COMPANY
Arm
ARM:US
Primary coverage by Pierre Ferragu
Research
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Bible 3Q24 - Smartphones: Sluggish demand; 5G cycle resumes; iPhone missed & we see further downside.November 20, 2024 — Pierre Ferragu
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Autos & Industrial semis, IT budgets, Smartphones, datacenter optics, and more. Tech Weekly Wrap-upNovember 11, 2024 — Pierre Ferragu
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Arm 2FQ25: industrial recovery pushed out. Overall momentum strong. Maintain Neutral; $115.November 7, 2024 — Pierre Ferragu
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Arm cancelling Qualcomm Architectural License. Posturing or early signs of an upcoming Armageddon?October 23, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 2Q24September 18, 2024 — 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
