AI And TechnologyArista reaffirmed their $750M (or more) guidance for 2025 AI/back-end network revenue, showing significant visibility into these build-outs.
Deferred RevenueArista's product deferred revenue has shown significant growth, indicating strong future revenue potential.
Financial PerformanceArista posted strong results with Revenue, GM, Operating Margin, and FCF solidly ahead of forecasts delivering a 33% increase in EPS against a strong year-ago period.