Arista Networks Inc Stock Price, News & Analysis

Arista Networks (NYSE: ANET) reported Q3 2025 results with revenue $2.308B, up 4.7% QoQ and 27.5% YoY. GAAP gross margin was 64.6% and non-GAAP gross margin was 65.2%. GAAP net income was $853.0M or $0.67 diluted; non-GAAP net income was $962.3M or $0.75 diluted, representing ~25% non-GAAP EPS growth year-over-year. Management named Kenneth Duda president and CTO and announced cloud/AI networking hires and product initiatives (ESUN, AI agents, CloudVision AI observability). Q4 2025 guidance: revenue $2.3–2.4B, non-GAAP gross margin 62–63%, non-GAAP operating margin 47–48%.

Arista Networks (NYSE: ANET) introduced the R4 Series, an 800GbE family for AI, data center, and routed backbones focused on high density, low latency, and integrated security.

Highlights include a dense 800 Gbps portfolio, 3.2 Tbps HyperPort for scale-across interconnects, up to 576 ports of 800GbE in one 7800R4 system, wirespeed TunnelSec encryption per port, and an advertised 44% shorter AI job completion time versus four separate 800Gbps ports. 7800R4, 7280R4, and two 7800R4 linecards are shipping now; select platforms (7020R4 chassis and 7800R4 with HyperPort) ship in Q1 2026.

Arista Networks (NYSE: ANET) will release financial results for the quarter ended September 30, 2025 after U.S. markets close on Tuesday, November 4, 2025. A press release and financial tables will be posted to the Investor Relations site at https://investors.arista.com.

Management will host a conference call on November 4 at 1:30 PM PT (4:30 PM ET) with dial-in numbers (US: (888) 330-2502; International: +1 (240) 789-2713), Conference ID 5655862. A live webcast and subsequent replay will be available on the Investor Relations website.

Arista also listed upcoming investor events in November–December 2025, including Wells Fargo TMT Summit (Nov 18), UBS Global AI and Tech Conference (Dec 2), Raymond James TMT & Consumer Conference (Dec 9), and Barclays Global TMT Conference (Dec 11), with participating executives named on the IR site.

Arista Networks (NYSE:ANET) reported strong Q2 2025 financial results, with revenue reaching $2.205 billion, up 30.4% year-over-year and 10.0% quarter-over-quarter. The company achieved record-breaking performance with non-GAAP operating income exceeding $1 billion for the first time.

Key financial metrics include GAAP net income of $888.8 million ($0.70 per diluted share) and non-GAAP net income of $923.5 million ($0.73 per diluted share). The company maintained strong margins with a GAAP gross margin of 65.2% and non-GAAP gross margin of 65.6%.

Notable developments include the acquisition of VeloCloud® SD-WAN portfolio from Broadcom, appointment of Todd Nightingale as President and COO, and expansion of AI-driven enterprise products. For Q3 2025, Arista expects revenue of approximately $2.25 billion with a non-GAAP operating margin of 47%.

Arista Networks (NYSE:ANET) has announced its Q2 2025 financial results release date and upcoming investor conference schedule. The company will release Q2 2025 results on Tuesday, August 5, 2025, after U.S. markets close, followed by a conference call at 1:30 PM PT (4:30 PM ET).

The company will participate in several key investor events including the J.P. Morgan Hardware & Semis Access Forum, Deutsche Bank's Technology Conference, Citi's Global TMT Conference, and the Goldman Sachs Communacopia + Technology Conference throughout August and September 2025. Senior executives including the CFO, COO, and other leadership team members will represent Arista at these events.

Arista Networks (NYSE:ANET) has announced significant expansions to its enterprise networking portfolio through the acquisition of VeloCloud® SD-WAN from Broadcom and the launch of new AI-driven products. The expansion includes new switching, Wi-Fi 7 access points, and WAN capabilities.

The VeloCloud acquisition brings cloud-delivered SD-WAN solutions with integrated security to complement Arista's existing portfolio. The company also introduced the AWE-7220R WAN router and new hardware including a 12-port PoE switch (710 family), O-435 outdoor Wi-Fi 7 access point, and C-400 indoor Wi-Fi 7 access point.

Additionally, Arista announced that CloudVision® AGNI now supports fully on-premises deployment, enhancing security options for customers with strict regulatory requirements. The company has been recognized in the Visionaries Quadrant of the 2025 Gartner® Magic Quadrant™ for Enterprise Wired and Wireless LAN Infrastructure.

Arista Networks (NYSE: ANET) reported strong Q1 2025 financial results, with revenue reaching $2.005 billion, up 27.6% year-over-year. The company achieved GAAP net income of $813.8 million ($0.64 per diluted share) and non-GAAP net income of $826.2 million ($0.65 per diluted share). Notably, Arista's Board authorized an additional $1.5 billion stock repurchase program and completed its highest-ever quarterly stock repurchases at $787M in Q1. The company introduced new AI networking capabilities and was recognized in the Leaders Quadrant of Gartner's Magic Quadrant for Data Center Switching. Looking ahead, Arista projects Q2 2025 revenue of approximately $2.1 billion with a non-GAAP gross margin of 63% and operating margin of 46%.

Arista Networks (NYSE: ANET) has announced its schedule for Q1 2025 financial results release and upcoming investor events. The company will release its financial results for the quarter ended March 31, 2025, after U.S. markets close on Tuesday, May 6, 2025.

A conference call with executive management will be held on May 6 at 1:30 PM PT (4:30 PM ET) to discuss results and business highlights. The call will be accessible via phone and webcast through the company's investor relations website.

Additionally, Arista has scheduled participation in four major investor events:

• Needham Technology Conference (May 9)
• J.P. Morgan Global Technology Conference (May 13)
• Evercore ISI Virtual Fireside Chat (May 28)
• William Blair Growth Stock Conference (June 4)

Arista Networks (NYSE: ANET) has unveiled advanced capabilities to enhance AI cluster performance and efficiency. The company introduced Cluster Load Balancing (CLB) in Arista EOS®, designed to maximize AI workload performance with consistent, low-latency network flows.

The new EOS Smart AI Suite features RDMA-aware flow placement for uniform high performance and low tail latency. Additionally, Arista's CloudVision Universal Network Observability (CV UNO) now provides AI job-centric observability with features including AI Job Monitoring, Deep-Dive Analytics, Flow Visualization, and Proactive Resolution.

The company's Etherlink AI Platforms offer 800G/400G systems compatible with Ultra Ethernet Consortium. CLB is currently available on select platforms (7260X3, 7280R3, 7500R3, 7800R3), with support for 7060X6 and 7060X5 platforms scheduled for Q2 2025. CV UNO enhancements for AI are in customer trials, with general availability planned for Q2 2025.