
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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Oracle RPOs: Who will buy all this compute? How big does than make Oracle? Implications for Microsoft?September 12, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 2Q25September 12, 2025 — Pierre Ferragu
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Arista 2025 CMD: why we see upside to both the 2026 and long-term guides.September 12, 2025 — Pierre Ferragu
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Could Oracle capture all OpenAI’s compute by 2027? Implications for MicrosoftSeptember 11, 2025 — Pierre Ferragu
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Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, Legacy healthy, although the recovery has played outSeptember 11, 2025 — Pierre Ferragu
Upcoming Events
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Oct
7TechnologyOctober 7, 2025 – October 8, 2025 — Phoenix Convention Center, Phoenix, AZEvent Details