Reported 2 days ago
Arista Networks (ANET) has updated its revenue outlook for 2025 to $8.2 billion, reflecting a growth of 17%, driven by increasing demand for Ethernet technology from hyperscaler and cloud companies. Despite facing initial challenges in capitalizing on AI revenue, the company is well-positioned to benefit from strong trends across AI, cloud, and enterprise sectors, with Q1 2025 revenue guidance between $1.93 billion and $1.97 billion and a gross margin estimate of 63%.
Source: YAHOO