secwatch.observer — SEC 8-K summary
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Issuer:     Arista Networks, Inc. (ANET)
CIK:        0001596532
Form:       8-K
Filed at:   2025-02-18T23:59:59+00:00
Accession:  0001596532-25-000018
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Arista Networks Q4 revenue $1.93B (+25% YoY), GAAP EPS $0.62; FY2024 revenue $7.003B (+19.5%)
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- Q4 revenue $1.93B (+25.3% YoY); GAAP net income $801M ($0.62 diluted EPS); non-GAAP EPS $0.65.
- FY2024 revenue $7.003B (+19.5% YoY); GAAP net income $2.852B ($2.23 diluted EPS); non-GAAP EPS $2.27.
- Q1 2025 guidance: revenue $1.93-1.97B; non-GAAP gross margin ~63%; non-GAAP op. margin ~44%.
- Meta deployed Arista 7700R4 Etherlink switch for AI cluster; 4-for-1 stock split effective Dec 2024.
- Non-GAAP gross margin FY 64.6% vs 62.6% in FY2023; operating cash flow grew >95% YoY in Q4.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1596532/000159653225000018/0001596532-25-000018-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1596532/000159653225000018/anet-20250218.htm
  HTML page:      https://secwatch.observer/filing/0001596532-25-000018

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