Equity Long-Short, Semiconductors, Fabricated Knowledge

Douglas O'Laughlin

Equity Long-Short, Semiconductors

Fabricated Knowledge

Learn more about the world's most important manufactured product. Meaningful insight, timely analysis, and an occasional investment idea.

Equity Bottom-Up

<ul><li>Google, Microsoft, and Facebook reported earnings.</li><li>Let’s discuss their capex plans and what that means for our new data center champion, Nvidia.</li><li>I think it’s pretty straightforward that Nvidia has revenue beats for the foreseeable future.</li></ul>

Google, Microsoft, and Facebook reported earnings.Let’s discuss their capex plans and what that means for our new data center champion, Nvidia.I think it’s pretty straightforward that Nvidia has revenue beats for the foreseeable future.

Google, Microsoft, Facebook and Nvidia: AI Spending Implications at the Hyperscalers

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Arista Networks delivered strong results in the quarter, with $1.35 billion in revenue and $1.43 in non-GAAP earnings per share, crushing market expectations.</li><li>Throughout this year, Arista anticipates seeing increases in its gross margins every quarter.</li><li>We give Arista Networks a 'Hold' rating with a revised target price.</li></ul>

Arista Networks delivered strong results in the quarter, with $1.35 billion in revenue and $1.43 in non-GAAP earnings per share, crushing market expectations.Throughout this year, Arista anticipates seeing increases in its gross margins every quarter.We give Arista Networks a 'Hold' rating with a revised target price.

Arista Networks Inc.: Crushing Market Expectations But Is It Enough? – Key Drivers

<ul><li>Arista delivered an all-around beat in the last quarter to finish 2022 on a positive note.</li><li>Renewals of services and software support made up about 15.8% of the total revenue in the year.</li><li>Arista added SONiC functionality to its high-volume switches to further strengthen its collaboration with Microsoft.</li></ul>

Arista delivered an all-around beat in the last quarter to finish 2022 on a positive note.Renewals of services and software support made up about 15.8% of the total revenue in the year.Arista added SONiC functionality to its high-volume switches to further strengthen its collaboration with Microsoft.

<ul><li>Arista Networks performed well in the last quarter with its cloud networking and data centre solutions helping the company report an all-around beat.</li><li>From the leaf switches at the top of the track to the regional spine and data centre spine to the LAN and cloud edge layers all over the world, Arista is installed in Microsoft's network at every tier.</li><li>Among major updates, the company went on to acquire Pluribus Networks, developers of unified cloud networking technology.</li></ul>

Arista Networks performed well in the last quarter with its cloud networking and data centre solutions helping the company report an all-around beat.From the leaf switches at the top of the track to the regional spine and data centre spine to the LAN and cloud edge layers all over the world, Arista is installed in Microsoft's network at every tier.Among major updates, the company went on to acquire Pluribus Networks, developers of unified cloud networking technology.

Arista Networks: Acquisition of Pluribus Networks & Other Drivers

<ul><li>This is our first report on cloud networking solutions provider, Arista Networks.</li><li>The company had a strong quarter and generated record quarterly revenues of $877.1 million backed by a strong performance in software support renewals and services.</li><li>Cloud titans were their strongest and largest vertical for the last quarter, followed by enterprise, cloud specialty providers and financials tied for second place, and service providers in fourth.</li></ul>

This is our first report on cloud networking solutions provider, Arista Networks.The company had a strong quarter and generated record quarterly revenues of $877.1 million backed by a strong performance in software support renewals and services.Cloud titans were their strongest and largest vertical for the last quarter, followed by enterprise, cloud specialty providers and financials tied for second place, and service providers in fourth.

Arista Networks Inc.: Initiation of Coverage – Market Position

United States

Arista Networks Inc. provides cloud networking solutions for data-centers and computer environments. The Company offers ethernet switches, pass-through cards, transceivers, cards, and enhanced operating systems. Arista also provides host adapter solutions and networking services and markets its products globally.

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Arista Networks (ANET US)

Google, Microsoft, Facebook and Nvidia: AI Spending Implications at the Hyperscalers

Google, Microsoft, and Facebook reported earnings. Let’s discuss their capex plans and what that means for our new data center champion, Nvidia. I...

Fabricated Knowledge

Arista Networks Inc.: Crushing Market Expectations But Is It Enough? – Key Drivers

Arista Networks delivered strong results in the quarter, with $1.35 billion in revenue and $1.43 in non-GAAP earnings per share, crushing market...

Baptista Research

Arista Networks Inc.: Major Drivers

Arista delivered an all-around beat in the last quarter to finish 2022 on a positive note. Renewals of services and software support made up about...

Baptista Research

Arista Networks: Acquisition of Pluribus Networks & Other Drivers

Arista Networks performed well in the last quarter with its cloud networking and data centre solutions helping the company report an all-around...

Baptista Research

Arista Networks Inc.: Initiation of Coverage – Market Position

This is our first report on cloud networking solutions provider, Arista Networks. The company had a strong quarter and generated record quarterly...

Baptista Research

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