COMPANY
Ericsson
ERICB:SS
Primary coverage by Pierre Ferragu
Research
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Ericsson 1Q24: Revenues stabilizing, margins improving: are we approaching the trough? Neutral, SEK60.April 17, 2024 — Pierre Ferragu
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Ericsson 1Q24: Revenues stabilizing, margins improving: are we approaching the trough?April 16, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q23March 12, 2024 — Pierre Ferragu
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Bible 4Q23 - Service Provider Infrastructure: Brutal downcycle across the supply chainMarch 5, 2024 — Pierre Ferragu
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China WFE? Auto & Industrial correction? 5G spending? Intel? Tesla? And more! The Tech Weekly Wrap-upJanuary 29, 2024 — 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
02 -
Aug
27TechnologyAugust 27, 2020Hosted by Pierre FerraguWatch Replay -
May
06TechnologyMay 6, 2020Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 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
04