Arista Networks ( (ANET) ) has released its Q2 earnings. Here is a breakdown of the information Arista Networks presented to its investors.
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Arista Networks, Inc. is a leading company in the data-driven, client-to-cloud networking industry, specializing in AI, data center, campus, and routing environments. The company is recognized for its advanced network operating stack that ensures availability, agility, automation, analytics, and security.
In its second quarter of 2025 financial results, Arista Networks reported a significant increase in revenue and profitability. The company achieved a revenue of $2.205 billion, marking a 10% increase from the previous quarter and a 30.4% increase from the same quarter in 2024. The company’s GAAP net income rose to $888.8 million, or $0.70 per diluted share, showcasing a strong financial performance.
Key financial metrics highlight Arista’s robust growth, with a GAAP gross margin of 65.2% and a non-GAAP gross margin of 65.6%. The company also reported a non-GAAP net income of $923.5 million, or $0.73 per diluted share. Arista’s strategic initiatives included the acquisition of the VeloCloud SD-WAN portfolio from Broadcom, expanding its AI-driven campus and branch networking offerings, and being recognized in the Visionaries Quadrant of the 2025 Gartner Magic Quadrant for Enterprise Wired and Wireless LAN Infrastructure.
Looking ahead, Arista Networks projects a revenue of approximately $2.25 billion for the third quarter of 2025, with a non-GAAP gross margin of around 64% and a non-GAAP operating margin of approximately 47%. The company’s management remains optimistic about its ability to scale efficiently and maintain financial discipline, ensuring continued value delivery for shareholders.