Arijit Sarkar

Key Takeaways Viasat is expanding ViaSat-3, government contracts and mobility services to support growth.

Key Takeaways Viasat is advancing ViaSat-3 toward commercial service with key deployment milestones completed.

Key Takeaways Viasat advanced ViaSat-3 deployment while building record contract awards and backlog.

Key Takeaways Qorvo topped earnings and revenue estimates despite lower year-over-year sales.

Key Takeaways ANET topped 100 cumulative AI fabric customers and expects at least $3.6B in AI revenue in 2026.

Key Takeaways ANET targets at least $3.6B in AI revenue for 2026 with more than 100 AI fabric customers.

Key Takeaways Arista Networks launched new AI networking platforms for larger, more efficient AI clusters.

Key Takeaways Akamai's Cloud Infrastructure Services revenue surged 39%, helping offset weakness in Delivery.

Key Takeaways Akamai's Cloud Infrastructure Services revenue jumped 39%, while Security revenue rose 10%.

Key Takeaways Akamai posted Q2 revenue of $1.1 billion, beating estimates despite continued Delivery pressure.