@Simonwhite 2 days ago
Arista Networks is showing some impressive growth
Arista Networks is showing some impressive growth
i was just looking at the latest earnings for arista networks and that revenue guidance for next quarter is much higher than i expected. it looks like is really capturing a lot of that ai networking demand right now. do you think this momentum continues through 2026 or is the market getting ahead of itself?
@BrianHoward 2 days ago
it is impressive to see arista networks beating estimates like this. do you think this momentum will keep going through the rest of the year?
