COMPANY
Arista Networks
ANET:US
Primary coverage by Pierre Ferragu
Research
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Gen AI Big Idea Series – Nvidia's networking playbook – Gilad Shainer, SVP NetworkingDecember 23, 2025 — Antoine Chkaiban and Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q25December 22, 2025 — Pierre Ferragu
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Gen AI Big Idea Series – The Broadcom Platform – Hock Tan, CEODecember 19, 2025 — Antoine Chkaiban and Pierre Ferragu
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Bible 3Q25 – Enterprise IT: Legacy and SaaS growth stable, Cloud services keep acceleratingDecember 18, 2025 — Pierre Ferragu
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Bible 3Q25 - Hyperscale & Cloud: 2026 capex expectations up another 17%, positive initial cue on 2027December 16, 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
