COMPANY
Microsoft
MSFT:US
Primary coverage by Pierre Ferragu
Research
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AI deployments in 2025 – a health check in 5 questions, and implications for Nvidia.November 13, 2024 — Pierre Ferragu
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Azure: Slowing growth or structural share gainer set to reaccelerate?November 1, 2024 — Pierre Ferragu
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Microsoft 1FQ25: Isn’t the gun being loaded? Buy $550TPOctober 31, 2024 — Pierre Ferragu
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The $300bn question: Can expectations for Hyperscaler capex in 2025 increase another 15-25%?October 31, 2024 — Pierre Ferragu
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Google 3Q24: GCP accelerates; open-ended capex guide; expectations are still too low.October 30, 2024 — Pierre Ferragu
Events
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Aug
15TechnologyAugust 15, 2024Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jul
16TechnologyJuly 16, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
27TechnologyJune 27, 2024 — VirtualHosted by Pierre FerraguWatch Replay -
Jun
11TechnologyJune 11, 2024 — VirtualHosted by Pierre FerraguWatch Replay
