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.
26 Search Results for “5g”
Vinni Trehan is a Managing Director in Cowen’s investment banking group, specializing in the networking and communications sectors.
One of the most exciting themes across TMT that is coming is the highly compelling yet unknown transformational impacts of 5G. In this report, we provide a framework for how to start thinking about 5G including key attributes, expected roll-outs, and potential use cases, as well as 19 detailed responses from companies across TMT to a 5G-focused questionnaire we administered late last year.
“True” 5G is expected to expand the use case of a wireless network meaningfully. This, however, will require significant investment in SA (standalone) 5G equipment, edge nodes/C-RAN, optical infra., small cells, and mmWave spectrum, which remains early going. The best way to invest in 5G at this still early stage is fiber/small…
The TD Cowen Insight There is a paradigm shift. The cloud is taking over core network functions for telcos, enabling a $30B+ greenfield opportunity called private networks. Telcos stand to win, but a key debate is over how much share cloud providers take. We provide a framework around the “Telco vs. Cloud” debate, Private Networks,
This is part one of a five part series on edge computing with a focus on communications services and cloud/internet. 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 resources back closer to the…
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 resources back…
This is part three of a five part series on edge computing with a focus on storage and networking. THE COWEN INSIGHT Edge computing will spur storage and networking investment outside of traditional data center architectures. Decentralized compute resources at the edge will fuel demand for data fabric enablers and low-latency storage solutions. Burgeoning demand for…
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 on a…
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