secwatch.observer — SEC 8-K summary
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Issuer:     Arista Networks, Inc. (ANET)
CIK:        0001596532
Form:       8-K
Filed at:   2025-11-04T23:59:59+00:00
Accession:  0001596532-25-000284
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Arista Networks Q3 2025 revenue $2.31B (+27.5% YoY); non-GAAP EPS $0.75 (+25%)
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- Revenue of $2.308B, up 27.5% YoY and 4.7% QoQ.
- Non-GAAP net income $962.3M, $0.75 diluted EPS vs $0.60 in Q3 2024.
- GAAP net income $853.0M, $0.67 diluted EPS vs $0.58 in Q3 2024.
- Q4 2025 guidance: revenue $2.3-$2.4B, non-GAAP gross margin 62-63%, operating margin 47-48%.
- Appointed Kenneth Duda as President and CTO; Tyson Lamoreaux as SVP of Cloud and AI Networking.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1596532/000159653225000284/0001596532-25-000284-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1596532/000159653225000284/anet-20251104.htm
  HTML page:      https://secwatch.observer/filing/0001596532-25-000284

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