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Arista Networks (DE:1170)
:1170
Germany Market
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Arista Networks (1170) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Nov 03, 2025
After Close (Confirmed)
Period Ending
2025 (Q3)
Consensus EPS Forecast
0.62
Last Year’s EPS
0.52
Same Quarter Last Year
Based on 21 Analysts Ratings

Earnings Call Summary

Q2 2025
Earnings Call Date:Aug 05, 2025|
% Change Since: 14.88%|
Earnings Call Sentiment|Positive
The earnings call for Arista Networks highlighted strong revenue growth, increased annual growth targets, and strategic acquisitions. Despite the loss of a key AI customer and deferred revenue volatility, the company showed robust performance metrics and a positive outlook for the remainder of the year.
Company Guidance -
Q3 2025
During the earnings call, Arista Networks provided guidance indicating strong growth expectations for the fiscal year 2025. The company reported record second-quarter revenues of $2.2 billion, surpassing their plan by $100 million, with a non-GAAP gross margin of 65.6%. Arista raised its annual growth forecast to 25%, targeting $8.75 billion in revenue, due to increased momentum in AI, cloud, and enterprise sectors. The company highlighted its AI center strategy, focusing on both scale-out and scale-up networks, and the recent acquisition of SD-WAN leader VeloCloud to enhance its enterprise offerings. Operating income reached $1.08 billion, with a net income of $923.5 million and a diluted earnings per share of $0.73. For Q3, Arista expects revenues of approximately $2.25 billion, a gross margin of 64%, and an operating margin of 47%. The company also announced a continued focus on innovation and customer engagement, with plans to reach $10 billion in revenue by 2026.
Record Q2 2025 Revenue
Arista Networks achieved record revenue of $2.2 billion in Q2 2025, surpassing their plan by $100 million and marking a 30.4% year-over-year increase.
Increased 2025 Annual Growth Target
Arista raised its 2025 annual growth target to 25%, aiming for $8.75 billion in revenue, an increase of $550 million due to strong momentum across AI, cloud, and enterprise sectors.
Strong Gross Margin
The non-GAAP gross margin for Q2 2025 was 65.6%, above the guidance of 63%, driven by improved inventory management and efficient supply chain operations.
AI Networking Revenue Growth
Arista's AI networking revenue is expected to exceed $1.5 billion in 2025, with significant contributions from back-end AI networking, which is incremental revenue.
VeloCloud Acquisition
Arista announced the acquisition of SD-WAN leader VeloCloud to enhance its branch offerings, with plans to integrate VeloCloud's technology into Arista's portfolio.
High Operating Margin
The operating margin for Q2 2025 was 48.8%, a record high, reflecting Arista's efficient business model.

Arista Networks (DE:1170) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DE:1170 Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Nov 03, 2025
2025 (Q3)
0.62 / -
0.516
Aug 05, 2025
2025 (Q2)
0.56 / 0.63
0.45239.05% (+0.18)
May 06, 2025
2025 (Q1)
0.51 / 0.56
0.42930.52% (+0.13)
Feb 18, 2025
2024 (Q4)
0.49 / 0.56
0.44825.00% (+0.11)
Nov 07, 2024
2024 (Q3)
0.45 / 0.52
0.39431.00% (+0.12)
Jul 30, 2024
2024 (Q2)
0.42 / 0.45
0.3432.91% (+0.11)
May 07, 2024
2024 (Q1)
0.37 / 0.43
0.30839.11% (+0.12)
Feb 12, 2024
2023 (Q4)
0.37 / 0.45
0.30347.73% (+0.14)
Oct 30, 2023
2023 (Q3)
0.34 / 0.39
0.26946.79% (+0.13)
Jul 31, 2023
2023 (Q2)
0.31 / 0.34
0.23246.30% (+0.11)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

DE:1170 Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 05, 2025
€102.14€117.84+15.37%
May 06, 2025
€79.55€76.54-3.78%
Feb 18, 2025
€106.08€99.97-5.76%
Nov 07, 2024
€99.92€93.90-6.03%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Arista Networks (DE:1170) report earnings?
Arista Networks (DE:1170) is schdueled to report earning on Nov 03, 2025, After Close (Confirmed).
    What is Arista Networks (DE:1170) earnings time?
    Arista Networks (DE:1170) earnings time is at Nov 03, 2025, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is the P/E ratio of Arista Networks stock?
          The P/E ratio of Arista Networks is N/A.
            What is DE:1170 EPS forecast?
            DE:1170 EPS forecast for the fiscal quarter 2025 (Q3) is 0.62.

              Arista Networks (DE:1170) Earnings News

              ANET Earnings: Arista Networks Declines Despite Better-than-Expected Q3 Results
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              ANET Earnings: Arista Networks Declines Despite Better-than-Expected Q3 Results
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              ANET Earnings: Arista Rises after Smashing Earnings Estimates
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              2y ago
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