COMPANY
Arm
ARM:US
Primary coverage by Pierre Ferragu
Research
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Nvidia into PC? A $550m TAM for ARM; but unlikely to be fully, or even in majority capturedJune 2, 2026 — Pierre Ferragu
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Bible 1Q26 - Smartphones: unit forecast cut sharply; iPhone cycle strong; Semis at risk.May 29, 2026 — Pierre Ferragu and Antoine Chkaiban
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What does Nvidia's $20bn CPU guide imply for agentic CPU adoption?May 26, 2026 — Pierre Ferragu and Antoine Chkaiban
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Arm 3FQ26: 1P CPU demand strengthening; supply constraints. Buy, $250May 7, 2026 — Pierre Ferragu
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Arm Model UpdateApril 10, 2026 — 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
