Dan Salmon
US Internet
Dan Salmon leads the US Internet research team. He joined New Street Research in 2022, and prior to that spent 18 years at BMO Capital Markets and led the US Internet & Media research team. Dan graduated from Princeton University and lives in New York City with his wife and three children. When it’s time to unplug from the Internet, Dan can usually be found lakeside at the family cottage in Canada.
Lead Analyst
Research
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SNAP: Can ad innovation & subscriptions offset teen social media risk?April 23, 2026 — Dan Salmon
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AMZN/AWS: Anthropic expansion should drive more Enterprise AI demandApril 21, 2026 — Dan Salmon
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Amazon-Globalstar Call SlidesApril 20, 2026 — James Ratzer, David Barden, Blair Levin, Dan Salmon and Pierre Ferragu
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NFLX: Of course Hastings is retiring, culmination of a smooth transitionApril 17, 2026 — Dan Salmon
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NFLX: Back to our regularly scheduled programmingApril 16, 2026 — Dan Salmon