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Recorded on 03/04/22
Cowen’s Thematic Outlook Podcast Series focuses on emerging growth and disruptive innovation and is hosted by Cowen Head of Thematic Content Bill Bird. The first episode features Cowen Software analyst Derrick Wood in a discussion that centers on Customer Data Platforms (CDPs), one of the highest-growth sub-sectors in software. After years of incubation, the CDP market has hit an inflection point, and Cowen believes the market can grow >4x between now and 2026. Hosted by Bill Bird, Cowen's Head of Thematic Content.
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