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    Dan Salmon

    Partner and Lead Analyst at New Street Research

    Dan Salmon is a Partner and Lead Analyst at New Street Research, heading the US Internet research team with a focus on covering major digital advertising, streaming, and eCommerce firms including Meta, Trade Desk, Shopify, and Amazon. Renowned for his pioneering analysis of Amazon’s advertising business and expertise in digital advertising, Salmon has consistently delivered influential investment insights across the technology, media, and telecommunications (TMT) sector. Following 18 years as Managing Director at BMO Capital Markets leading US Internet & Media research, he joined New Street Research in October 2022, building on earlier analyst experience at Citi. A Princeton University graduate, Salmon is recognized as an industry authority, though records of FINRA registration or securities licenses are not publicly available.

    Dan Salmon's questions to Snap (SNAP) leadership

    Dan Salmon's questions to Snap (SNAP) leadership • Q2 2025

    Question

    Dan Salmon requested a deeper analysis of Snap's small and medium customer (SMC) base, asking about advertiser count growth, which ad products are gaining traction, and the future product roadmap for this segment.

    Answer

    CEO Evan Spiegel confirmed that the SMC segment was the largest contributor to Q2 ad revenue growth, driven by better go-to-market operations and simplified ad tools. He highlighted that AI-powered automation features like smart bidding, budget optimization, and auto-targeting are providing a significant lift for smaller advertisers by simplifying campaign management and improving performance.

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    Dan Salmon's questions to Snap (SNAP) leadership • Q2 2025

    Question

    Dan Salmon requested more details on Snap's small and medium customer (SMC) base, including advertiser count growth and which ad products are gaining the most traction with this segment.

    Answer

    CEO Evan Spiegel identified the SMC segment as the largest contributor to ad revenue growth in Q2. He attributed this success to improved go-to-market operations and simplified ad products. He highlighted that AI-powered automation tools, such as smart bidding, budget optimization, and auto-targeting, are particularly beneficial for smaller advertisers.

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    Dan Salmon's questions to Reddit (RDDT) leadership

    Dan Salmon's questions to Reddit (RDDT) leadership • Q3 2024

    Question

    Speaking for Dan Salmon of New Street Research, an associate asked for an update on the go-to-market strategy for data licensing, covering both large language model trainers and enterprise-size customers.

    Answer

    COO Jen Wong described a 'barbell' strategy: engaging a small group of AI model trainers in an evolving landscape, and a larger number of marketing intelligence and vertical-specific firms for smaller deals. For the latter, the strategy involves working with clients to demonstrate the value of Reddit's data to their own end customers, thereby growing the business through proven insights.

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