Arista Networks, Inc.

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Description

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. The Americas continue to be the largest market for Arista and account for over three-fourth of their total revenues. Despite all the supply chain challenges, the company holds the top spot in 100-gig, 200-gig, and 400-gig switching in terms of market share. In terms of client-to-cloud networking, Arista has also been a trailblazer. With new logos in tech companies, health care, education, and retail, as well as the provider sector, customer relevance is growing. In a nutshell, Arista has made progress and gained traction and is expected to grow by double digits in the coming years. We initiate coverage on the stock with a ‘Hold’ rating.

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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