COMPANY
Apple
AAPL:US
Primary coverage by Pierre Ferragu
Research
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Auto/Industrial recovery; Enterprise IT slowdown; Chinese semicap; Robotaxi; Arm, AMD, Arista.May 12, 2025 — Pierre Ferragu
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Tariff update – UK & China dealsMay 12, 2025 — Pierre Ferragu
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GOOGL: AAPL AI Search competitor comments not a surprise, but Safari April query declines spookMay 7, 2025 — Dan Salmon
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AI re-platforming, tariff pull-ins, autos, weak iPhone cycle, HBM, and more. Our weekly wrap-up.May 5, 2025 — Pierre Ferragu
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Apple 2FQ25: minimal tariff impact, weak iPhone, Intelligence debacle. Neutral, $215 TPMay 2, 2025 — Pierre Ferragu
Events
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Dec
17TechnologyDecember 17, 2024Hosted by Pierre FerraguWatch Replay -
Oct
2TechnologyOctober 2, 2024Hosted by Antoine ChkaibanWatch 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 FerraguWatch 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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