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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PINS: GTM re-org underway as stock hits “deep value” territoryFebruary 12, 2026 — Dan Salmon
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AMZN: Higher capex = higher AWS revenuesFebruary 12, 2026 — Dan Salmon
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SHOP: Strong results/guidance can’t buck the SaaS contagionFebruary 11, 2026 — Dan Salmon
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GOOGL: Frontier AI winner confirmed, but some near-term EPS riskFebruary 10, 2026 — Dan Salmon
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MTCH: Stable outlook and FCF make MTCH interesting in downturnFebruary 9, 2026 — Dan Salmon
Upcoming Events
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Feb
18InternetFebruary 18, 2026 — VirtualEvent Details
