COMPANY
Palo Alto Networks
PANW: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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Autos & industrials, OpenAI/io deal, NVLink Fusion, AI cloud & capex, and more.May 27, 2025 — Pierre Ferragu
Events
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Sep
12TechnologySeptember 12, 2022Hosted 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