COMPANY
SoftBank
9984:JP
Primary coverage by Pierre Ferragu
Research
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Auto and industrial recovery, Semicap, Arista, Cisco, and more. Tech weekly wrap-upFebruary 17, 2026 — Pierre Ferragu
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SoftBank 3FQ25: attractively priced quality assets; holding discount at decade low. Neutral, ¥5,250 TPFebruary 13, 2026 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q25December 22, 2025 — Pierre Ferragu
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AMD, CoreWeave, Autos & Semicap in 2026, and more, our Weekly wrap-up.November 17, 2025 — Pierre Ferragu
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SoftBank 2FQ25: divesting Nvidia to fund OpenAI investment. Maintain Neutral, ¥21,000 TPNovember 11, 2025 — Pierre Ferragu
Events
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Aug
22TechnologyAugust 22, 2023Hosted by Pierre Ferragu and Rolf BulkWatch Replay -
Aug
15TechnologyAugust 15, 2023 — VirtualHosted by Rolf Bulk and Pierre FerraguWatch Replay -
Feb
15TechnologyFebruary 15, 2022Hosted by Pierre FerraguWatch Replay -
Jul
16TechnologyJuly 16, 2020Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
May
23TechnologyMay 23, 2019Hosted by Pierre FerraguWatch Replay -
Apr
27TechnologyApril 27, 2019Hosted by Pierre FerraguWatch Replay -
Mar
11TechnologyMarch 11, 2019Hosted by Pierre FerraguWatch Replay
