SI
SI
discoversearch

   Technology StocksArista Networks


Previous 10 Next 10 
From: FUBHO2/3/2016 12:06:00 AM
   of 24
 
ANET Arista Violates Cisco Patents, Int’l Trade Commission Judge Rules at Investor's Business Daily Tue 7:36pm
ANET An international court has handed Cisco an early victory in its lawsuit against hated rival Arista at Business Insider Tue 6:57pm
ANET Cisco ruling could lead to ban on Arista tech imports at MarketWatch Tue 6:10pm
ANET Cisco ruling could lead to ban on Arista tech imports at MarketWatch Tue 6:10pm
ANET Arista: Guggenheim Defends After ITC Finding; This'll Go on For Years at Barrons.com Tue 5:55pm
ANET Cisco, Arista Both Rise After Cisco Wins a Round on Patents at Barrons.com Tue 4:54pm
ANET Cisco claims win in Arista complaint ruling at MarketWatch Tue 4:34pm
ANET 4:24 pm Arista Networks responds to the Initial Determination made by the Administrative Law Judge today in their International Trade Commission Investigation No. 337-TA-944 with Cisco (<a href="/q?s=csco" name="csco">CSCO</a>)at Briefing.com Tue 4:24pm
^VIX Stock Market Update from Briefing.com at Briefing.com Tue 4:22pm
ANET Arista Favored in ITC Initial Determination on Two of Four Features at Business Wire Tue 4:16pm

Share RecommendKeepReplyMark as Last Read


From: FUBHO3/29/2016 4:26:50 PM
   of 24
 
Arista Networks 7500R Series switch/router platforms promise scale greater than 100 Tbps

lightwaveonline.com

March 29, 2016
Lightwave Staff






Switch and router platform vendor Arista Networks (NYSE:ANET) has unveiled the 7500R Series of switching and routing platforms for cloud service providers and enterprise data centers. The series features a chassis fabric capacity of up to 115 Tbps as part of Arista's Universal Spine architecture. Netflix appears to have signed on as a launch customer.

Arista says it will supply the platforms with two-tier active Leaf-Spine and single-tier Spine options. Thanks to the platforms' ability to combine switching and routing, the company foresees data network operators replacing the traditional core routing layer with an Arista 7500R series-based spine. The result would be rapid re-convergence and network-wide resilience between data centers and to the Internet, the company asserts.

The series will launch with three platforms. The 7504R and 7508R feature 38 Tbps and 75 Tbps of capacity, respectively, and are rolling out now through Q2. The flagship 7512R, with 115 Tbps of capacity, will become available in Q3 2016, Arista says.

  • All three versions of the 7500R leverage line cards with 9.6 Tbps of capacity. Additional features of the platform series include:
  • Up to 432 wire-speed 100GbE ports in a choice of three form factors
  • 288 Gigabytes of deep and smart packet memory as well as support of Virtual Output Queues (VoQ) for lossless forwarding
  • Agile port speeds of 1/10/25/40/50/100GbE
  • FlexRoute technology to delivers up to 1 million wire-speed routes with MPLS, segment routing, and Ethernet Virtual Private Network protocol support
  • Programmable traffic engineering with up to 128,000 MPLS, Generic Routing Encapsulation, Virtual Extensible Local Area Network (VXLAN), and IP-in-IP tunnels.
The line cards are available in three port configurations:
  1. 36 x 100GbE QSFP, with a choice of 10/25/40/50/100GbE
  2. 36 x 40GbE with combinations of 10GbE and up to six ports of 100GbE
  3. 48x10GbE SFP+ and 2x100G QSFP.
Netflix appears to like the approach.

"The Arista 7500R allows Netflix to provide the ultimate user experience while keeping costs in check. Arista's continuous innovation has resulted in novel CDN [content delivery network] architectures, offering breakthrough price/performance at 10X more bandwidth at one-tenth the price of a traditional router," said Dave Temkin, vice president of global networks at Netflix.

Pricing for the platforms starts at $3000 per 100GbE port.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: FUBHO who wrote (7)5/5/2016 6:05:15 PM
From: The Ox
1 Recommendation   of 24
 


Arista (NYSE: ANET): Q1 EPS of $0.68 beats by $0.08.

Revenue of $242.19M (+35.3% Y/Y) beats by $7.26M.

Share RecommendKeepReplyMark as Last Read


From: FUBHO5/6/2016 7:42:22 AM
   of 24
 
Arista Will Ramp Manufacturing in the U.S.



Craig Matsumoto
May 5, 2016
3:07 pm PT



Arista Networks is hiring a contract manufacturer that will operate a facility in the United States, a decision that seems related to the pending U.S. International Trade Commission (ITC) decision in Cisco’s lawsuit against the company.

Arista announced the move during its first-quarter earnings call today, saying it involves a contract manufacturer that’s new to the company. In other words, it isn’t Foxconn or Jabil Circuit, the two manufacturers Arista uses today.

Related Articles
Brocade Braces for a Disappointing Q2, Citing IP Headwinds

Arista Builds a 'Universal Spine' for Hyperscale Clouds
Microsoft’s SONiC May Spell Disaster for Switch Makers, or Not
Microsoft Provides Open Source Cloud Switch Software

Intel Pushes FPGAs & Silicon Photonics at OCP Summit

For what it’s worth, Arista already enlists San Jose, Calif.-based Flextronics “to provide logistics and final configuration services in North America,” according to Arista’s annual report.

CEO Jayshree Ullal emphasized that the new manufacturer, due to be announced this quarter, will be operating in the United States. “We felt the need to automate the factory more and bring proximity to our headquarters and our headcount,” Ullal said during the call.

“Proximity” relates to the number of new products Arista has and is anticipating, such as the 7500R spine switch. In those cases, Ullal sees a benefit in having manufacturing reside close to Arista’s engineering.

But she acknowledged that the Cisco patent suits against the company factored into the decision, too.

The ITC ruled in February that Arista violates three Cisco patents. Nothing further will be decided until the ITC’s final determination on June 2, but it’s possible the commission could issue an injunction against the importing of Arista’s products — a move that would theoretically cut off Arista’s supply from overseas contract manufacturers Foxconn and Jabil.

Publicly, Arista has remained sanguine about this, saying it’s revising product designs to skirt around the patent issues. “We are absolutely prepared with the right design workarounds and the engineering workarounds” should an injunction come around, said Ullal.


(The June 2 decision relates to one set of patents, referred to as the ‘944 case. A separate case brought by Cisco, nicknamed ‘955, was due for an initial decision in April but has been delayed. Arista is providing a Web page to track these and other cases.)

Running the Numbers

Arista shares rose 5.5 percent in after-hours trading, to $63.58, as the company’s first-quarter earnings beat analyst estimates by eight cents per share.

Moreover, the company continues to grow while peers such as Brocade, Cisco, and Juniper talk about economic “headwinds” and “uncertainty.” Technically, Arista’s growth slowed down in the first quarter, but that’s partly the law of gravity; no one expected the company to grow at more than 40 percent forever.

In the first quarter Arista’s revenue grew 35 percent year-over-year – to $242.2 million from $179 million a year ago.

Net income was $35.2 million, or 48 cents per share, compared with $25.5 million, or 34 cents per share, a year ago.

Non-GAAP net income of 68 cents per share outdid the analysts’ consensus of 60 cents as measured by Thomson Financial Network.

Share RecommendKeepReplyMark as Last Read


From: FUBHO6/28/2016 9:49:07 AM
   of 24
 
Last week, the International Trade Commission (ITC) ruled against Arista Networks(ANET) in a patent dispute brought by Cisco Systems (CSCO).

The ITC said Arista's products infringe on three Cisco patents. The companies face off again in August in a second round of patent infringement cases. In a last-ditch effort, Arista is asking the U.S. Patent and Trademark Office to invalidate a bunch of Cisco patents. It's unlikely either company will settle this dispute peacefully.

At the start of the year, I was bullish on the shares of Arista. I thought the company's attack from below would continue to take market share from Cisco and the stock would work higher.

Many tech bulls blew off the patent ruling, saying tech companies are frequently involved in patent fights and eventually cooler heads prevail and the companies reach a sensible settlement. And besides, many investors feel Arista is clever enough to get around Cisco's patents, since most of Arista's engineers designed the original Cisco products to begin with.

Maybe so, but I don't think it's going to be as easy as that. Because of the ruling, Arista is going to have to move production to the U.S. to avoid import restrictions.

The ITC ruling has entered the two-month presidential review process. Assuming the process expires without action, Arista will be banned from importing equipment towards the end of August. Arista has between now and August to build as much equipment as possible and get it into the U.S. before the end of August.

If Arista can come up with a workaround, the company will still need to get ITC and U.S. Customs approval to sell its equipment in the U.S. It could take months for customs to sign off on any workarounds. The U.S. accounts for 75% of Arista's sales.

Even if the ITC or U.S. Customs gives the company temporary approval to sell in the U.S., Cisco can still get a court order to stop the infringing sales.

Assuming Arista can get its equipment manufactured in the U.S., gross margins are going to take a big hit. In fiscal 2015, Arista reported gross margins of 65.3% and an operating margin of 28.2%. The switchover will cost them at least 50 basis points in gross margin (or more) and operating margins will probably be down nearly 200 basis points.

Tech investor's value top-line growth and this patent war could cost the company some growth as big customers take a wait-and-see approach to new purchases.

In fact, sales are already slowing. Sales were up 61% in 2014, slowed to 43% in 2015 and are estimated to be up just 28% this year. Right now, the consensus analyst estimate for fiscal 2017 is $1.26 billion in revenue, which would only be up 17% over 2016.

Likewise, earnings are slowing down, too. In 2014, on a non-GAAP basis, Arista earned $1.54, up 59%. But earnings are expected to be up just 13% this year and 11% next year.

The stock is down nearly 18% since the news of the patent infringement and import ban became public.

I would be very careful here. Over the last five years, it's been very difficult to make money in this stock, patent infringement or not. The stock could be good for a trade if it gets into the mid-$50s. Good news on the litigation front could bounce the shares higher, but it's hard to see the stock higher on an expanding top line. For now I would avoid shares of Arista.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: FUBHO who wrote (10)6/28/2016 4:03:37 PM
From: akmike
   of 24
 
Why does this guy have any credibility?

Over the last five years, it's been very difficult to make money in this stock, patent infringement or not. The stock could be good for a trade if it gets into the mid-$50s. Good news on the litigation front could bounce the shares higher, but it's hard to see the stock higher on an expanding top line. For now I would avoid shares of Arista.

He doesn't even realize the IPO was in 2014. How could we make money in ANET in 2011-2014?

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: akmike who wrote (11)6/28/2016 5:10:57 PM
From: FUBHO
   of 24
 
You have a good point there...

Share RecommendKeepReplyMark as Last Read


From: JakeStraw2/1/2017 8:39:37 AM
   of 24
 
Arista Introduces DANZ 2017 Visibility for 100G Enhanced Cloud Security
finance.yahoo.com

Share RecommendKeepReplyMark as Last Read


From: JakeStraw2/17/2017 9:15:44 AM
   of 24
 
Arista Networks, Inc. Reports Fourth Quarter and Full Year 2016 Financial Results
finance.yahoo.com

"2016 was indeed a historic year for Arista, as we exceeded one billion dollars in annual sales within two years of becoming a public company,” stated Jayshree Ullal, Arista President and CEO. “Our customers are adopting cloud networking at an unprecedented pace.”

Share RecommendKeepReplyMark as Last Read


From: JakeStraw3/8/2017 1:56:36 PM
1 Recommendation   of 24
 
Arista Networks' Software Strategy Could Jar Cisco Even More
investors.com

Share RecommendKeepReplyMark as Last Read
Previous 10 Next 10 

Copyright © 1995-2017 Knight Sac Media. All rights reserved.Stock quotes are delayed at least 15 minutes - See Terms of Use.