$ANET · Schwab Network · 2026-11-04
Arista 每股收益同比上涨60%至1.20美元，营收跃升58%至36.6亿美元；2027财年指引约185亿美元，高于略低于165亿美元的普遍预期，意味着38%至40%的营收增长。超大规模云厂商的持续增长可能对 Arista 有利，也有助于解释上调后的指引。
逐段跳播
但咱们来说说 AET，这些股票在盘前一直在上涨。它们已经从高点回落了。是的，就是他们做的云计算网络设备。我们已经看到了所有超大规模云服务商以及一些大型科技公司在云增长方面的业绩。
这些表现都超出了预期。这大概率对 Arista Network 有利。
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.
这些股票已从盘前高点回落，但盈利同比增长了60%，调整后每股120美元。营收达到36.6亿美元。这同比增长了58%。
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.
然后他们预测本季度营收约为39.5亿美元。这大约处于指引区间的中值。他们预计2027财年营收约为185亿美元。市场普遍预期略低于165亿美元。所以整个财年进入2027年，这高于预期。他们预计营收同比增长约38%到40%。
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.
记住他们最大的客户，Microsoft、Meta Platforms，还有较新的客户，他们有 Oracle，还有 Google 的母公司 Alphabet，都是他们最大的客户。
Remember their biggest customers, Microsoft, Meta Platforms, newer customers, they got uh Oracle, they got Google parent uh Alphabet uh as their biggest customers.
但你看我们从一些超大规模云服务商那里看到的云营收增长，这在一定程度上解释了为什么随着这些云增长率继续扩大，我们看到这里的指引向前出现了跳升。
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.
观察点
这个频道对 $ANET 的历次判断
Schwab Network 在这只股票上共 2 条判断，这里只列相邻的几条。