COMPANY
Cisco
CSCO:US
Primary coverage by Pierre Ferragu
Research
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Gen AI Big Idea Series – Nvidia's networking playbook – Gilad Shainer, SVP NetworkingDecember 23, 2025 — Antoine Chkaiban and Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q25December 22, 2025 — Pierre Ferragu
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Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud services keep acceleratingDecember 18, 2025 — Pierre Ferragu
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Cisco: AI and campus refresh set to accelerate growthDecember 18, 2025 — Pierre Ferragu
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Scaling Ethernet to millions of XPUs – Gen AI Big Idea Series – Hugh Holbrook, Arista VP AI & CloudNovember 22, 2025 — Antoine Chkaiban and 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
