
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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RDDT: CEO stresses live sports engagement, Reddit Pro, organic/paid mixSeptember 10, 2025 — Dan Salmon
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GOOGL: AI Mode’s 1st non-English languages + the “default” question, search remedies & today’s AAPL eventSeptember 9, 2025 — Dan Salmon
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META/GOOGL: $600B/$250B commitments to Trump align well with our estimatesSeptember 8, 2025 — Dan Salmon
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2Q25 AI Capex Update: A closer look at chip purchases and installed basesSeptember 5, 2025 — Dan Salmon
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GOOGL: Distribution deals, Chrome & Android are all safe. Antitrust Bear Case erased.September 2, 2025 — Dan Salmon