
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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TTD: Pushing back on the AMZN = GOOGL narrativeMay 8, 2025 — Dan Salmon
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PINS: Reiterate Top SMID Pick after a no-nonsense quarterMay 8, 2025 — Dan Salmon
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MTCH: A battle between short-term and long-term outlooksMay 8, 2025 — Dan Salmon
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SHOP: Expect FCF consensus to ease back to reality (aka guidance)May 8, 2025 — Dan Salmon
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GOOGL: AI Max marks next steps in AI search monetization, offers lessons from META’s Advantage+May 7, 2025 — Dan Salmon