Report
Ilya Kundozerov
EUR 147.86 For Business Accounts Only

Arista is gaining market share and has a long runway for growth, but competition is heating up.

Arista beat our expectations with strong revenue growth and solid work on margins. The company experienced supply chain issues as it shifted manufacturing to the U.S. due to the import ban imposed by the International Trade Commission, or ITC. However, demand for Arista’s products remained strong, helped by customer interest in its recently released 7500R and 7280R product families. While our no-moat and stable trend ratings remain unchanged, we are encouraged by the continuous diversification o...
Underlying
Arista Networks Inc.

Arista Networks is engaged in providing cloud networking solutions, which consist of its Extensible Operating System (EOS), a set of network applications and its Ethernet switching and routing platforms. The programmability of EOS enable the company to create a set of software applications that address the requirements of cloud networking, including workflow automation, network visibility and analytics, and enable the company to integrate with third-party applications for virtualization, management, automation, orchestration and network services. EOS supports cloud and virtualization solutions, including VMware NSX, Microsoft System Center, OpenStack and other cloud management frameworks.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Ilya Kundozerov

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