Energy & Data CentersCorrect
“We are cautiously optimistic about achieving our AI revenue goal of at least $750 million in AI networking in 2025.”
Arista's FY2025 results (reported February 12, 2026) showed revenue of $9.006 billion, and Ullal stated: 'We exceeded both our AI networking and campus expansion goals.' The $750 million back-end AI target was met, with total AI networking revenue around $1.6 billion and 2026 guidance of $3.25 billion.