7-days ago cloud storage firm Box, Inc. announced its IPO and today cloud networking solutions vendor Arista Networks announced its IPO.
Amazingly in my opinion, I was totally stunned earlier this month when Box proudly announced the appointment of 7-year Cisco CTO, Padmasree Warrior, to its Board of Directors:
Padmasree Warrior Joining the Box Board of Directors
Well, what a small world we live in, because by coincidence, it was only 8-months ago that Arista proudly announced the appointment of former Cisco CTO, Charlie Giancarlo, to its Board of Directors:
Arista Expands Leadership Team
Alarmingly, Reuters reported today:
"The U.S. stock market is rigged in favor of high-speed electronic trading firms, which use their advantages to extract billions from investors..."
U.S. stock markets are rigged
Can today's Reuters "rigged stock market" story above somehow be "correlated" to an IPO comparison between Arista Networks vs. Box, Inc.?
I mean, hundreds of millions of dollars will be invested and at risk in these two IPOs, based on the following Pre-IPO financial statements, which one do you think will reward investors the most, Arista or Box?
Pre-IPO Arista Networks Net Sales
Source: U.S. Securities and Exchange Commission
Pre-IPO Box, Inc. Net Sales
Source: U.S. Securities and Exchange Commission
Again, which IPO do you think will reward investors the most, Arista or Box?
Related documents:
Box, Inc. IPO Form S-1
Arista Networks IPO Form S-1
Related stories:
Reuters: U.S. stock markets are rigged
Reuters: Cisco rival Arista Networks files for IPO
Reuters: Data storage firm Box files for IPO of up to $250 mln
CNN Money: An ex-Cisco exec reflects
Network World: Deadwood from Motorola - Padmasree Warrior, fills vacant CTO role at Cisco last held by Charlie Giancarlo
Network World: Cisco CTO: We won't be commoditized
