Ben Harwood
Technology Infrastructure
Ben Harwood is a member of the Technology Infrastructure team, and is based in London. Prior to joining New Street Research, Ben worked in Pierre’s #1-ranked Telecom Equipment and Semiconductors team at Bernstein. Ben holds a MEng in Chemical Engineering from the University of Birmingham. In his spare time, Ben enjoys playing sports and travelling to explore different cultures.
Research
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Uber 1Q25: Margin Expansion, Strong Long-Term Growth, and Robotaxi Momentum. Buy, $100May 8, 2025 — Pierre Ferragu and Ben Harwood
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Uber 1Q25: Margin Expansion, Strong Long-Term Growth, and Robotaxi MomentumMay 7, 2025 — Pierre Ferragu and Ben Harwood
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Grab 3Q24: Strong underlying growth & margin expansion. Buy, $5.8November 12, 2024 — Pierre Ferragu and Ben Harwood
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Uber acquiring Delivery Hero’s Taiwan business. Our takeMay 14, 2024 — Pierre Ferragu and Ben Harwood
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Yandex ride-sharing recovering strongly. Implications for UberApril 28, 2021 — Pierre Ferragu and Ben Harwood