COMPANY
Arm
ARM:US
Primary coverage by Pierre Ferragu
Research
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The Great Replatforming, part I – the Special TheoryJune 26, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q25June 18, 2025 — Pierre Ferragu
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Arm and Qualcomm into PCs. Different this time? No.June 13, 2025 — Pierre Ferragu
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Bible 1Q25 – PCs: Refresh still elusive; CPU expectations growing slightly ahead of an uncertain OEMs outlookJune 12, 2025 — Pierre Ferragu
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Bible 1Q25 - Smartphones: 2025 weak and front-loaded? Rest of the year is at risk, including for the iPhone.May 15, 2025 — Pierre Ferragu
Events
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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
