Arista 2.0 Strategy Picks Up Steam: Can ANET Ride This Wave?

Key Takeaways Arista surpassed 150 million cumulative port shipments in Q4 2025 under its Arista 2.0 strategy.ANET is investing in AI, SaaS and adjacent markets to drive growth and broaden its customer base.Arista leads in 100-gig Ethernet and is gaining traction in 200- and 400-gig switching for cloud networking.Arista Networks, Inc. (ANET) is gaining healthy momentum as the Arista 2.0 strategy is resonating well with customers. The company surpassed shipments of 150 million cumulative ports in the fourth ...