Arista Networks Inc Stock Price, News & Analysis

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.

Arista Networks (ANET) reported strong financial results for Q4 and full year 2024. The company achieved record annual revenue of $7.003 billion, representing a 19.5% increase from 2023. Full-year GAAP net income reached $2.852 billion ($2.23 per diluted share), up from $2.087 billion in 2023.

Q4 2024 performance showed revenue of $1.930 billion, up 25.3% year-over-year, with GAAP net income of $801.0 million ($0.62 per diluted share). The company maintained strong margins, with Q4 GAAP gross margin at 63.8%.

Key developments included Meta's deployment of Arista's 7700R4 Distributed Etherlink Switch, the introduction of new campus network capabilities, and the completion of a four-for-one stock split in December 2024. For Q1 2025, Arista projects revenue between $1.93-1.97 billion with non-GAAP gross margin of approximately 63%.

Arista Networks (NYSE: ANET) has scheduled its Q4 2024 financial results announcement for Tuesday, February 18th, 2025, after U.S. markets close. The company will host a conference call at 1:30 p.m. PT (4:30 p.m. ET) on the same day to discuss financial results and business highlights.

Investors can access the call via phone at (888) 330-2502 (US) or +1 (240) 789-2713 (International) using Conference ID 5655862. A live webcast will be available on Arista's Investor Relations website. Additionally, Chief Platform Officer John McCool will participate in the Morgan Stanley Technology, Media and Telecom Conference on March 4, 2025, from 9:15 am to 9:50 am PT.

Arista Networks (NYSE: ANET) has announced new innovations for campus networks with the introduction of Switch Aggregation Group (SWAG™) capability in Arista EOS® and CloudVision® Leaf Spine Stack (LSS™) Management. These solutions allow customers to manage multiple switches through a single IP address using standard Ethernet, breaking away from traditional proprietary stacking protocols.

The new technology supports flexible network topologies and enables management of up to 16 switches in a stack, offering significant reduction in IP address consumption and operational expenses. The solution provides broader multi-domain modern operating stacking approach that simplifies operations, eliminates downtime, and reduces costs.

Arista Networks (NYSE: ANET) announced its Q3 2024 financial results, showcasing strong growth and financial performance. Revenue reached $1.811 billion, a 7.1% increase from Q2 2024 and a 20% rise from Q3 2023. GAAP gross margin was 64.2%, down from 64.9% in Q2 2024 but up from 62.4% in Q3 2023. Non-GAAP gross margin was 64.6%, compared to 65.4% in Q2 2024 and 63.1% in Q3 2023. GAAP net income was $747.9 million ($2.33 per diluted share), up from $545.3 million ($1.72 per share) in Q3 2023. Non-GAAP net income was $769.1 million ($2.40 per share), compared to $581.4 million ($1.83 per share) in Q3 2023.

Arista's CFO, Chantelle Breithaupt, highlighted the company's consistent innovation and value delivery. Notable developments include Alabama Fiber Network selecting Arista for a statewide project, advancements in the CloudVision platform, and collaboration with Meta on AI networking. Additionally, Arista announced a four-for-one stock split effective December 3, 2024.

For Q4 2024, Arista expects revenue between $1.85 billion and $1.90 billion, with a non-GAAP gross margin of 63%-64% and an operating margin of 44%.

Arista Networks (NYSE:ANET) has announced it will release its Q3 2024 financial results on Thursday, November 7th, 2024 after U.S. markets close. The company will host a conference call at 1:30 p.m. PT (4:30 p.m. ET) on the same day to discuss the results and business highlights. Interested parties can access the call via phone or live webcast from Arista's Investor Relations website.

Additionally, Arista has announced its participation in three upcoming investor events in December 2024:

• UBS Global Technology Conference on December 3
• Wells Fargo TMT Conference on December 4
• Raymond James TMT and Consumer Conference on December 10

Live audio webcasts of these events will be available on Arista's Investor Relations website.