Spoiler alert: it's looking good for Arista's earnings report on Thursday, as the company appears to be taking share from Cisco and Juniper, one analyst writes.

Q3 revenues drop as service provider capex lags, and that means Juniper will slim down even more. No specific mention of layoffs, however. UPDATED 4pm.

In this week's roundup: Tech breakup season, Q3 warnings from Juniper and Riverbed, some OpenStack love for Big Switch, and an update from one of those Docker startups.

HP Claims Networking Gains and NFV Progress in Q3

Cisco announced layoffs of 6,000 to go along with a flat Q4 report, leaving investors with plenty to worry about. As fiscal 2015 begins, could SDN and NFV help

Arista managed to beat expectations for its first publicly reported quarter and announced a tighter alliance with an SDN partner that doesn't happen to be Cisco.

CEO Jayshree Ullal will take the mic on Thursday for Arista Networks' first-ever earnings report. Arista's growth rate in the past year has been superb, and analysts expect it

Broadcom leads in Ethernet switches, and Intel leads in processors. Now Cavium can better match up against both of them, with the pending acquisition of startup Xpliant.

CEO Pat Gelsinger delivers more chipper news about NSX during VMware's earnings. The signs of growth are nice, but no matter what Gelsinger thinks, Cisco and VMware aren't exactly

Remember Neoteris? Or Funk Software? Those Juniper acquisitions got folded into Junos Pulse — which just got sold for less than those deals cost, as Juniper enters the final

Just in time for EMC and VMware earnings, hedge fund Elliott Management — the same folks pressing for changes at Juniper and Riverbed — is reportedly readying demands for

As Cisco's ACI prepares for full availability, the company says customer interest is building quickly — although most of that might be interest in the plain Nexus 9000 without

In this week's roundup: Ericsson shakes up Networks; VTEPs start shipping for VMware; Nuage turns 1 and recaps its customer traction; AT&T adds to Domain 2.0.

Juniper's Q1 earnings and Q2 forecast didn't rock the boat, giving new CEO Shaygan Kheradpir a chance to claim the Integrated Operating Plan is rolling smoothly. It's possible Juniper

Juniper's enterprise business is the area where most analysts think the company will eventually sell some businesses. But Junos Pulse, aimed at carrier-managed services for mobile devices, might also

The Arista IPO filing Monday tells us the company is profitable and growing rapidly, and that its two largest shareholders are the founders. How much they own is still

The Shaygan Kheradpir era kicks into gear, as the new Juniper CEO announces his new operating plan. A new product philosophy, a tightened customer focus, and of course, cost

A $75M legal settlement with Brocade is in the past, and A10 thinks it's now ready to take on the public market. The company's IPO filing reveals some quick

Oracle gets cozy with Microsoft Azure; Cisco's earnings dip, and they're going to stay that way for a while; Guavus goes virtual; Midokura offers a free handout; Pertino is

Lanham Napier is walking way from Rackspace after about 14 years, saying the job of running the $1.5B-a-year company was wearing him down. His departure means we'll see the

A bit of virtual knowhow has paid off for Shenick in the form of an acquisition. Aeroflex sells test equipment to the wireless industry and will now own TeraVM,

Three weeks into his new job, Juniper CEO Shaygan Kheradpir delivers his first earnings call and outlines a restrucutring plan to come. More layoffs seem to be in the

What's eating Juniper? According to hedge fund Elliott Management (which went after Riverbed last week), it's a combination of loss of focus, R&D incompetence, and overspending. In a detailed

White boxes might not be as cheap as you think. Data centers are clearly intrigued by the idea of off-the-shelf hardware, but the transition comes with its costs. Even