Pierre Ferragu
Pierre Ferragu heads up the Global Technology Infrastructure research team and is a part of the Space 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 FSD: Inflection point loomingJuly 6, 2026 — Pierre Ferragu
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Meta entering the cloud market. Our take.July 2, 2026 — Pierre Ferragu and Antoine Chkaiban
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Tesla 2Q26 Deliveries: US recovers and beats: early signs of an FSD-led inflection?July 2, 2026 — Pierre Ferragu
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Tesla Model UpdateJuly 2, 2026 — Pierre Ferragu
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Rocket Lab/ Iridium Deal: Call slidesJuly 2, 2026 — James Ratzer, Pierre Ferragu and David Barden
Upcoming Events
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Jul
7TechnologyJuly 7, 2026 – July 7, 2026 — VirtualEvent Details

