财务业绩 - 公司Q2 2024财报收入为16.904亿美元，同比增长15.9%[3] - 公司Q2 2024 GAAP毛利率为64.9%，非GAAP毛利率为65.4%[3] - 公司Q2 2024 GAAP净利润为6.654亿美元，非GAAP净利润为6.726亿美元[3] - 公司Q2 2024每股摊薄收益GAAP为2.08美元，非GAAP为2.10美元[3] - 公司Q3 2024财年预期收入为17.2亿美元至17.5亿美元，非GAAP毛利率约63%-64%，非GAAP营业利润率约44%[6] - 2024年第二季度GAAP营业收入为13.597亿美元，同比增长28.6%[18] - 2024年第二季度非GAAP营业收入为15.296亿美元，同比增长26.8%[18] - 2024年第二季度非GAAP营业利润率为46.9%，同比提升5.3个百分点[18] - 2024年第二季度GAAP净利润为13.031亿美元，同比增长164.8%[19] - 2024年第二季度非GAAP净利润为13.104亿美元，同比增长161.3%[19] - 2024年第二季度GAAP每股收益为4.07美元，非GAAP每股收益为4.10美元[20] 产品和技术创新 - 公司发布了新一代多域分段服务(MSS)产品以及与NVIDIA合作的AI数据中心解决方案[5] - 公司推出了针对AI工作负载的Etherlink AI网络平台[5] 公司发展 - 公司Q2 2024财报同比增长强劲，体现了公司增长、盈利能力和最佳平台的强大组合[2] - 公司Q2 2024每股收益同比增长33%，得益于强劲的收入和毛利率表现[4] - 公司在2024年6月庆祝上市10周年，感谢客户、员工和合作伙伴为公司成功做出的贡献[2] - 2024年6月30日现金及现金等价物余额为24.29亿美元，较2023年12月31日增加4.9亿美元[21] - 2024年6月30日存货余额为18.538亿美元，较2023年12月31日减少4.7%[21] - 2024年6月30日应收账款净额为12.268亿美元，较2023年12月31日增加19.7%[21] 研发投入 - 2024年第二季度研发费用中的股票期权费用为9.456亿美元，同比增长21.7%[20]

The artificial intelligence era is proving to be quite lucrative for big data companies. In addition to providers of data storage services, firms that specialize in analyzing huge amounts of unstructured data are getting a big boost from the proliferation of AI.Moreover, large language models, which enable AI apps to be built and assist AI systems with understanding human writing and speech, require large amounts of data to be created. Consequently, firms with large amounts of such data have an important co ...

Arista Networks, Inc. (ANET) is scheduled to report second-quarter 2024 results on Jul 30, after the closing bell. In the last reported quarter, the company reported an earnings surprise of 14.37%.The company is expected to have registered higher revenues from the Service segment, driven by healthy demand trends. Management’s effort to expand its portfolio to cater to advanced use cases is a positive.Factors at PlayIn the second quarter, Arista introduced the Multi-Domain Segmentation Service to improve ent ...

文章核心观点 - Arista Networks即将于7月30日发布2024年第二季度财报 [1] - 公司在上一个季度中实现了14.37%的盈利惊喜 [1] - 公司预计产品业务收入将有所增长,得益于其Etherlink产品组合的需求增长和创新 [1] 产品和技术发展 - 公司在第二季度推出了Etherlink AI平台,以优化人工智能工作负载的网络性能 [2] - 该平台可支持超过10万个XPU,采用2层网络拓扑,消除了复杂的多层网络,优化了AI应用程序的性能 [2] - 该平台减少了光学收发器的使用,从而降低了成本并提高了可靠性 [2] - 公司的产品包括固定、模块化和分布式交换平台,性能优于专有技术,提高了大型AI集群的网络性能 [2] - 以太网正成为前端和后端AI数据中心的关键基础设施组件,公司正在不断完善Etherlink AI平台以抓住这一趋势 [3] - 公司与英伟达合作,演示了如何使用基于EOS的远程AI代理来管理相互依赖的AI集群 [4][5] - 这代表了AI数据中心管理方面的重大进步,解决了大型AI集群面临的关键挑战 [6] 财务数据 - 公司第二季度产品收入预计为13.8亿美元,同比增长 [7] - 公司总收入预计为16.4亿美元,同比增长 [8] - 预计每股收益为1.94美元,同比大幅改善 [8] 业绩预测 - 根据公司的盈利预测和当前的股票评级,公司有望在本季度实现盈利超预期 [9][10]

John Lamb Arista Networks (NYSE:ANET) is positioned for a strong eFY24 as the network equipment industry takes a turn into bullish territory. With management’s q1’24 beat and raise, customers’ digestion of their equipment inventory builds, and the drive to build out the networking component to cater to the high-speed demands of AI/ML, I believe Arista is in the beginning phase of the next cycle and should realize significant top-line growth and margin expansion. Arista will be reporting q2’24 earnings r ...

U.S. economic growth in the second quarter beat estimates on robust consumer outlays. All at once, receding inflationary pressure has paved the way for an interest rate cut as early as fall. This has opened the door to a Goldilocks economy, which bodes well for growth-oriented tech stocks. Economic Growth Faster Than ExpectedUS GDP registered an annualized growth of 2.8% in the second quarter, per the advance estimate of the Bureau of Economic Analysis, which is above analysts’ expectations of 2%. The secon ...

Arista Networks, Inc. (ANET) is scheduled to report second-quarter 2024 earnings on Jul 30. The Zacks Consensus Estimate for revenues and earnings is pegged at $1.64 billion and $1.94 per share, respectively.Earnings estimates for Arista have improved from $7.49 per share to $7.93 for 2024 and from $8.47 per share to $8.93 for 2025 over the past 90 days.ANET Estimate TrendImage Source: Zacks Investment ResearchEarnings Surprise HistoryThe communications components provider delivered a four-quarter earnings ...

Just as the ancient Roman Empire was powered by human labor deployed in agriculture, the modern era relies on semiconductors to power the digital age. This makes investing in semiconductor stocks an easy proposition, as it is investing in the civilization itself.Globally, the semiconductor stocks market is headed for a 10% CAGR by 2029 at $980.80 billion, according to Statista Market Insights. In the meantime, investors should put these stocks on a watchlist, if they haven’t already. Let’s explore three top ...

公司投资评级 公司被首次覆盖,给予"买入"评级。[99] 报告的核心观点 1. 以太网在 AI 领域与 Infiniband 具备差异化优势,有望拉动大规模集群、推理以太网组网 [13][14][15][24][25] 2. 公司凭借自研 EOS 操作系统带来的生态优势,以及采用商用交换芯片具备更快迭代速度,有望保持高速以太网交换机龙头地位 [40][41][42][43][44][45][46][47][48][49][50][51] 3. 公司软件+硬件方案盈利能力更高,相比白牌交换机厂商具备优势 [83][84][85][86][87][88][89][90][91][92][93] 分业务收入及盈利预测 1. 产品业务:预计 2024~2026 年营收分别为 60.03、72.47、77.87 亿美元,同比+19.35%、+20.72%、+7.46% [95] 2. 服务业务:预计 2024~2026 年营收分别为 9.55、10.99、12.63 亿美元,同比增长+15%、+15%、+15% [95] 3. 毛利率预计维持在 64%左右,费用率有望下降 [95] 4. 预计 2024~2026 年净利润分别为 24.76、28.84、32.37 亿美元,同比+18.6%、+19.9%、+8.4% [98]

The market expects Arista Networks (ANET) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be releas ...