Click here for updated data on the impact of COVID19 on medical technology spending. The Cowen Insight To judge COVID19s impact on U.S. hospital capital spending, we surveyed 30 hospital administrators whose duties include helping to manage capital budgets. Our survey findings point to a recovery timeline of about 12 months, which is…
175 Search Results for “covid-19”
THE COWEN INSIGHT The COVID19 economic crisis is leading to calls for a mortgage payment holiday so borrowers can skip payments without penalty. We see this as a mistake that would do more harm than benefit. Best option is to buttress stabilizers like immediate unemployment insurance and cash payments so borrowers can still pay.
The Cowen Insight COVID19 will impact media companies in temporary and permanent ways. The business outcomes for different media ecosystem players range from little to no impact, to temporary/transitory business pressure, to permanently lower growth. In the latter category, we expect TV advertising to suffer a significant and relatively permanent decline as digital share…
Cowen surveyed the 2,200+ participants at its 40th Annual Health Care Conference to gain views on the perception of COVID-19 human health risk, preparedness of the U.S. health care system, outlook for a vaccine or therapeutic, and risk to the U.S. economy.
THE COWEN INSIGHT Our latest survey of hospital administrators suggests that U.S. hospital capital spending will return to historical levels by mid- to late 2021. These findings suggest a slower-than-expected path back to historical capital spending levels. It also contrasts with industry commentary depicting all of 2021 as normal. We think companies will need to offer…
This video gives an overview of the Ahead of the Curve ® Series report, Closing Time: You Dont Have to Go Home, but You Cant Eat Here, which forecasts the consequence of restaurant closures due to COVID19. We identify public companies…
THE COWEN INSIGHT COVID19 is elevating the importance of broadband connectivity. We think any Stimulus-4 bill would include significant new funding for broadband buildout. COVID19 Elevates Broadband in Washington (Paul Gallant, Cowen Washington Research Group) The sudden shift to teleworking and tele-education due to COVID19 has spotlighted the critical importance of…
THE COWEN INSIGHT In our 4th annualeCommercestudy, we find the sector reflecting outsized growth. Our updated USeCommercevertical model suggests eCommerce sales will reach $1TN in ’22, roughly 2 years ahead of our prior estimate. This is likely because COVID19’s impact on consumer behavior has some permanence. We estimate USeCommercesales of $867BN in 20, +48%…
THE COWEN INSIGHT Our survey of 500+ consumers indicates a faster push toward contactless payment solutions, which we believe are at a tipping point with COVID19 as the catalyst. Mobile payments will be the biggest winner of changing consumer behavior, in our view. COVID19 Is The Catalyst To Change Consumer Payment Behavior The…
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 COVID19 is accelerating SaaS/Cloud migrations; while looming macro weakness could offset strong growth. Survey was positive for AWS Azure, as well…
THE COWEN INSIGHT The U.S should be better prepared for the next pandemic. We’ve analyzed public health infrastructure, response, and macro policies resulting from COVID19; surveyed consumers and epidemiologists; and curated a list of priorities for government and private entities…
The Cowen Insight We believe we are on the cusp of the most dramatic sea change in consumer behavior in generations, if not ever. Key drivers are: 1) COVID19 2) Gen-Z, and 3) sustainability. With that, in this report we lay the foundation for our Sustainable Food and Healthy Living coverage. Key investment considerations within…
Load More