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
-
AI Summit NYC Recap: Inference demand driving Clouds, Blackwell capacity still coming, AI use at PINS & WMT, agencies disrupted?December 12, 2025 — Dan Salmon
-
NFLX + WB First Take: Is this “rare opportunity” worth the risk?December 5, 2025 — Dan Salmon
-
META: Logical RL cost cuts + 9% potential EPS accretion in 2026December 4, 2025 — Dan Salmon
-
AMZN: A different AI Winner narrative emerging as Trainium3 GA + AI Factories support our above-consensus AWS estimatesDecember 2, 2025 — Dan Salmon
-
NFLX: WBD bid anxiety building + updating for stock splitNovember 26, 2025 — Dan Salmon
Upcoming Events
-
Dec
16InternetDecember 16, 2025 — VirtualHosted by Dan Salmon and Blair LevinEvent Details -
Dec
17CommunicationsDecember 17, 2025 — VirtualHosted by Dan Salmon, Pierre Ferragu, David Barden and Blair LevinEvent Details -
Dec
18InternetDecember 18, 2025 — VirtualHosted by Dan SalmonEvent Details
