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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SpaceX: Orbital datacenters are a natural extension of the Starlink satellite roadmapJune 15, 2026 — Pierre Ferragu, David Barden and James Ratzer
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KLA Model updateJune 15, 2026 — Pierre Ferragu
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Bible 1Q26 - Ride-Sharing & Delivery: robotaxis scaling fast, Tesla outpacing Waymo's early daysJune 15, 2026 — Pierre Ferragu
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Bible 1Q26 - PCs: OEM revenues outperform on pull-ins; brace for a tough 2H as memory prices kill demand.June 15, 2026 — Pierre Ferragu and Antoine Chkaiban
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Alchip (3661 TT): AMZN Today, GOOG TomorrowJune 15, 2026 — Peter Vogel and Pierre Ferragu