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Ciena shares fell 10% after its Q4 revenue guidance met expectations, offsetting better-than-expected Q3 results; Arista shares rose 3%.
Ciena (CIEN) reported adjusted earnings per share of $2.11 and revenue of $1.67 billion for the third fiscal quarter, both exceeding analyst expectations. However, its revenue guidance for the fourth
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Sustainable Growth Advisers (SGA) sold its position in Intuit (INTU) during Q2 2026, citing deepening weakness in TurboTax's DIY segment and Mailchimp, along with reduced growth visibility.
Sustainable Growth Advisers (SGA) stated in its Q2 2026 investor letter that it liquidated its Intuit (INTU) holdings due to concerns over DIY Tax weakness, continued deterioration in Mailchimp, and r
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Analysis indicates that Adobe CEO Shantanu Narayen plans to step down after a successor is found, while the company's second-quarter revenue reached $6.6 billion; Arista Networks' second-quarter sales surpassed $3 billion for the first time.
An analysis article points out that software giant Adobe's CEO, Shantanu Narayen, is seeking to step down after finding a successor, which brings uncertainty to the company's future management. Adobe
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Ciena shares fell 10% after its Q4 revenue guidance met expectations, offsetting better-than-expected Q3 results; Arista shares rose 3%.
Ciena (CIEN) reported adjusted earnings per share of $2.11 and revenue of $1.67 billion for the third fiscal quarter, both exceeding analyst expectations. However, its revenue guidance for the fourth
-
Sustainable Growth Advisers (SGA) sold its position in Intuit (INTU) during Q2 2026, citing deepening weakness in TurboTax's DIY segment and Mailchimp, along with reduced growth visibility.
Sustainable Growth Advisers (SGA) stated in its Q2 2026 investor letter that it liquidated its Intuit (INTU) holdings due to concerns over DIY Tax weakness, continued deterioration in Mailchimp, and r
-
Analysis indicates that Adobe CEO Shantanu Narayen plans to step down after a successor is found, while the company's second-quarter revenue reached $6.6 billion; Arista Networks' second-quarter sales surpassed $3 billion for the first time.
An analysis article points out that software giant Adobe's CEO, Shantanu Narayen, is seeking to step down after finding a successor, which brings uncertainty to the company's future management. Adobe
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