Arista Stock Falls After Earnings. Why Meta Is Partly to Blame. - Barron's
1. Arista's revenue rose 20% to $7 billion for 2024. 2. Meta's contribution to sales dropped from 21% to 15%, raising investor concerns. 3. Sales to Microsoft increased from 18% to 20%, offsetting Meta's decline. 4. Analysts anticipate continued growth driven by AI and enterprise clients. 5. Quarterly earnings exceeded expectations at 65 cents per share.