COMPANY
Arista Networks
ANET:US
Primary coverage by Pierre Ferragu
Research
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Bible 2Q25 - Smartphones: 2025 weak and front-loaded. Increasing concerns about the Back-half.August 11, 2025 — Pierre Ferragu
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AMD GPUs, Cyber HW refresh, Arista, Auto cycle and more.August 11, 2025 — Pierre Ferragu
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Dojo cancelled – AMD must be rejoicing: If even Elon can’t do it, who will have their own ASICs?August 8, 2025 — Pierre Ferragu
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Arista 2Q25: 2025 growth guide raised to mid-20%, in line with our mid-term forecast. Buy, $154 TP.August 6, 2025 — Antoine Chkaiban and Pierre Ferragu
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Much ado about nothing: Tariff and DeepSeek effects were short-livedJuly 17, 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 Ferragu and Antoine ChkaibanWatch Replay -
Jun
30 -
Mar
31 -
Apr
17TechnologyApril 17, 2020Hosted by Pierre FerraguWatch Replay -
Nov
22
