COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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Replatforming Analysts and Disintermediating SaaS? Top takes from our conversation with ThoughtSpotJuly 2, 2025 — Pierre Ferragu
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Could hyperscalers finance $1.7tn annual Capex in 2035?July 2, 2025 — Pierre Ferragu
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Microsoft vs. OpenAI: Implications for investors?June 28, 2025 — Pierre Ferragu and Antoine Chkaiban
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The Great Replatforming, part I – the Special TheoryJune 26, 2025 — Pierre Ferragu and Antoine Chkaiban
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How profitable is AI Cloud? Diving into the disclosures of MicrosoftJune 18, 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
