etc.) are scheduled to speak. We will be watching for any color on

updates across frontier model development, agentic AI, coding workflows, and enterprise deployments.

Elsewhere, AMZN is hosting its AWS Summit in DC, which is likely to focus on the company’s government /

public sector offerings.

Exhibit 13: CF Internet Catalyst Calendar

Global Internet Catalyst Calendar

Date Catalyst Primary Companies Impact Type

June

6/29/26 AI Engineer World's Fair (SF) AMZN Low Conference

6/30/26 AWSSummit - Washington DC AMZN Low Conference

6/30/26 UBER gas price relief program scheduled to end UBER Mid Company

6/30/26 GITEX AI Europe META, GOOGL, AMZN Low Conference

July

7/6/26 Meet Magento UK AMZN Low Conference

7/6/26 Internaltional Conference on Machine Learning (Seoul) META, GOOGL, AMZN Low Conference

7/6/26 International Conference on Digital Regulation (Cambridge) META, GOOG,AMZN, SNAP Low Conference

7/7/26 MAD//FEST 2026 META, GOOGL, AMZN, PINS Low Conference

7/7/26 Raise Summit META, GOOGL, AMZN Mid Conference

7/8/26 ANA Digital & Social Media Conference META, GOOGL, AMZN, DASH Low Conference

7/21/26 Shopify DotDev 2026 SHOP Mid Conference

7/22/26 Meta WA & CA job cuts to be effective META Mid Company

7/26/26 LYFT gas price relief program scheduled to end LYFT Mid Company

7/28/26 NYC driver retention law to take effect LYFT, UBER Low Legal

7/30/26 Google Cloud Next (Tokyo) GOOGL Mid Conference

TBD EC final decision on Google DMA compliance GOOGL Mid Legal

TBD Los Angeles trial on Social media Addiction META,GOOGL,SNAP Mid Legal