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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CALL SLIDES: Custom silicon rising. Whose Cloud will be first to $10B in AI revenues?June 5, 2025 — Dan Salmon
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GOOGL/AMZN: Whose Cloud will be the first to $10B in AI revenues?June 3, 2025 — Dan Salmon
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TTD/AMZN: New insights into Amazon DSP positioning. Reiterate Neutral on TTDJune 2, 2025 — Dan Salmon
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GOOGL/AMZN/META 1Q25 AI Capex Update: Custom silicon risingMay 28, 2025 — Dan Salmon
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RDDT Mgmt Meeting Recap: Google traffic headwinds remain top of mind, but long-term ad roadmap is robustMay 28, 2025 — Dan Salmon