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Cowen On The Road, Automate In Motion

Joseph Giordano, Diversified Industrials, Automation, and Robotics Analyst, reports from the show floor at Automate 2022, where he interviews executives across the robotics automation industry. Despite entering a potential recession, outlooks remain confident on customer ability and willingness to spend on robotics automation tech as humancentric…

Oh The Places You’ll Go With Nuro

Cowen · Cowen Insights | Oh The Places You’ll Go With NuroListen Now on AppleListen Now on SpotifyListen Now on Soundcloud On this episode of Cowen Insights, Nuro’s Head of Partnerships Cosimo Leipold joins Cowens Restaurant Analyst Andrew Charles to discuss Nuro’s mission and journey as the company’s robotic technology disrupts restaurant delivery. Press play to listen to…

Deus Ex Machina Part IV, Robotics as Tools in Climate Fight

THE COWEN INSIGHT This is part IV of a collaborative series examining the global robotics landscape see parts one, two, and three. Climate change is a universal threat that companies are now beginning to formally prepare for and combat. The tools employed will be broad.

50 Years of Innovative Ideas: Cowen’s TMT Conference

The year was 1972. The Magnavox Odyssey had just become the first commercial video game console, and Hewlett-Packard released the HP-35, the world’s first handheld scientific calculator. It was also the year that Bell Labs invented C programming language, and Atari released Pong. At…

Livin’ on the Edge II: Accelerating Toward the Edge

The Cowen Insight In 2020, the Cowen Research TMT team identified edge cloud computing as a critical thematic for investors to monitor in a five-part, 300+ page Ahead of the Curve® Report series. We refresh our primer with a focus on framing opportunities in edge client devices and edge-enabled services. We also provide updates on whats…

Future of Sustainability Is Collaboration

Cowen · Cowen Insights | Sustainability With Collaboration TransparencyListen Now on AppleListen Now on SpotifyListen Now on Soundcloud Martijn van der Zee, Chief Merchandising and Sustainability Officer of CA speaks with Oliver Chen, Retail Luxury Analyst about key advances in apparel manufacturing sustainability, consumer insights, and expectations for progress in the industry. Press play to listen…

Cowen 2nd Annual Digital Dining Summit Highlights

Andrew Charles, Restaurants Analyst shares highlights from Cowen’s 2nd Annual Digital Dining Summit: Revolution in Restaurant Innovation, which took place on May 27, 2021. The highlights cover the Cowen Research outlook for restaurant sales. It also contains discussion around investments in technology such as AI, robotics and drones, and…

Graduation Season

Cowen · Cowen Insights | Graduation SeasonListen Now on AppleListen Now on SpotifyListen Now on Soundcloud In this episode, Larry Wieseneck, Co-President, Cowen Company speaks with David Erickson, a former colleague and a Senior Fellow at Wharton Business School. They discuss returning to the office, being adaptable and flexible in changing circumstances, and taking ownership of your career.

Deus Ex Machina, Part III

THE COWEN INSIGHT This is part III of a collaborative, multipart series examining the global robotics landscape (see Parts I and II). Robotic development toward more complex tasks is far more symbiotic with human behavior than most likely appreciate. Human capital replacement was always the fear, but increasingly the relationship is inextricably intertwined. Part III focuses on human/robot collaboration (cobots) and augmentation. Our joint survey…

Cobots Provide Potential Market Augmentation for Robotics

The Cowen Research robotics team explores growth in the cobot (or collaborative robot) market in the Ahead of the Curve report, Deus Ex Machina, Part III. They collaborated with Teradyne, Sarcos Robotics, MassRobotics and Cowen Washington Research Group to identify cobot applications, determine…

Automating Online Grocery | Elram Goren, CEO, Fabric

Cowen · Cowen Insights | Automating Online Grocery Featuring Fabric’s CEO Elram GorenListen Now on AppleListen Now on SpotifyListen Now on Soundcloud Elram Goren, CEO ofFabricspeaks with Oliver Chen, Retail Luxury Analyst. They discuss the future ofonline grocery, the role ofrobotics, automation softwarein on demand supply chain management and how this impacts financial sustainability…

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