COMPANY
Apple
AAPL:US
Primary coverage by Pierre Ferragu
Research
-
Apple Pre 2FQ24 Model UpdateApril 15, 2024 — Pierre Ferragu
-
The Tech Infrastructure Quarterly Bible 4Q23March 12, 2024 — Pierre Ferragu
-
Bible 4Q23 - Smartphones: overall demand improves, iPhone slows, semis return to secular growth.February 7, 2024 — Pierre Ferragu
-
Our cloud & hyperscale capex theses play out, fleshing out AMD’s $400bn TAM, MI300 taking off, trailing edge pulling back. The Tech weekly wrap-up.February 5, 2024 — Pierre Ferragu
-
Apple 1FQ24: growth slowing, no near-term catalyst. Neutral, $175 Target Price.February 2, 2024 — Pierre Ferragu
Events
-
Mar
14TechnologyMarch 14, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
01TechnologyJune 1, 2021Hosted by Pierre FerraguWatch Replay -
Jul
27TechnologyJuly 27, 2020Hosted by Pierre FerraguWatch Replay -
Sep
10TechnologySeptember 10, 2019Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 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
04TechnologySeptember 4, 2018Hosted by Pierre FerraguWatch Replay -
Aug
21TechnologyAugust 21, 2018Hosted by Pierre FerraguWatch Replay -
May
04