Latest news with #cloudnetworking
Yahoo
2 days ago
- Business
- Yahoo
Arista Networks (ANET) Q2 Earnings and Revenues Surpass Estimates
Arista Networks (ANET) came out with quarterly earnings of $0.73 per share, beating the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.52 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +12.31%. A quarter ago, it was expected that this cloud networking company would post earnings of $0.59 per share when it actually produced earnings of $0.65, delivering a surprise of +10.17%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Arista Networks, which belongs to the Zacks Internet - Software industry, posted revenues of $2.2 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 4.34%. This compares to year-ago revenues of $1.69 billion. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Arista Networks shares have added about 8.9% since the beginning of the year versus the S&P 500's gain of 7.6%. What's Next for Arista Networks? While Arista Networks has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Arista Networks was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.63 on $2.11 billion in revenues for the coming quarter and $2.58 on $8.35 billion in revenues for the current fiscal year. Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Internet - Software is currently in the top 32% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1. Another stock from the same industry, Diebold Nixdorf, Incorporated (DBD), has yet to report results for the quarter ended June 2025. The results are expected to be released on August 6. This company is expected to post quarterly earnings of $0.61 per share in its upcoming report, which represents a year-over-year change of -47.4%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. Diebold Nixdorf, Incorporated's revenues are expected to be $886.1 million, down 5.7% from the year-ago quarter. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Arista Networks, Inc. (ANET) : Free Stock Analysis Report Diebold Nixdorf, Incorporated (DBD) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data
Yahoo
4 days ago
- Business
- Yahoo
Barclays Boosts Arista Networks (ANET) Price Target to $151 After Strong Q2 and AI Outlook
Arista Networks Inc (NYSE:ANET) is one of the . On August 6, Barclays analyst Tim Long raised the price target on the stock to $151.00 (from $119.00) while maintaining an Overweight rating. The rating affirmation follows Arista Networks' second-quarter earnings report which beat expectations and included guidance for both the third quarter and fiscal year 2025 which exceeded market forecasts. Barclays has also increased its campus segmenta forecast. The firm anticipates it to surpass $1.5 billion in AI networking revenues for the year. 'The strength was broadbased with the higher guide assuming momentum across AI, cloud, and the enterprise, and ANET continued its track record of efficiency with improved inventory management and supply chain benefiting margins.' A network engineer monitoring a large server cluster in a busy datacenter. The firm remains confident in Arista's ability to achieve over $10B in revenues in 2026. 'We raise our estimates and remain confident in ANET's ability to execute to achieve over $10B in revenues in 2026. The growth opportunity is widespead, and we maintain the view that the long-term revenue CAGR of mid-teens could see upside.' Arista Networks Inc (NYSE:ANET) develops, markets, and sells cloud networking solutions. While we acknowledge the potential of ANET as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: and . Disclosure: None.
Tahawul Tech
5 days ago
- Business
- Tahawul Tech
Infoblox double-down on pre-emptive protection in bid to crackdown on AI-driven attacks
Infoblox , a leader in cloud networking and security services, has announced major enhancements to its Protective DNS solution, Infoblox Threat Defense, empowering organizations to stay ahead of sophisticated, AI-driven cyber threats with pre-emptive security. As global cybercrime costs surge toward $23 trillion by 2027[1], traditional 'detect and respond' security tools are struggling to keep up. Modern attackers increasingly deploy AI to create unique, single-use malware and stealthy phishing campaigns that evade traditional defenses—making it more likely than ever that any organization can become 'patient zero.' Infoblox's Protective DNS solution, Infoblox Threat Defense, stops threats before they impact infrastructure by combining predictive threat intelligence with algorithmic and machine learning-based detections — blocking high-risk and malicious domains an average of 68 days earlier than traditional tools, with an industry-leading 0.0002% false positive rate. 'The difference between most DNS security tools and our approach is like the difference between law enforcement chasing street-level drug dealers versus taking down the cartel,' said Mukesh Gupta, chief product officer, Infoblox. 'We target the suppliers behind the cyberattackers—the cartel—so threats can be blocked before they ever reach the network. This pre-emptive strategy helps security teams reduce risk, eliminate noise and stop threats at the DNS layer before they ever reach the network.' To help customers get ahead of the new wave of AI-driven threats, Infoblox is continually delivering ground-breaking threat intelligence—solidifying the role of Threat Defense as a proactive, high-speed threat blocker. From better visibility and actionable insights to flexible licensing and clear metrics on pre-emptive protection, these new innovations are designed to help security teams close gaps before attackers can exploit them: Protection Before Impact: Provides security leaders with clear, quantifiable metrics on threats neutralized before they can cause damage, streamlining reporting and demonstrating security ROI. Provides security leaders with clear, quantifiable metrics on threats neutralized before they can cause damage, streamlining reporting and demonstrating security ROI. Security Workspace: An intuitive, centralized interface that gives security teams deep visibility into their environment with actionable insights to reduce risk and ultimately speed their mean time to respond (MTTR). An intuitive, centralized interface that gives security teams deep visibility into their environment with actionable insights to reduce risk and ultimately speed their mean time to respond (MTTR). Detection Mode: Provides organizations visibility into threats they're missing today—without changing existing DNS configuration, minimizing operational risk. Provides organizations visibility into threats they're missing today—without changing existing DNS configuration, minimizing operational risk. Asset Data Integration: Delivers deep context into what was protected as part of the pre-emptive strategy, enabling security teams to do further investigation and analysis. Delivers deep context into what was protected as part of the pre-emptive strategy, enabling security teams to do further investigation and analysis. Token-Based Licensing: Flexible, token-based pricing aligned to protected assets simplifies procurement and drives clearer ROI. Flexible, token-based pricing aligned to protected assets simplifies procurement and drives clearer ROI. Powering Google Cloud's DNS Armor: Infoblox's Protective DNS capabilities also power Google Cloud's DNS Armor, providing native security for cloud workloads, with public preview later this year. Infoblox Threat Defense gives security teams predictive insights to block attacks as threat actor infrastructure is being created—before malware is even deployed and long before a patient zero is hit. Unlike traditional security tools that must wait for the first victim to detect and respond, Infoblox's approach can pre-empt the attack entirely. By stopping attacks earlier, Infoblox reduces the load on detect-and-respond tools, such as XDR and SIEM—aligning with Gartner's view that pre-emptive cybersecurity will replace 40 percent of traditional solutions by 2028. The latest NIST SP 800-81 guidelines reinforce this shift, noting that DNS can often prevent security incidents earlier than other systems. 'Traditional 'detect and respond' security simply can't keep pace with today's AI-driven attackers and malware. Cybercrime is evolving faster than ever, costing the world trillions and exploiting gaps in legacy defenses,' said Scott Harrell, president and CEO, Infoblox. 'The legacy kill chain approach depends on someone else being 'patient zero' so those legacy systems can learn and react—but attackers today customize malware to target individual businesses or industries, rendering legacy, reactive approaches ineffective against modern AI-enabled attackers. When you're patient zero, the only thing being 'killed' is your business. The future of cybersecurity must be pre=emptive: stop threats before they ever reach your organization.' 'Before Infoblox, DNS was a blind spot in our security posture,' said Nathan Sinclair, chief information security officer for the City and County of San Francisco. 'We immediately saw value in gaining full visibility into DNS requests and the hidden threats they can carry. Infoblox Threat Defense has proven to be a powerful solution for blocking exploits and preventing incursions. It has significantly strengthened our defenses and given us greater confidence in protecting the critical services we provide.' For deeper insights into our latest innovations and why pre-emptive DNS security matters more than ever, visit our Security Momentum launch blog. To see the latest research on evolving threats—including how DNS security blocks 82 percent of attacks before impact—read our 2025 DNS Threat Landscape Report.
Tahawul Tech
5 days ago
- Business
- Tahawul Tech
Infoblox double-down on pre-emptive protection in bod to crackdown on AI-driven attacks
Infoblox , a leader in cloud networking and security services, has announced major enhancements to its Protective DNS solution, Infoblox Threat Defense, empowering organizations to stay ahead of sophisticated, AI-driven cyber threats with pre-emptive security. As global cybercrime costs surge toward $23 trillion by 2027[1], traditional 'detect and respond' security tools are struggling to keep up. Modern attackers increasingly deploy AI to create unique, single-use malware and stealthy phishing campaigns that evade traditional defenses—making it more likely than ever that any organization can become 'patient zero.' Infoblox's Protective DNS solution, Infoblox Threat Defense, stops threats before they impact infrastructure by combining predictive threat intelligence with algorithmic and machine learning-based detections — blocking high-risk and malicious domains an average of 68 days earlier than traditional tools, with an industry-leading 0.0002% false positive rate. 'The difference between most DNS security tools and our approach is like the difference between law enforcement chasing street-level drug dealers versus taking down the cartel,' said Mukesh Gupta, chief product officer, Infoblox. 'We target the suppliers behind the cyberattackers—the cartel—so threats can be blocked before they ever reach the network. This pre-emptive strategy helps security teams reduce risk, eliminate noise and stop threats at the DNS layer before they ever reach the network.' To help customers get ahead of the new wave of AI-driven threats, Infoblox is continually delivering ground-breaking threat intelligence—solidifying the role of Threat Defense as a proactive, high-speed threat blocker. From better visibility and actionable insights to flexible licensing and clear metrics on pre-emptive protection, these new innovations are designed to help security teams close gaps before attackers can exploit them: Protection Before Impact: Provides security leaders with clear, quantifiable metrics on threats neutralized before they can cause damage, streamlining reporting and demonstrating security ROI. Provides security leaders with clear, quantifiable metrics on threats neutralized before they can cause damage, streamlining reporting and demonstrating security ROI. Security Workspace: An intuitive, centralized interface that gives security teams deep visibility into their environment with actionable insights to reduce risk and ultimately speed their mean time to respond (MTTR). An intuitive, centralized interface that gives security teams deep visibility into their environment with actionable insights to reduce risk and ultimately speed their mean time to respond (MTTR). Detection Mode: Provides organizations visibility into threats they're missing today—without changing existing DNS configuration, minimizing operational risk. Provides organizations visibility into threats they're missing today—without changing existing DNS configuration, minimizing operational risk. Asset Data Integration: Delivers deep context into what was protected as part of the pre-emptive strategy, enabling security teams to do further investigation and analysis. Delivers deep context into what was protected as part of the pre-emptive strategy, enabling security teams to do further investigation and analysis. Token-Based Licensing: Flexible, token-based pricing aligned to protected assets simplifies procurement and drives clearer ROI. Flexible, token-based pricing aligned to protected assets simplifies procurement and drives clearer ROI. Powering Google Cloud's DNS Armor: Infoblox's Protective DNS capabilities also power Google Cloud's DNS Armor, providing native security for cloud workloads, with public preview later this year. Infoblox Threat Defense gives security teams predictive insights to block attacks as threat actor infrastructure is being created—before malware is even deployed and long before a patient zero is hit. Unlike traditional security tools that must wait for the first victim to detect and respond, Infoblox's approach can pre-empt the attack entirely. By stopping attacks earlier, Infoblox reduces the load on detect-and-respond tools, such as XDR and SIEM—aligning with Gartner's view that pre-emptive cybersecurity will replace 40 percent of traditional solutions by 2028. The latest NIST SP 800-81 guidelines reinforce this shift, noting that DNS can often prevent security incidents earlier than other systems. 'Traditional 'detect and respond' security simply can't keep pace with today's AI-driven attackers and malware. Cybercrime is evolving faster than ever, costing the world trillions and exploiting gaps in legacy defenses,' said Scott Harrell, president and CEO, Infoblox. 'The legacy kill chain approach depends on someone else being 'patient zero' so those legacy systems can learn and react—but attackers today customize malware to target individual businesses or industries, rendering legacy, reactive approaches ineffective against modern AI-enabled attackers. When you're patient zero, the only thing being 'killed' is your business. The future of cybersecurity must be pre=emptive: stop threats before they ever reach your organization.' 'Before Infoblox, DNS was a blind spot in our security posture,' said Nathan Sinclair, chief information security officer for the City and County of San Francisco. 'We immediately saw value in gaining full visibility into DNS requests and the hidden threats they can carry. Infoblox Threat Defense has proven to be a powerful solution for blocking exploits and preventing incursions. It has significantly strengthened our defenses and given us greater confidence in protecting the critical services we provide.' For deeper insights into our latest innovations and why pre-emptive DNS security matters more than ever, visit our Security Momentum launch blog. To see the latest research on evolving threats—including how DNS security blocks 82 percent of attacks before impact—read our 2025 DNS Threat Landscape Report.
Yahoo
6 days ago
- Business
- Yahoo
Infoblox Appoints Cybersecurity Luminary Phil Venables to Board of Directors
Globally Recognized Security Leader Joins as Infoblox Builds on Record Growth and Market Momentum Phil Venables SANTA CLARA, Calif., Aug. 06, 2025 (GLOBE NEWSWIRE) -- Infoblox, a leader in cloud networking and security services, today announced the appointment of Phil Venables to its board of directors. A globally respected cybersecurity and risk expert, Venables brings over 30 years of experience advising Fortune 100 companies, government agencies and venture-backed startups on security, operational risk, compliance and AI innovation. Venables is currently a partner at Ballistic Ventures, where he invests in and advises early-stage cybersecurity companies, and serves as a strategic security advisor at Google, helping drive cloud, AI and security strategy across the company. He is also a senior advisor at Warburg Pincus, supporting private equity investments in technology and cybersecurity. 'Phil is one of the most experienced and respected security leaders in the world, with a rare combination of operational depth and visionary insight,' said Scott Harrell, CEO of Infoblox. 'His expertise across cloud, cybersecurity, AI and enterprise risk is invaluable as we continue to innovate and scale our platform. We are honored to welcome him to the board to help further our market leadership in DNS security.' In addition to his operational leadership, Venables is deeply engaged in public-private collaboration, education, and policy. He currently serves on: The Information Security and Privacy Advisory Board of NIST The Security and Technology Advisory Board at MITRE The Council on Foreign Relations The Board of the NYU Tandon School of Engineering He also serves on the boards of leading private sector companies, including: HackerOne Veza Board Advisor to Plaid From 2021 to 2025, Venables also served on the President's Council of Advisors on Science and Technology at the White House, where he drove multiple initiatives from cyber resilience and the future of AI, through to improvements in scientific communications. Prior to his current roles, Venables was the first chief information security officer (CISO) of Google Cloud, where he built and led global teams focused on security, privacy and compliance. Earlier in his career, he served as a partner at Goldman Sachs, where he held multiple executive roles, including CISO, chief operational risk officer and board director. He also held senior security and engineering positions in the finance, energy and technology sectors. 'I'm thrilled to join the board of Infoblox at such a pivotal time,' said Venables. 'As threats become more personalized and complex, Protective DNS must be at the foundation of an intelligent and preemptive cybersecurity strategy. Infoblox's commitment to unifying networking and security—and its industry leadership in secure DNS—are critical to enabling and protecting modern enterprises.' Venables holds undergraduate and postgraduate degrees in computer science, formal methods and cryptography from the University of York and The Queen's College at Oxford University. He is a Chartered Engineer, Chartered Scientist and a Fellow of both the British Computer Society, and a Chartered Fellow of the Chartered Institute of Information Security. To learn more about Infoblox's leadership team and board of directors, visit About InfobloxInfoblox unites networking, security and cloud to form a platform for operations that's as resilient as it is agile. Trusted by 13,000+ customers, including 92 of the Fortune 100, we seamlessly integrate, secure and automate critical network services so businesses can move fast without compromise. Visit or follow us on LinkedIn. Media Contact:Ariel RoopHead of Global Communicationspr@ A photo accompanying this announcement is available at in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
