
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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AMZN: Price increase rejuvenates the AWS bull case – reiterate Top PickOctober 9, 2025 — Dan Salmon
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CLIENT CALL SLIDES: Updated AI ROICs -- AMZN higher, GOOGL lower, META mixedOctober 7, 2025 — Dan Salmon
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AWS/GCP: How long does it take to pay off an XPU?October 7, 2025 — Dan Salmon
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GOOGL/AMZN/META: Updated AI D&A and lower META AI ROICOctober 7, 2025 — Dan Salmon
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Ad Tech CEO Lunch Recap: +ve for Amazon DSP, -ve for TTD, mixed for APPOctober 6, 2025 — Dan Salmon