COMPANY
Arm
ARM:US
Primary coverage by Pierre Ferragu
Research
-
The Tech Infrastructure Quarterly Bible 4Q24March 24, 2025 — Pierre Ferragu
-
Bible 4Q24 - Smartphones: semis back to growth; shipments stabilizing; iPhone misses again.February 26, 2025 — Pierre Ferragu
-
AI Capex up, Semicap down, Auto cycle turning, and more. Our weekly wrap-up.February 10, 2025 — Pierre Ferragu
-
Arm 3FQ25: Weak smartphone cycle; stalling V9 penetration, strong CCS momentum. Neutral; $120 TP.February 6, 2025 — Pierre Ferragu
-
The Tech Infrastructure Quarterly Bible 3Q24December 19, 2024 — Pierre Ferragu
Events
-
Aug
28TechnologyAugust 28, 2024Hosted by Pierre FerraguWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jan
17TechnologyJanuary 17, 2024 — VirtualHosted by Pierre FerraguWatch Replay
