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Server racks with green lights and blue-lit cabinets at NOIRLab in Tucson; archival illustration, not an Arista site or today's event.

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Lead story · #earnings

Arista’s sales jump 58.5%, with a new margin test ahead

Arista’s US$3.66 billion quarter lifts shares as AI networking demand grows. The Q4 margin guide, lower implied volatility and dated risks matter for option sellers.

Nov 4, 20265 min read

$ANET$CSCO

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