secwatch.observer — SEC 8-K summary
======================================

Issuer:     Arista Networks, Inc. (ANET)
CIK:        0001596532
Form:       8-K
Filed at:   2025-08-05T23:59:59+00:00
Accession:  0001596532-25-000214
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1596532/000159653225000214/0001596532-25-000214-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1596532/000159653225000214/anet-20250805.htm
  HTML page:      https://secwatch.observer/filing/0001596532-25-000214

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer