Tickerthe anti-fintwit
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@ANET solid

Yeah, no, look - Q1 came in at $2.71 billion, up 35% year over year, above our $2.6 billion guide, right? But here's what caught my eye: operating cash flow of about $1.69 billion, strongest we've ever seen. Non-GAAP gross margin 62.4%, inside our 62-63% range though down from 63.4% last quarter. And we'd remind you - acceptance timing on customer projects can swing quarters in ways last year didn't teach us. That's the way to look at it.

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ANET / The quarter, and the twice-raised outlook