TD Cowen Insights · Wish You Were Here: Some Of What You Missed If You Didnt Make TD Cowen’s 45th Annual AD Conference Listen on Apple PodcastsListen on SpotifyListen on SoundCloud Roman Schweizer Aerospace and Defense Policy Analyst, Cai Von Rumohr, Aerospace, Defense Electronics, Government Services Analyst, and Gautam Khanna, Aerospace, Defense Electronics, Government Services…
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TD Cowen Insights · Rethinking The Management Of Pharmacy Benefits With Waltz Health Listen on Apple PodcastsListen on SpotifyListen on SoundCloud In this episode of theFutureHealth Podcast Series, Mark Thierer, Co-Founder and CEO of Waltz Health, and Jeff Park, President of Waltz Health join Charles Rhyee, Health Care Technology Analyst. They discuss the pharmacy benefit management (PBM)…
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 counter more dire views of slowing…
The TD Cowen Insights Fintech and payments have attractive secular growth trends despite disruption and digitization of financial services in recent decades. Ongoing innovation fuels growth. Our work is focused on major merchant acquirers/payfacs and is informed by ~40 proprietary industry interviews, colleagues across TD, and consumer data. Initiating Coverage on Fintech And Payments We initiate…
The TD Cowen Insight Since our 2021 launch in the EV charging sector, plenty has transpired. Supportive policies, new technology, new business models, MA, and general stock weakness have occurred over the last several years. The sector is now at a crossroads. A vast and reliable network of chargers is necessary to keep up with the…
The TD Cowen Insight Observability has become an increasingly important piece of the software stack as complexity and scale of data and applications increase the need for greater monitoring. Growth of data across the cloud, new AI applications, a wave of vendor consolidation, and greater barriers to entry are shaping a compelling dynamic for observability…
TD Cowen Insights · Understanding And Leveraging Healthcare DataListen on Apple PodcastsListen on SpotifyListen on SoundCloud On this episode of our FutureHealth Podcast Series, Paul Reuscher, vice president of clinical data products at Forian joins Charles Rhyee, health care technology analyst. They discuss how data and analytics have become increasingly engrained in the health care system…
TD Cowen Insights · The Evolution Scalability of Retail Marketplaces With CortinaListen on Apple PodcastsListen on SpotifyListen on SoundCloud In this episode ofTD Cowen’s Retail Visionaries Podcast Series, Keith George, co-founder CEO of Cortina speaks with Oliver Chen, retail luxury analyst. They discuss eCommerce as the next chapter for retail marketplaces, as influencers,
This spring, TD Cowen hosted its first Annual Sustainability Week.The event offered ESG portfolio managers, sector specialists, buyside sustainability teams, corporate managements, and venture capitalists the opportunity to gain from the breadth of ESG and sustainability-related resources available from TD Securities and TD Cowen. Over 160 leading companies, policy makers and other stakeholders participated in a…
The TD Cowen Insight We have created our 8th annual comprehensive primer on the Sustainability Energy Transition sector. Click here to see last year’s primer. Our Sustainability Energy Transition Primer aims to assist investors in navigating its complex and varied sub-verticals.
The TD Cowen Insight The automotive market is in the midst of two simultaneous, but connected, transformations: electrification and autonomy. Both require vehicle redesigns underpinned by innovation in analog/, digital, semiconductors, and software. These technological advances will determine value creation over the next…
The TD Cowen Insight We view generative AI (GenAI) as a monumental tech shift on par with the internet, a once-in-a-generation tech shift, with broad implications for stocks and society. Our inaugural report on GenAI features proprietary analysis on productivity gains and TAM,
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