COMPANY
Apple
AAPL:US
Primary coverage by Pierre Ferragu
Research
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Bible 1Q23 - Smartphones: iPhone still defies broader slowdown; Semi inventory correction intensifies.May 11, 2023 — Pierre Ferragu
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Microchip signals a pullback in autos & industrials? Infineon & Apple defy the broader correction, and much more. Tech Weekly Wrap-Up May 5thMay 8, 2023 — Pierre Ferragu
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Apple 2FQ23: iPhone continues to defy the broader market slowdown. Neutral, $170 target price.May 5, 2023 — Pierre Ferragu
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Takeaways from our latest Digital Ad Check Expert Call (GOOGL, META, SNAP, AMZN, TTD, ROKU, TikTok, etc.)April 16, 2023 — Dan Salmon
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The Tech Infrastructure Quarterly Bible 4Q22March 14, 2023 — Pierre Ferragu
Events
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May
04 -
Aug
21TechnologyAugust 21, 2018Hosted by Pierre FerraguWatch Replay -
Sep
04TechnologySeptember 4, 2018Hosted 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 -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Apr
12TechnologyApril 12, 2019Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Sep
10TechnologySeptember 10, 2019Hosted by Pierre FerraguWatch Replay -
Jul
27TechnologyJuly 27, 2020Hosted by Pierre FerraguWatch Replay -
Jun
01TechnologyJune 1, 2021Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay