COMPANY
Broadcom
AVGO:US
Primary coverage by Pierre Ferragu
Research
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Oracle RPOs: Who will buy all this compute? How big does than make Oracle? Implications for Microsoft?September 12, 2025 — Pierre Ferragu and Antoine Chkaiban
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The Tech Infrastructure Quarterly Bible 2Q25September 12, 2025 — Pierre Ferragu
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Could Oracle capture all OpenAI’s compute by 2027? Implications for MicrosoftSeptember 11, 2025 — Pierre Ferragu and Antoine Chkaiban
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Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, Legacy healthy, although the recovery has played outSeptember 11, 2025 — Pierre Ferragu
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Oracle RPOs: Beginning of the bubble... or beginning of the AI era?September 10, 2025 — Pierre Ferragu and Antoine Chkaiban
Events
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Mar
14TechnologyMarch 14, 2025 — VirtualWatch Replay -
Mar
13TechnologyMarch 13, 2025 — VirtualWatch Replay -
Feb
25 -
Oct
11TechnologyOctober 11, 2024 — VirtualWatch Replay -
Oct
3TechnologyOctober 3, 2024 — VirtualWatch Replay -
Sep
26TechnologySeptember 26, 2024Watch Replay -
Aug
15TechnologyAugust 15, 2024Watch Replay -
Jul
10TechnologyJuly 10, 2024Watch Replay -
Mar
27TechnologyMarch 27, 2024 — VirtualWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualWatch Replay -
Jan
17TechnologyJanuary 17, 2024 — VirtualWatch Replay -
Oct
18 -
Sep
12 -
Apr
19 -
May
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Mar
31 -
Feb
11TechnologyFebruary 11, 2021Watch Replay -
Jun
12TechnologyJune 12, 2020Watch Replay -
May
28TechnologyMay 28, 2020Watch Replay -
Apr
17TechnologyApril 17, 2020Watch Replay -
Jun
6TechnologyJune 6, 2019Watch Replay -
Feb
20 -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Watch Replay -
Jul
13 -
Jun
1 -
May
4