True…
First Quarter Fiscal 2019 Financial Highlights:
Revenue: Grew 35% year-over-year
Still guiding 30-33%…
So, we count on them to beat… and say get 36-39%…
But if they don’t… and they meet… then it’d be decelerating growth…
I’m trying to “understand in advance…” the criteria. Sandbagging lower guidance is “okay”… but for ANET lower guidance was not okay…
Not trying to be difficult… trying to derive where we care about lower guidance and where we don’t and why.
M