New Street Research - Arista Networks Inc. (ANET) Arista 1Q20 Earnings

Report

New Street Research

Pierre FerraguÊ

Arista 1Q20 Earnings

New Street Research
Analyst: Pierre Ferragu
Email:

06/05/2020 13 EN

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.

See profile

US0404131064 New York Stock Exchange United States

Provider

New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

Pan European Telecom Services and Cable
US Telecoms, Cable, Satellite and Towers
Global Emerging Market Telecoms
Japan Telecoms
Asian Internet
Pan European Healthcare
Global healthcare thematic research

We provide debt research on:

Pan European Telecom Services and Cable

See profile

Analysts

Pierre FerraguÊ

Other Reports on these Companies

SmartInsider

Arista Networks Inc: 2 directors

Two Directors at Arista Networks Inc sold/sold after exercising options 40,042 shares at between 290.045USD and 299.990USD. The significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activ...

Free Trial

April 13, 2024 April 13, 2024 1 EN

BusinessWire

Arista Networks to Announce Q1 2024 Financial Results on Tuesday, May 7th, 2024

SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks, Inc. (NYSE:ANET) will release its financial results for the quarter ended March 31st, 2024 after U.S. markets close on Tuesday, May 7th, 2024. The results will be included in a press release with accompanying financial information that will be posted on the Investor Relations section of the Arista website at . Arista’s executive management team will host a conference call on May 7th, beginning at 1:30 p.m. PT (4:30 p.m. ET) to discuss financial results and business highlights. Interested parties may access the call by dialing (888) 330-...

April 9, 2024 April 9, 2024 1 EN

New Street Research

The Tech Infrastructure Quarterly Bible 4Q23

We publish today our comprehensive quarterly bible: 212 pages of detailed analyses on what happened in the last 3 months, and how we interpret it, in light of our current convictions. The first section acts as a PM summary, outlining our key findings, and latest thoughts on the semi cycle, in 6 slides:

March 12, 2024 March 12, 2024 1 EN

Tele2 (Neutral, TP: SEK 110, +13%) Q1 24: A good start to the European Telco Q1 24 earnings season

Tele2 has reported a good set of Q1 numbers with EBITDAal +1.2% ahead of consensus expectations and at EFCF +24% ahead. Total end-user SR accelerated to +4.3% YoY (+3.4% in Q4), supported by the earlier phasing of price rises in Sweden this year. EBITDAaL growth (ex energy) slowed to +2.5% y/y (+4.0% in Q4), although this was better than had been messaged by the company in the pre results call, which probably explains the strong share price move today.

EUR 9366.00

13h / 20m 13h / 20m 1 EN

Pierre FerraguÊ

Pierre FerraguÊ

TSMC 1Q24: Auto cycle hits; leading-edge demand remains strong

TSMC reported 1Q24 results this morning.

15h / 43m 15h / 43m 1 EN

Soomit Datta

Soomit Datta

WISE (Neutral, TP: £8.30, +0%) WISE FY 24 update: Where did the Cross-border volume growth go?

Following this week’s FY 24 trading statement we have updated estimates. We see ongoing weaker than expected core cross-borer transfer volumes, driven by dilutive volume/new add, offset by debit card use (interchange) and stronger NII (higher for longer rates). In addition lower FX volatility is also supporting gross margins for the time being. It’s an interesting time to review historic cross-border volume expectations, relative to TAM, with downward revisions for consensus volumes expectations and market share gains seemingly lower than expected (or the TAM proving optimistic).

EUR 9366.00

17h / 18m 17h / 18m 1 EN

Sign-up for free to access full reports immediately

Email Address*

Choose Password* ( 6 or more characters )

Due to regulatory restrictions regarding the distribution of financial research, this report is restricted to a specific region or investor type. Get access to exclusive reports by answering the questions below.

Select your country*

Get financial insights straight to your inbox

By clicking "register" you accept the Terms and Conditions & Privacy Policy

Already on ResearchPool?

Almost there...

Are you a professional investor?

Select your country

REGISTER

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

In order to access this report please create an account.

LOGIN

Arista 1Q20 Earnings

Arista Networks Inc: 2 directors

Arista Networks to Announce Q1 2024 Financial Results on Tuesday, May 7th, 2024

The Tech Infrastructure Quarterly Bible 4Q23

Tele2 (Neutral, TP: SEK 110, +13%) Q1 24: A good start to the European Telco Q1 24 earnings season

TSMC 1Q24: Auto cycle hits; leading-edge demand remains strong

WISE (Neutral, TP: £8.30, +0%) WISE FY 24 update: Where did the Cross-border volume growth go?

Create a free ResearchPool account to access full reports, get a personalised dashboard and follow providers or companies

Sign-up for free to access full reports immediately

ResearchPool Subscriptions

Get the most out of your insights

Why subscribe?

How to subscribe

ResearchPool Subscriptions

This report is only available to subscribers

Why subscribe?

How to subscribe