CatalystMacro

Arista's beat is real, the Ethernet-beats-Nvidia story is not yet. Revenue rose 58.5% to $3.66B and shares jumped 12% after hours, but Ullal sees no material scale-up Ethernet revenue next year and th

Arista beat Q3 estimates, but CEO sees no material Ethernet scale-up next year.

ANET

$170.80

+7.31%

What changed

Arista beat Q3 estimates, but CEO sees no material Ethernet scale-up next year.

Why it matters

Arista beat Q3 estimates, but CEO sees no material Ethernet scale-up next year. — impact context not separately stored; see What changed.

Sources