COMPANY
Arm
ARM:US
Primary coverage by Pierre Ferragu
Research
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AI Capex up, Semicap down, Auto cycle turning, and more. Our weekly wrap-up.February 10, 2025 — Pierre Ferragu
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Arm 3FQ25: Weak smartphone cycle; stalling V9 penetration, strong CCS momentum. Neutral; $120 TP.February 6, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q24December 19, 2024 — Pierre Ferragu
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Bible 3Q24 – Industrials: Bouncing Along the Bottom, with Initial Signs of a 2025 RecoveryDecember 18, 2024 — Pierre Ferragu
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Bible 3Q24 - Smartphones: Sluggish demand; 5G cycle resumes; iPhone missed & we see further downside.November 20, 2024 — Pierre Ferragu
Events
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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
