2Dยท

Arista Networks Q2'25 Earnings Highlights

$ANET (+0.54%)


๐Ÿ”น Revenue: $2.21B (Est. $2.10B) ๐ŸŸข; UP +30.4% YoY

๐Ÿ”น Adj. EPS: $0.73 (Est. $0.65) ๐ŸŸข


Q3 Guidance:

๐Ÿ”น Revenue: ~$2.00B (Est. $2.12B) ๐Ÿ”ด


Other Metrics:

๐Ÿ”น Non-GAAP Net Income: $923.5M

๐Ÿ”น Non-GAAP Gross Margin: 65.6%

๐Ÿ”น Non-GAAP Operating Income: >$1B milestone


Commentary:

๐Ÿ”ธ โ€œOur customers are decisively standardizing on our best-of-breed platform to bring transformational innovation.โ€


๐Ÿ”ธ โ€œNon-GAAP operating income crossed $1B for the first time, showing strong demand and disciplined scale.โ€


Strategic & Company Updates:

๐Ÿ”ธ Acquired VeloCloud SD-WAN from Broadcom to strengthen global WAN and complement CloudEOS stack

๐Ÿ”ธ Introduced AI-driven switching, Wi-Fi 7, and WAN capabilities for enterprise networking

๐Ÿ”ธ Recognized as a โ€œVisionaryโ€ in Gartner Magic Quadrant for Wired & Wireless LAN

๐Ÿ”ธ Expanded "Make in India" initiative for domestic manufacturing of data center switches and Wi-Fi 7 APs

๐Ÿ”ธ Appointed Todd Nightingale (ex-Fastly CEO, ex-Cisco EVP) as President & COO

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