reports
- Pierre FerraguÊ
- Pierre FerraguÊ
Arista Networks Inc: 1 director
A director at Arista Networks Inc sold/sold after exercising options 40,000 shares at 420.358USD and 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 direct...
- Pierre FerraguÊ
Arista Networks, Inc. Reports Third Quarter 2024 Financial Results
SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus and routing environments, today announced financial results for its third quarter ended September 30, 2024. Third Quarter Financial Highlights “Arista remains at the forefront of next generation centers of data across client-to-cloud and AI focused locations,” said Jayshree Ullal, Chairperson and CEO of Arista Networks. “Our Q3 2024 results once again demonstrate our continued commitment to customer priorities as well as de...
Arista Networks to Announce Q3 2024 Financial Results on Thursday, Nov...
SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks, Inc. (NYSE:ANET) will release its financial results for the quarter ended September 30th, 2024 after U.S. markets close on Thursday, November 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 November 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 dial...
CloudVision Delivers Modern Network Operating Model Across the Enterpr...
SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks (NYSE: ANET), a leading provider of cloud and AI networking solutions, today announced significant new capabilities in its platform, enabling a modern network operating model for customers. Arista’s CloudVision dramatically simplifies operations with automation, observability and zero trust security capabilities across all enterprise networking domains, from campus to data center, WAN, and cloud. This uniform approach helps enterprises save operational expenses by removing traditional network operational silos while delivering reliable an...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 2Q24
We publish today our comprehensive quarterly bible: 224 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.
ANET ARISTA NETWORKS INC.
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
2GB 2G ENERGY AG
KLAC KLA CORPORATION
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
MBLY ASML HOLDING NV
AMD MOBILEYE NV
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
AVGO MICROSOFT CORPORATION
SOH1 BROADCOM INC.
BESI SOITEC
IFX UBER TECHNOLOGIES INC.
UBER ERICSSON
ERIC.B BE SEMICONDUCTOR (SWISS)
BSIB WOLFSPEED INC
WOLF GRAB HLDGS LTD
GRAB ARM HOLDINGS PLC
ARM ARMEYSKI HLDG AD
- Pierre FerraguÊ
- Pierre FerraguÊ
Bible 2Q24 – Hyperscale & Cloud: capex up further; AI decelerates heal...
Today, we are publishing the Hyperscale & Cloud section of our 24th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, PCs, Enterprise IT, and Ride sharing & Delivery. Cloud revenues decelerated, with cloud services accelerating slightly, and Search, Ads...
Alabama Fiber Network Selects Arista Networks for Statewide Middle-Mil...
SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks (NYSE:ANET) announced today that (AFN), a consortium of eight electric cooperatives, has selected Arista as its provider of routing and switching equipment for its robust middle-mile network project. This initiative delivers affordable, high-capacity and reliable internet access to last-mile providers and large enterprises throughout underserved rural areas across Alabama. AFN is spearheading a major broadband expansion supported by the State of Alabama through Governor Ivey’s Be Linked Alabama initiative and the Alabama Department of E...
- Pierre FerraguÊ
- Pierre FerraguÊ
- Pierre FerraguÊ
Arista Networks, Inc. Reports Second Quarter 2024 Financial Results
SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus and routing environments, today announced financial results for its second quarter ended June 30, 2024. Second Quarter Financial Highlights “On the heels of our June celebration of 10 years as a public company, I would again like to thank our customers, employees and partners for contributing to our success as we arrived at this important milestone,” said Jayshree Ullal, Chairperson and CEO of Arista Networks. “Our Q2 202...
- Pierre FerraguÊ
Nvidia: can clients really make $5-7 of revenues in 4 years out of $1 ...
Nvidia claims its customers can generate $5-7 of revenues in 4 years for each $1 spent on GPUs. In today’s work, we look at whether those claims align with our perspective on AI infrastructure costs and margins, in a single slide.
- Pierre FerraguÊ
AI Stocks: 360° health check after the June Rally: Downgrading Nvidia,...
On the back of the rally in stocks exposed to AI infrastructure, which played out from late May to mid-June, we propose a health check on the theme, deploying a 360° view over where we stand in terms of expectations vs. capacity ramping in the value chain, hyperscaler capex, demand beyond hyperscalers, and, most importantly, how anticipated spending compares to plans for the deployment of giga-clusters. The conclusion of our work is in the subject line above; follow the link below for details su...
Arista Networks to Announce Q2 2024 Financial Results on Tuesday, July...
SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks, Inc. (NYSE: ANET) will release its financial results for the quarter ended June 30th, 2024 after U.S. markets close on Tuesday, July 30th, 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 July 30th, 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) ...
- Pierre FerraguÊ
The Tech Infrastructure Quarterly Bible 1Q24
We publish today our comprehensive quarterly bible: 224 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:
ANET ARISTA NETWORKS INC.
ERIC B TELEFONAKTIEBOLAGET LM ERICSSON CLASS B
TSLA TESLA INC
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
MU MICRON TECHNOLOGY INC.
LRCX LAM RESEARCH CORPORATION
INTC INTEL CORPORATION
AMAT APPLIED MATERIALS INC.
NOKIA NOKIA OYJ
BSI BE SEMICONDUCTOR INDUSTRIES N.V.
2330 TSMC
SOI SOITEC SA
9984 SOFTBANK GROUP CORP.
8035 TOKYO ELECTRON LTD.
KLAC KLA CORPORATION
CSCO ASML HOLDING N.V.
ASML CISCO SYSTEMS INC.
MBLY ASML HOLDING NV
AMD MOBILEYE NV
AAPL ADVANCED MICRO DEVICES INC.
MSFT APPLE INC.
AVGO MICROSOFT CORPORATION
SOH1 BROADCOM INC.
BESI SOITEC
IFX UBER TECHNOLOGIES INC.
UBER ERICSSON
ERIC.B ERICSSON LM-B SHS
ERIC-B GRABTAXI HOLDINGS PTE LTD
ERICB EU UBER TECHNOLOGIES INC
0967655D BE SEMICONDUCTOR (SWISS)
0084207D WOLFSPEED INC
BSIB GRAB HLDGS LTD
WOLF ARM HOLDINGS PLC
GRAB ARMEYSKI HLDG AD
- Pierre FerraguÊ
Bible 1Q24: Enterprise IT –Stabilization in legacy, public cloud accel...
Today, we are publishing the Enterprise IT section of our 23rd Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 130 companies we track, providing an update on our key perspectives and convictions. There are signs of a timid recovery in traditional infrastructure spending as order flows have stabilized. Public cloud growth accelerated by a further 3pts, but outside of cloud, next-gen spending gr...
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