Arista Networks is not immune to the growing memory chip supply constraints, with CEO Jayshree Ullal bluntly telling ...

Arista Networks Inc (NYSE:ANET) is one of the best NYSE stocks to buy for the long term. Arista Networks Inc (NYSE:ANET) ...

Arista did a better job than networking rival Cisco when it came to calming margin fears and refocusing attention around AI.

Shares of Nvidia fell on Friday, while rival Advanced Micro Devices rallied after the CEO of Arista Networks said her company is shifting some workloads.

Arista exceeded its AI networking and campus expansion goals in 2025 and delivered revenue of $9 billion, which is up 28.6% compared to 2024.

“We’re seeing record customer interest in our AI-optimized switch portfolios, and software subscriptions now represent nearly 18 % of revenue.” Jayshree Ullal, President & CEO Growth in high-ASP AI ...

Arista's revenue jumped to $2.49 billion, up from $1.93 billion a year earlier, and beating Wall Street's expectation of $2.38 billion in revenue, according to FactSet.

AI-driven networking boom – back-end and front-end. Analysts repeatedly asked how AI build-outs translate into revenue, differentiation and TAM. Management raised 2025 growth guidance from 17 % to 25 ...

Forthcoming AI telemetry extensions aim to give operators a unified view of what's happening in the network as well as the host, say Arista execs.

Arista Networks (ANET) stock jumps after Q4 2025 earnings beat: 29% revenue growth, strong EPS and upbeat Q1 guidance.

Astera Labs (NASDAQ:ALAB) and Arista Networks (NYSE:ANET) both edged higher during Wednesday market action following recent price drops. "Overall, we remain constructive on ALAB opportunity beyond ...