COMPANY
Arista Networks
ANET:US
Primary coverage by Pierre Ferragu
Research
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Arista 2025 CMD: why we see upside to both the 2026 and long-term guides.September 12, 2025 — Pierre Ferragu
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Bible 2Q25 – Enterprise IT: Broad-based cloud strength, SaaS stable, Legacy healthy, although the recovery has played outSeptember 11, 2025 — Pierre Ferragu
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Oracle RPOs: Beginning of the bubble... or beginning of the AI era?September 10, 2025 — Pierre Ferragu
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Bible 2Q25 – Hyperscale & Cloud: 2026 capex expectations up 19%, $3-4tn AI infra spending by 2030?September 9, 2025 — Pierre Ferragu
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Is AI meant to absorb legacy or drive redesigns? Conversation with the CEO of NileSeptember 3, 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
