COMPANY
Arista Networks
ANET:US
Primary coverage by Pierre Ferragu
Research
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The Great Replatforming, part I – the Special TheoryJune 26, 2025 — Pierre Ferragu
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How profitable is AI Cloud? Diving into the disclosures of MicrosoftJune 18, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 1Q25June 18, 2025 — Pierre Ferragu
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Bible 1Q25 - Enterprise IT: AI drives Cloud growth, SaaS not reaccelerating, Legacy back to secular growthJune 17, 2025 — Pierre Ferragu
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Hyperscale & Cloud: Inference inflecting, more hints on 2026 growth, green shoots of AI re-platformingJune 6, 2025 — Pierre Ferragu
Events
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Jul
10TechnologyJuly 10, 2024Hosted by Pierre FerraguWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
21TechnologyJune 21, 2022Hosted by Pierre FerraguWatch Replay -
May
18 -
Apr
19TechnologyApril 19, 2022Hosted by Pierre FerraguWatch Replay -
Jun
30 -
Mar
31 -
Apr
17TechnologyApril 17, 2020Hosted by Pierre FerraguWatch Replay -
Nov
22
