Facts Arista’s share price was up 19% post the company’s Q4 report, primarily due to an adjusted EPS of $1.04 versus Bloomberg consensus EPS of $0.82. Non-GAAP income from operations margins were 32.3% versus guidance of 26% while sales were $328 million, above the $310 to $320 million guidance range and above consensus estimates by 3.5%. The Q1 outlook was also strong, with mid-point revenue guidance of $325 million versus consensus expectations of $304 million and a non-GAAP operating margin of 27%. Last year, Q1 sales and operating income were both only about $2 million lower than Q4, and revenue […]
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