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: Reiterate Sell as revenue decelerating, and gross spend is likely worseMay 7, 2026 — Dan Salmon
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MTCH: Stable outlook with Tinder green shoots emergingMay 7, 2026 — Dan Salmon
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SHOP: GMV deceleration swamps improving AI narrativeMay 6, 2026 — Dan Salmon
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PINS: There are still more cards to play for our Top SMID PickMay 6, 2026 — Dan Salmon
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PINS: Reiterate Top SMID Pick; upward estimate revisions and multiple expansion aheadMay 4, 2026 — Dan Salmon