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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Global Mixed-Mode (8081 TT) Conf. Call Wrap UpOctober 22, 2024 — Peter Vogel and Pierre Ferragu
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Intel Pre-3Q24 Model UpdateOctober 22, 2024 — Pierre Ferragu
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Mobileye model update – reflecting slower supervision ramp and surround ADAS. Lowering target price to $26.October 21, 2024 — Pierre Ferragu
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ASML crash, TSMC beat and raise, Wolfspeed lifeline, and more. Tech Weekly Wrap-up.October 21, 2024 — Pierre Ferragu
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AMD Pre-3Q24 Model UpdateOctober 18, 2024 — Pierre Ferragu
Upcoming Events
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Nov
7TechnologyNovember 7, 2024 – November 22, 2024 — VirtualEvent Details -
Dec
2TechnologyDecember 2, 2024 – December 12, 2024 — Taiwan / South Korea / JapanEvent Details