
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
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Ericsson 1Q25: Market Stabilizing; Record Margins; Limited Tariff ImpactApril 15, 2025 — Pierre Ferragu
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Tariffs: Smartphones, PC, semicap equipment, and others excluded - Our takeApril 14, 2025 — Pierre Ferragu
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Tariffs @ Nvidia & Supply Chain: the baseline & what’s next.April 11, 2025 — Pierre Ferragu
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Getting over Tariffs – Step back. Rethink. Move on.April 11, 2025 — Pierre Ferragu
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Taiwan Mar Sales +32% YoY (AI +45%)April 11, 2025 — Peter Vogel and Pierre Ferragu