COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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Capex revisions, Replatforming, Memory Pricing, Semicap, Tesla, Apple. Tech weekly wrap-upFebruary 2, 2026 — Pierre Ferragu
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Meta 4Q25: 50% Capex intensity & 40% expense growth - replatforming overdrive.January 29, 2026 — Pierre Ferragu and Antoine Chkaiban
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Tracking the return on AI investment: How is the replatforming going at hyperscalers?January 29, 2026 — Pierre Ferragu and Antoine Chkaiban
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Microsoft 2FQ26: Azure growth constrained, healthy re-platforming at work. Buy, $675 TP.January 29, 2026 — Pierre Ferragu and Antoine Chkaiban
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What returns to expect on Cloud AI?January 28, 2026 — 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
