COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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The Great Replatforming, part I – the Special TheoryJune 26, 2025 — Pierre Ferragu
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How profitable is AI Cloud? Diving into the disclosures of MicrosoftJune 18, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q25June 18, 2025 — Pierre Ferragu
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Bible 1Q25 - Enterprise IT: AI drives Cloud growth, SaaS not reaccelerating, Legacy back to secular growthJune 17, 2025 — Pierre Ferragu
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Growth in Public Cloud : Where from? What’s next?June 17, 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
