TMTB: ANET CFLT MTCH LYFT First takes
ANET: Mixed with small top line but strong EPS/ 1.2B buyback
Top line of $1.57 (16% growth) missed more bullish bogeys of $1.6B, but EPS and operating margin better and Operating margin guide better at 44% vs street at 43% for next q
Not seeing an update to FY estimates yet — potentially on the call.
“Arista is off to a strong start to 2024 with solid firs…
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