NYSE:ANETCommunications
Supply Chain Bottlenecks and Deferred Revenue Could Be a Game Changer for Arista Networks (ANET)
In the past week, Arista Networks reported third-quarter results with revenue of US$2.31 billion and net income of US$853 million, highlighting continued growth driven by strong demand for AI networking solutions.
Despite robust order activity, management stressed that ongoing supply chain constraints and component shortages are limiting near-term growth, resulting in higher deferred revenue and unfulfilled purchase commitments.
We’ll examine how Arista’s supply chain challenges and deferred...