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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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Year over year growth in Revenue and Operating Expenses.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

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Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

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Arista Networks

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its cloud networking solutions consist of Extensible Operating System (EOS), a set of network applications and Ethernet switching, and routing platforms. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in October 2004 and is headquartered in Santa Clara, CA.

Earnings data Q1 2021

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Earnings data Q1 2022

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Arista Networks reports record 2022 growth, addresses supply chain challenges

Arista Networks delivered a strong performance in 2022, driven by strategic partnerships and product innovation. While facing challenges such as supply chain disruptions and potential revenue deceleration concerns, the company remains optimistic about growth opportunities in cloud, enterprise, and data center markets. By focusing on core strengths and addressing challenges proactively, Arista is poised for continued success in 2023.

Arista Networks excels in Q1 earnings, eyes growth in high-speed tech and AI applications

Arista Networks delivered robust financial performance, showcasing strength in high-speed technologies and customer wins across sectors. Challenges include visibility issues with cloud titan customers and potential sales cycle slowdowns. The company is well-positioned for growth with opportunities in AI applications and new technology introductions.

Arista Networks excels in Q2 earnings, eyes AI networking growth

Arista Networks delivered robust financial results in Q2 2023, driven by improved gross margins and international revenue growth. The company's focus on AI networking and enterprise market strength positions it well for future growth. Challenges include a cloud titan's CapEx slowdown and the transition to 800 gig WAN.

Arista Networks reports robust Q3 earnings, eyes cloud business growth

Arista Networks delivered strong financial results in Q3 2023, showcasing resilience and growth potential. While facing challenges in supply chain and product development timing, the company is well-positioned for future success with a focus on new products and strategic partnerships. Opportunities in cloud business and operational cost advantages present avenues for continued growth.

Arista Networks surpasses Q4 revenue expectations, eyes AI networking growth

Arista Networks delivered strong financial performance in Q4 2023, driven by international contributions and a focus on AI networking. While facing challenges in a dynamic market, the company is strategically positioned to capitalize on opportunities in adjacent sectors and AI innovation.

Arista Networks excels in Q1 2024, eyes growth opportunities

Arista Networks delivered robust financial results in Q1 2024, showcasing growth and profitability.
The company's strategic initiatives around technology innovation and market expansion position it well for future success.
Challenges in technology adoption and competitive landscape require proactive strategies and adaptability.
Opportunities in new markets, organizational enhancements, and customer segments offer avenues for sustained growth.

Arista Networks excels in Q2 with strong financials and AI focus

Arista Networks delivered a strong performance in Q2 2024, driven by robust financials, innovative products, and customer success.
While facing challenges in maintaining margins and navigating competition, Arista's focus on AI networking presents growth opportunities.
The company's financial stability, customer satisfaction, and strategic guidance for Q3 signal a promising outlook for future growth.

Arista Networks posts robust Q3 results, eyes AI network growth

Arista Networks (ANET) delivered a strong Q3 performance with robust financials, driven by international growth and product innovation.
While facing competition and supply chain challenges, the company remains well-positioned with opportunities for revenue growth and market expansion.
Strategic initiatives like the stock split and focus on AI networking underscore Arista Networks' (ANET) commitment to future growth and innovation.

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Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks is well-positioned to benefit from the growth in artificial intelligence due to its leading position in the data center equipment space, providing ethernet switches and routing equipment to large internet companies and data centers. The company has been successfully riding the wave of the transition from on-premise to SaaS licenses, and the increasing demand for data center capacity driven by AI, cloud-based applications, and the Internet of Things. Even at 27x P/E, Arista's DCF valuation is attractive due to high ROIC.

Arista Networks: Huge Potential At An Attractive Valuation

Arista Networks (ANET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Is Most-Watched Stock Arista Networks, Inc. (ANET) Worth Betting on Now?

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Arista Networks, Inc. (NYSE:ANET ) Bank of America 2023 Global Technology Conference Call June 6, 2023 1:40 PM ET Company Participants John McCool - Chief Platform Officer & SVP, Engineering Operations Conference Call Participants Unidentified Analyst Okay. So I have know John McCool for many, many years.

Arista Networks, Inc. (ANET) Bank of America 2023 Global Technology Conference Call Transcript

Arista Networks, Inc. (NYSE:ANET ) William Blair 43rd Annual Growth Stock Conference June 6, 2023 11:40 AM ET Company Participants Ita Brennan - Chief Financial Officer Conference Call Participants Sebastien Naji - William Blair Sebastien Naji All right. Good morning, everyone.

Arista Networks, Inc. (ANET) Presents at William Blair 43rd Annual Growth Stock Conference (Transcript)

Arista Networks, Inc. guidance for the upcoming quarter doesn't align with the high demand for AI infrastructure, showing slowing revenue growth rates and lower gross margins. Arista's cloud titan customers are slowing down their spending after a significant increase last year, leading to normalization in growth rates. Despite these concerns, Arista Networks is well-positioned for high-demand, low latency networking.

Arista Networks: Adapting To Changing AI Infrastructure Demand

ANET continues to receive my buy recommendation due to LT growth prospects, but a smaller position is recommended given the lesser upside now. Concerns exist regarding elevated inventory levels and potential near-term margin pressure, but ANET's long-term growth is supported by AI workloads, accelerated deployment of AI switching products, and increased market share with enterprise customers. ANET has demonstrated strong operational performance, surpassing revenue expectations in 1Q23 and providing positive guidance for 2Q23.

Arista Networks: Near-Term Margin Concerns But Long-Term Positive From AI

Arista — whose stock rose by 24% between May 24 and pre-market trading on May 30 — sells such switches to hyperscalers.

Generative AI Could Sustain Arista Networks' 31% Annual Stock Growth

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Arista Networks (ANET) reported earnings 30 days ago. What's next for the stock?

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Why Arista Networks (ANET) is a Top Momentum Stock for the Long-Term

Sometimes when looking at a stock's chart, you can actually when investors disagree with a selloff. That's the case with Arista Networks Inc. NYSE: ANET, which sold off hard after its first-quarter report in early May, but quickly staged a big turnaround.

Arista Networks Soars As Investors Spot Opportunity After Selloff

Arista Networks is the IBD Stock of the Day as the computer networking firm advances amid a Nvidia-stoked rally in artificial intelligence plays. The post Arista Basks In The Glow Of Nvidia AI Outlook, Artificial Intelligence Stocks appeared first on Investor's Business Daily.

Arista Basks In The Glow Of Nvidia AI Outlook, Artificial Intelligence Stocks

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Arista Networks, Inc. (NYSE:ANET ) 51st Annual J.P. Morgan Global Technology, Media and Communications Conference May 23, 2023 1:55 AM ET Company Participants Ita Brennan - Chief Financial Officer Conference Call Participants Samik Chatterjee - J.P.

Arista Networks, Inc. (ANET) J.P. Morgan 51st Annual Global Technology, Media and Communications Conference (Transcript)

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Artificial intelligence is slowly becoming the driving force behind numerous technological advancements in recent years. Hence, investors are seeking opportunities to capitalize on high-risk AI stocks as the sector continues to revolutionize industries and transform how we live and work.

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Arista Networks, Inc. NYSE: ANET is the latest technology company to get punished for a slowdown in cloud computing demand. Shares of the Santa Clara-based cloud networking leader fell more than 17% in the two days that followed its May 1st report.

Arista Networks: Cloud Computing Selloff Creates an Opportunity

Arista Networks beat expectations on the top and bottom lines to kick off 2023. Shares fell some 20% anyway, perhaps because management didn't provide a more significant upgrade to full-year financial guidance.

This Top AI Stock Tanked After Earnings -- Time to Buy the Dip?

Arista Networks' supply chain issues are easing, yet investors are unhappy.

Arista Networks Stock Plunged After Earnings -- Is This a Buying Opportunity?

Arista Networks helps optimize the cloud networks that are key for these technologies. Nvidia's A100 GPUs are sought out for their ability to power cutting-edge AI uses.

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As the broader technology space nurses its wounds from a massive beat down last year, savvy investors wouldn't want to overlook the massive potential of the best edge computing stocks to buy. This burgeoning sector revolves around the concept of edge computing, where networks and devices are near end users.

News for Arista Networks Stock (ANET)