COMPANY
SoftBank
9984:JP
Primary coverage by Pierre Ferragu
Research
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SoftBank 2FQ25: divesting Nvidia to fund OpenAI investment. Maintain Neutral, ¥21,000 TPNovember 11, 2025 — Pierre Ferragu
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AMD DC GPUs, Arista 2026 guide, Ride-Sharing & Delivery, Autos & Industrial. Tech Weekly Wrap-upNovember 10, 2025 — Pierre Ferragu
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Arm 2FQ26: Royalty beat; cost pressure; long-term fundamentals unchanged. Neutral; $145 TP.November 6, 2025 — Pierre Ferragu
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Microsoft-OpenAI: Quick thoughts on the new deal.October 29, 2025 — Pierre Ferragu and Antoine Chkaiban
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SoftBank Group: Holding Discount at Decade Low - downgrade to Neutral.September 25, 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
