As AI Networks Scale In Three Directions, So Does Arista

(We presume, because Arista Networks does not break this composite number out anymore.) Our best guess is that Arista Networks had $137.2 million in software subscriptions, up 4.3X year on year, and that software and subscriptions together hit $567.7 million, up 58 percent. Arista Networks had $13.34 billion in cash and equivalents as the June quartered ended, up 50.9 percent from a year ago. NEXTPLATFORM ADLet’s drill down into the groups at Arista Networks. Scale up is another big opportunity where we expect Arista Networks to do well, particularly in switches using Broadcom’s Tomahawk 6 Ultra switch ASIC.