COMPANY
Ericsson
ERICB:SS
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 3Q25December 22, 2025 — Pierre Ferragu
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Bible 3Q25: Telecom Infrastructure: Growth in fixed & semis; mobile stabilizing.December 17, 2025 — Pierre Ferragu
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AI bubble? Autos, PC cycle, Nokia CMD, Palo Alto, and more. Our weekly wrap-up.November 24, 2025 — Pierre Ferragu
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Nokia CMD - Our top takeawaysNovember 20, 2025 — Ben Harwood and Pierre Ferragu
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Auto cycle; EV pull-forward; Tesla; Lam; Intel, and others, Tech Weekly Wrap-up.October 27, 2025 — Pierre Ferragu
Events
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Nov
14TechnologyNovember 14, 2022Hosted by Pierre FerraguWatch Replay -
Jul
21TechnologyJuly 21, 2021Hosted by Pierre FerraguWatch Replay -
Jun
16TechnologyJune 16, 2021Hosted by Pierre FerraguWatch Replay -
Mar
2 -
Aug
27TechnologyAugust 27, 2020Hosted by Pierre FerraguWatch Replay -
May
6TechnologyMay 6, 2020Hosted 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