Themes 2022

Software

The COVID pandemic has meaningfully accelerated enterprise software innovation and adoption, ushering in a new wave of computing frameworks and applications that will set a compelling course for growth and innovation for years to come. Software and new development approaches are enabling enterprises to improve collaboration, automation, efficiency, security, talent acquisition, payments solutions, data insights, and productivity. This has translated into massive shareholder value creation.

What we’re watching

97%

of participants in Cowen’s proprietary survey expect their organization to materially increase RPA spending over the next 2-3 years

$200B

Cowen estimated TAM for global talent acquisition

$83.7B

venture capital funding activity in AI from January – September 2021 according to Pitchbook