Key Points Arista Networks’ high-performance networking equipment is largely software-based, making it customizable and reprogrammable. This flexibility makes it a particularly cost-effective long-life option for AI data center owners and operators. While the next 10 years aren’t likely to be nearly as rewarding to shareholders, this company’s opportunity for future growth is still significant. 10 stocks we like better than Arista Networks › It's been an amazing past 10 years for Arista Networks ...

ab 15 May 2025 Global Research Cisco Systems Inc. AI order growth & solid core order trends boost F26 outlook FQ3 Summary Cisco reported a modest top and bottom-line beat in FQ3 as stronger Networking growth drove the revenue beat while margin and EPS benefited from a more favorable tariff environment than in the guide and a lower tax rate. The FQ4 guide was also modestly better than expected, but the highlight in the quarter was the over $600M of AI orders in FQ3 that drove total AI orders in F25 over the ...