COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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Microsoft: what’s the real value of AI? Part I:Extending the revenue growth opportunityJune 26, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q24June 20, 2024 — Pierre Ferragu
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Bible 1Q24: Enterprise IT –Stabilization in legacy, public cloud accelerates further, Gen AI around the corner?June 18, 2024 — Pierre Ferragu
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Oracle 4FQ24: Public cloud re-accelerating driven by AI; Capex set to double in FY25June 12, 2024 — Pierre Ferragu
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INITIATING COVERAGE: MICROSOFT - From one revolution to the next. Buy, target price $570.June 7, 2024 — Pierre Ferragu
Events
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Jun
27TechnologyJune 27, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
11TechnologyJune 11, 2024 — VirtualHosted by Pierre FerraguWatch Replay