COMPANY
Arista Networks
ANET:US
Primary coverage by Pierre Ferragu
Research
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The Tech Infrastructure Quarterly Bible 2Q24September 18, 2024 — Pierre Ferragu
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Bible 2Q24 – Enterprise IT: Legacy recovering, SaaS slowing, & Cloud healthy, boosted by AI.September 16, 2024 — Pierre Ferragu
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Bible 2Q24 – Hyperscale & Cloud: capex up further; AI decelerates healthily; traditional infra recovers.September 5, 2024 — Pierre Ferragu
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AMD share gains, Intel downgrade, Cloud capex, Autos and Industrials, and more. The Tech Weekly Wrap-upAugust 5, 2024 — Pierre Ferragu
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Hyperscalers beat on capex, but this is a lagging indicatorAugust 1, 2024 — 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 FerraguWatch Replay -
Jun
30 -
Mar
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Apr
17TechnologyApril 17, 2020Hosted by Pierre FerraguWatch Replay -
Nov
22
