Arista’s Revenue Growth Deceleration Seems Reasonable; Raising FVE to $207, Shares Still Overvalued
Arista Networks reported solid fourth-quarter results and provided investors with a first-quarter forecast that appears reasonable, in our view, but points to deceleration in revenue growth. After two quarters of 50% year-over-year revenue growth in the second and third quarters of 2017, which management didn’t even see coming at the time, revenue in the first quarter of 2018 is expected to grow “only†37% at the midpoint. Regardless, we still believe that Arista is well positioned with cloud ti...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.
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