COMPANY
Apple
AAPL:US
Primary coverage by Pierre Ferragu
Research
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GOOGL: Distribution deals, Chrome & Android are all safe. Antitrust Bear Case erased.September 2, 2025 — Dan Salmon
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The Great Replatforming, Part II – The General Theory. Could Jensen just be reasonably optimistic?August 29, 2025 — Pierre Ferragu
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Bible 2Q25 - Smartphones: 2025 weak and front-loaded. Increasing concerns about the Back-half.August 11, 2025 — Pierre Ferragu
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AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.August 11, 2025 — Pierre Ferragu
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AI capex & replatforming; semicap into 2026; Apple, Arm & more.August 4, 2025 — Pierre Ferragu
Events
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Dec
17TechnologyDecember 17, 2024Hosted by Pierre Ferragu, Ben Harwood and Antoine ChkaibanWatch Replay -
Oct
2TechnologyOctober 2, 2024Hosted by Antoine Chkaiban and Peter VogelWatch Replay -
Mar
14TechnologyMarch 14, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
1TechnologyJune 1, 2021Hosted by Pierre FerraguWatch Replay -
Jul
27TechnologyJuly 27, 2020Hosted by Pierre FerraguWatch Replay -
Sep
10TechnologySeptember 10, 2019Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Apr
12TechnologyApril 12, 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 -
Sep
4TechnologySeptember 4, 2018Hosted by Pierre FerraguWatch Replay -
Aug
21TechnologyAugust 21, 2018Hosted by Pierre FerraguWatch Replay -
May
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