"Fourth-quarter revenue guidance was ahead of consensus by 20million,callingfor220 million, calling for 2% sequential growth at the midpoint," said William Blair analyst Sebastien Naji in a report. "Meanwhile, a higher mix of cloud titan revenue is expected to pressure non-GAAP gross margins — guidance calls for a roughly 2 percentage point decrease sequentially. Meanwhile, for 2026, management largely reiterated its prior guidance of 20% growth. Arista fully expects to meet its 20million,callingfor21.5 billion target for 2025 AI revenue and reit ...
Arista(US:ANET) Investors·2025-11-05 22:44