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