Arista Networks said revenue for Q2 2025 ended June 30 was $2.205 billion, up 10.0% from Q1 2025 and up 30.4% from Q2 2024, and GAAP net income was $888.8 million, or $0.70 per diluted share.

1. 01

   Arista Networks said revenue for Q2 2025 ended June 30 was $2.205 billion, up 10.0% from Q1 2025 and up 30.4% from Q2 2024, and GAAP net income was $888.8 million, or $0.70 per diluted share.

2. 02

   The company said GAAP gross margin for Q2 2025 was 65.2% compared to 64.9% in Q2 2024, non-GAAP gross margin was 65.6% compared to 65.4%, and its chief financial officer said non-GAAP operating income crossed $1 billion for the first time.

3. 03

   Arista Networks said it expects revenue of approximately $2.25 billion, non-GAAP gross margin of approximately 64%, and non-GAAP operating margin of approximately 47% for Q3 2025. The company said this guidance is on a non-GAAP basis excluding stock-based compensation expense, intangible asset amortization and other items.

4. 04

   Arista Networks disclosed that operating cash flow for the 6 months ended 2025 was $1,841.8 million, it spent $983.0 million on share repurchases, and $300.0 million on business combinations, net of cash acquired.

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AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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