Arista Networks股价在盘后交易中上涨约10%，此前这家网络设备制造商报告了强于预期的第四季度业 绩，并发布了高于共识的2026财年第一季度营收预测。 营收同比增长28.9%，环比增长7.8%，公司将其描述为"Arista 2.0"战略的持续动力。 董事长兼首席执行官Jayshree Ullal表示，2025年是该战略获得验证的一年，其亮点包括累计 出货1.5亿个端口以及在人工智能网络和园区扩展方面取得的进展。公司表示，全年营收达到90 亿美元。 盈利能力保持强劲，尽管利润率较上一季度略有下降。GAAP毛利率为62.9%，低于第三季度的 64.6%，而非GAAP毛利率为63.4%。GAAP净利润上升至9.558亿美元，每股摊薄收益0.75美 元，而去年同期为8.01亿美元，每股收益0.62美元。非GAAP净利润增至10.5亿美元，每股收益 0.82美元。 首席财务官Chantelle Breithaupt指出了业务的运营杠杆作用，她表示Arista将近29%的营收增 长与47.5%的非GAAP运营利润率相结合，季度净利润首次超过10亿美元。 Arista预计2026财年第一季度营收约为26亿美元， ...

Core Viewpoint - Ericsson plans to return 15 billion Swedish crowns ($1.7 billion) to investors through its first-ever share buyback program after exceeding quarterly earnings expectations, leading to a significant rise in its share price [1][3]. Financial Performance - The company reported adjusted earnings before interest and taxes of 12.26 billion crowns for Q4 2025, surpassing the average forecast of 10.09 billion crowns from analysts [2]. - Net sales for the fourth quarter reached 69.3 billion crowns, exceeding analysts' estimates of 66.6 billion crowns, driven by growth in Europe, the Middle East, and Africa, while North America remained stable [4]. Strategic Initiatives - Ericsson is implementing a deep restructuring program and has announced a job cut of 1,600 positions to enhance efficiency [3]. - The share buyback program is expected to commence after the first-quarter report and continue until 2027 [3]. - The annual dividend payout has been increased to 3 crowns per share from 2.85 crowns the previous year [3]. Market Position and Outlook - Ericsson, alongside Nokia, is positioned to regain market share in Europe following the European Commission's proposal to phase out high-risk suppliers in critical sectors [4]. - The finance head of Ericsson indicated that it is premature to assess the impact of EU proposals on market share, as such changes typically require time to materialize [5].

天眼查App显示，近日，保定德纳科技有限公司成立，法定代表人为李浩，注册资本10万人民币，经营 范围为一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广;软件开发;软件销 售;软件外包服务;网络设备销售;计算机软硬件及辅助设备零售;仪器仪表修理;电子真空器件销售;电子元 器件制造;电子测量仪器销售;工业自动控制系统装置制造;工业机器人安装、维修;智能仪器仪表销售;通 讯设备销售;机械设备销售;机械设备租赁;电工仪器仪表制造;互联网销售（除销售需要许可的商品）;电 工仪器仪表销售;电线、电缆经营（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Insights - The article highlights the hidden pain points in asset management within companies, emphasizing issues such as information chaos, asset loss, maintenance costs, and inter-departmental communication barriers [1][5][6][8] Group 1: Information Chaos - Many companies rely on Excel for asset tracking, often missing critical details like model, purchase date, and user, leading to confusion during maintenance and inventory checks [1] - Delays in updating asset records result in discrepancies during inventory, making it difficult for companies to accurately assess usable equipment [1][3] Group 2: Asset Loss - Common causes of asset loss include unrecorded asset usage and forgotten idle equipment, which can lead to significant cumulative losses over time [5] - Improper disposal of obsolete assets without documentation can result in both information loss and waste of potentially usable items [5] Group 3: Maintenance Costs - Companies often lack a maintenance strategy, leading to unexpected failures and high recovery costs, as well as unnecessary expenses from over-maintenance [6] - The absence of a proactive maintenance approach can turn asset upkeep into a financial drain for companies [6] Group 4: Inter-departmental Communication - Asset management is often hindered by poor communication between departments, resulting in delays in asset registration and maintenance notifications [6] - Lack of clarity in departmental responsibilities can lead to blame-shifting and inefficiencies in resolving asset-related issues [6][8] Group 5: Solutions - The article suggests that companies can improve asset management by establishing a structured information system, utilizing efficient inventory tools, and clarifying processes and responsibilities [8] - Effective asset management can enhance value creation and minimize unnecessary waste and losses for companies [8]