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Joseph Giordano

Joseph Giordano joined Cowen in 2013 as part of the acquisition of Dahlman Rose and currently covers the industrials & flow control space.

Robotics

TD Cowen and MassRobotics are collaborating to bring together our extensive market knowledge to advance research into the emerging Robotics and Artificial Intelligence industry. MassRobotics is a global hub in Robotics, representing engineers, rocket scientists and entrepreneurs focused on the needs of the Robotics community.

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)…

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…

Deux Ex Machina Part V: Robotics In Agriculture 

The TD Cowen Insight This is part V of a collaborative series examining the global robotics landscape. As the world looks to feed a growing population of risingwealth and accompanying tastes in an environment of increasingly scarce resources, robotics will be a key tool utilized to deliver maximum output efficiency. Deployment is still in…

Deus Ex Machina, Part 1

Part I of a collaborative, multi-part series examining the global robotics landscape. As robots continue to evolve from programmed pieces of hardware used to accomplish simple tasks towards vision based, adaptive tools to increase broader process efficiency, it opens up new investment opportunities in a rapidly changing environment that is being defined today. Part I focuses on industrial robots.

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…

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

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…

Robotics

$800M TO $8B+…

COVID-19 Lockdown Proving the Case for Logistics and Supply Chain Robotics

Listen on Apple PodcastsListen on SpotifyListen on SoundCloud Joseph Giordano, Cowen’s robotics analyst speaks with Daniel Theobald, Founder and CEO, Vecna Robotics Co-founder/President, MassRobotics and Karen Leavitt, Chief Marketing Officer at Locus Robotics. They discuss the adoption and scaling of robotic systems in warehouses, the impact of stay-at-home orders, growth of eCommerce…

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