COMPANY
Microsoft
MSFT:US
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 – Enterprise IT: Legacy and SaaS growth stable, Cloud services keep acceleratingDecember 18, 2025 — Pierre Ferragu
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Oracle 2FQ26: our quick take.December 11, 2025 — Pierre Ferragu and Antoine Chkaiban
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OpenAI Losing the Lead to Google? Implications for MicrosoftDecember 2, 2025 — Antoine Chkaiban and Pierre Ferragu
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Cloud growth, AI capex, Nvidia Guide, Memory, Auto Semi Cycle and more. Tech Weekly Wrap-upNovember 3, 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
