| Stage | ALAB | % of rev | ANET | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $585M | 100.00% | $3.7B | 100.00% | ANET ×6.25 |
| Gross profit | $423M | 72.28% | $2.3B | 63.59% | ALAB +8.7pp |
| Operating income | $179M | 30.61% | $1.6B | 44.90% | ANET +14.3pp |
| Pre-tax income | $192M | 32.83% | $1.9B | 52.37% | ANET +19.5pp |
| Net income | $183M | 31.28% | $1.6B | 42.66% | ANET +11.4pp |
| Stage | ALAB | ANET | Gap · A − B |
|---|---|---|---|
| Revenue | $585M100.00% | $3.7B100.00% | ANET ×6.25 |
| Gross profit | 72.28%$423M | 63.59%$2.3B | ALAB +8.7pp |
| Operating income | 30.61%$179M | 44.90%$1.6B | ANET +14.3pp |
| Pre-tax income | 32.83%$192M | 52.37%$1.9B | ANET +19.5pp |
| Net income |
| 31.28%$183M |
| 42.66%$1.6B |
| ANET +11.4pp |
No shared counterparties.