Arista Q2 2025 revenue $2.205B (+30.4% YoY); EPS $0.70 GAAP, $0.73 Non-GAAP

Arista Networks, Inc.

2025-Q2 EPS reported $1.34 revenue$4,209,600,000

Revenue of $2.205B, up 10% QoQ and 30.4% YoY; GAAP gross margin 65.2%.
GAAP net income $888.8M ($0.70 diluted EPS) vs $665.4M ($0.52) in Q2 2024.
Non-GAAP net income $923.5M ($0.73 diluted EPS); operating income crossed $1B for first time.
Q3 2025 guidance: revenue ~$2.25B, non-GAAP gross margin ~64%, non-GAAP operating margin ~47%.
Appointed Todd Nightingale as President and COO; acquired VeloCloud SD-WAN from Broadcom.

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