J Studios/DigitalVision via Getty Images Interchange Settlement May 2024 We Hope Senator Durbin Can Move onto Something Else We have invested in Mastercard and Visa since their IPO’s, in 2006 and 2008 respectively. When both payment companies initially listed, they identified potential legal liabilities stemming from merchant interchange lawsuits. During its IPO roadshow, Visa took…
Aviat Networks, Inc. (NASDAQ:AVNW) Q3 2024 Earnings Conference Call May 1, 2024 5:00 PM ET Company Participants Andrew Fredrickson – Director of Corporate Development & Investor RelationsPeter Smith – President & Chief Executive OfficerDavid Gray – Senior Vice President & Chief Financial Officer Conference Call Participants Jaeson Schmidt – Lake Street Capital MarketsScott Searle –…
Sundry Photography Market volatility is back in full force as investors question the possible pace of Fed rate decreases. At this time, richly valued tech stocks are being pummeled more than the rest of the market, and companies with slowing fundamentals are top candidates to be culled from our portfolios. Consider especially Palo Alto Networks…
BlackJack3D Leveraging Breadth for the New Plaftormization Strategy Since 2022, Palo Alto Networks (NASDAQ:PANW) has presented its business as three divisions, that are now referred to as platforms – Network Security, Cloud Security, and SecOps. Each division has acquired a significant number of leadership accolades from market analysts, such as Gartner and Forrester. Palo Alto…
hh5800/iStock via Getty Images Since I covered Arista Networks (NYSE:ANET) in November 2023, the stock has surged by over 40%, while I had a neutral position mainly based on the normalization of supply chains which could result in pricing pressures. Also, as charted below, the stock has progressed by more than 79% during the last…
Ultima_Gaina When I initiated my bullish view on Arista Networks (NYSE:ANET) in January 2015, their stock price was only $16.32. Since I published the second piece in June 2023, their stock price has surged by another 94.8%. The company has been gradually appreciated by investors, as evidenced by their rising stock price. They completed the…
Palo Alto Networks, Inc. (NASDAQ:PANW) Morgan Stanley Technology, Media & Telecom Conference Call March 5, 2024 2:45 PM ET Company Participants Nikesh Arora – Chief Executive Officer and Chairman Conference Call Participants Hamza Fodderwala – Morgan Stanley Hamza Fodderwala Good morning, or almost good afternoon, everybody. I hope you’re doing well. My name is Hamza…
Jeff Kravitz/FilmMagic, Inc via Getty Images Investment Thesis AMC Networks (NASDAQ:AMCX) has been facing secular headwinds as cable cord-cutting continues to pressure top-line growth. However, despite the continuing trend away from cable, AMC Networks continues to show strong free cash flow as they streamline operations and focus on niche quality content for select demographics. I…
Yuichiro Chino/Moment via Getty Images Investment Thesis Arista Networks (NYSE:ANET) is a leading enterprise cloud network technology company that has been on a tear, returning roughly six times the S&P 500’s 110% since the pandemic lockdowns. But the relevancy of those returns really stood out since ChatGPT was launched and AI/Applied Machine Learning was finally…
BlackJack3D Introduction Cybersecurity has always been one of my major interests. That’s why I have been screening for high-quality companies in this space recently. It is a highly fragmented market, and the universe of public companies is large, offering a lot to choose from. One of the companies that I found more attractive than its…
Andrey Semenov Nobody is perfect when it comes to investing. I wish I were, but I am far from it. But one thing I can take pride in is the fact that, when I am wrong, I end up admitting it. In an article that I published in late October of last year, I made…
Aviat Networks, Inc. (NASDAQ:AVNW) Q2 2024 Earnings Conference Call February 6, 2024 5:00 PM ET Company Participants Andrew Fredrickson – Director of Corporate Development and Investor Relations Peter Smith – President & Chief Executive Officer David Gray – Senior Vice President & Chief Financial Officer Conference Call Participants Theodore O’Neill – Litchfield Hills Research Scott…
asbe Introduction If there’s one thing I have highlighted in recent articles, it’s my increased focus on value stocks, given that the stock market valuation hints at subdued long-term total returns. Generally speaking, this favors stocks with low valuations and/or decent yields, as we can expect a bigger part of future total returns to come…
Arista Networks, Inc. (NYSE:ANET) Raymond James TMT & Consumer Conference December 5, 2023 1:40 PM ET Company Participants Ita Brennan – CFO Liz Stine – IR Conference Call Participants Simon Leopold – Raymond James Simon Leopold Thank you very much folks for joining us. My name is Simon Leopold, Raymond James’ Data Infrastructure Analyst, and…
da-kuk Palo Alto Networks’ (NASDAQ:PANW) Q1 FY2024 results were somewhat soft, with NGS growth beginning to moderate and hardware sales normalizing. The company remains well positioned though, due to its large customer base and broad portfolio of solutions. In particular, XSIAM and SASE should drive growth going forward. The stock is starting to look fully…
Buterin also touched on the roadmap for Ethereum’s technical upgrades, referring to an imminent transition called ‘Danksharding’ that expands data availability and enables more transactions per block. Speaking recently at the Turkey Blockchain Summit, Ethereum co-creator Vitalik Buterin discussed some of the platform’s plans for enhancing decentralization around staking while providing updates on upcoming network…
metamorworks Thesis Extreme Networks, Inc. (NASDAQ:EXTR) has a diverse portfolio that effectively meets customer needs and offers strong solutions in campus switching and cloud-managed wireless products. Additionally, EXTR holds a unique position in customer verticals that align with government and education spending, which helps the company remain resilient even during fluctuations in Enterprise IT spending….
Arista Networks, Inc. (NYSE:ANET) 17th Annual Needham Virtual Security, Networking, & Communications Conference November 14, 2023 12:50 PM ET Company Participants John McCool – Chief Platform Officer Martin Hull – Vice President-Product Management Conference Call Participants Alex Henderson – Needham & Co Alex Henderson Great. Thanks so much, Zach. I appreciate the connection. My name…
hapabapa Earnings season has been dramatic. The S&P 500’s blended EPS growth rate for the quarter is solid at 2.7% – above what strategists had predicted heading into the Q3 reporting period. Despite the generally decent results, earnings revisions have been cautious and stock price reactions have been downright spooky. FactSet notes that companies beating…
Hispanolistic Investment Thesis I decided to take a look at Extreme Networks, Inc. (NASDAQ:EXTR) after its very good performance YTD in terms of share price appreciation. It seems that the company has finally become profitable and is in a great position to keep growing tremendously for the foreseeable future due to robust growth and fantastic…
Sundry Photography Investment Thesis Arista Networks, Inc. (NYSE:ANET) is a company that has consistently outperformed the index. Over the last decade, it has delivered impressive returns to its shareholders, which is not surprising given the quality and resilience of its business model. In this comprehensive article, we will delve into the pivotal role that Arista…
B4LLS Train hard, fight easy.”― John Steele Today, we take our first look at A10 Networks, Inc. (NYSE:ATEN), as this cybersecurity firm goes in the spotlight. This cybersecurity and infrastructure solution provider has been challenged with sales growth so far in 2023, but analyst firms believe revenues will revive in FY2024. The stock has seen…
Palo Alto Networks, Inc. (NASDAQ:PANW) Goldman Sachs 2023 Communacopia & Technology Conference September 7, 2023 6:45 PM ET Company Participants Nikesh Arora – CEO Conference Call Participants Gabriela Borges – Goldman Sachs Gabriela Borges Good afternoon. And thank you for joining us at the Palo Alto Networks keynote at the Goldman Sachs Communacopia & Technology…
Arista Networks, Inc. (NYSE:ANET) Citi’s 2023 Global Technology Conference September 7, 2023 1:00 PM ET Company Participants Ita Brennan – CFO Conference Call Participants Atif Malik – Citi Atif Malik Good afternoon everyone. Welcome to day-two of Citi Global Technology Conference. My name is Atif Malik. I cover U.S. semiconductors, semiconductor equipment and communication equipment…
Circle said that businesses and institutions can access on/off-ramps for $USDC to OP Mainnet and Base through Circle Account. Circle’s native stablecoin USDC has recently launched on two Layer-2 networks – Base and Optimism. this launch will allow the Circle account holders to send USDC from their accounts to either of the networks. Coinbase also…
Just_Super Investment Thesis Palo Alto Networks (NASDAQ:PANW) reported results on Friday, after the close. The oddest time for a large mega-cap company to report. This kept many investors on the sidelines for fear that something odd would surface. Investors needn’t be concerned as the underlying thesis continues to unfold. Recall, I’ve consistently made the declaration…
Hwangdaesung/iStock via Getty Images Leading pure-play cybersecurity company Palo Alto Networks, Inc. (NASDAQ:PANW) surprised Wall Street analysts as it decided to report its fourth-quarter or Q4FY2023 earnings release on August 18 (Friday) after the market closed. Wedbush’s Dan Ives even spooked investors that the company’s decision to release earnings on a Friday evening was a…
your_photo Investment action I recommended a buy rating for Juniper Networks (NYSE:JNPR) when I wrote about it the last time, as I expected order growth to come in strong in the coming quarters and FY24. The decrease in orders was primarily due to tough competition in the previous period. Based on my current outlook and…
Just_Super Arista Networks (NYSE:ANET) reported a very strong second quarter and announced guidance for the 3rd quarter, both of which were ahead of FactSet consensus. This reinforces a key tenet of my investment thesis: that the market will continue to underestimate the growth potential of this company and earnings upgrades will continue and drive value…