COMPANY
Cisco
CSCO:US

Primary coverage by Pierre Ferragu
Research
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Tier 2 AI capex, PC pull ins, Cisco downgrade. Our weekly wrap-up.May 19, 2025 — Pierre Ferragu
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Cisco 3FQ25: Recovery played out; stock in a good place. Wait for the next entry point. Neutral, $70 TPMay 16, 2025 — Pierre Ferragu
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Auto/Industrial recovery; Enterprise IT slowdown; Chinese semicap; Robotaxi; Arm, AMD, Arista.May 12, 2025 — Pierre Ferragu
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Tariff update – UK & China dealsMay 12, 2025 — Pierre Ferragu
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Tariffs – How would a recession affect our coverage?April 15, 2025 — Pierre Ferragu
Events
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Sep
12 -
Jun
21TechnologyJune 21, 2022Watch Replay -
Apr
19 -
Jul
21TechnologyJuly 21, 2021Watch Replay -
Jun
30 -
May
12TechnologyMay 12, 2021Watch Replay -
Mar
31 -
Feb
4 -
Apr
17TechnologyApril 17, 2020Watch Replay -
Sep
5 -
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 -
May
4