Core Viewpoint - Arista Networks is expected to maintain a revenue growth rate of over 20% due to partnerships with Meta and major cloud service providers [1][2] Group 1: Revenue Growth Projections - Analysts predict Arista will achieve a compound annual growth rate (CAGR) of over 20% in revenue and profits until 2029, driven primarily by cloud giant customers and campus network business [1] - The company is expected to raise its revenue guidance for fiscal year 2025 during its Q2 earnings report in late July [1] Group 2: Market Dynamics - The secondary market is anticipated to grow at a conservative rate of approximately 11% CAGR, influenced by strong performance from Nvidia's bundled solutions [1] - Arista's market share is projected to increase from less than 2% in 2024 to about 7% by 2029, resulting in an incremental revenue of $1.9 billion [2] Group 3: Business Segments - The cloud business may experience fluctuations, while the campus business is expected to show more stable growth, with a growth rate exceeding 30% [2] - Despite the focus on cloud AI opportunities, the campus network market is also seen as a significant area for growth, especially as Arista has reached a turning point in this traditionally slow-growing market [2]