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Arista Networks Q2'25 Earnings Highlights

$ANET (+0,54 %)


🔹 Revenue: $2.21B (Est. $2.10B) 🟢; UP +30.4% YoY

🔹 Adj. EPS: $0.73 (Est. $0.65) 🟢


Q3 Guidance:

🔹 Revenue: ~$2.00B (Est. $2.12B) 🔴


Other Metrics:

🔹 Non-GAAP Net Income: $923.5M

🔹 Non-GAAP Gross Margin: 65.6%

🔹 Non-GAAP Operating Income: >$1B milestone


Commentary:

🔸 “Our customers are decisively standardizing on our best-of-breed platform to bring transformational innovation.”


🔸 “Non-GAAP operating income crossed $1B for the first time, showing strong demand and disciplined scale.”


Strategic & Company Updates:

🔸 Acquired VeloCloud SD-WAN from Broadcom to strengthen global WAN and complement CloudEOS stack

🔸 Introduced AI-driven switching, Wi-Fi 7, and WAN capabilities for enterprise networking

🔸 Recognized as a “Visionary” in Gartner Magic Quadrant for Wired & Wireless LAN

🔸 Expanded "Make in India" initiative for domestic manufacturing of data center switches and Wi-Fi 7 APs

🔸 Appointed Todd Nightingale (ex-Fastly CEO, ex-Cisco EVP) as President & COO

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