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 already tight…

Conversation with euNetworks CEO Brady Rafuse

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 Future of Retail with QVC, Livestreaming’s O.G.

Mike George, President CEO and Jeff Davis, CFO of Qurate Retail Group (QVC, Zulily, HSN) speak with Oliver Chen, Retail Luxury Goods Analyst. Qurate Retail is a pioneer in livestreaming and virtual shopping, which were key communication methods during COVID-19. They discuss Qurate at the forefront of live shopping, initially on television and…

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 advances in robotic process automation (RPA) and other process automation software as well as current…

Can Sustainability Intersect with Luxury? | Julie Wainwright, TheRealReal CEO

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…

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…

Digital Health for Chronic Conditions: A Conversation with the CEO of Omada Health

Charles Rhyee, Cowen’s Healthcare Technology analyst speaks with Sean Duffy, Co-founder and CEO of Omada Health, a digital care company that supports patients with pre-diabetes, type 2 diabetes, hypertension, behavioral health and musculoskeletal disorders via data-powdered human coaching, connected devices and curriculum. In this episode they discuss digital chronic care management, Omada’s partnership with Abbott…

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…

The 2020 Paradigm Shift

Reprinted with permission from HFM Global. Theres nothing like a crisis of unimaginable proportions to test firmly held beliefs and the most elaborately considered contingency plans. As recently as six months ago, conventional wisdom held that younger people, whether single or married with children, were increasingly going to flock to large urban areas where the…

FutureHealth Podcast Series

THE COWEN INSIGHT Cowen explores the convergence of health care, technology, and consumerism and how it changes the way we look at health care at our annual FutureHealth Conference. We bring together thought-leaders, innovators and investors across sectors to get the most up-to-date views on the current landscape. In conjunction with this year’s conference, our…

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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