COMPANY
Uber
UBER:US
Primary coverage by Pierre Ferragu
Research
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AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.August 11, 2025 — Pierre Ferragu
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Uber 2Q25: Delivery momentum, strong margin expansion. Thesis playing out. Buy, $120August 7, 2025 — Ben Harwood and Pierre Ferragu
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Grab 2Q25: increasing penetration & usage; margin expansion ahead. Buy $6.6July 31, 2025 — Ben Harwood and 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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The Tech Infrastructure Quarterly Bible 1Q25June 18, 2025 — Pierre Ferragu
Events
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Jun
12TechnologyJune 12, 2023Hosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
May
19TechnologyMay 19, 2021Hosted by Pierre FerraguWatch Replay -
Apr
14TechnologyApril 14, 2021Hosted by Pierre FerraguWatch Replay -
Feb
19TechnologyFebruary 19, 2020Hosted by Pierre FerraguWatch Replay -
Oct
7 -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
May
23TechnologyMay 23, 2019Hosted by Pierre FerraguWatch Replay -
Apr
27TechnologyApril 27, 2019Hosted by Pierre FerraguWatch Replay