
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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META/RDDT: FTC vs META begins today – why we think a new RDDT ad tool could impact the case (and RDDT ad revenue)April 14, 2025 — Dan Salmon
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META: Ad recession outperformer? Look under the hood for a scaling law GEM…April 11, 2025 — Dan Salmon
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GOOGL Cloud Next: Implications of Tariff commentary, 2025 Capex reiteration, and the new TPUv7April 9, 2025 — Dan Salmon
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CALL SLIDES: Potential revenue for Meta AI? $5B to $54B by 2030April 8, 2025 — Dan Salmon
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Google Cloud Next Preview: Tariffs, TPUs, and Taking ShareApril 8, 2025 — Dan Salmon