COMPANY

Microsoft

MSFT:US

Primary coverage by Pierre Ferragu

Research

Events

Mar
27
Communications

Future of Connectivity Leaders Conference: Microsoft

March 27, 2025 — London
Hosted by James Ratzer

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Mar
14
Technology

Conference Call: GPUs vs. ASICs – Clash of the Titans.

March 14, 2025 — Virtual
Hosted by Pierre Ferragu and Antoine Chkaiban

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Aug
15
Technology

REPLAY: Gen AI Infra: Who is spending what? Where will revenues come from? The ultimate industry model.

August 15, 2024
Hosted by Pierre Ferragu and Antoine Chkaiban

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Jul
16
Technology

Microsoft: what’s the real value of AI? Part II: Will AI ever contribute to free cash flow

July 16, 2024 — Virtual
Hosted by Pierre Ferragu

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Jun
27
Technology

Microsoft: The real value of AI? Part I.

June 27, 2024 — Virtual
Hosted by Pierre Ferragu

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Jun
11
Technology

MICROSOFT INITIATION - From one revolution to the next. Buy, target price $570. 11AM ET.

June 11, 2024 — Virtual
Hosted by Pierre Ferragu

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