COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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Anthropic & OpenAI - How much further can frontier lab revenues accelerate?April 7, 2026 — Pierre Ferragu
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Anthropic/OpenAI ARR growth already covers 2026 AI capex?April 7, 2026 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 4Q25March 31, 2026 — Pierre Ferragu
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Grasping the AI Infra Buildout & GTC takeawaysMarch 25, 2026 — Pierre Ferragu, Ben Harwood and Antoine Chkaiban
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Bible 4Q25 - Hyperscale & Cloud: continued capex revisions; visibility improving materially for 2027 & 2028March 23, 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
