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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SHOP: Top Initiation Questions - FCF margin guidance, Enterprise GMV -> Revenue, Attach Rate upsideJanuary 16, 2025 — Dan Salmon
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NFLX #1 Question: Can the Ad business more than double in 2025?January 15, 2025 — Dan Salmon
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Expert Call Recap: What's Next for the TikTok Ban?January 14, 2025 — Dan Salmon
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SHOP: Initiating Coverage with a Neutral rating and $115 targetJanuary 10, 2025 — Dan Salmon
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PINS #1 Question: F&B headwinds – could TTD be part of the answer?January 6, 2025 — Dan Salmon
Upcoming Events
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Jan
21InternetJanuary 21, 2025 — VirtualEvent Details