Arista Networks vs Qualcomm
This page compares Arista Networks and Qualcomm, examining their business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how these companies operate and position themselves in the technology landscape. Educational content, not financial advice.
This page compares Arista Networks and Qualcomm, examining their business models, financial performance, and market context. It presents neutral, accessible information to help readers understand how ...
Why It's Moving
Shares jump after Arista lifts 2025 revenue guide and projects faster AI growth — management signals sustained momentum
- Earnings and guidance: Arista reported Q3 2025 results and on the conference call raised its full‑year 2025 revenue guidance to ~25%, up from its prior ~17% target, implying the business is accelerating versus earlier expectations and easing concerns about a slowdown.
- AI revenue ramp: Management now expects AI-related revenue to grow sharply — management moved the 2026 AI target materially higher (from about $1.5B this year toward a ~$2.75B+ run rate next year), signaling AI will become a much larger share of revenue and underlining higher‑margin, secular demand drivers for Arista’s switching and software portfolio.
- Longer-term outlook and product strength: Executives said Arista will exceed targets in both AI and Campus product lines and reiterated multiyear “mid‑teen” growth targets beyond 2026, indicating confidence in sustainable demand from hyperscalers and enterprise campus upgrades rather than a one‑time cyclical bump.
Qualcomm Bolsters AI Push and Shareholder Power with Key Moves This Week
- Teamed up with CP Plus on Dec 10 for first-of-its-kind AI-enabled video intelligence in India, tapping massive market potential to drive edge AI adoption.
- Declared a quarterly cash dividend of $0.89 per share, payable Dec 18, underscoring financial strength and commitment to returning capital to investors.
- Amended bylaws on Dec 9 to let shareholders with 25%+ stake call special meetings, boosting engagement and governance transparency.
Shares jump after Arista lifts 2025 revenue guide and projects faster AI growth — management signals sustained momentum
- Earnings and guidance: Arista reported Q3 2025 results and on the conference call raised its full‑year 2025 revenue guidance to ~25%, up from its prior ~17% target, implying the business is accelerating versus earlier expectations and easing concerns about a slowdown.
- AI revenue ramp: Management now expects AI-related revenue to grow sharply — management moved the 2026 AI target materially higher (from about $1.5B this year toward a ~$2.75B+ run rate next year), signaling AI will become a much larger share of revenue and underlining higher‑margin, secular demand drivers for Arista’s switching and software portfolio.
- Longer-term outlook and product strength: Executives said Arista will exceed targets in both AI and Campus product lines and reiterated multiyear “mid‑teen” growth targets beyond 2026, indicating confidence in sustainable demand from hyperscalers and enterprise campus upgrades rather than a one‑time cyclical bump.
Qualcomm Bolsters AI Push and Shareholder Power with Key Moves This Week
- Teamed up with CP Plus on Dec 10 for first-of-its-kind AI-enabled video intelligence in India, tapping massive market potential to drive edge AI adoption.
- Declared a quarterly cash dividend of $0.89 per share, payable Dec 18, underscoring financial strength and commitment to returning capital to investors.
- Amended bylaws on Dec 9 to let shareholders with 25%+ stake call special meetings, boosting engagement and governance transparency.
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Explore BasketWhich Baskets Do They Appear In?
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Published: August 31, 2025
Explore BasketThe AI Data Center Build-Out
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Published: August 29, 2025
Explore BasketPowering The AI Gold Rush
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Published: August 14, 2025
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Published: August 14, 2025
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Published: August 4, 2025
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Published: August 3, 2025
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Explore BasketInvestment Analysis
Arista Networks
ANET
Pros
- Arista Networks has demonstrated strong revenue growth, with sales rising 28% year over year in the most recent quarter.
- The company maintains a high return on equity, recently at 32.3%, well above its historical average and many peers.
- Arista is a leader in high-speed data center networking, with major clients including Microsoft and Meta Platforms.
Considerations
- Arista's market position is concentrated in high-speed switching, limiting its presence in broader networking segments.
- The stock trades at a high valuation, with a price-to-sales ratio above 17 and a price-to-earnings ratio near 42.
- Roughly three-quarters of Arista's sales come from North America, exposing it to regional economic and regulatory risks.
Qualcomm
QCOM
Pros
- Qualcomm is a global leader in semiconductor technology, with a broad portfolio spanning mobile, automotive, and IoT markets.
- The company benefits from a strong patent licensing business, providing stable and recurring revenue streams.
- Qualcomm has a diversified customer base and operates in multiple high-growth technology sectors worldwide.
Considerations
- Qualcomm faces ongoing regulatory scrutiny and legal challenges related to its licensing practices in several jurisdictions.
- The company's financial performance is sensitive to cyclical demand in the smartphone and semiconductor industries.
- Qualcomm's return on equity, while solid, is below some of its semiconductor peers and has fluctuated in recent years.
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