ANET Rides on Strength in Cloud Networking Market: Will it Sustain?

Key Takeaways Arista's Q2 revenues rose to $2.2B, beating the consensus estimate of $2.11B.AI-driven traffic is fueling migration to 400G and 800G, boosting demand for Arista's switches.Arista raised 2025 revenue guidance by $550M to $8.75B, citing momentum in cloud and AI.Arista Networks Inc. (ANET) is benefiting from healthy traction in the cloud networking vertical. In the second quarter, the company’s revenues surged to $2.2 billion from $1.69 billion in the prior-year quarter. The company is steadily i ...