COMPANY
Cisco
CSCO:US
Primary coverage by Pierre Ferragu
Research
-
Auto cycle & onsemi, Mobileye & Lyft, Semicap weak, and More: Our Weekly Wrap-UpFebruary 18, 2025 — Pierre Ferragu
-
Cisco 2FQ25: Recovery playing out. What’s next? Buy, $75 TP.February 13, 2025 — Pierre Ferragu
-
The Tech Infrastructure Quarterly Bible 3Q24December 19, 2024 — Pierre Ferragu
-
Bible 3Q24: Enterprise IT – Legacy recovery sustains; SaaS stabilizes; Cloud remains healthy, boosted by AIDecember 11, 2024 — Pierre Ferragu
-
Delayed PC Recovery; Blackwell supply constraints; Autos/Industrials recovery and more. The Tech Weekly Wrap-upDecember 2, 2024 — Pierre Ferragu
Events
-
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