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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Conf Call Slides: Memory in 2025: The fastest growing and most overlooked COGS of AIDecember 20, 2024 — Pierre Ferragu
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$60-90bn Broadcom AI compute & networking SAM across 3 players? The underlying math.December 20, 2024 — Pierre Ferragu
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Palo Alto Networks Model Update Post Stock SplitDecember 19, 2024 — Pierre Ferragu
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Micron 1FQ25: DRAM playing out as expected; NAND negative surprise doesn’t derail thesis. Buy $145 TP.December 19, 2024 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q24December 19, 2024 — Pierre Ferragu