以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15
$ANET
20 atoms · 跨 2 天 · 首见 2026-04-17 · 最近 2026-05-05
三色: 🟦 fact 16 · 🟥 take 4 · stance ▲4/▼1/◆3
来源: X 20
时态: fresh:13 · aging:7
标签: 好信源:16 · 好数字:12 · 好思考:4 · 好观点:3
叙事 (narrative) (7)
- 2026-05-05
[老化中] · CEO对Q1开局评价
🔸 “Arista is off to a strong start in Q1 2026, with both our results and our industry-leading net promoter score.”
tags: 好观点·好信源 · → daily
- 2026-05-05
[老化中] · CEO对公司定位陈述
🔸 “We are uniquely positioned to deliver the mission-critical confluence of secure client-to-campus-to-cloud and AI networking.”
tags: 好观点·好信源 · → daily
- 2026-05-05
[老化中] · CEO对增长与利润率评价
🔸 “Delivering 35% revenue growth alongside $0.87 non-GAAP EPS demonstrates our ability to drive high-quality growth while maintaining a rigorous focus on the bottom line.”
tags: 好观点·好信源 · → daily
- 2026-04-17
[老化中] · XPO 路线保留可插拔光学模块并通过液冷解决热问题
But what if the current pluggable roadmap can be extended to deal with the power problem? XPO keeps optics pluggable and solves the thermal envelope with liquid cooling.
tags: 好思考 · → daily
- 2026-04-17
[老化中] · 部分超大规模客户可能偏好 XPO 路线以保留现有供应链和工具
Some hyperscalers might prefer this route for another generation, as it preserves everything the industry already knows how to do. Failed transceiver? Swap it. Telemetry? Use existing tools.
tags: 好思考 · → daily
- 2026-04-17
[老化中] · CPX（插槽式 CPO）可实现光学引擎与交换芯片相邻并具备可更换性
I didn't know about CPX, or as Vik called it, "socketed CPO". Optical engine next to the switch silicon (the CPO efficiency win) but swappable like a CPU socket (modularity/supply chain diversity).
tags: 好思考 · → daily
- 2026-04-17
[老化中] · 完全集成的 CPO 方案会导致更依赖现有 CPO 供应商
But then you're even more locked into an existing CPO vendor, likely Broadcom/Nvidia.
tags: 好思考 · → daily
事实 (fact) (13)
- 2026-05-05 · 2026年Q1营收
$ANET Q1'26 EARNINGS HIGHLIGHTS 🔹 Revenue: $2.709B (Est. $2.61B) 🟢; +35.1% YoY
tags: 好数字·好信源 · → daily
value: qty=2.709B · date=Q1 2026
- 2026-05-05 · 2026年Q1调整后每股收益
Adj. EPS: $0.87 (Est. $0.81) 🟢
tags: 好数字·好信源 · → daily
value: qty=0.87 · date=Q1 2026
- 2026-05-05 · 2026年Q2营收指引
🔹 Q2 Revenue Guide: ~$2.8B (Est. $2.78B) 🟢
tags: 好数字·好信源 · → daily
value: qty=2.8B · date=Q2 2026
- 2026-05-05 · 2026年Q2调整后每股收益指引
🔹 Q2 Adj. EPS Guide: ~$0.88 (Est. $0.86) 🟢
tags: 好数字·好信源 · → daily
value: qty=0.88 · date=Q2 2026
- 2026-05-05 · 2026年Q1经营活动现金流
🔹 Cash Flow From Operations: $1.69B
tags: 好数字·好信源 · → daily
value: qty=1.69B · date=Q1 2026
- 2026-05-05 · 2026年Q2非GAAP营业利润率指引
🔹 Non-GAAP Operating Margin: 46%-47%
tags: 好数字·好信源 · → daily
value: qty=46%-47% · date=Q2 2026
- 2026-05-05 · 2026年Q1产品收入
🔹 Product Revenue: $2.311B
tags: 好数字·好信源 · → daily
value: qty=2.311B · date=Q1 2026
- 2026-05-05 · 2026年Q1服务收入
🔹 Service Revenue: $397.7M
tags: 好数字·好信源 · → daily
value: qty=397.7M · date=Q1 2026
- 2026-05-05 · XPO MSA设计目标
🔹 XPO MSA: Designed to reduce networking racks by up to 75% and save up to 44% of floor space vs traditional pluggable optics
tags: 好数字·好信源 · → daily
value: qty=up to 75% reduction in networking racks, up to 44% reduction in floor space
- 2026-05-05 · 2026年净推荐值
🔹 2026 Net Promoter Score: 89
tags: 好数字·好信源 · → daily
value: qty=89 · date=2026
- 2026-05-05 · 客户情绪比例
🔹 Customer Sentiment: 94% of customers strongly positive
tags: 好数字·好信源 · → daily
value: qty=94% of customers strongly positive
- 2026-05-05 · 盘后股价变动
盘后价: $156.68; 盘后跌幅: -8.00%
tags: 好数字·好信源 · → daily
value: qty=-8.00% · direction=down · date=after hours
- 2026-04-17 · Microsoft 是 XPO MSA 的一部分
@Microsoft is part of the XPO MSA
tags: 好信源 · → daily
时间轴 (近 20)
- 2026-05-05 ·
fact · 2026年Q1营收 · → daily
- 2026-05-05 ·
fact · 2026年Q1调整后每股收益 · → daily
- 2026-05-05 ·
fact · 2026年Q2营收指引 · → daily
- 2026-05-05 ·
fact · 2026年Q2调整后每股收益指引 · → daily
- 2026-05-05 ·
fact · 2026年Q1经营活动现金流 · → daily
- 2026-05-05 ·
fact · 2026年Q2非GAAP营业利润率指引 · → daily
- 2026-05-05 ·
fact · 2026年Q1产品收入 · → daily
- 2026-05-05 ·
fact · 2026年Q1服务收入 · → daily
- 2026-05-05 ·
fact · XPO MSA设计目标 · → daily
- 2026-05-05 ·
fact · 2026年净推荐值 · → daily
- 2026-05-05 ·
fact · 客户情绪比例 · → daily
- 2026-05-05 ·
narrative · CEO对Q1开局评价 · → daily
- 2026-05-05 ·
narrative · CEO对公司定位陈述 · → daily
- 2026-05-05 ·
narrative · CEO对增长与利润率评价 · → daily
- 2026-05-05 ·
fact · 盘后股价变动 · → daily
- 2026-04-17 ·
narrative · XPO 路线保留可插拔光学模块并通过液冷解决热问题 · → daily
- 2026-04-17 ·
narrative · 部分超大规模客户可能偏好 XPO 路线以保留现有供应链和工具 · → daily
- 2026-04-17 ·
fact · Microsoft 是 XPO MSA 的一部分 · → daily
- 2026-04-17 ·
narrative · CPX（插槽式 CPO）可实现光学引擎与交换芯片相邻并具备可更换性 · → daily
- 2026-04-17 ·
narrative · 完全集成的 CPO 方案会导致更依赖现有 CPO 供应商 · → daily
← 实体目录 · 系统日志