Arista Q3 Earnings Beat Estimates, but CEO Sees No Material Scale-Up Ethernet Revenue Next Year
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Summary
Arista Networks earnings for the third quarter topped analyst estimates, but CEO Jayshree Ullal said she sees no material scale-up Ethernet revenue in 2027, with ESUN trials next year and production in 2028. Arista's 10-gigawatt AI forecast spans scale-up, scale-out and scale-across networks. Microsoft and Meta are reportedly the customers working on ESUN.
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