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Cisco (NASDAQ:CSCO) shares fell on Thursday as Wells Fargo downgraded the networking giant, noting shares could be range bound for some time. Analyst Aaron Rakers lowered the firm's rating to equal weight, noting that that although the firm is positive on its transition to a subscription mode...
Technology is constantly evolving, and enterprises must keep pace with the latest innovations if they hope to remain competitive. Cloud computing is a perfect example. Today, businesses can provision cloud services through the internet, and that technology allows them to scale more quic...
Arista Networks, Inc. (ANET) Morgan Stanley Technology, Media and Telecom Conference 2022 March 8, 2022 2:30 PM ET Company Participants Ita Brennan - Chief Financial Officer Conference Call Participants Meta Marshall - Morgan Stanley Presentation Meta Marshall All right. Welcome, everybody. I...
Arista Networks, Inc. (ANET) The JMP Securities Technology Conference March 07, 2022 01:30 PM ET Company Participants Ita Brennan - Chief Financial Officer Conference Call Participants Erik Suppiger - JMP Securities Presentation Erik Suppiger Well, thank you for joining. It's great to see a i...
Insiders selling Airbnb despite the recent pullback. Co-founder Joe Gebbia significantly increased his selling of Airbnb last week. With the recent pullback in the stock, Airbnb now trades at a trailing EV/sales of 14.11 and a forward EV/sales of 10.66. For further details s...
Motley Fool analyst John Rotonti analyzes Intel 's (NASDAQ: INTC) plan to purchase Tower Semiconductor (NASDAQ: TSEM) for a total enterprise value of roughly $5.4 billion, and what executives at Taiwan Semiconductor (NYSE: TSM) might be thinking in response. John als...
The following slide deck was published by Arista Networks, Inc. in conjunction with their 2021 Q4 earnings call. For further details see: Arista Networks, Inc. 2021 Q4 - Results - Earnings Call Presentation
AVA solution bridges network and security gap Arista Networks (NYSE:ANET), a leader in data-driven networking, today announced that its 720XP series of switches for campus deliver embedded security and packet analysis. By embedding NDR (Network Detection and Response) ca...
Cloud computing services are completely reshaping the IT industry. According to tech researcher Gartner , global spending on cloud will increase some 16% and home in on the $500 billion mark in 2022. Some estimates point to that figure reaching $1 trillion a year within the next fiv...
Arista Networks reported a strong Q4 with revenue coming in 4% ahead of expectations and margin strength leading to an EPS beat. Q1-22 guidance was also better than expectations with continued gross margin and operating margin strength. Valuation remains at a premium to the market...
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Intuit (NASDAQ: INTU) reported fiscal third-quarter 2024 non-GAAP earnings of $9.88 per share, which beat the Zacks Consensus Estimate by 5.78%. Th...
On CNBC's “Mad Money Lightning Round,” Jim Cramer said Arista Networks, Inc. (NYSE:ANET) reported an “unbelievable” qu...