Comments on: Meta Platforms Spent Over $1 Billion On Arista Networking In 2022 https://www.nextplatform.com/2023/02/15/meta-platforms-spends-over-1-billion-on-arista-networking-in-2022/ In-depth coverage of high-end computing at large enterprises, supercomputing centers, hyperscale data centers, and public clouds. Tue, 26 Mar 2024 01:31:27 +0000 hourly 1 https://wordpress.org/?v=6.5.5 By: Timothy Prickett Morgan https://www.nextplatform.com/2023/02/15/meta-platforms-spends-over-1-billion-on-arista-networking-in-2022/#comment-222418 Tue, 26 Mar 2024 01:31:27 +0000 https://www.nextplatform.com/?p=141891#comment-222418 In reply to horang2.

It is something I have gathered from each quarterly result presentation and call.

]]> By: horang2 https://www.nextplatform.com/2023/02/15/meta-platforms-spends-over-1-billion-on-arista-networking-in-2022/#comment-222405 Mon, 25 Mar 2024 16:56:11 +0000 https://www.nextplatform.com/?p=141891#comment-222405 In reply to Timothy Prickett Morgan.

Let me ask you one last question. Where can I find the cloud vision report? I can’t find it’s in the company’s promotional materials

]]> By: Timothy Prickett Morgan https://www.nextplatform.com/2023/02/15/meta-platforms-spends-over-1-billion-on-arista-networking-in-2022/#comment-222398 Mon, 25 Mar 2024 12:36:35 +0000 https://www.nextplatform.com/?p=141891#comment-222398 In reply to horang2.

CloudVision user base been reported, and we add in where data is missing. If it is in bold red italics, it is our estimate. If it is in black, it is real data. As for our method, it is informed guessing based on trends.

]]> By: horang2 https://www.nextplatform.com/2023/02/15/meta-platforms-spends-over-1-billion-on-arista-networking-in-2022/#comment-222392 Mon, 25 Mar 2024 07:31:10 +0000 https://www.nextplatform.com/?p=141891#comment-222392 In reply to Timothy Prickett Morgan.

Oh Thanks for letting me know. So are the number of users of cloud vision and sales part of microsoft and meta platforms actual data or estimate? If you estimated, what data did you use? Actually, I’m a student who’s been studying stocks recently, but I’m not sure how to estimate it. Please, let me know..

]]> By: horang2 https://www.nextplatform.com/2023/02/15/meta-platforms-spends-over-1-billion-on-arista-networking-in-2022/#comment-222391 Mon, 25 Mar 2024 07:29:54 +0000 https://www.nextplatform.com/?p=141891#comment-222391 In reply to Timothy Prickett Morgan.

Oh Thanks for letting me know. So are the number of users and sales part actual data or estimate? If you estimated, what data did you use? Actually, I’m a student who’s been studying stocks recently, but I’m not sure how to estimate it. Please, let me know..

]]> By: Timothy Prickett Morgan https://www.nextplatform.com/2023/02/15/meta-platforms-spends-over-1-billion-on-arista-networking-in-2022/#comment-222366 Sun, 24 Mar 2024 12:56:09 +0000 https://www.nextplatform.com/?p=141891#comment-222366 In reply to horang2.

I estimated it, as it says. We had some data points, as I explained, and then filled in gaps with what we think are good guesses.

]]> By: horang2 https://www.nextplatform.com/2023/02/15/meta-platforms-spends-over-1-billion-on-arista-networking-in-2022/#comment-222365 Sun, 24 Mar 2024 12:44:29 +0000 https://www.nextplatform.com/?p=141891#comment-222365 Oh it was very interesting! Your article makes me invest to arista networks. Then, I wonder where you got the data from the third table above, because I looked for it a lot, but it didn’t come out. So, could you tell me how you got the data? If you estimated it, how did you estimate it?

]]> By: B https://www.nextplatform.com/2023/02/15/meta-platforms-spends-over-1-billion-on-arista-networking-in-2022/#comment-205014 Sat, 18 Feb 2023 12:06:41 +0000 https://www.nextplatform.com/?p=141891#comment-205014 Oh, so THAT’S why I had a full year lead time on a 100G switch from Arista in October 2022.

]]>