Jared Levine

Jared Levine is a Vice President and equity research analyst covering the Human Capital Management (HCM) sector.

Bryan Bergin

Bryan Bergin is a Managing Director and senior research analyst within TD Cowen's equity research group.

Cowen Human Capital Management Survey: Resiliency Evident

THE COWEN INSIGHT Our Human Capital Management (HCM) survey of 2,515 respondents covers SMB and enterprise organizations. The report shows HCM spending trends, adoptions rates, switching intentions, and vendor positioning. The data reflects resiliency in HR tech spend over 2H22-1H23. 46% of all organizations cited increasing HR tech spend y/y, versus just 8% decreasing…

TD Cowen 2023 Human Capital Management Survey

The TD Cowen Insight TD Cowens 2023 Human Capital Management (HCM) Survey relays spending trends, adoption rates, switching intentions, and vendor positioning for 2,310 respondents in SMB, mid-market, and enterprise organizations. Survey results suggest stability in HR tech spend in 2H23- 1H24. Resilient human capital management solution spending indications…

Help Wanted! Talent Acquisition Tech is an Emerging Public Market

THE COWEN INSIGHT Talent acquisition tech represents the next major investable universe within human capital management with staying power in the public markets as a separate class of companies. Talent acquisition has become a top priority with growing acknowledgement that talent represents organizations most significant asset. The pandemic has introduced further challenges to…

Human Capital Management Summit

Our inauguralHuman Capital Management Summitexplores key trends in the Human Capital Management industry. We aim to provide investors with a better understanding of how secular technology modernization demand and labor market dynamics will impact HCM solution providers’ addressable opportunity and growth potential. The conference features fireside chats, topical panels,

SMB Payroll Survey: Fertile Ground for Cloud Penetration

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 as prime…

RPA/IA Growth Is Durable: Cowen RPA Survey

In this video, Bryan Bergin, IT Business Services, Human Capital Management, and Enterprise Automation Analyst discusses his latest Ahead of the Curve Series® Report, RPA/IA Insights Vol 26: Higher Growth at Larger Scale + Cowen RPA Survey. He discusses…

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

Cowen · Cowen Insights | Healthcares Digital Revolution with Heather CoxListen on Apple PodcastsListen on SpotifyListen on SoundCloud In this episode of TD Cowen’s FutureHealth Podcast Series, 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…

TD Cowen’s Biotech Decoded Podcast Series

Biotech Decoded takes listeners behind the scenes of the biotechnology industry. Hosted by Yaron Werber, TD Cowen’s Biotechnology Analyst, Biotech Decoded looks at the intricacies of managing a successful biotech, from navigating mergers acquisitions to discussing what it takes to be an effective biotech leader. Guests include management teams from leading biotechnology…

U.S SMB HCM Market: Durable Growth is Overlooked

THE COWEN INSIGHT Both the payroll landscape, which remains fragmented, and the massive opportunity for spending beyond payroll are underappreciated growth drivers for the US SMB HCM market. A durable growth outlook estimated annual MSD TAM expansion, HSD+ industry revenue growth,

Deus Ex Machina, Part II – Robotics in the Warehouse/Logistics Market

Executive Summary – Joe Giordano Part II of our robotics series dives into the fast-growing warehouse/logistics market (see Part I, focused on traditional industrial robotics, HERE), which World Robotics expects to expand from ~$4B today to over $22B by 2022. We leveraged our recent partnership with MassRobotics – a leading, non-profit hub for robotics startups –…

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