Astera Labs Inc. (ALAB) is projected to report a 132% year-over-year revenue increase to $151.5 million in the first quarter of 2025, with an adjusted earnings per share (EPS) of $0.28. The company anticipates its second-quarter revenue to grow by 108% to $160 million. Arista Networks (ANET) is expected to deliver a 25.4% year-over-year revenue growth to $1.97 billion in Q1 2025, with EPS rising 18.8% to $0.59, supported by increased capital expenditure guidance from Meta Platforms (META). Actual reported figures for Arista Networks' Q1 2025 include an adjusted EPS of $0.65, surpassing the $0.58 estimate, and revenue of $2.01 billion, exceeding the $1.97 billion forecast. The company projects Q2 2025 revenue of $2.1 billion, above the $2.031 billion estimate. Additionally, Arista Networks reported a 3.9% revenue increase compared to Q4 2024 and a 27.6% increase from Q1 2024, with a GAAP gross margin of 63.7%. Super Micro Computer, Inc. (SMCI) reported Q3 2025 EPS of $0.17, below the expected $0.54, and revenue of $4.6 billion, missing the $5.5 billion estimate.