Arista Networks (ANET) came out with quarterly earnings of $2.40 per share, beating the Zacks Consensus Estimate of $2.09 per share. This compares to earnings of $1.83 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 14.83%. A quarter ago, it was expected that this cloud networking company would post earnings of $1.94 per share when it actually produced earnings of $2.10, delivering a surprise of 8.25%.Over the last four quarte ...

Arista Networks (ANET) shares tumbled in extended trading Thursday as the company reported shrinking margins, despite profits that topped Wall Street’s expectations. The cloud networking giant saw third-quarter revenue grow 7% year-over-year to $1.81 billion, above the analyst consensus from Visible Alpha. Net income came in at $747.9 million or $2.33 per share, up from $545.3 million or $1.72 per share a year earlier and above projections. However, Arista's gross margin in the third quarter was 64.2%, dow ...

收入对比 - 2024年三季度和2023年三季度相比产品收入增加2.383亿美元涨幅18.5%九个月内增加5.567亿美元涨幅15.0%[80] - 2024年三季度和2023年三季度相比服务收入增加6320万美元涨幅28.2%九个月内增加1.962亿美元涨幅32.7%[82] - 2024年三季度和九个月内国际收入分别占总收入18.3%和19.0%[82] - 2023年微软和Meta分别占公司总收入18%和21%[75] - 2022年微软和Meta分别占公司总收入16%和26%[75] - 2021年微软和Meta分别占公司总收入15%和不到10%[75] 成本与毛利 - 2024年三季度和2023年三季度相比产品成本分别增加7.0477亿美元和9.0074亿美元[80] - 2024年三季度和2023年三季度相比服务成本分别增加1.1705亿美元和3.3651亿美元[80] - 2024年三季度和2023年三季度相比毛利分别增加2.19298亿美元和6.29254亿美元[80] - 2024年三季度和2023年三季度相比毛利率分别为64.2%和62.4%九个月内分别为64.3%和60.9%[80] - 2024年第三季度和前九个月成本分别增加8220万美元（14.5%）和1.237亿美元（7.3%）[83] - 2024年第三季度和前九个月毛利润率分别从62.4%提升到64.2%和从60.9%提升到64.3%[85] 各项费用 - 2024年第三季度和前九个月研发费用分别增加2350万美元（11.1%）和6830万美元（10.6%）[87] - 2024年第三季度和前九个月销售和营销费用分别增加480万美元（4.7%）和2280万美元（7.8%）[88] - 2024年第三季度和前九个月一般管理费用分别增加850万美元（33.4%）和1050万美元（13.7%）[89] 其他收入 - 2024年第三季度和前九个月其他收入分别增加5584.5万美元（133.6%）和1.20843亿美元（109.6%）[91] 现金与资产 - 2024年前三季度现金、现金等价物和有价证券总额约74亿美元[93] 所得税拨备与收入 - 2024年第三季度和前九个月所得税拨备分别为13.4972亿美元和32.5049亿美元[92] - 2024年第三季度和前九个月收入分别为88.291亿美元和237.6107亿美元[92] 运营活动现金流 - 2024年前9个月运营活动现金流为27亿美元其中净利润21亿美元[96] - 2023年前9个月运营活动现金流为15.076亿美元其中净利润14.737亿美元[96] 投资活动现金流 - 2024年前9个月投资活动现金流使用11亿美元[97] - 2023年前9个月投资活动现金流使用3.505亿美元[97] 融资活动现金流 - 2024年前9个月融资活动现金流使用2.918亿美元[98] - 2023年前9个月融资活动现金流使用8240万美元[98] 回购计划与购买义务 - 截至2024年9月30日新回购计划剩余授权金额为10亿美元[100] - 截至2024年9月30日有24亿美元购买义务其中20亿美元预计一年内收到[103] 租赁付款义务 - 截至2024年9月30日租赁付款义务净额为6980万美元其中2410万美元一年内应付[104] 资本支出 - 2024年与财产项目相关的预计资本支出约1500万美元[105]

财务营收数据 - 2024年第三季度营收18.11亿美元，较2024年第二季度增长7.1%，较2023年第三季度增长20.0%[2] - 预计2024年第四季度营收在18.5亿美元至19.0亿美元之间[6] - 2024年前三季度GAAP毛利润为32.60309亿美元，毛利率为64.3%[20] - 2024年前三季度GAAP运营利润为21.44964亿美元[20] - 2024年前三季度GAAP净利润为20.51058亿美元[20] 财务利润率数据 - GAAP毛利润率为64.2%，非GAAP毛利润率为64.6%[2] - 预计2024年第四季度非GAAP毛利润率约为63% - 64%，非GAAP营业利润率约为44%[6] 财务每股收益数据 - GAAP净利润为7.479亿美元，稀释后每股2.33美元；非GAAP净利润为7.691亿美元，稀释后每股2.40美元[2] 现金及现金流数据 - 2024年9月30日现金及现金等价物为31.75139亿美元[22] - 2024年前三季度经营活动提供的现金净额为26.77272亿美元[24] - 2024年前三季度投资活动使用的现金净额为11.47413亿美元[24] - 2024年前三季度融资活动使用的现金净额为2.91774亿美元[24] 业务合作与项目 - 阿拉巴马光纤网络选择Arista为其全州中程项目提供路由和交换设备[3] - CloudVision平台具备新能力，可实现现代网络运营模式[3] - 与Meta合作构建AI[3] 股票分割计划 - 董事会批准一拆四的股票分割计划[4]

Growth stocks are attractive to many investors, as above-average financial growth helps these stocks easily grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores sy ...

The AI story continues to grip investors, with many seeking exposure over the last year.Two stocks involved in the frenzy, Arista Networks (ANET) and Arm Holdings (ARM) , are on the reporting docket for this week. Both stocks have enjoyed bullish price action year-to-date, widely outperforming relative to the S&P 500.Image Source: Zacks Investment ResearchLet’s take a closer look at expectations for each heading into their respective releases.Arista Sees Profitability Boost Arista Networks, a Zacks Rank #1 ...

文章核心观点 - 该研究分析师专注于科技行业,主要研究领域包括半导体、人工智能和云软件等 [1] - 他还关注医疗科技、国防科技和可再生能源等其他领域 [1] - 在发表研究报告之前,该分析师曾在硅谷领导一些大型科技公司的团队,包括苹果和谷歌 [1] 根据相关目录分别进行总结 行业研究 - 该分析师主要关注科技行业,包括半导体、人工智能和云软件等领域 [1] - 他还关注医疗科技、国防科技和可再生能源等其他领域 [1] 公司研究 - 该分析师在发表研究报告之前,曾在硅谷领导一些大型科技公司的团队,包括苹果和谷歌 [1]

The November to April period has been good for stocks, with the S&P 500 climbing almost 7% on average and rising a meager 2% from May to October since World War II. November, in itself, has been one of the best-performing months for stocks. This year will be no different since the Federal Reserve’s dovish stance, steady economic growth and solid consumer spending amid a resilient labor market are expected to trounce short-term volatility emerging from the upcoming election.Thus, investors can take advantage ...

For Immediate ReleasesChicago, IL – October 29, 2024 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Arista Networks Inc. (ANET) , Altice USA, Inc. (ATUS) and Qualcomm Inc. (QCOM) .Here are highlights from Tuesday’s Analyst Blog:3 Telecom Stocks Likely to Outpace Q3 Earnings EstimatesWith a fast-track 5G rollout and in ...

With a fast-track 5G rollout and increased fiber densification, driven by a rising user propensity to stay abreast of the latest digital innovations, telecom stocks witnessed healthy demand trends in the third quarter of 2024. Despite price volatility due to elevated customer inventory levels, high capital expenditures for infrastructure upgrades, margin erosion, geopolitical conflicts and raging wars, the industry seemed to benefit from higher demand for scalable infrastructure for seamless connectivity am ...