Arista networks earnings

Hi all,

After my deep dive, I decided to put my numbers where my mouth is, and predict Arista’s earnings on May 3.

These are basic stats based on previous earnings increases, so no real insight, using a net profit margin of 26% (TTM from Morningstar).

Revenue:
Max: $483m
Min: $462m
Mean:$474m
EPS (79m shares):
Max: $1.57
Min: $1.50
Mean:$1.54

Anything above $474m/$1.54 would suggest (to me!) that the shares should be valued >= $300.

Here goes nothing!

cheers
Greg

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Greg

Plse predict anets forward guidance and ud b of great value here

The rest is a non issue

Rev # great
Eps # excellent
Forward guidance

The only # that matters

Anything lower than 25% is a huge hit and anything above…

Earningswhispers.comm and Nasdaq.com couldn’t even agree on the consensus earnings estimate. They do agree that the report date is May 3.

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