Pierre Ferragu
Pierre Ferragu heads up the Global Technology Infrastructure research team. Prior to joining New Street Research, Pierre spent over ten years at Bernstein, covering Telecom Equipment, Data Networking, Cybersecurity, Semiconductor, and Semiconductor Capital Equipment. He has been recognized multiple years as the #1-ranked analyst in surveys by Institutional Investors, Extel, Thomson Reuters, and Greenwich Associates. Prior to Bernstein, Pierre was a principal at BCG, and graduated in Telecom and Computer Sciences from Centrale-Supélec, and in Sociology from Sciences-Po, in Paris. When he doesn’t write research on the next technology disruption, Pierre develops his own machine learning algorithms and spends time at sea or in the mountains with his wife and five kids.
Lead Analyst
Research
-
CPUs in 3Q24: AMD extends share gains amid Intel’s 4/3 ramp progressNovember 7, 2024 — Pierre Ferragu
-
Arm 2FQ25: industrial recovery pushed out. Overall momentum strong. Maintain Neutral; $115.November 7, 2024 — Pierre Ferragu
-
Wolfspeed 1FQ25: Margin pressure, substrate oversupply.Lack of scale is a growing concern. Neutral, $10November 7, 2024 — Pierre Ferragu
-
Silicon carbide Maelstrom. Our quick thoughtsNovember 7, 2024 — Pierre Ferragu
-
Kinsus (3189 TT) Conf. Call wrap upNovember 6, 2024 — Peter Vogel and Pierre Ferragu
Upcoming Events
-
Nov
13CommunicationsNovember 13, 2024 — VirtualHosted by Blair Levin, Dan Salmon and Pierre FerraguEvent Details -
Dec
2TechnologyDecember 2, 2024 – December 12, 2024 — Taiwan / South Korea / JapanHosted by Peter Vogel, Antoine Chkaiban and Pierre FerraguEvent Details
