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Livin on the Edge, Part 3: Storage & Networking

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 demand…

One Vision, Many Paths; Defining “True” 5G

“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,

Leaders, Legends & Luminaries: Conversation with Tom Leighton, CEO & Co-Founder, Akamai

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 early days of the company, and building and maintaining company culture. They also speak about pivotal…

Small and Medium Business Payroll Software Survey

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 candidates for these SaaS products and their implication for future growth. Press play below to…

Livin on the Edge, Part 4: Bringing Analytics & Business Logic to Edge Compute

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…

9th Annual Public Cloud Survey

John Blackledge, Internet Analyst and J. Derrick Wood, CFA, Enterprise Software Analyst discuss their recent Ahead of the Curve Series® Report, Public Cloud IX: Cloud Migration Continues Apace. They share results from their public cloud survey with IT professionals responsible for decisions on IT purchases throughout the US, UK, Germany, France, and Italy. Press play…

Snowflake – 9/16/2020

Snowflake, Inc. provides a cloud data platform, which leverages the public cloud and enables customers to consolidate data into a single source of truth to drive business insights, build data-driven applications, and share data. The platform enables customers to unify and query data to support a wide variety of use cases. The platform also provides…

Healthcare Digital Transformation | Heather Cox, Humana’s Chief Digital Health & Analytics Officer

Heather Cox, Chief Digital Health Analytics Officer of Humana speaks with Charles Rhyee, Cowen Health Care Technology Analyst. They discuss the parallels between the digitization of financial services and healthcare and how lessons learned in financial services can improve healthcare technology and increase patient convenience. They also speak about how Humana is leveraging technology…

Grid Dynamics – 6/30/2021

Grid Dynamics is a leading global digital engineering and information technology (“IT”) services provider with its headquarters in Silicon Valley and engineering centers in the United States and multiple Central and Eastern European countries. Grid Dynamics’ core business is to deliver focused and complex technical consulting, software design, development, testing and internet service operations. Grid…

Zayo Group Holdings – 3/12/2015

Zayo owns about 130,000 route miles of fiber, which underlies most of its business and is in over 400 markets throughout the U.S., Canada, and Europe. In its biggest segment, Fiber Solutions, Zayo leases dark fiber on long-term contracts primarily to communications service providers. In its Transport and Enterprise Networks segments, Zayo similarly leases fiber…

Xtera Communications – 2/14/2017

Xtera is a leading provider of high-capacity, cost-effective optical transport solutions, supporting the high growth in global demand for bandwidth. Xtera sells solutions to telecommunications service providers, content service providers, enterprises and government entities worldwide. Xteras proprietary Wise Raman™ optical amplification technology leads to capacity and reach performance advantages over competitive products. Xteras solutions enable…

Xtera Communications – 11/12/2015

Xtera is a leading provider of high-capacity, cost-effective optical transport solutions, supporting the high growth in global demand for bandwidth. Xtera sells solutions to telecommunications service providers, content service providers, enterprises and government entities worldwide. Xteras proprietary Wise Raman™ optical amplification technology leads to capacity and reach performance advantages over competitive products. Xteras solutions enable…