Supply constraints, optical advances dominate Arista’s Q1
It’s mostly good news for Arista Networks, which reported total first-quarter revenue of $2.71 billion, up 35.1% compared to the year-ago quarter. The vendor raised its forecasted growth to 27.7%, aiming now for full-year 2026 revenue of $11.5 billion. Arista also raised its AI revenue target to $3.
(Network World)