Jason Helfstein

Jason Helfstein heads internet research at Oppenheimer & Co., focusing primarily on digital advertising platforms, social media companies, and e-commerce. His research has been particularly influential in the digital advertising technology space, covering the Google and Meta advertising duopoly, emerging advertising platforms including Amazon and TikTok, and the programmatic advertising ecosystem. He tracks the monetization evolution of social media platforms and the competitive dynamics of the digital advertising market. Oppenheimer may be smaller than the bulge-bracket banks, but its internet research under Helfstein has carved out a respected niche in the media and advertising technology coverage universe. Helfstein's channel checks with advertising agency buyers and direct-response marketers provide his institutional clients with early signals on platform monetization trends ahead of quarterly earnings reports.