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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Updated AI ROICs: AMZN higher, GOOGL lower, META mixedSeptember 29, 2025 — Dan Salmon
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US Internet: GOOGL report shows AI coding has gone mainstreamSeptember 26, 2025 — Dan Salmon
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GOOGL/AMZN: 2Q25 AI Revenues – Remain Above Street for AWS/GCPSeptember 25, 2025 — Dan Salmon
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GOOGL/AMZN: Sizing the impact of Anthropic and OpenAI for AWS & GCPSeptember 25, 2025 — Dan Salmon
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TTD: 10x voting shares extended, but non-exec support swings from 3:1 For to 3:1 AgainstSeptember 22, 2025 — Dan Salmon
Upcoming Events
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Oct
7InternetOctober 7, 2025 — VirtualHosted by Dan SalmonEvent Details -
Oct
8InternetOctober 8, 2025 — VirtualHosted by Dan SalmonEvent Details
