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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Tesla 2Q24 Deliveries: Good sequential recovery; storage taking off.July 2, 2024 — Pierre Ferragu
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Didi’s resurgence in Latin America. What next?July 2, 2024 — Pierre Ferragu
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Nokia acquiring Infinera. Our takeJune 28, 2024 — Pierre Ferragu
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Micron 3FQ24: HBM ramping, capex increase won’tderail margin recovery – Buy $150 TPJune 27, 2024 — Pierre Ferragu
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The AI PC, Part I: Arm in PCs – different this time?June 27, 2024 — Pierre Ferragu
Upcoming Events
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Jul
09