COMPANY
Intel
INTC:US
Primary coverage by Pierre Ferragu
Research
-
The Tech Infrastructure Quarterly Bible 2Q25September 12, 2025 — Pierre Ferragu
-
Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, Legacy healthy, although the recovery has played outSeptember 11, 2025 — Pierre Ferragu
-
Bible 2Q25 – Foundries: Upside for TSMC; others at risk.September 10, 2025 — Pierre Ferragu
-
Bible 2Q25 – PCs: Weak refresh, slow second half, ARM is a non-event, and CPU sales could be slightly ahead of themselvesSeptember 10, 2025 — Pierre Ferragu
-
Bible 2Q25 – Hyperscale & Cloud: 2026 capex expectations up 19%, $3-4tn AI infra spending by 2030?September 9, 2025 — Pierre Ferragu
Events
-
Mar
13TechnologyMarch 13, 2025 — VirtualHosted by Peter Vogel and Rolf BulkWatch Replay -
Feb
25TechnologyFebruary 25, 2025 — VirtualHosted by Pierre FerraguWatch Replay -
Dec
17TechnologyDecember 17, 2024Hosted by Pierre Ferragu, Ben Harwood and Antoine ChkaibanWatch Replay -
Oct
11TechnologyOctober 11, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Sep
26TechnologySeptember 26, 2024Hosted by Pierre FerraguWatch Replay -
Aug
28TechnologyAugust 28, 2024Hosted by Pierre FerraguWatch Replay -
Apr
10TechnologyApril 10, 2024 — VirtualHosted by Antoine ChkaibanWatch Replay -
Mar
14TechnologyMarch 14, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
17TechnologyJanuary 17, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Oct
11TechnologyOctober 11, 2023 — VirtualHosted by Pierre FerraguWatch Replay -
Sep
14TechnologySeptember 14, 2023Hosted by Pierre FerraguWatch Replay -
Nov
14TechnologyNovember 14, 2022Hosted by Pierre FerraguWatch Replay -
Oct
24TechnologyOctober 24, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
7 -
Apr
19TechnologyApril 19, 2022Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Mar
25TechnologyMarch 25, 2022Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Nov
5 -
Oct
26 -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
Aug
17TechnologyAugust 17, 2021Hosted by Pierre FerraguWatch Replay -
Jul
21TechnologyJuly 21, 2021Hosted by Pierre FerraguWatch Replay -
Jun
15TechnologyJune 15, 2021Hosted by Pierre FerraguWatch Replay -
May
20TechnologyMay 20, 2021Hosted by Pierre FerraguWatch Replay -
Mar
26TechnologyMarch 26, 2021Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Feb
12TechnologyFebruary 12, 2021Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
29TechnologyJanuary 29, 2021Hosted by Pierre FerraguWatch Replay -
Jan
20TechnologyJanuary 20, 2021Hosted by Pierre FerraguWatch Replay -
Jul
16TechnologyJuly 16, 2020Hosted by Pierre FerraguWatch Replay -
Jun
30TechnologyJune 30, 2020Hosted by Pierre FerraguWatch Replay -
Jun
12TechnologyJune 12, 2020Hosted by Pierre FerraguWatch Replay -
May
28TechnologyMay 28, 2020Hosted by Pierre FerraguWatch Replay -
May
6TechnologyMay 6, 2020Hosted by Pierre FerraguWatch Replay -
Sep
24TechnologySeptember 24, 2019Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Jan
21TechnologyJanuary 21, 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
17 -
May
4
