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 4Q24 Model Update: Higher estimates & valuation as ad monetization rampsFebruary 19, 2025 — Dan Salmon
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RDDT First Take: Strong results, but not enough for high expectationsFebruary 12, 2025 — Dan Salmon
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TTD’s First Big Miss: Our initial thoughts on possible reasonsFebruary 12, 2025 — Dan Salmon
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PINS 4Q24 Model Update (Buy, target increases to $52 from $47)February 12, 2025 — Dan Salmon
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SHOP 4Q24 Model Update: Slightly raising estimates on beat and guide, target followsFebruary 12, 2025 — Dan Salmon