COMPANY
Uber
UBER:US
Primary coverage by Pierre Ferragu
Research
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Grab 3Q25: growth accelerating; guidance raised; inline with our investment thesis - Buy $6.5November 13, 2025 — Ben Harwood and Pierre Ferragu
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AMD DC GPUs, Arista 2026 guide, Ride-Sharing & Delivery, Autos & Industrial. Tech Weekly Wrap-upNovember 10, 2025 — Pierre Ferragu
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Uber 3Q25: Growth accelerating, margin expansion moderating. Maintain Buy, $120November 5, 2025 — Pierre Ferragu and Ben Harwood
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Grab 3Q25: growth accelerating; guidance raised; in line with our investment thesisNovember 4, 2025 — Ben Harwood and Pierre Ferragu
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Robotaxis: Why isn’t Waymo ramping faster?October 16, 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