COMPANY
Arm
ARM:US
Primary coverage by Pierre Ferragu
Research
-
Bible 1Q25 - Smartphones: 2025 weak and front-loaded? Rest of the year is at risk, including for the iPhone.May 15, 2025 — Pierre Ferragu
-
Auto/Industrial recovery; Enterprise IT slowdown; Chinese semicap; Robotaxi; Arm, AMD, Arista.May 12, 2025 — Pierre Ferragu
-
Arm 4FQ25: Disappointing FY26 outlook and raising costs; fundamentals unchanged. Neutral; $120 TP.May 8, 2025 — Pierre Ferragu
-
Getting over Tariffs – Step back. Rethink. Move on. PUBLICApril 16, 2025 — Pierre Ferragu
-
Getting over Tariffs – Step back. Rethink. Move on.April 11, 2025 — Pierre Ferragu
Events
-
Aug
28TechnologyAugust 28, 2024Hosted by Pierre FerraguWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
17TechnologyJanuary 17, 2024 — VirtualHosted by Pierre FerraguWatch Replay
