
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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TTD: Continued revenue deceleration is squeezing the multipleAugust 7, 2025 — Dan Salmon
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PINS: Elevated expectations into the print create nice entry point for our Top SMID PickAugust 7, 2025 — Dan Salmon
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GOOGL: New organic Search click disclosures. Implications for organic/paid mix and YouTube (+RDDT)August 7, 2025 — Dan Salmon
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SHOP: GMV/revenue acceleration and AI enthusiasm carry the dayAugust 6, 2025 — Dan Salmon
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GOOGL: And now GCP has the new OpenAI open weight models tooAugust 6, 2025 — Dan Salmon