We view Arista Networks as the technology leader in high-speed switching for enterprise networking. We expect Arista to maintain its top market of high-speed ports above 100 gigabits and for it to ...
Before the advent of Software-as-a-Service (SaaS) products, most companies relied on monolithic software packages or homegrown solutions. Many institutions in the regulated financial services sector ...
Unlike other competitors within the same segment, Fortinet has reported GAAP profitability and positive Fortinet’s free cash flow/equity margins over the last decade. We still expect the firm to ...