通信行业点评报告:ARISTA上调业绩指引 XPU加速落地

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Arista 上调业绩指引,AI 后端网络需求持续提升2025 年8 月5 日,Arista Networks 发布2025 第二季度报,2025Q2,公司实现营收22.05 亿美元,同比增长30.4%,环比增长10.0%,超出公司指引,实现毛利率65.2%,同比提升0.3 个百分点,环比提升1.5 个百分点。分产品来看,60%-65%营收来自数据中心及云网络,20%-25%来自园区及路由;分市场...

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