COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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Microsoft 4FQ25: Re-platforming in full swing. Buy, $660 TP.July 31, 2025 — Pierre Ferragu
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America’s AI Action Plan. Our 5 quick takes.July 24, 2025 — Pierre Ferragu
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Google 2Q25: Replatforming at work - AI surging; GCP accelerates; capex guided up.July 24, 2025 — Pierre Ferragu
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Much ado about nothing: Tariff and DeepSeek effects were short-livedJuly 17, 2025 — Pierre Ferragu
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Framing the ROI question right: It is all about sustaining multi-year growthJuly 7, 2025 — Pierre Ferragu
Events
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Mar
27CommunicationsMarch 27, 2025 — LondonHosted by James RatzerWatch Replay -
Mar
14TechnologyMarch 14, 2025 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Aug
15TechnologyAugust 15, 2024Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jul
16TechnologyJuly 16, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
27TechnologyJune 27, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
11TechnologyJune 11, 2024 — VirtualHosted by Pierre FerraguWatch Replay
