… Services revenues rose by 27.3 percent to $397.7 million, up a smidgen sequentially. Add them up and Arista had $2.71 billion in revenues, up 35.1 percent year on year and up 8.9 percent from Q4 2025. …
… Chief executive officer Lisa Su reiterated on a call with Wall Street analysts that its own datacenter business can grow at more than 60 percent per year over the next three to five years thanks to the two cylinder Epyc and Instinct engine, which will “scale our AI business to tens of billions in a… …
… If you strip out the edge and campus businesses, which we try to do each quarter because we want to know what is happening in the datacenter, here is what the trendline looks like for the company’s revenues and profits: After many years of projecting and modeling, and revenue guidance for both 2025… …
… In the quarter ended in December, Arista had a tad under $2.1 billion in product revenues, up 30.3 percent, with services revenues growing at a 21.6 percent clip to hit $392.1 million. …
… That said, Micron has had three record quarters of datacenter flash drive sales in a row, so this is helping boost revenue growth even if it might not be at sufficient volumes to help with overall company profitability. “Looking ahead to fiscal Q4, we see a robust demand environment and expect to g… …
… Software licensing revenues for stuff that is presumably closed source wiggles up and down here and there and is generally growing. …