Arista Networks Inc. reported second-quarter 2025 revenue of $2.205 billion, a 30.4% increase from a year earlier and ahead of analysts’ $2.10-billion consensus. Adjusted earnings rose to $0.73 a share, topping the $0.65 estimate, while GAAP gross margin improved to 65.2% from 63.7% in the prior quarter. Net income climbed to $888.8 million, supported by continued demand for the company’s cloud-networking equipment and data-center switches. Management said growing deployments tied to artificial-intelligence workloads are bolstering sales and profitability. For the third quarter, Arista projected revenue of roughly $2.25 billion, exceeding Wall Street’s roughly $2.13-billion forecast, and guided for an adjusted gross margin of about 64%. The stronger-than-expected results and outlook sent the shares up about 10% to 14% in after-hours trading.