Arista Networks achieved its first $3.04B revenue quarter in 26Q2, but its gross margin fell to 62.9% from 65.2% in 25Q2 as lower-margin AI customers dominated the mix.
Arista Networks, Inc. sells data-driven, client-to-cloud networking platforms, including high-speed switches and software, to cloud titans, enterprise customers, and AI service providers, generating TTM revenue of $10.5B and TTM net income of $4.05B according to its SEC filings. Strengths: The company maintains a strong balance sheet with $13.3B in net cash, while its latest quarterly revenue grew