This is part three of a five part series on edge computing with a focus on storage and networking. THE COWEN INSIGHT Edge computing will spur storage and networking investment outside of traditional data center architectures. Decentralized compute resources at the edge will fuel demand for data fabric enablers and low-latency storage solutions. Burgeoning…
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“True” 5G is expected to expand the use case of a wireless network meaningfully. This, however, will require significant investment in SA (standalone) 5G equipment, edge nodes/C-RAN, optical infra., small cells, and mmWave spectrum, which remains early going. The best way to invest in 5G at this still early stage is fiber/small cell service providers,
Cowen · Cowen Insights | The Emerging Modern Customer Engagement StackListen on Apple PodcastsListen on SpotifyListen on SoundCloud Derrick Wood, Software Analyst speaks with Bill Bird, Head of Thematic Research about customer data platforms (CDPs), one of the highest-growth sub-sectors in software. This is the first episode of Cowen’s Thematic Podcast Series which focuses on…
THE COWEN INSIGHT Our 8th annual report on the Public Cloud market based on a survey of 644 company respondents provides insight on a range of topics including: cloud spending trends workload migration dynamics vendor positioning COVID-19 is accelerating SaaS/Cloud migrations; while looming macro weakness could offset strong growth. Survey was positive for AWS Azure, as…
This is part four of a five part series on edge computing with a focus on software and security. THE COWEN INSIGHT Edge computing targets use cases that are not well-addressed by the cloud, most often because of networking and latency constraints. By combining real-time data from edge devices with analytical transactional processing, new…
Cowen · Cowen Insights | The Birth Future of AkamaiListen on Apple PodcastsListen on SpotifyListen on SoundCloud Tom Leighton, CEO Co-Founder of Akamai speaks with Colby Syneseal, Cowen Communications Infrastructure and Telecom Services Analyst on this podcast episode. They discuss Tom’s experience as a professor, founding Akamai with co-founder Daniel Lewin, lessons learned in…
The TD Cowen Insight There is a paradigm shift. The cloud is taking over core network functions for telcos, enabling a $30B+ greenfield opportunity called private networks. Telcos stand to win, but a key debate is over how much share cloud providers take. We provide a framework around the “Telco vs. Cloud”…
Bryan Bergin, Cowen’s IT and business services analyst, discusses his Ahead of the Curve report, SMB Payroll Survey: Fertile Ground For Cloud. In this video, he identifies SMB market opportunities for cloud payroll software. He shares estimated data on prime…
The TD Cowen Insight In this report, we discuss storage industry dynamics while focusing on heat-assisted magnetic recording (HAMR) and cloud service providers’ decision-making process in choosing their HDD/SSD mix. HAMR HDDs represent a significant technological advancement that will allow hard disk drives (HDDs) to compete against Enterprise solid-state drives (SSDs) in the data…
This is part one of a five part series on edge computing with a focus on communications services and cloud/internet. THE COWEN INSIGHT The next wave of computing is coming to the edge. Just as the cloud moved processing, networking, storage, memory, and software into centralized locations, edge computing will bring these resources back closer…
The TD Cowen Insight Observability has become an increasingly important piece of the software stack as complexity and scale of data and applications increase the need for greater monitoring. Growth of data across the cloud, new AI applications, a wave of vendor consolidation, and greater barriers to entry are shaping a compelling…
THE COWEN INSIGHT We surveyed nearly 1,000 HR professionals, owners, and executives at US SMBs with purchasing decision responsibility for payroll processing methods to determine the addressable market opportunity for cloud/SaaS payroll software vendors. The results suggest a better-than-expected addressable market opportunity still exists for cloud payroll software solutions. We estimate 40% or ~510k organizations…
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