COMPANY
SoftBank
9984:JP
Primary coverage by Pierre Ferragu
Research
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The Great Replatforming, part I – the Special TheoryJune 26, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q25June 18, 2025 — Pierre Ferragu
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Autos & industrials, OpenAI/io deal, NVLink Fusion, AI cloud & capex, and more.May 27, 2025 — Pierre Ferragu
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SoftBank: early exposure to OpenAI at a 60%discount. Buy, ¥11,200 Target Price.May 23, 2025 — Pierre Ferragu
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Tier 2 AI capex, PC pull ins, Cisco downgrade. Our weekly wrap-up.May 19, 2025 — Pierre Ferragu
Events
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Aug
22TechnologyAugust 22, 2023Hosted by Pierre Ferragu and Rolf BulkWatch Replay -
Aug
15TechnologyAugust 15, 2023 — VirtualHosted by Rolf Bulk and Pierre FerraguWatch Replay -
Feb
15TechnologyFebruary 15, 2022Hosted by Pierre FerraguWatch Replay -
Jul
16TechnologyJuly 16, 2020Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
May
23TechnologyMay 23, 2019Hosted by Pierre FerraguWatch Replay -
Apr
27TechnologyApril 27, 2019Hosted by Pierre FerraguWatch Replay -
Mar
11TechnologyMarch 11, 2019Hosted by Pierre FerraguWatch Replay
