COMPANY
Uber
UBER:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 4Q23March 12, 2024 — Pierre Ferragu
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Bible 4Q23 – Ride-sharing & Delivery: Strong growth and expanding marginsMarch 4, 2024 — Pierre Ferragu
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Industrial and smartphone semi cycle, trailing-edge WFE declining, Cisco guide-down, Uber, Arista. The Tech Weekly Wrap-upFebruary 20, 2024 — Pierre Ferragu
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Uber Investor Day: Our top takeaways and key slidesFebruary 15, 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
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
07 -
Jun
06TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
May
23TechnologyMay 23, 2019Hosted by Pierre FerraguWatch Replay -
Apr
27TechnologyApril 27, 2019Hosted by Pierre FerraguWatch Replay