Arista Networks Leverages Velo Power—Could SD-WAN Dominate Its Next Growth Wave?

Arista Networks presented a robust financial performance in its second quarter of fiscal year 2025, reflecting substantial growth and strong market positioning, albeit with some areas of challenge and scrutiny. The company reported a record revenue of $2.2 billion for the quarter, surpassing expectations by $100 million and marking a 30.4% increase year-over-year. This impressive performance was driven by robust demand across its product sectors, particularly within the AI, cloud, and enterprise domains. International contributions strengthened, notably in the EMEA region, indicating a diversified revenue stream with 21.8% of revenue coming from international markets.