COMPANY
Apple
AAPL:US
Primary coverage by Pierre Ferragu
Research
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Bible 3Q24 - Smartphones: Sluggish demand; 5G cycle resumes; iPhone missed & we see further downside.November 20, 2024 — Pierre Ferragu
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Apple 4FQ24: Guide miss in line with our thesis – iPhone 16 cycle at risk. Neutral, $225 TP.November 1, 2024 — Pierre Ferragu
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Apple: iPhone 16 – We expect a 10% miss on shipments.September 25, 2024 — Pierre Ferragu
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Asia Tech Tour Takeaways: AI great; Legacy Tech WeakSeptember 23, 2024 — Peter Vogel and Pierre Ferragu
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NSR Tech Policy: It’s the Election, Stupid (or Is It?), Part IV: Comparing Harris and Trump on Tech PolicySeptember 19, 2024 — Blair Levin
Events
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Oct
2TechnologyOctober 2, 2024Hosted by Antoine ChkaibanWatch Replay -
Mar
14TechnologyMarch 14, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
1TechnologyJune 1, 2021Hosted by Pierre FerraguWatch Replay -
Jul
27TechnologyJuly 27, 2020Hosted by Pierre FerraguWatch Replay -
Sep
10TechnologySeptember 10, 2019Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Apr
12TechnologyApril 12, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
Sep
4TechnologySeptember 4, 2018Hosted by Pierre FerraguWatch Replay -
Aug
21TechnologyAugust 21, 2018Hosted by Pierre FerraguWatch Replay -
May
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