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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RDDT/SHOP: DPA and Pixel integration should support RDDT Retail & SMB penetrationMay 28, 2026 — Dan Salmon
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META: How much juice is left “under the hood?” Lattice upgrade & ARM are bringing the next ad revenue boostsMay 27, 2026 — Dan Salmon
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GOOGL: New AI search ad formats are the standout from GML (+ read throughs for META, PINS, SNAP, TikTok)May 21, 2026 — Dan Salmon
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GOOGL: I/O delivers vs expectations – can GML bring monetization upside? (+ read throughs for SHOP, AMZN, META, SNAP)May 20, 2026 — Dan Salmon
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PINS: New “under the hood” ad model coming to Search, should support UCAN growthMay 14, 2026 — Dan Salmon
Upcoming Events
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Jun
10InternetJune 10, 2026 — VirtualEvent Details
