Jonathan Ho (CSN3RD)

Software Eng @AristaNetworks | Vice-Captain + CTF Player @thehackerscrew1 | prev. US Cyber Team 🇺🇸

[Jonathan Ho (CSN3RD) @JonathanHoHAX]

@GuanniQu you're on a roll!

[Jonathan Ho (CSN3RD) @JonathanHoHAX]

My preorder arrived! Looks so good 🥳

[Arena Magazine @arenamagdotcom]

Announcing our first book: Silicon

A beautiful coffee table book about the world of transistors, chips, and the greatest technology revolution of all time.

384 pages. Almost five pounds. Preorders open now, shipping in May: https://t.co/ueEEZHgu71

[Jonathan Ho (CSN3RD) @JonathanHoHAX]

💎

[Jonathan Ho (CSN3RD) @JonathanHoHAX]

tomorrow will be brutal. i have $1.5m 💀

[Wall St Engine @wallstengine]

$ANET Q1’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $2.709B (Est. $2.61B) 🟢; +35.1% YoY
🔹 Adj. EPS: $0.87 (Est. $0.81) 🟢
🔹 Q2 Revenue Guide: ~$2.8B (Est. $2.78B) 🟢
🔹 Q2 Adj. EPS Guide: ~$0.88 (Est. $0.86) 🟢
🔹 Cash Flow From Operations: $1.69B

Q2 Guide:
🔹 Revenue: ~$2.8B (Est. $2.78B) 🟢
🔹 Adj. EPS: ~$0.88 (Est. $0.86) 🟢
🔹 Non-GAAP Operating Margin: 46%-47%

Segment Performance:
🔹 Product Revenue: $2.311B
🔹 Service Revenue: $397.7M

Other Metrics:
🔹 XPO MSA: Designed to reduce networking racks by up to 75% and save up to 44% of floor space vs traditional pluggable optics
🔹 2026 Net Promoter Score: 89
🔹 Customer Sentiment: 94% of customers strongly positive

Commentary:
🔸 “Arista is off to a strong start in Q1 2026, with both our results and our industry-leading net promoter score.”

🔸 “We are uniquely positioned to deliver the mission-critical confluence of secure client-to-campus-to-cloud and AI networking.”

🔸 “Delivering 35% revenue growth alongside $0.87 non-GAAP EPS demonstrates our ability to drive high-quality growth while maintaining a rigorous focus on the bottom line.”

[Jonathan Ho (CSN3RD) @JonathanHoHAX]

@bubbleboi nah, substack

[TracketPacer @TracketPacer]

a friend sent this to me, i cannot take credit for it. but now u know which chocolate bar will fit into a qsfp cage

[Jonathan Ho (CSN3RD) @JonathanHoHAX]

Arista mogs on perf and aura

[U.S. Graphics Company @usgraphics]

Purely on aesthetic grounds, Juniper gear clears above all, IMO.

[Jonathan Ho (CSN3RD) @JonathanHoHAX]

@veggiebat_ top left

[Jonathan Ho (CSN3RD) @JonathanHoHAX]

@rohindhar rookie numbers for Santa Clara

similar size home sale in my neighborhood
$35k under Redfin estimate
$1915 per sqft

[Irrational Analysis @insane_analyst]

OFC 2026 Irrational Recap https://t.co/qYAQg7uhCm

[Jonathan Ho (CSN3RD) @JonathanHoHAX]

XPO launched at OFC last week with 20 module partner companies and 100+ companies taking part in the MSA!

The ecosystem is moving fast with dozens of successful live demos.

204.8Tbps 1OU switches coming soon for 6.5Pbps racks! 🤯

[Jonathan Ho (CSN3RD) @JonathanHoHAX]

$ANET This is massive! Andy and team have been cooking.

204.8T liquid-cooled switch that fits in 1RU! And supports 1600G-DR, FR, LR, SR, ZR, ZR+, Coherent-Lite, RF-Microwave, and SiPho optics.

https://t.co/PKVD8jsKoQ

[Jonathan Ho (CSN3RD) @JonathanHoHAX]

Merchant silicon also provides flexibility to target different markets.

Arista's earliest successes were in HFT, using ultra low-latency ASICs from Fulcrum (Intel).

Arista then pioneered the switches for leaf-spine architecture, which enabled the cloud/hyperscale data centers.

[Jonathan Ho (CSN3RD) @JonathanHoHAX]

Great 5 minute read on the history of Cisco, Arista, and Jayshree!

[Subbu @subbdue]

The networking world is often viewed as a battle of specs — bandwidth, latency, port density and power efficiency. But one of the most consequential story of the past two decades had less to do with silicon and more to do with culture.

This quick read is about $CSCO's culture of spin-ins, how Jayashree Ullal came to lead $ANET, and how Pensando and its DPU, which would’ve have become a part of CSCO, fell in $AMD's hands.

https://t.co/9xIrFtW6aT

[Chipstrat @chipstrat]

$ANET bet on Ethernet. Good bet. Ethernet TAM is expanding, and agentic AI helps.
Priced in though?
https://t.co/xBgyu9wHzm

[Department of War 🇺🇸 @DeptofWar]

ENJOY THE GAME AMERICA🇺🇸🇺🇸🇺🇸

[Jonathan Ho (CSN3RD) @JonathanHoHAX]

It got compressed from my laptop. Here’s the higher quality HDR video:

#SuperBowl

[Jonathan Ho (CSN3RD) @JonathanHoHAX]

Decided to go for a run after sitting in back-to-back meetings all afternoon ...
and I got an unexpected fireworks show by Levi's Stadium!

#SBLX #SuperBowl