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Mar 31
Arista Q1 2025 Earnings Report
Arista posted strong first quarter results with record revenue surpassing $2 billion and continued profitability momentum.
Key Takeaways
Arista Networks delivered a robust Q1 2025, achieving over $2 billion in revenue for the first time, with substantial net income and operating margins supported by AI and enterprise demand.
Revenue hit $2.005 billion, up 27.6% YoY.
GAAP net income reached $813.8 million.
Arista completed $787M in stock repurchases, a company record.
Advanced AI network solutions and observability tools launched to support data workloads.
Arista
Arista
Arista Revenue by Segment
Revenue by Segment
Product Revenue
CapyFin.comService Revenue
CapyFin.com Forward Guidance
For Q2 2025, Arista expects $2.1B revenue and solid margins, driven by enterprise and AI network demand.
Positive Outlook
- Revenue projected around $2.1 billion.
- Non-GAAP gross margin expected at ~63%.
- Non-GAAP operating margin anticipated at ~46%.
- Sustained demand from AI and enterprise customers.
- Continued innovation in network observability and load balancing.
Challenges Ahead
- Ongoing uncertainty around tariffs and global trade conditions.
- Risk from customer concentration.
- Macroeconomic and geopolitical pressures.
- Variability in gross margins due to market conditions.
- Exposure to supply chain and inventory management challenges.
Revenue & Expenses
Visualization of income flow from segment revenue to net income