Arista预计第三季度营收将高于预期,AI驱动的网络设备需求持续增长
老虎资讯综合08-05
Arista Networks(ANET)周二预计,第三季度营收将高于华尔街预期。随着企业扩大人工智能基础设施建设,公司看好其网络设备的强劲需求。
为了实现营收多元化,Arista一直在拓展核心云计算客户群以外的市场,进入企业园区网络和分支机构网络领域。
以下是具体情况:
股价:盘后交易中上涨10%。
Arista生产高速计算机网络设备,为微软和亚马逊等客户的大型数据中心提供网络基础设施。公司预计第三季度营收将达到33亿美元,高于分析师平均预期的29.4亿美元,LSEG数据显示。
公司第二季度业绩同样超过预期,营收达到30.4亿美元,调整后每股收益为1.02美元,分别高于分析师预计的28.2亿美元和每股88美分。
公司预计第三季度调整后每股收益将在1.06美元至1.08美元之间,同样高于市场预期的91美分。

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