ENTITY

Arista Networks (ANET US)

38
Analysis
Information Technology • 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.
more
•13 May 2024 09:58

Optics Earnings (FN, ANET, COHR, LITE, AAOI)

To make my content readable, this is an optics-only earnings update. I will discuss everything together and put together a high-level overview.

Share
•08 Aug 2023 04:25

Earnings: Intel, AMD, ANET, ON, RMBS, SITM, QCOM, QRVO

Let’s first talk about Intel. Intel reported earnings last week, and what a surprise; they managed to have a beat and raise! I wrote about this in...

Share
bullish•Samsung SDS
•19 Dec 2024 01:49

A Comparison of KOSPI 200 and S&P 500 Companies Performances in 2024

There is no large Palantir-like company that deals with AI/data analytics in Korea. However, large cap IT services and telcos in Korea are...

Logo
1.2k Views
Share
bullish•Arista Networks
•18 Nov 2024 15:00

Arista Networks Inc.: Its Secret Weapon for Enterprise Growth: Bold Campus & AI Expansion Strategies Revealed! - Major Drivers

Arista Networks recently reported its financial results for the third quarter of 2024, showcasing both strengths and areas that require...

Logo
341 Views
Share
•08 Aug 2024 13:28

Earnings: ON, LSCC, RMBS, AMKR, ANET, AMD

This week will be a lightning-fast one. I need to cover a lot, so I’ll give high-level summaries instead of going deep unless necessary. I will be...

Share
x