Pierre Ferragu
Pierre Ferragu heads up the Global Technology Infrastructure research team. Prior to joining New Street Research, Pierre spent over ten years at Bernstein, covering Telecom Equipment, Data Networking, Cybersecurity, Semiconductor, and Semiconductor Capital Equipment. He has been recognized multiple years as the #1-ranked analyst in surveys by Institutional Investors, Extel, Thomson Reuters, and Greenwich Associates. Prior to Bernstein, Pierre was a principal at BCG, and graduated in Telecom and Computer Sciences from Centrale-Supélec, and in Sociology from Sciences-Po, in Paris. When he doesn’t write research on the next technology disruption, Pierre develops his own machine learning algorithms and spends time at sea or in the mountains with his wife and five kids.
Lead Analyst
Research
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Tesla’s robotaxi secret weapon: customer vehiclesDecember 19, 2025 — Pierre Ferragu
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Gen AI Big Idea Series – The Broadcom Platform – Hock Tan, CEODecember 19, 2025 — Antoine Chkaiban and Pierre Ferragu
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Rubin Ramp, Thermal Changes: Supplier Commentary Post 2 Weeks in AsiaDecember 18, 2025 — Peter Vogel and Pierre Ferragu
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Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud services keep acceleratingDecember 18, 2025 — Pierre Ferragu
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Micron 1FQ26: Our thesis has played out fully. Waitfor a cyclical entry to keep playing the secular trendDecember 18, 2025 — Pierre Ferragu