-- 云网络公司Arista Networks (ANET)周三早盘股价下跌，此前该公司发布的第二季度营收预期略低于市场预期，尽管其前三个月的业绩好于预期。 该公司周二晚间表示，预计本季度营收为28亿美元，而FactSet目前的普遍预期为28.2亿美元。调整后每股收益预计为0.88美元，与华尔街的预期一致。 该股在最近的盘前交易中下跌了9%。 截至3月份的季度，Arista的营收同比增长35%至27.1亿美元，超过了分析师平均预期的26.2亿美元。根据FactSet的财报电话会议记录，首席财务官Chantelle Breithaupt在财报电话会议上表示：“所有客户领域均实现了增长，其中人工智能和专业服务提供商客户的增长最为显著。” 产品销售额从16.9亿美元增至23.1亿美元，服务收入从3.123亿美元增至3.977亿美元。据Breithaupt称，国际收入约占总收入的16%，低于前三个月的21%，主要受美国市场对其全球大型客户的销售额的影响。 调整后每股收益从去年的0.66美元增至0.87美元，高于华尔街预期的0.81美元。 Arista目前预计2026年全年收入将达到115亿美元，年增长率约为28%，高于此前预测的25%。华尔街预期为115.3亿美元。 首席执行官Jayshree Ullal在电话会议上告诉分析师，公司正面临晶圆和硅芯片行业普遍短缺以及采购成本上升的问题。据乌拉尔称，该公司希望供应链问题能在“未来一两年内”得到缓解，同时其运营团队正与供应商合作，加强供应协议并签订多年采购承诺。 乌拉尔表示：“我们预计，由于产品组合调整以及为了确保向客户持续供货而不得不支付更高的价格，毛利率将面临压力。”
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