COMPANY
Cisco
CSCO:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 4Q25March 31, 2026 — Pierre Ferragu
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Bible 4Q25 - Enterprise IT: Legacy outlook improving, SaaS growth stable, Cloud services keep acceleratingMarch 26, 2026 — Pierre Ferragu and Antoine Chkaiban
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Bible 4Q25 - Hyperscale & Cloud: continued capex revisions; visibility improving materially for 2027 & 2028March 23, 2026 — Pierre Ferragu and Antoine Chkaiban
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The Citrini report: a revival of Marxism.February 26, 2026 — Pierre Ferragu
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Auto and industrial recovery, Semicap, Arista, Cisco, and more. Tech weekly wrap-upFebruary 17, 2026 — 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 Ferragu and Antoine ChkaibanWatch 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
