Arista surpasses 100 AI Fabric customers…PSR at 22.5x

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1. 1Arista Networks (ANET) posted its first $3 billion quarter in revenue and raised its annual revenue growth outlook to 40%
2. 2Cumulative AI Fabric customers have grown from 4–5 in 2024 to over 100, and the price-to-sales ratio of 22.5x exceeds the 10-year quarter-end high of 21.7
3. 3Microsoft and Meta account for 42% of revenue, making customer expansion the key to hitting the 2026 AI revenue target of $3.5 billion

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