Edward Rubin, Managing Director, Technology, Media Telecom, who leads Cowen’s Communications Infrastructure investment banking effort writes an article for InterGlobix about the evolution of the sector from the early 2000s to today. He explores how disruptive technologies have shaped the landscape and the role of growth-oriented middle-market companies in the middle of the U.S.
In this episode Cowen’s Communications Infrastructure and Telecom Services analyst Colby Synesael spoke with Brady Rafuse, CEO of euNetworks. They discuss the value of hard work (still), the success of so many Level 3 alums, keeping the service offering simple, and above all else, staying humble. Press play to listen to the podcast. Transcript Speaker…
The Cowen Insight We present our proprietary analysis of electric grid CapEx with the initiation of coverage for electric grid and communications infrastructure (EC). We see an inflection in infrastructure spending approaching, particularly for the electric grid and communications. This creates a very attractive backdrop for EC services. With the help of Cowens TMT and…
Julie Wainwright, CEO Founder of The RealReal speaks with Oliver Chen, Retail Luxury Analyst. They discuss the state of the recommerce market and its implications on the growing focus of Environmental, Social, Governance (ESG) standards, drivers of growth in the resale market, and top priorities for sustainability. They also discuss inclusion diversity…
Every industry lives and dies by innovation, and the financial industry is no exception. By offering new products and solutions, the financial industry helps companies access the capital they need to develop breakthrough technologies that create jobs and grow the economy. The ongoing innovation evolution in financing generates efficiencies and invariably lowers the cost of…
Dr. Peter Rasmussen, Chief Clinical Officer of the Cleveland Clinic/AmWell Digital Health Joint Venture joins Charles Rhyee, Healthcare Technology Analyst. They discuss the origin of telehealth at Cleveland Clinic, the drivers for adoption, and continued growth during the COVID-19 pandemic. They also speak about how the nonenforcement of state licensure agreements amid COVID-19 has affected…
At Cowen, we are deeply committed to Sustainability, one of our core values and a guidepost for all we do for clients and as investors. In a new series of commentaries, we delve into the vision of a more Sustainable future. Drawing from our in-depth research and thought leadership across the firm, we will explore Sustainability…
In this episode, Steve Smith, Managing Director at GI Partners and former CEO at Equinix speaks with Colby Synesael, Communications Infrastructure Telecom Services Analyst. They discuss his transition from the military to business, his time at Equinix, and qualities of good leaders. They also speak about the communications infrastructure sector, its changing ecosystem, and…
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…
THE COWEN INSIGHT The U.S.-China relationship has irrevocably changed, exacerbated by COVID-19 and its aftershocks. Tensions will increase through the election, and the next administration Congress could face immediate challenges. Washington policy risk is high across multiple sectors from executive orders, regulation, and legislation. The Cowen WRG policy team and 12 sector analysts collaborated…
This is part five of a five part series on edge computing with a focus on end-devices services enabled by edge computing. 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…