Core Insights - Arista Networks, Inc. (ANET) is experiencing strong demand trends among enterprise customers due to its unique multi-domain software approach, which includes the single EOS (Extensible Operating System) and CloudVision stack [1][3] - The company has expanded its product offerings with CloudEOS Edge and new cognitive Wi-Fi software, enhancing its capabilities in intelligent application identification and automated troubleshooting [1][2] - Arista's unified software stack is versatile across various use cases, including WAN routing and data center infrastructure, distinguishing it from competitors [1][3] Company Performance - Arista has shown strong momentum and diversification across its verticals, supported by a flexible business model and solid cash flow [3] - The company holds a leadership position in the 100-gigabit Ethernet switching market and is gaining traction in 200-gig and 400-gig high-performance switching products [3] - Over the past year, Arista's stock has increased by 11%, while the industry has grown by 36.2% [6] Financial Estimates - The Zacks Consensus Estimate for Arista's earnings for 2025 has risen by 0.4% over the past 60 days to $2.57 per share [9] - The forward price-to-sales ratio for Arista is 14.08, which is above the industry average [8] - The company's EPS estimate for 2025 reflects ongoing demand and software momentum [6][9]

Cisco Chairman and CEO Chuck Robbins speaks at a keynote address at the Cisco Live! conference in Las Vegas on June 7, 2023.Cisco reported earnings and revenue that topped analysts' estimates on Wednesday and issued guidance that also exceeded Wall Street's prediction.Here's how the company did in comparison with LSEG consensus:Earnings per share: 96 cents adjusted vs. 92 cents expectedRevenue: $14.15 billion vs. $14.08 billion expectedRevenue increased 11% during the quarter, which ended on April 26, from ...