COMPANY
Arista Networks
ANET:US
Primary coverage by Pierre Ferragu
Research
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Auto and industrial recovery, Semicap, Arista, Cisco, and more. Tech weekly wrap-upFebruary 17, 2026 — Pierre Ferragu
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Arista 4Q25: Beat and raise set to continue through 2027. Buy, $175February 13, 2026 — Pierre Ferragu and Antoine Chkaiban
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Cisco 2FQ26: thesis playing out, high single digit growth with AI and campus, margin expansion pauses.February 12, 2026 — Pierre Ferragu
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Hyperscalers to nearly double AI capex again in 2026. Implications.February 6, 2026 — Pierre Ferragu and Antoine Chkaiban
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Meta 4Q25: 50% Capex intensity & 40% expense growth - replatforming overdrive.January 29, 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
