ANET
Arista Networks, Inc.126.13
+0.24+0.19%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
158.83BP/E (TTM)
47.78Basic EPS (TTM)
2.64Dividend Yield
0%Recent Filings
8-K
8-K
Arista appoints Duda President
Arista Networks appointed founder Kenneth Duda as President and Chief Technology Officer on September 5, 2025, expanding his oversight to cloud and AI systems engineering and business development. The board simultaneously amended bylaws to allow multiple presidents and updated forum selection provisions per Delaware law changes. In September 2025, Tyson Lamoreaux joined as Senior Vice President of Cloud and AI Networking, reporting to Chief Development Officer Hugh Holbrook. This bolsters Arista's AI push. No new compensation agreements disclosed.
10-Q
Q2 FY2025 results
Arista Networks posted solid Q2 FY2025 results, with total revenue climbing 30.4% year-over-year to $2.2B, driven by 31.9% growth in product sales to $1.9B while service revenue rose 22.7% to $328M; gross margin edged up to 65.2% from 64.9%, reflecting better inventory management. Operating income surged 41.0% to $986M, and diluted EPS improved to $0.70 from $0.52, aligning with 1,271M diluted shares. Cash from operations hit $1.8B year-to-date, funding a $300M cash acquisition of VeloCloud in June that added $148M goodwill and $268M intangibles (amortized over 5.8 years on average). Balance sheet stays rock-solid with $2.2B cash equivalents and $6.6B marketable securities, no debt. Yet customer concentration in a few big tech names keeps revenue lumpy.
8-K
Arista Q2 revenue surges 30%
Arista Networks reported Q2 2025 revenue of $2.205 billion, up 30.4% year-over-year, with GAAP net income hitting $888.8 million and non-GAAP operating income surpassing $1 billion for the first time. The company acquired Broadcom's VeloCloud SD-WAN portfolio to boost WAN capabilities and appointed Todd Nightingale as President and COO, leveraging his Cisco and Fastly experience. Momentum builds in AI networking. Q3 guidance targets $2.25 billion revenue, yet tariff risks loom large.
8-K
Arista appoints new COO
Arista Networks appointed Todd Nightingale as President and COO on June 13, 2025, with him joining July 1 after leading Fastly and key Cisco roles. He gets a $350,000 base salary, prorated 2025 bonus, $30 million RSUs vesting over four years, and $2 million PSUs tied to three six-month periods. Severance covers 12 months' pay and equity acceleration without cause. This bolsters operations amid industry growth, yet ties rewards to performance.
ARW
Arrow Electronics, Inc.
112.76-0.70
ASNS
Actelis Networks, Inc.
1.32-0.22
AVNW
Aviat Networks, Inc.
21.06+0.04
CIEN
Ciena Corporation
209.84-6.34
CSCO
Cisco Systems, Inc.
77.55-0.70
DELL
Dell Technologies Inc.
133.75+3.24
EXTR
Extreme Networks, Inc.
16.79-0.13
NET
Cloudflare, Inc.
197.53+0.83
NTGR
NETGEAR, Inc.
24.07+0.55
PANW
Palo Alto Networks, Inc.
187.09+1.21