COMPANY
SoftBank
9984:JP
Primary coverage by Pierre Ferragu
Research
-
The Tech Infrastructure Quarterly Bible 3Q24December 19, 2024 — Pierre Ferragu
-
SoftBank investing $100bn in AI in the U.S.? Our take.December 17, 2024 — Pierre Ferragu
-
China AI capex, Semicap in 2025, Auto & Smartphone cycles, and more. Tech weekly wrap-upNovember 18, 2024 — Pierre Ferragu
-
SoftBank 2FQ24: strong Vision Fund performance; valuation remains attractive.November 12, 2024 — Pierre Ferragu
-
The Tech Infrastructure Quarterly Bible 2Q24September 18, 2024 — Pierre Ferragu
Events
-
Aug
22TechnologyAugust 22, 2023Hosted by Pierre Ferragu and Rolf BulkWatch Replay -
Aug
15TechnologyAugust 15, 2023 — VirtualHosted by Rolf Bulk and Pierre FerraguWatch Replay -
Feb
15TechnologyFebruary 15, 2022Hosted by Pierre FerraguWatch Replay -
Jul
16TechnologyJuly 16, 2020Hosted by Pierre FerraguWatch Replay -
Jun
6TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
May
23TechnologyMay 23, 2019Hosted by Pierre FerraguWatch Replay -
Apr
27TechnologyApril 27, 2019Hosted by Pierre FerraguWatch Replay -
Mar
11TechnologyMarch 11, 2019Hosted by Pierre FerraguWatch Replay
