2025 Annual Meeting of Stockholders
May 30, 2025 11:00 AM PT

Arista Networks, Inc. (NYSE: ANET) will release its financial results for the quarter ended March 31, 2025, after U.S. markets close on Tuesday, May 6, 2025. The results will be included in a press release with accompanying financial information posted on the Investor Relations section of the Arista website at https://investors.arista.com.

Arista Networks has introduced the EOS Smart AI Suite, enhancing AI networking performance with advanced load balancing and observability features. The new Cluster Load Balancing (CLB) feature optimizes traffic flow in AI clusters, reducing latency and ensuring efficient bandwidth utilization. Arista’s CloudVision Universal Network Observability (CV UNO) provides AI job-centric monitoring, offering deep analytics, flow visualization, and proactive issue detection.

Arista’s Etherlink AI Platforms support ultra-high-performance Ethernet for AI networks, with compatibility across multiple hardware platforms. The AI Analyzer, powered by Arista AVA, enables high-resolution traffic analysis, optimizing network performance and troubleshooting.

The CLB feature is currently available on select platforms, with expanded support coming in 2025. CV UNO enhancements are in customer trials and expected for general availability in Q2 2025. Arista’s innovations aim to improve AI workload efficiency at scale, supporting next-generation AI networking needs.

Arista Networks reported a strong financial performance for 2024, achieving record revenue of $7 billion, a 19.5% increase from 2023. The company also saw higher profitability, with a GAAP gross margin of 64.1%, up from 61.9% the previous year. GAAP net income rose to $2.852 billion, or $2.23 per diluted share, compared to $2.087 billion, or $1.65 per share, in 2023. Non-GAAP net income reached $2.910 billion, or $2.27 per diluted share.

For the fourth quarter, revenue grew 25.3% year over year to $1.93 billion, with GAAP net income rising to $801 million, or $0.62 per diluted share, compared to $613.6 million, or $0.48 per share, in Q4 2023. Non-GAAP net income for the quarter was $830.1 million, or $0.65 per share. The company exceeded guidance across all key financial metrics, with operating cash flow increasing by over 95% year over year.

CEO Jayshree Ullal attributed the strong results to the company’s innovation in AI-driven networking and cloud infrastructure. CFO Chantelle Breithaupt emphasized Arista’s robust cash position, allowing it to continue investing in AI and campus networking while navigating economic uncertainties.