COMPANY
Cisco
CSCO:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 2Q24September 18, 2024 — Pierre Ferragu
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Bible 2Q24 – Enterprise IT: Legacy recovering, SaaS slowing, & Cloud healthy, boosted by AI.September 16, 2024 — Pierre Ferragu
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AI & Semicap in China, Cisco upgrade, AI PC, and more. The Tech Weekly Wrap-upAugust 19, 2024 — Pierre Ferragu
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Cisco 4FQ24: Inventories normalizing; order flow improving. Upgrade to Buy, $57 TPAugust 15, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
Events
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Sep
12 -
Jun
21TechnologyJune 21, 2022Watch Replay -
Apr
19 -
Jul
21TechnologyJuly 21, 2021Watch Replay -
Jun
30 -
May
12TechnologyMay 12, 2021Watch Replay -
Mar
31 -
Feb
4 -
Apr
17TechnologyApril 17, 2020Watch Replay -
Sep
5 -
Jun
6TechnologyJune 6, 2019Watch Replay -
Feb
20 -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Watch Replay -
May
4