How AI Has Made The Networking Market Exciting Again [Forbes]
Arista Networks, Inc. (ANET)
Last arista networks, inc. earnings: 2/13 04:05 pm
Check Earnings Report
US:NASDAQ Investor Relations:
investors.arista.com/home/default.aspx
Company Research
Source: Forbes
AI is a voracious consumer of data, whether that's in the hyperscaler cloud, fueling the machinations of a large language model (LLM), or at the edge, where private infrastructure must gather and securely transmit data to any type of destination to be used for a variety of applications. This means more demand for network connections. What's interesting about AI is that not only will create new market for networking infrastructure hardware and software, but it will also boost traditional networking markets such as datacenter and enterprise, because of the new demands for data. All of this has dozens of networking player positioning for new markets that have been relatively static for decades. Cisco has dominated the networking market since the Internet bubble days, with estimates of 50-60% market share in enterprise and datacenter networking markets. This lack of competitive dynamics has made the market a big dull. But that's started changing in recent years, with competitors such
Show less
Read more
Impact Snapshot
Event Time:
ANET
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
---|---|---|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
Last Price | ||
VWAP | ||
High:
|
Max Up |
High:
|
Low:
|
Max Down |
Low:
|
%
|
Post news range |
%
|
|
Price change |
|
|
Price Change Percentage |
|
|
S&P 500 (SPX) |
|
%
|
Volume ratio |
%
|
Volume | ||
Ticks | ||
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
ANET alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
ANET alerts
High impacting Arista Networks, Inc. news events
Weekly update
A roundup of the hottest topics
ANET
News
- Arista Networks (ANET): Leading the Market with Innovative Networking Solutions [Yahoo! Finance]Yahoo! Finance
- Will the Legal Dispute With Arm Impact Qualcomm's Share Performance? [Yahoo! Finance]Yahoo! Finance
- Behind the Scenes: Developers Tackling the AI Data Center Dilemma [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- Behind the Scenes: Developers Tackling the AI Data Center DilemmaPR Newswire
- Behind the Scenes: Developers Tackling the AI Data Center DilemmaPR Newswire
ANET
Earnings
- 7/30/24 - Beat
ANET
Sec Filings
- 10/24/24 - Form 4
- 10/9/24 - Form 4
- 10/9/24 - Form 4
- ANET's page on the SEC website