COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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Oracle RPOs: Who will buy all this compute? How big does than make Oracle? Implications for Microsoft?September 12, 2025 — Pierre Ferragu and Antoine Chkaiban
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The Tech Infrastructure Quarterly Bible 2Q25September 12, 2025 — Pierre Ferragu
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Could Oracle capture all OpenAI’s compute by 2027? Implications for MicrosoftSeptember 11, 2025 — Pierre Ferragu and Antoine Chkaiban
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Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, Legacy healthy, although the recovery has played outSeptember 11, 2025 — Pierre Ferragu
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Oracle RPOs: Beginning of the bubble... or beginning of the AI era?September 10, 2025 — Pierre Ferragu and Antoine Chkaiban
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
