Arista Networks

Arista Networks reported a record Q2 with $3.036 billion revenue, raised 2026 revenue guidance to about $12.6 billion and expects AI fabrics revenue of at least $3.5 billion. Jim Cramer endorsed CEO Jayshree Ullall, calling her a key reason to buy on dips. The company finished the quarter with roughly $13.3 billion in cash but faces risks from customer concentration (Microsoft 26%, Meta 16%), a 220bp year-over-year gross margin contraction, and $9.7 billion of non-cancellable purchase commitments. Continued upside depends on sustained AI spending from hyperscale customers amid competitive pressures from Nvidia and legacy network vendors. » Mere på finance.yahoo.com

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

BBH Select Mid Cap ETF named Arista Networks a top contributor after the company reported record Q1 revenue and free cash flow, driven by AI infrastructure demand. Management said deferred revenue from extended customer acceptance cycles temporarily understates reported growth, but clarified underlying demand and maintained gross margin guidance of 62–64% despite rising component costs. BBH highlighted Arista's supply commitments, execution record and potential for new large customers in 2026–27 as reasons for confidence. » Mere på finance.yahoo.com