$ANET Arista Tape Reports
Per Ticker.id: $ANET Arista Tape Reports — 15 podcast mentions across 5 podcasts (30 days), latest 2026-08-24 20:30 UTC.
Yeah, I don't own NVIDIA. I mean, at least not directly. By ETF ownership, I've calculated it. NVIDIA is something like 3% of my total portfolio, just indirectly. I'll be watching the results really closely because Nvidia's performance can have ripple effects on so many other companies, and not just the hyperscalers, which, that's definitely part of it. Nvidia's numbers, their future guidance, the commentary they give, it gives a sense of the pace of the AI buildout. That could have big implications for networking companies like Cisco and Arista Networks, for example, that are direct winners when these Nvidia chips are installed and have to be linked together. Nvidia's tone on future demand affects how companies like Applied Materials, which builds the equipment that semiconductors are made with. They can forecast future demand, and investors can forecast future demand based on what Nvidia is doing. Those are just a couple examples. We could spend a whole episode on all the companies that are affected by Nvidia in one way or another. I don't even know if that would be enough. But there are a lot of ripple effects that we're going to see in the wake of Nvidia's announcement. Nvidia might not even be the biggest stock to move. The stock movement on its announcement.
Matt Frankel — Motley Fool Hidden Gems Investing · 1 Earnings Report That Could Move the Market · 2026-08-24I'm doing good. I'm doing good. I just wanted to talk to you about a stock. It's called Arista Networks. The ticker's ANET. I heard they're big in the AI sector for the cloud networking services, but I know that they trade at a pretty high valuation, but their financials have looked good recently. I was just wondering what your thoughts on that.
Speaker E — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/18/26 · 2026-08-18We need data, and that data will emerge. Soon. Debt refinancing of private credit existing software companies that are owned by private equity is around the corner sometime next year. This is an area I will be spending more and more time on with future guests. Moving on to earnings. As far as current AI conditions go, they remain quite good. This week, both CoreWeave, the AI data center company, and Supermicro reported. Now, Supermicro sells servers that go into data centers. Its chief competitor is Dell. Both companies had good results. CoreWeave beat on both the top and bottom line. Revenue climbed 112% versus last year. However, CoreWeave is still an unprofitable company. EPS was a loss of about a dollar. The market focused on the revenue and the stock was up 19% on Wednesday. Also on the conference call, management stated that demand and pricing remain very strong. Supermicro has had problems executing of late. However, this was a good quarter. Supermicro reported better revenue and EPS and issued strong guidance. Revenue was up 91% versus last year. EPS of $1.70 was up 315% versus last year, and the stock was up 19% on Wednesday. The results of CoreWeave and Supermicro should not be a surprise. As long as the hyperscalers keep spending, AI infrastructure players like CoreWeave and Supermicro can't help but benefit. Again, the potential Achilles heel to the AI story is Anthropic and OpenAI. That is what I am watching most carefully. Finally, Cisco reported, and like its competitor Arista, Cisco is a big beneficiary of AI data centers. EPS was $1.22, up 23% versus last year. The company raised both EPS and revenue guidance. Again, not a surprise. but the stock was down after hours as the guidance did not meet the whisper numbers. Moving on, I want to talk about upstarts and established franchises and who wins and who loses and why. One way to frame the last few decades and AI is the transition of all industries from analog to digital. Those entrenched companies that make the transition successfully survive and live to compete with the upstarts. Last week I gave my TV recommendation list. Also last week, we dropped an interview on premium on Substack with Peter Hoffman, a movie producer who was involved in some iconic films like Terminator 2.
Steve Eisman — The Real Eisman Playbook · AI’s Achilles’ Heel: Why Everything Hinges on Anthropic & OpenAI | The Weekly Wrap · 2026-08-14For what it's worth, forward estimates have it at about a price-to-earnings of about 26, but as Matt said, Everyone's beating expectations all the time. So maybe that's even sandbagging it a little bit here, doing the dog and pony show of earnings expectations and all that stuff. Now look, it, the stock is down. So I did try to like dig in and be like, well, why is that? Like everything you guys mentioned all seems pretty good. And something that stood out was remaining performance obligations. I mean, RPOs, if you want to use cool kid jargon, it grew about 7% in the, in the most recent quarter. And compared to other like AI hardware and software companies, that is rather light. As much as there is demand and there it is incredibly fierce demand at the same time, competition in this industry is getting stronger as well as new technologies are starting to, are coming out that could somewhat displace a little bit of what Cisco may be doing. So my question to you guys was seeing those RPO numbers, maybe being a little bit more tepid. Is this a case where Cisco may be losing shares to the Arista Networks or someone else in this industry that I might not be considering here?
Tyler Crowe — Motley Fool Hidden Gems Investing · Cisco & Cerebras Orders up, Stocks Down · 2026-08-13So to unpack your question a little bit more, Tyler, Cisco was losing to Arista at first, in the first, when the AI boom first came up. Then they made a really smart decision to unbundle their full hardware stack, meaning that Cisco chips could be installed in devices they didn't make. That really helped them gain ground. You're right, the RPO looks light, but Cisco's RPO is majority made up of, you know, software renewals, the legacy business John was talking about. Uh, as John said, for now, AI is just a small percentage of what it does. The order book grew sharply, as I mentioned, 35% year over year, and that doesn't show up mostly in the RPO numbers because Cisco is shipping these products honestly too quick for them to just sit on the backlog. Um, Arista is growing faster than Cisco right now if you look at just the top line, but it's really a case of like pure play versus conglomerate. It'd be like comparing Berkshire Hathaway to a pure play energy company when you're looking at energy growth. The company's order book shows that it, it is still gaining AI traction, as John just mentioned. Cisco, their blended growth looks slower for sure, but right now the ride is— the rising tide is lifting all ships in AI networking.
Matt Frankel — Motley Fool Hidden Gems Investing · Cisco & Cerebras Orders up, Stocks Down · 2026-08-13Two mentions of supercycle. I know you probably didn't like supercycles. That's usually been the kiss of death. But I think that Chuck has, because of this, you know, the Silicon One program, he's got like a lot of flexibility. Arista Networks had very good numbers, but they— but Jay Chariot gave you a little more positive guidance. Look, we have to ask him. We have to ask him whether— you know, if we ask him, is that— were you conservative? Here's what he'll say. The numbers were very good. They speak for themselves.
Jim Cramer — Squawk on the Street · 9am Hour: Cisco CEO Chuck Robbins, PPI Print, Tapestry Tanks 8/13/26 · 2026-08-13I don't know. But, you know, Jay Shrivastava, who's my favorite— who's at Arista? No, that's a woman.
Jim Cramer — Squawk on the Street · 9am Hour: Cisco CEO Chuck Robbins, PPI Print, Tapestry Tanks 8/13/26 · 2026-08-13well, Arista Networks' principal competitor, Cisco. Oh, okay. And was cleaning their clock until Chuck changed his strategy. She says we should be calling them titans. I think that that's better.
Jim Cramer — Squawk on the Street · 9am Hour: Cisco CEO Chuck Robbins, PPI Print, Tapestry Tanks 8/13/26 · 2026-08-13