COMPANY
SoftBank
9984:JP
Primary coverage by Pierre Ferragu
Research
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SoftBank 1FQ25: Valuation gap largely filled. Long-term still attractive. ¥14,500 TPAugust 7, 2025 — Pierre Ferragu
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America’s AI Action Plan. Our 5 quick takes.July 24, 2025 — Pierre Ferragu
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Much ado about nothing: Tariff and DeepSeek effects were short-livedJuly 17, 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
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
