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Arista Networks (ANET)

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nine_inch_nerd 27 april 2024 22:12

Draadje geopend voor cloudnetwerkbedrijf Arista Networks!
"De nieuwe Cisco"

Arista Networks is an industry leader in data-driven, client to cloud networking for large data center/AI, campus and routing environments. Arista’s award-winning platforms deliver availability, agility, automation, analytics and security through an advanced network operating stack
Arista was founded by industry luminaries Andy Bechtolsheim, Ken Duda and David Cheriton, launched in 2008 and is led by CEO Jayshree Ullal. Its seasoned leadership team is globally recognized as respected leaders and visionaries with a rich and extensive history in networking and innovation.
The company went public in June 2014, is listed with NYSE (ANET), and currently has more than 9,000+ cloud customers worldwide.

www.arista.com/en/company/company-ove...
www.arista.com/en/

Koers: nl.investing.com/equities/arista-netw...

Vandaag heeft Marc Langeveld nog eens uitgelegd wat dit bedrijf interessant maakt.
Minuut 1:27:45-1:32:15 Arista Networks
youtu.be/btgCSlPcjKc?si=ajicQS0sHszbwdXo

Hier een oude webcast van Langeveld bij Saxo rond 1 uur 11 min.
Door je email op te geven en je naam kun je deze zien.
www.home.saxo/nl-nl/campaigns/webinar...

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nine_inch_nerd 28 april 2024 10:20

Aankomende events:

May 7, 2024 4:30 PM ET
Arista Networks Q1 2024 Earnings Conference Call & Webcast

May 21, 2024 1:45 PM ET
J.P. Morgan 52nd Annual Global Technology, Media and Communications Conference
Webcast

June 4, 2024 9:00 AM ET
William Blair 44th Annual Growth Stock Conference
Webcast

nine_inch_nerd 28 april 2024 10:57

ZACKS analyse

Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
Fri, Apr 26, 2024
finance.yahoo.com/news/arista-network...

Conclusion
The facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Arista Networks. However, its Zacks Rank #1 does suggest that it may outperform the broader market in the near term.

nine_inch_nerd 28 april 2024 22:39

Simply Wall St.

Arista Networks' (NYSE:ANET) 31% CAGR outpaced the company's earnings growth over the same five-year period
Sun, Apr 28, 2024

REWARDS
- Earnings are forecast to grow 10.42% per year
- Earnings grew by 54.3% over the past year

RISK ANALYSIS
No risks detected for ANET from our risk checks.

finance.yahoo.com/news/arista-network...
simplywall.st/stocks/us/tech/nyse-ane...

nine_inch_nerd 29 april 2024 12:46

Concurrent.

Bron: Bolero.

Juniper Networks boekte een 16% lagere omzet
Het bedrijf boekte een 16% lagere omzet als gevolg van de trage vraag naar hun producten in een onzekere economie. Juniper publiceerde een winst van 29 cent per aandeel, vergeleken met de ramingen van analisten van 40 cent per aandeel.

Commentaar Marc Langeveld:
"Er was in 2024 Q1 bij JNPR sprake van Macro + Inventory Digestion, waar Arista ook last van zou kunnen hebben. Maar JNPR wordt ook afgeleid door hun acquisitie van HPE. Kan het voor ANET Q1 24 helaas niet helemaal uitsluiten, maar de capex trend voor 2025-2027 cloud infra ziet er voor ANET solide uit."

nine_inch_nerd 30 april 2024 15:24

Arista Launches Next Generation Multi-Domain Segmentation for Zero Trust Networking
Microsegmentation solution mitigates threats across east-west lateral networks
www.arista.com/en/company/news/press-...

SANTA CLARA, Calif.,-- April 30, 2024 -- Arista Networks (NYSE: ANET), a leading provider of cloud networking solutions, today announced a significant update to its Arista MSS? (Multi-Domain Segmentation Service) offerings that address the challenge of creating a truly enterprise-wide zero trust network. Without the need for endpoint software agents and proprietary network protocols, Arista MSS enables effective microperimeters that restrict lateral movement in campus and data center networks and thus reduces the blast radius of security breaches such as ransomware.

nine_inch_nerd 4 mei 2024 15:55

Why Arista Networks Stock Flew Higher on Friday
Sat, May 4, 2024
finance.yahoo.com/news/why-arista-net...

Upgraded to buy
The person behind the Arista upgrade was Jefferies' George Notter, who now rates the stock a buy at a price target of $320 per share. Previously, he tagged it as a hold at a much lower price point ($240).
The reasoning behind this is straightforward, clear, and entirely realistic. In his latest research note on the networking company, Notter said that spending on cloud computing is "extraordinary right now," a trend that plays very nicely into Arista's core competencies.
That ramp-up in spending is due in no small measure to the skyrocketing popularity of artificial intelligence (AI). Many companies in a variety of economic sectors are intrigued by the many possibilities of AI and are gearing up to leverage the technology in their businesses. Due to its advanced nature, AI requires more powerful processing and greater storage requirements, hence the potentially lucrative opportunities for companies like Arista.

Double-digit growth expected for the first quarter
We should get a clearer picture of how the trend is affecting Arista next week; the company is scheduled to publish its latest set of earnings on Tuesday, May 7. On average, it is expecting a beefy 22% year-over-year rise in per-share net income (to $1.74), on the back of a 19% increase in revenue to $1.55 billion.

nine_inch_nerd 7 mei 2024 22:16

- Revenue of $1.571 billion, an increase of 2.0% compared to the fourth quarter of 2023, and an increase of 16.3% from the first quarter of 2023.
- GAAP gross margin of 63.7%, compared to GAAP gross margin of 64.9% in the fourth quarter of 2023 and 59.5% in the first quarter of 2023.
- Non-GAAP gross margin of 64.2%, compared to non-GAAP gross margin of 65.4% in the fourth quarter of 2023 and 60.3% in the first quarter of 2023.
- GAAP net income of $637.7 million, or $1.99 per diluted share, compared to GAAP net income of $436.5 million, or $1.38 per diluted share in the first quarter of 2023.
- Non-GAAP net income of $637.7 million, or $1.99 per diluted share, compared to non-GAAP net income of $452.5 million, or $1.43 per diluted share in the first quarter of 2023.

“Arista is off to a strong start to 2024 with solid first quarter results,” said Jayshree Ullal, Chairperson and CEO of Arista Networks. “As we get ready to celebrate the 10th anniversary of our IPO in June, I am pleased with our progress in the Arista 2.0 journey as seen in breakthrough innovations, customer traction and building our next generation leaders."

Commenting on the company's financial results, Chantelle Breithaupt, Arista’s CFO said, "We are pleased with our performance this quarter, which exceeded expectations across key financial metrics. Our commitment remains to deliver long-term value to our shareholders through sustained financial performance and strategic investments."

Arista Networks, Inc. Reports First Quarter 2024 Financial Results
Tue, May 7, 2024 at 10:05 PM
finance.yahoo.com/news/arista-network...

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nine_inch_nerd 7 mei 2024 22:58

Bijna 45 minuten nabeurs horizontale beweging eindstand 22:00u en nu komt ie los: +6% momenteel.

nine_inch_nerd 8 mei 2024 16:46

Ben tevreden. Een rustige oplopende koers vandaag...

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