COMPANY
SoftBank
9984:JP
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 4Q23March 12, 2024 — Pierre Ferragu
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AI & optics, EV slowdown hitting SiC? Auto/Industrials weak, Improvement in IT spending, Infineon, TEL, Arm, SBG. The Tech Weekly Wrap-upFebruary 12, 2024 — Pierre Ferragu
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SoftBank 3FQ23: ARM and Vision Funds recovering drive a $26bn gainFebruary 8, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q23December 19, 2023 — Pierre Ferragu
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Short cycle for auto semis? Strong unit economics in ride sharing & delivery, TEL increased its WFE outlook, and more. Tech Weekly Wrap-upNovember 13, 2023 — 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
06TechnologyJune 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
