COMPANY
Cisco
CSCO:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 3Q24December 19, 2024 — Pierre Ferragu
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Bible 3Q24: Enterprise IT – Legacy recovery sustains; SaaS stabilizes; Cloud remains healthy, boosted by AIDecember 11, 2024 — Pierre Ferragu
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Delayed PC Recovery; Blackwell supply constraints; Autos/Industrials recovery and more. The Tech Weekly Wrap-upDecember 2, 2024 — Pierre Ferragu
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China AI capex, Semicap in 2025, Auto & Smartphone cycles, and more. Tech weekly wrap-upNovember 18, 2024 — Pierre Ferragu
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Cisco 1FQ25: Order growth accelerating, momentum on multiple fronts. Buy, $64 TPNovember 14, 2024 — Pierre Ferragu
Events
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Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
21TechnologyJune 21, 2022Hosted by Pierre FerraguWatch Replay -
Apr
19TechnologyApril 19, 2022Hosted by Pierre FerraguWatch Replay -
Jul
21TechnologyJuly 21, 2021Hosted by Pierre FerraguWatch Replay -
Jun
30 -
May
12TechnologyMay 12, 2021Hosted by Pierre FerraguWatch Replay -
Mar
31 -
Feb
4TechnologyFebruary 4, 2021Hosted by Pierre FerraguWatch Replay -
Apr
17TechnologyApril 17, 2020Hosted by Pierre FerraguWatch Replay -
Sep
5TechnologySeptember 5, 2019Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 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 -
May
4