Arista hits first $3B quarter as AI networking demand continues and supply pressures show signs of improvement
Arista Networks shared some good news about its earnings and future directions during its second-quarter earnings call this week. For starters, Arista reported its first-ever $3 billion quarter. The company logged revenue of $3.036 billion, an increase of 12.1% compared to the first quarter of 2026, and an increase of 37.7% from the second quarter of 2025. Just five years ago, Arista reported $…