Needham：2024年光网络技术行业-Arista Networks（ANET）公司研究：在新产品、人工智能和客户需求增长下，Arista获显著利润报告（英文版）

Arista posted strongresults with Revenue, GM, Operating Margin, and FCF solidly aheadof forecasts delivering a 33% increase in EpS against a strongyear-ago period, Further,Arista guided solidly ahead of Street estimates for the CY3Qperiodand raised the full yearto 14%+ growth, Arista highlightedstrong momentum in customer Alinterest with projectsmoving from trial to pilots, Arista also lauched a number ofnew cutting edge produetswhich resulted in a vault ofDeferredProduct Revenues up $253 mil