Arista Networks, Inc.

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Description

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

 

Arista Networks recently reported its financial results for the third quarter of 2024, showcasing both strengths and areas that require attention. The company achieved revenues of $1.81 billion, marking a year-over-year increase of 20%, and a non-GAAP earnings per share of $2.40, highlighting robust performance. This was underpinned by strong contributions from service and software renewals, which accounted for 17.6% of revenues. Moreover, Arista reported a non-GAAP gross margin of 64.6%, reflecting a balance between pricing pressures from Cloud Titan customers and favorable enterprise margins, alongside supply chain efficiencies.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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