The TD Cowen 54th Annual Technology, Media & Telecom Conference takes place Wednesday, May 27, 2026, at the Intercontinental New York Barclay in New York City. One of the longer-running institutional gatherings in the TMT investment calendar, the conference brings together senior executives and equity analysts for a single-day program of presentations, fireside chats, and investor meetings across the technology, media, and telecommunications sectors.
Confirmed presenters reflect the breadth of the conference mandate. Take-Two Interactive Chairman and CEO Strauss Zelnick opens the day in a fireside chat format at 10:15 a.m. ET, representing the interactive entertainment sector in the weeks following the company’s fiscal year 2026 earnings report. Cogent Communications CEO Dave Schaeffer presents at 1:15 p.m. ET, continuing a conference circuit that included the J.P. Morgan TMC event in Boston earlier in the month. Seagate and CEVA, the semiconductor IP licensor, are also among confirmed participants, extending the program into storage hardware and chip architecture.
The single-day format compresses what would otherwise be a multi-day schedule into a dense sequence of back-to-back sessions, a structure favored by companies seeking concentrated investor exposure without extended travel commitments. Webcasts for individual presentations are available through respective investor relations portals, with replays typically archived for 90 days.
At its 54th edition, the TD Cowen conference holds a different position in the institutional calendar than the larger J.P. Morgan event that precedes it: narrower in scope, more focused on equity research relationships, and more likely to surface mid-cap and emerging-sector names alongside established TMT incumbents. The Intercontinental Barclay, a fixture for financial events in Midtown Manhattan, provides the setting.
The concentration of major TMT investor conferences in a single May week — J.P. Morgan in Boston followed by TD Cowen in New York — reflects the industry’s post-earnings-season rhythm, as companies emerge from Q1 reporting cycles and begin structured investor outreach ahead of the summer.