COMPANY
Cisco
CSCO:US
Primary coverage by Pierre Ferragu
Research
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How profitable is AI Cloud? Diving into the disclosures of MicrosoftJune 18, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q25June 18, 2025 — Pierre Ferragu
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Bible 1Q25 - Enterprise IT: AI drives Cloud growth, SaaS not reaccelerating, Legacy back to secular growthJune 17, 2025 — Pierre Ferragu
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Growth in Public Cloud : Where from? What’s next?June 17, 2025 — Pierre Ferragu
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Oracle 4FQ25: Cloud demand outstripping supply, driving strong revenue growthJune 12, 2025 — Pierre Ferragu
Events
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Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
21TechnologyJune 21, 2022Hosted by Pierre FerraguWatch Replay -
Apr
19TechnologyApril 19, 2022Hosted by Pierre FerraguWatch Replay -
Jul
21TechnologyJuly 21, 2021Hosted by Pierre FerraguWatch Replay -
Jun
30 -
May
12TechnologyMay 12, 2021Hosted by Pierre FerraguWatch Replay -
Mar
31 -
Feb
4TechnologyFebruary 4, 2021Hosted by Pierre FerraguWatch Replay -
Apr
17TechnologyApril 17, 2020Hosted by Pierre FerraguWatch Replay -
Sep
5TechnologySeptember 5, 2019Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
May
4