COMPANY
Intel
INTC:US
Primary coverage by Pierre Ferragu
Research
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Bible 1Q26 - PCs: OEM revenues outperform on pull-ins; brace for a tough 2H as memory prices kill demand.June 15, 2026 — Pierre Ferragu and Antoine Chkaiban
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Bible 1Q26 - Hyperscale & Cloud: visibility improving; agentic AI drives CPU demand; supply constraints across the board.June 9, 2026 — Pierre Ferragu and Antoine Chkaiban
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Nvidia into PC? A $550m TAM for ARM; but unlikely to be fully, or even in majority capturedJune 2, 2026 — Pierre Ferragu
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What does Nvidia's $20bn CPU guide imply for agentic CPU adoption?May 26, 2026 — Pierre Ferragu and Antoine Chkaiban
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Technology Infrastructure Earnings Wrap-up – week ending April 24thApril 27, 2026 — Pierre Ferragu
Events
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Apr
10TechnologyApril 10, 2026 – April 10, 2026 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Oct
6TechnologyOctober 6, 2025 — VirtualHosted by Pierre FerraguWatch Replay -
Mar
13TechnologyMarch 13, 2025 — VirtualHosted by Peter Vogel and Rolf BulkWatch Replay -
Feb
25TechnologyFebruary 25, 2025 — VirtualHosted by Pierre FerraguWatch Replay -
Dec
17TechnologyDecember 17, 2024Hosted by Pierre Ferragu, Ben Harwood and Antoine ChkaibanWatch Replay -
Oct
11TechnologyOctober 11, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Sep
26TechnologySeptember 26, 2024Hosted by Pierre FerraguWatch Replay -
Aug
28TechnologyAugust 28, 2024Hosted by Pierre FerraguWatch Replay -
Apr
10TechnologyApril 10, 2024 — VirtualHosted by Antoine ChkaibanWatch Replay -
Mar
14TechnologyMarch 14, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
17TechnologyJanuary 17, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Oct
11TechnologyOctober 11, 2023 — VirtualHosted by Pierre FerraguWatch Replay -
Sep
14TechnologySeptember 14, 2023Hosted by Pierre FerraguWatch Replay -
Nov
14TechnologyNovember 14, 2022Hosted by Pierre FerraguWatch Replay -
Oct
24TechnologyOctober 24, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
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Apr
19TechnologyApril 19, 2022Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Mar
25TechnologyMarch 25, 2022Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Nov
5 -
Oct
26 -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Aug
17TechnologyAugust 17, 2021Hosted by Pierre FerraguWatch Replay -
Jul
21TechnologyJuly 21, 2021Hosted by Pierre FerraguWatch Replay -
Jun
15TechnologyJune 15, 2021Hosted by Pierre FerraguWatch Replay -
May
20TechnologyMay 20, 2021Hosted by Pierre FerraguWatch Replay -
Mar
26TechnologyMarch 26, 2021Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Feb
12TechnologyFebruary 12, 2021Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
29TechnologyJanuary 29, 2021Hosted by Pierre FerraguWatch Replay -
Jan
20TechnologyJanuary 20, 2021Hosted by Pierre FerraguWatch Replay -
Jul
16TechnologyJuly 16, 2020Hosted by Pierre FerraguWatch Replay -
Jun
30TechnologyJune 30, 2020Hosted by Pierre FerraguWatch Replay -
Jun
12TechnologyJune 12, 2020Hosted by Pierre FerraguWatch Replay -
May
28TechnologyMay 28, 2020Hosted by Pierre FerraguWatch Replay -
May
6TechnologyMay 6, 2020Hosted by Pierre FerraguWatch Replay -
Sep
24TechnologySeptember 24, 2019Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Jan
21TechnologyJanuary 21, 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
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May
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