Note: Arista's R&D/sales and capex/sales ratios have been trending down. So that timeline makes sense to me.Related to customer concentration, Arista doesn't have any long-term purchase commitments from customers, and customers can cancel at any time. All rights reserved.

Then there was a primary … Global News Recommended for you I would like to learn more about its acquisition strategy and the financial criteria (and hurdles) that it will use to measure success.

Arista Networks sold off on 6/7/19, following a generally upbeat analyst & investor day on June 6th. "Obama out:" President Barack Obama's hilarious final White House correspondents' dinner speech - Duration: 32:37. "We are pleased to complement their solutions with a dedicated SYNNEX team as well as our extensive pre- and post-sales support offerings, which enable customers to effectively take advantage of this exciting, high-growth market.

Arista Networks has taken the cover off its Cognitive Networking for the wired and wireless campus edge. They constantly question themselves, regardless of past glories. Arista’s award-winning ... Investments Pay Off … If you already have a … Also, at a 6% FCF yield, Arista only has to grow organic revenue at 9% per year to generate expected annualized returns of 15% (for simplicity's sake, I'm assuming that Arista's FCF grows roughly in line with its organic revenue growth). Arista achieved early success in the financial services market with low-latency cloud networking. This gives Microsoft and other large customers leverage over Arista when it comes to negotiating pricing, and losing any one of these large customers would hurt Arista's business severely.Arista's operating system allows for robust data analytics and diagnostics and automatically gets to work fixing small problems (bugs) before they become big problems (this allows Arista to prevent network outages).

The cloud titans need to update their servers before they update to 400G switches that connect those servers in the cloud. One could argue the campus core is an extension of the data center, because it’s only one step removed, so the feature set of those products is aligned with the data center.Years ago, the further the network equipment was away from the data center, the less time and attention was spent doing due diligence.

So Arista significantly lowered guidance for this year's fourth quarter, sending the stock down 24%.If that 2004 Google request sounded complicated, don't worry. The top 10 competitors average 11.2B. "Copyright 2019 SYNNEX Corporation. The dedicated SYNNEX Arista Networks team can help with business development, product management and specialization, pricing support and overall business management. I think some investors would appreciate it if Arista would take the time during earnings calls or presentations to explain some of the more technical stuff in a way that nonengineers can understand and incorporate into their analysis on the company. You must click the link in the email to activate your subscription. It's not inconceivable that some of the cloud titans shift their capital expenditures to other parts of cloud infrastructure as they wait for the rollout of 400G switches in the second half of 2020 (and really into 2021). In short, the cash provides Arista with the optionality to find and deliver on its next stage of growth.Arista's stock did fall 24% after reporting of third-quarter 2019 results on Oct. 31. Hybrid clouds will likely be the norm for most organizations, and the Arista-Microsoft partnership masks much of the complexity in creating seamless connectivity between the private and public environments.The new 720XP Series switches, the C-250 WiFi 6 APs and the new CloudVision capabilities are in field trials and will be generally available in calendar Q3 for 2019.For the record, east-west traffic refers to data traffic within a data center, such as server-to-server traffic. Facebook accounts for at least 10% of Arista's sales, so its spending actions have a large effect on Arista's overall results. One very large customer (presumably Microsoft) paused its spending with Arista toward the end of the first quarter of 2019, but that customer has since resumed spending with Arista. Each key person brings a unique skill set that compliments the others. There were three rounds in total. Arista's sales are surely driven by long-term trends, but visibility in the short term is very low, and investors could be in for occasional shocks (again, as we saw in the recent quarter).Second, Arista made its first two acquisitions in 2018 (Mojo and Metamako) to expand its networking cloud product offering.

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