Arista Networks Inc

BBG0068J0HN3

Equity

ISIN null / Valor 24122208

New York Stock Exchange, Inc (2025-11-21)

USD 117.43-1.81%

Arista Networks Inc
UMushroom community rating:

3.54 6 votes No rating yet

NegativeNeutralPositive

About company

Arista Networks Inc., headquartered in Santa Clara, California, is a prominent player in the networking industry, providing advanced networking solutions to a diverse clientele, including Fortune 500 companies across sectors such as cloud services, enterprise, and finance. Founded in 2008 by industry veterans Andy Bechtolsheim, Ken Duda, and David Cheriton, and currently led by CEO Jayshree Ullal, Arista specializes in data-driven networking solutions that span data centers and campus environments. The company offers a range of products, including routing and software solutions for network monitoring and detection. Arista has expanded its capabilities through strategic acquisitions, such as Big Switch Networks for enhanced network observability, Mojo Networks for Wi-Fi solutions, Metamako for low-latency platforms, and Awake Security for network detection and response. These acquisitions have bolstered Arista's offerings, enabling it to deliver comprehensive solutions that emphasize availability, agility, automation, analytics, and security. The company's innovative platforms are designed to provide enterprise-wide traffic visibility and contextual insights, catering to the needs of large data centers, AI environments, and campus networks.

Summarized from source with an LLMView SourceSector: Technology

Revenue Growth

Arista Networks Inc achieved a revenue of $2.205 billion in Q2 2025, marking a 10.0% increase from Q1 2025 and a 30.4% year-over-year growth from Q2 2024.

Enhanced Profit Margins

The company reported a GAAP gross margin of 65.2%, up from 63.7% in Q1 2025 and 64.9% in Q2 2024. The non-GAAP gross margin also improved to 65.6%, compared to 64.1% in the previous quarter and 65.4% a year earlier.

Increased Net Income

Arista Networks Inc's GAAP net income surged to $888.8 million ($0.70 per diluted share) in Q2 2025, up from $665.4 million ($0.52 per diluted share) in the same quarter last year. Non-GAAP net income also rose to $923.5 million ($0.73 per diluted share) from $672.6 million.

Strategic Initiatives and Acquisitions

The company expanded its AI-driven networking portfolio and acquired VeloCloud's SD-WAN portfolio from Broadcom, enhancing its cloud and WAN capabilities. Arista also received recognition in Gartner’s 2025 Magic Quadrant for Enterprise Wired and Wireless LAN Infrastructure.

Financial Outlook

For the third quarter of 2025, Arista Networks Inc anticipates revenue of approximately $2.25 billion, with expectations of a non-GAAP gross margin around 64% and a non-GAAP operating margin near 47%.

Summarized from source with an LLMView Source

Key figures

-71.0%1Y

-12.8%3Y

74.9%5Y

Performance

150%1Y

91.3%3Y

74.3%5Y

Volatility