COMPANY
Cisco
CSCO:US
Primary coverage by Pierre Ferragu
Research
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Cisco 3FQ23: Orders normalizing off pandemic highs; early signs of weakening IT spending. Buy, $60May 18, 2023 — Pierre Ferragu
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The recession is materializing: weakness across semis, automotive, telecom equipment and Enterprise IT. Tech Weekly Wrap-UpApril 24, 2023 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q22March 14, 2023 — Pierre Ferragu
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Bible 4Q22: Service Provider Infrastructure – Telecom Equipment market entering a multi-year period of declineMarch 10, 2023 — Pierre Ferragu
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Bible 4Q22: Enterprise IT – legacy spending remains under pressure; next-gen decelerates further.March 8, 2023 — Pierre Ferragu
Events
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May
04 -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Sep
05TechnologySeptember 5, 2019Hosted by Pierre FerraguWatch Replay -
Apr
17TechnologyApril 17, 2020Hosted by Pierre FerraguWatch Replay -
Feb
04TechnologyFebruary 4, 2021Hosted by Pierre FerraguWatch Replay -
Mar
31 -
May
12TechnologyMay 12, 2021Hosted by Pierre FerraguWatch Replay -
Jun
30 -
Jul
21TechnologyJuly 21, 2021Hosted by Pierre FerraguWatch Replay -
Apr
19TechnologyApril 19, 2022Hosted by Pierre FerraguWatch Replay -
Jun
21TechnologyJune 21, 2022Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay