They beat consensus in every earnings over the past 5 that I looked back at so assuming the same in Q1, 2018, they would be still 40% YoY on revenue…compared to CSCO 3%. - dumaflotchie
While you focus on Y-o-Y revenue growth, it appears quite a few folks focused on the flat (lower actually) Q-o-Q revenues $459M versus previous quarter’s $468. As they ask throughout the business world: “What have you done for me lately?”
It’s game on between CSCO and ANET.