COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
-
The token is the new transistor… on steroids – Facts & implicationsApril 22, 2025 — Pierre Ferragu
-
Getting over Tariffs – Step back. Rethink. Move on. PUBLICApril 16, 2025 — Pierre Ferragu
-
Tariffs – How would a recession affect our coverage?April 15, 2025 — Pierre Ferragu
-
Getting over Tariffs – Step back. Rethink. Move on.April 11, 2025 — Pierre Ferragu
-
Tariffs. Figuring the right baseline to assess implicationsApril 4, 2025 — Pierre Ferragu
Events
-
Mar
27CommunicationsMarch 27, 2025 — LondonHosted by James RatzerWatch Replay -
Mar
14TechnologyMarch 14, 2025 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Aug
15TechnologyAugust 15, 2024Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jul
16TechnologyJuly 16, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
27TechnologyJune 27, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
11TechnologyJune 11, 2024 — VirtualHosted by Pierre FerraguWatch Replay
