COMPANY
SoftBank
9984:JP
Primary coverage by Pierre Ferragu
Research
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SoftBank Group: Thoughts on further upside and a buyback, despite ARM’s rally. Buy, ¥12,500July 16, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
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Chinese AI ramp, Nvidia preview, WFE recovery, Cisco stabilization, Arm XPU initiative, and more. The Tech Weekly Wrap-upMay 20, 2024 — Pierre Ferragu
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Arm developing a datacenter XPU? Our thoughts.May 16, 2024 — Pierre Ferragu
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SoftBank 4FQ23: Arm driving a close to $50bn gain.May 13, 2024 — 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
