“Once-in-a-Lifetime Opportunity”: Arista Networks Benefits From the AI Revolution

On August 5, 2025, after the market closed, the US company Arista Networks, specializing in high-performance networks, released its quarterly figures for the second fiscal quarter (ending June 30), which were significantly above expectations in terms of revenue, profit, and outlook, catapulting the share price into double-digit gains in after-hours trading. Strong figures – even stronger outlook Revenue rose by 30.4% in Q2 to $2.205 billion – over $100 million above its own forecast. Earnings per share (Non-GAAP EPS) increased by 37.7% to...