Schwab Network on $ANET (Nov 4, 2026)

but let's Talk AET, those shares uh have been rallying in the pre-market. They're off their highs. Yeah, the cloud computing networking gear they're making. We've seen all the results from the hyperscalers and some of the big tech companies as far as cloud growth.

Those are outkicking the coverage here. Uh and that's probably a benefit for Arista Network.

which were off of uh pre-market highs, but earnings rose 60% from a year ago, a$120 per share on adjusted basis. Revenue came in uh jumped uh came in at $3.66 billion. That was a jump of 58% on a year-over-year basis.

And then they predicted revenue of about 3.95 billion for uh the current quarter. That's about the midpoint of guidance. Fiscal year 2027 revenue they expect to be about $18.5 billion. the consensus was just under 16.5 billion.

So on a full fiscal year heading into 20 uh 2027 uh that's above expectations. They see revenue growth of about 38 to 40% on a year-over-year basis.

Remember their biggest customers, Microsoft, Meta Platforms, newer customers, they got uh Oracle, they got Google parent uh Alphabet uh as their biggest customers.

But you look at that cloud revenue growth that we've seen from some of the hyperscalers and that kind of fits into the narrative why we're seeing a jump here in guidance moving forward as these cloud growth rates continue to expand.