Will miss your monthly updates for sure, but hopefully you will continue sharing your thought between the quarters.
Reading your X tread thread about Arista Network and their Q3 earnings, which just were announced, I started wondering why Arsita's stock is performing YTD better, than ZScaller or have the same YTD performance wit…
Will miss your monthly updates for sure, but hopefully you will continue sharing your thought between the quarters.
Reading your X tread thread about Arista Network and their Q3 earnings, which just were announced, I started wondering why Arsita's stock is performing YTD better, than ZScaller or have the same YTD performance with Crowdstrike?! Arista is hardware/cyclical business, lower gross margins and slower growth compared to the other two.
Hey Martin, I can't tell why stock prices move how they move in the short term (which is < 3 years), but Arista Networks has proven for years to generate profits, has low SBC, and is likely to grow double-digit revenue growth for years to come. I expect similar growth durability for Crowdstrike and Zscaler as well but that said, Arista Networks is in a much "healthier" state due to its strong profitability which the market seems to reward - especially in this environment.
Hi Moritz,
Will miss your monthly updates for sure, but hopefully you will continue sharing your thought between the quarters.
Reading your X tread thread about Arista Network and their Q3 earnings, which just were announced, I started wondering why Arsita's stock is performing YTD better, than ZScaller or have the same YTD performance with Crowdstrike?! Arista is hardware/cyclical business, lower gross margins and slower growth compared to the other two.
Interested in your opinion on that.
Thanks,
Martin
Hey Martin, I can't tell why stock prices move how they move in the short term (which is < 3 years), but Arista Networks has proven for years to generate profits, has low SBC, and is likely to grow double-digit revenue growth for years to come. I expect similar growth durability for Crowdstrike and Zscaler as well but that said, Arista Networks is in a much "healthier" state due to its strong profitability which the market seems to reward - especially in this environment.