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/GOOGL: Implications of the MSFT + NVDA + Anthropic dealNovember 18, 2025 — Dan Salmon
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AMZN: Implications of Unboxed ads announcements, including for GOOGL, TTD, RDDT and PINSNovember 12, 2025 — Dan Salmon
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TTD: AMZN Unboxed keynote may pressure TTD shares moreNovember 10, 2025 — Dan Salmon
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SNAP: Perplexity hype is a little overdoneNovember 10, 2025 — Dan Salmon
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PINS: Agentic commerce fears are way overdoneNovember 10, 2025 — Dan Salmon