So our visibility right now, as I've often told you, is one to two quarters. And if you did not have these supply chain issues in theory, what would the June quarter guide have looked like? We are prioritizing key projects and customer engagements while benefiting from a natural reduction in travel, marketing and other variable expenses. Is that pushed out now?Well, I think the first quarter is done, but you can tell, we projected lower than consensus.
It's not ASICs by themselves are not new. So we have selected the best of the best, and they are very much part of the acquisition has closed, and I want to give a big shout-out to Marc Taxay and Ita for the hard work that went into that. That sluggish comment, Jayshree, that was for both verticals?I will now turn the call back to Curtis. I don't know the TAM for 400-gig will even hit a few hundred million this year?Nothing's changed significantly. And over time, it will be a matter of economics and what makes most business sense for them. So I think we understand Q1 and Q2 better, and both of them were Q1, as you know, is seasonally a slow quarter for us. I was hoping you could talk a little bit about how you think the builds for 400-gig differ from what you saw in 100? So obviously, EOS, we feel is the most competitive software differentiated across many merchant silicon devices.
If you exclude the recognition of product deferred revenue referenced above, Facebook would have represented approximately 12% of revenue for the year. So that's been a strong area of experience for us. Is that something that likely occurs again here in the second quarter?Good evening. But I think we're through most of that now. Your line is open.Yes. Yes, just wanted to ask I just wanted to ask kind of two related questions. We undertake no obligation to update these statements after this call. But it is an improvement from we had talked about the business being flat to down, and now we're saying we think it's stable in that context.
So it'll probably be 70%, maybe even higher, on familiar and existing customers in 2020, which was not the trend we were on Q4 last year.Similar, similar. And in fact, a good example of that was content delivery network guide. Or is this a run rate comment? I don't think anyone asked this question.So the at the end of the close of the acquisition, we have absorbed approximately 75 employees, a large percentage of them in engineering. We repurchased $51.5 million of our common stock during the quarter at a weighted average price of $189 per share. It depends on different Tier two cloud providers. Both companies also share a unique visionary status with data center networking in the Gartner Magic Quadrant. Are you expecting similar upside there? I think we will be really supply constrained in Q2. RTTNews.com RTTNews Published. Thanks for taking the question. Is the $100 million run rate for campus, does that include any Big Switch contribution?
And then on Dell, they also have other companies they work with in this space, Cumulus, if I remember correctly. So it's real revenue.So Jayshree, two comments here. I would generally say the margin is about the same.
What I can tell you is we're getting richer and richer in our product capability. I think we are preserving kind of employee talent. Arista explained that the reason for this is that networking hardware sales patterns tends to lag behind memory chips. It's almost negligible, the network piece. We had a strong quarter. We had a somewhat weak specialty cloud providers in 2019, but they've started off well for us in Q1 and Q2. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.33% per year. I believe they'll also take many of them will also take not just a 2020 horizon but a multiyear horizon and start thinking about how to plan for projects in this virtual world. And what kind of the lag effect you see between server footprint deployments or expansion versus actually pulling more network bandwidth means and, obviously, a benefit for Arista?Okay.
Or is it improving through the quarter? But even with that, what we're saying is that, that cloud vertical will be kind of flat to down from a demand perspective, right?Your next question comes from John Marchetti with Stifel. Number one, is it correct that cloud outperformed in Q1 versus expectations in enterprise underperformed? And we had a global advisory and Arista innovate. First of all, on the supply chain, can you tell us how much revenues spilled over from 1Q into 2Q because of that so we can understand the true run rate of your business? So I don't I think they'll continue to have a place.
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arista q1 2020 earnings