COMPANY
SoftBank
9984:JP
Primary coverage by Pierre Ferragu
Research
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SoftBank Group: Holding Discount at Decade Low - downgrade to Neutral.September 25, 2025 — Pierre Ferragu
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Oracle: What will life after giant RPOs look like?September 23, 2025 — Pierre Ferragu and Antoine Chkaiban
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Oracle & OpenAI: All the economics of the $300bn deal, on a single slide.September 22, 2025 — Pierre Ferragu and Antoine Chkaiban
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The Tech Infrastructure Quarterly Bible 2Q25September 12, 2025 — Pierre Ferragu
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The Great Replatforming, Part II – The General Theory. Could Jensen just be reasonably optimistic?August 29, 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
