
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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NFLX First Take: Ads on track, but engagement per member sluggishJuly 17, 2025 — Dan Salmon
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AWS Summit NYC Recap: Agents & Nova models dominate the messagingJuly 17, 2025 — Dan Salmon
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Ad Tech CEO Lunch Recap: +ve for AMZN , META, GOOGL, ROKU, -ve for NFLX, TTD, APP, WMT/VZEOJuly 16, 2025 — Dan Salmon
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CLIENT CALL SLIDES: GOOGL/AMZN/META - How much $ can they save from AI coding assistants?July 11, 2025 — Dan Salmon
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GOOGL: AI Mode rollout accelerating. What will be the next test countries?July 10, 2025 — Dan Salmon