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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Bible 3Q25 – Semicap: Cautious on 2026; not the right AI play.December 5, 2025 — Pierre Ferragu
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Bible 3Q25 – Memory: Thesis played out. Secular growth to meet multiple compression next.December 4, 2025 — Pierre Ferragu
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OpenAI Losing the Lead to Google? Implications for MicrosoftDecember 2, 2025 — Antoine Chkaiban and Pierre Ferragu
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TPU v7 (Ironwood) vs. Blackwell & Rubin: what we know so far about efficiency.December 1, 2025 — Pierre Ferragu and Antoine Chkaiban
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Bible 3Q25 – Ride-sharing & Delivery: Growth accelerating; margin expansion slowingDecember 1, 2025 — Pierre Ferragu
Upcoming Events
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Dec
12TechnologyDecember 12, 2025 — VirtualEvent Details -
Dec
15TechnologyDecember 15, 2025 — VirtualEvent Details -
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15 -
Dec
17CommunicationsDecember 17, 2025 — VirtualEvent Details -
Dec
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