COMPANY
Arista Networks
ANET:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 4Q25March 31, 2026 — Pierre Ferragu
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Bible 4Q25 - Enterprise IT: Legacy outlook improving, SaaS growth stable, Cloud services keep acceleratingMarch 26, 2026 — Pierre Ferragu
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Grasping the AI Infra Buildout & GTC takeawaysMarch 25, 2026 — Pierre Ferragu, Ben Harwood and Antoine Chkaiban
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Bible 4Q25 - Hyperscale & Cloud: continued capex revisions; visibility improving materially for 2027 & 2028March 23, 2026 — Pierre Ferragu and Antoine Chkaiban
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Grasping the AI Infra buildout (III): Who will pay for cloud?March 4, 2026 — Pierre Ferragu and Antoine Chkaiban
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
