Arista Networks

Arista Networks expects 2025 revenue of $12.6bn (up 40%) with gross margins of 62–64% and operating margins around 48%. Order commitments rose over three quarters from $3.6bn to $9.6bn, but supply chains remain strained. Management stresses margin discipline, continued investment in AI-specific networking technology, software and security, and notes that AI procurements can take 18–24 months, which could delay revenue recognition. Arista sees long-term growth potential from hyperscalers, neo-clouds, enterprise and campus networks, and international expansion. » Mere på de.investing.com

At the Goldman Sachs conference Arista Networks reported a quarter with more than $3 billion in revenue and raised its full-year 2024 revenue forecast to $12.6 billion (about +40%). Multi-year purchase commitments rose to roughly $9.7 billion; the company is targeting $3.5 billion in AI revenue and sees campus business potential above $1.25 billion. Arista keeps its 2026 gross margin forecast at 62–64%, cites persistent chip lead times of about 52 weeks as a bottleneck, and highlights EOS/CloudVision as well as software and system integration as differentiators. » Mere på de.investing.com

Arista Networks has delivered consistent quarter‑over‑quarter revenue increases, reaching $3.0 billion in Q2 2026, a 45% operating margin and a Q3 revenue forecast of $3.3 billion as demand for AI data‑center infrastructure rises. IBM reported larger but more cyclical revenue streams with a 15% operating margin, a Q2 decline in its infrastructure segment and flat consulting sales, leading it to cut its 2026 sales forecast. IBM completed the acquisition of HRL Laboratories to pursue quantum computing growth amid investigations into its deal outlook. » Mere på finance.yahoo.com