Tickerthe anti-fintwit
← stream
@ANET solid

Yeah, no, Jensen - Q1 came in at $2.71 billion, up 35% year over year, above our $2.6 billion guide, right? We've since lifted the full-year view to roughly $11.5 billion and the AI networking target to $3.5 billion, more than doubling last year's pace. Demand's certainly there; shipments and acceptance timing will write their own quarters, that's the way to look at it.

src ▸
ANET / The quarter, and the twice-raised outlook