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Form 8-K · Current Report · Filed 2025-08-05

Arista Networks Announces Second Quarter 2025 Financial Results

Arista Networks, Inc. reported a strong financial performance for the second quarter of 2025 with a revenue of $2.205 billion, representing a 10.0% increase from Q1 2025 and a 30.4% increase from Q2 2024. The company's GAAP gross margin was 65.2% and non-GAAP gross margin was 65.6%. GAAP net income was $888.8 million or $0.70 per diluted share, while non-GAAP net income was $923.5 million or $0.73 per diluted share. Key highlights include expanded AI-driven campus and branch networking offerings, acquisition of VeloCloud SD-WAN portfolio from Broadcom, and recognition in the Visionaries Quadrant of the 2025 Gartner Magic Quadrant for Enterprise Wired and Wireless LAN Infrastructure.

Filer
Arista Networks, Inc. ANET · NYSE
Filed
Accession
0001596532-25-000214
CIK
0001596532
Signal
High impactTechnology

Items reported

Item 2.02

Results of Operations and Financial Condition

Earnings Beat Raised Guidance
Item 9.01

Financial Statements and Exhibits

Pro Forma Financial Information Exhibits Furnished

Market reaction

Close before filing

$120.35

Next session

+15.3%

Since filing

+49.9%

Latest close

$180.35

What happened, not what will happen — closing prices around the filing date.

Precedent

Previous filings from ANET reporting the same item, with the next session's move:

Exhibits (1)

About Arista Networks, Inc.

Arista Networks, Inc. is a leading provider of high-performance networking solutions, primarily focusing on cloud computing, large-scale data center, and high-frequency trading environments. The company specializes in software-driven networking products designed to optimize the performance of data centers and cloud architectures, empowering businesses to tackle the challenges of modern IT demands. Notable for its highly programmable modular operating system, Arista EOS (Extensible Operating System), their offerings support automation and scalability across extensive network infrastructures. Catering to sectors such as technology, financial services, and telecommunications, Arista Networks plays a crucial role in the deployment of next-generation networks, aiming to improve speed and reliability. The company's strategic alliances and collaborations with major tech firms underscore its market influence, enabling seamless integration and compatibility with various datacenter technologies. As industries continue to expand their digital footprints, Arista Networks' solutions help manage burgeoning data flows efficiently, making it a vital player in the growing landscape of cloud computing and infrastructure.

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