
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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CALL SLIDES: Unprecedented Capex. Can Clouds deliver the AI returns?March 21, 2025 — Dan Salmon
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GOOGL + Wiz: Implications for GCP’s cyber offering, Blair’s thoughts on deal pathMarch 18, 2025 — Dan Salmon
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GOOGL/AMZN/META: What does all this AI capex mean for D&A?March 18, 2025 — Dan Salmon
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GOOGL/AMZN: Updated Bottom-Up AI Revenue Builds for AWS & GCPMarch 11, 2025 — Dan Salmon
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From DeepSeek to Manus and More to Come: Framing AI Innovation Headlines for GOOGL, AMZN and METAMarch 10, 2025 — Dan Salmon
Upcoming Events
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Apr
2InternetApril 2, 2025 — VirtualEvent Details