Arista Networks (ANET) Q2 2025 Earnings

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Arista Networks Q2 2025 Earnings Recap

Arista Networks, Inc. (ANET) Q2 2025 Earnings Review

Results Declared: August 5, 2025

MetricQ2 2024Q2 2025YoY Change
Revenue$1.69 B$2.205 B+30.4 %
GAAP Net Income / EPS$665 M / $0.52$888.8 M / $0.70+33 %
Non‑GAAP Net Income / EPS$672.6 M / $0.53$923.5 M / $0.73+37 %
GAAP Gross Margin64.9 %65.2 %+0.3 pp
Non‑GAAP Gross Margin65.4 %65.6 %+0.2 pp
Non‑GAAP Operating Margin~46.5 %~48.8 %+2.3 pp

Highlights

  • Revenue surged over 30% to $2.21 B, beating expectations.
  • Net income rose sharply: GAAP EPS $0.70; non‑GAAP EPS $0.73.
  • Gross and operating margins improved; operating income crossed $1 B.
  • 2025 revenue growth guidance raised to ~25% YoY.
  • Strong demand from AI‑focused hyperscale customers and strategic acquisitions fuel momentum.

Disclaimer: This post is for informational purposes only and does not constitute investment advice.

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