COMPANY
Cisco
CSCO:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 2Q25September 12, 2025 — Pierre Ferragu
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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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Bible 2Q25 – Hyperscale & Cloud: 2026 capex expectations up 19%, $3-4tn AI infra spending by 2030?September 9, 2025 — Pierre Ferragu
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Is AI meant to absorb legacy or drive redesigns? Conversation with the CEO of NileSeptember 3, 2025 — Pierre Ferragu
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CoreWeave’s margin miss; DeepSeek delay; Cautious on Semicap; PC pull-forward and more.August 18, 2025 — Pierre Ferragu
Events
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Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
21TechnologyJune 21, 2022Hosted by Pierre FerraguWatch Replay -
Apr
19TechnologyApril 19, 2022Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jul
21TechnologyJuly 21, 2021Hosted by Pierre FerraguWatch Replay -
Jun
30 -
May
12TechnologyMay 12, 2021Hosted by Pierre FerraguWatch Replay -
Mar
31 -
Feb
4TechnologyFebruary 4, 2021Hosted by Pierre FerraguWatch Replay -
Apr
17TechnologyApril 17, 2020Hosted by Pierre FerraguWatch Replay -
Sep
5TechnologySeptember 5, 2019Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
May
4
