COMPANY

SoftBank

9984:JP

Primary coverage by Pierre Ferragu

Research

Events

Aug
22
Technology

ARM F-1 Filing. Our main takes

August 22, 2023
Hosted by Pierre Ferragu and Rolf Bulk

Watch Replay
Aug
15
Technology

ARM IPO Conference Call: Fundamentals, outlook, valuation, key controversies.

August 15, 2023 — Virtual
Hosted by Rolf Bulk and Pierre Ferragu

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Feb
15
Technology

ARM - Nvidia off the table. Deep Dive into ARM and potential IPO valuation.

February 15, 2022
Hosted by Pierre Ferragu

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Jul
16
Technology

ARM deep dive: many good reasons to IPO in 2021

July 16, 2020
Hosted by Pierre Ferragu

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Jun
6
Technology

The Tech Infrastructure Quarterly Bible 1Q19 - What we learnt in the quarter and our updated thoughts

June 6, 2019
Hosted by Pierre Ferragu

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May
23
Technology

Uber initiation - Rocky ride ahead. Buy, TP $50

May 23, 2019
Hosted by Pierre Ferragu

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Apr
27
Technology

Uber IPO - Key Thoughts, Convictions, and Questions

April 27, 2019
Hosted by Pierre Ferragu

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Mar
11
Technology

Initiation: Taking a Serious Look at the SoftBank Group and the Vision Fund. Buy, target price ¥13,500

March 11, 2019
Hosted by Pierre Ferragu

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