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🔹 Revenue: $2.31B (Est. $2.26B) 🟢; UP +27.5% YoY
🔹 Adj. EPS: $0.75 (Est. $0.72) 🟢; UP +25% YoY
🔹 Adj. Gross Margin: 65.2% (Est. 63.2%) 🟢; UP +60bps YoY
Q4’25 Guidance
🔹 Revenue: $2.3B–$2.4B (Est. $2.33B) 🟡
🔹 Adj. Gross Margin: 62%–63% (Est. 63.2%) 🟡
🔹 Adj. Operating Margin: 47%–48% (Est. 47.3%) 🟢
Для обсуждения переходи в чат t.me/USstocksnews_chat
Updates
🔹 ESUN collaboration (Ethernet for Scale-Up Networks) unveiled at OCP
🔹 CloudVision AI observability & new AI agents for network ops
🔹 Kenneth Duda named President & CTO; Tyson Lamoreaux joins as SVP Cloud & AI Networking
#anet
