Akamai Says It Authorized Jabil To Buy About $1.7B Of Memory Components Under Contract Manufacturing Agreement
https://www.sec.gov/ix?doc=/Archives/edgar/data/0001086222/000119312526401048/d288154d8k.htm
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Jabil will report Q4 earnings Sept. 30, with analysts expecting $4.07 EPS and $9.7B revenue; the company also announced a $1.5B buyback.
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https://www.sec.gov/ix?doc=/Archives/edgar/data/0001086222/000119312526401048/d288154d8k.htm
Arista Networks reported strong cash flow performance in H1 2026, with operating cash flow reaching $2.78 billion and free cash flow surging 50% year-over-year. Revenue grew 37.7% to $3.04 billion with operating margins expanding to 49.9%. Deferred revenues increased to $6.9 billion, supporting future cash generation. The company benefits from sustained AI infrastructure spending and improved supply chain management, though management warns of potential volatility from inventory and deferred revenue fluctuations.