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: CFO that recommended CEO Green’s super-voting shares exits + IR feedbackJanuary 26, 2026 — Dan Salmon
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SHOP/AMZN: Implications of the SHOP AI Assistant Commerce LaunchJanuary 23, 2026 — Dan Salmon
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NFLX: Lower margin and FCF estimates despite slight topline raiseJanuary 21, 2026 — Dan Salmon
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NFLX: Light 1Q26 guidance and mixed engagement trends weigh on sharesJanuary 20, 2026 — Dan Salmon
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Ad Tech Exec Lunch Recap: -ve for TTD, +ve for AMZN Cloud + Ads (+ more on APP/LFTO, PINS, HoldCos, RDDT, CRTO)January 20, 2026 — Dan Salmon