Welcome to our dedicated page for Arista Networks news (Ticker: ANET), a resource for investors and traders seeking the latest updates and insights on Arista Networks stock.
Arista Networks Inc (ANET) specializes in high-performance cloud networking solutions and data center infrastructure, serving hyperscalers and enterprises worldwide. This dedicated news hub provides investors and industry professionals with timely updates on corporate developments directly impacting network technology markets.
Track all official ANET announcements and third-party analysis in one location, including earnings reports, product innovations, strategic partnerships, and leadership updates. Our curated feed ensures you never miss critical information about the company’s Ethernet switches, EOS software advancements, or CloudVision platform enhancements.
Key content categories include quarterly financial results, technology breakthroughs in AI-driven networking, acquisitions, and executive commentary. Bookmark this page for efficient access to verified updates that matter for assessing Arista’s position in the competitive networking landscape.
Arista Networks (NYSE: ANET) has announced its schedule for Q1 2025 financial results release and upcoming investor events. The company will release its financial results for the quarter ended March 31, 2025, after U.S. markets close on Tuesday, May 6, 2025.
A conference call with executive management will be held on May 6 at 1:30 PM PT (4:30 PM ET) to discuss results and business highlights. The call will be accessible via phone and webcast through the company's investor relations website.
Additionally, Arista has scheduled participation in four major investor events:
- Needham Technology Conference (May 9)
- J.P. Morgan Global Technology Conference (May 13)
- Evercore ISI Virtual Fireside Chat (May 28)
- William Blair Growth Stock Conference (June 4)
Arista Networks (NYSE: ANET) has unveiled advanced capabilities to enhance AI cluster performance and efficiency. The company introduced Cluster Load Balancing (CLB) in Arista EOS®, designed to maximize AI workload performance with consistent, low-latency network flows.
The new EOS Smart AI Suite features RDMA-aware flow placement for uniform high performance and low tail latency. Additionally, Arista's CloudVision Universal Network Observability (CV UNO) now provides AI job-centric observability with features including AI Job Monitoring, Deep-Dive Analytics, Flow Visualization, and Proactive Resolution.
The company's Etherlink AI Platforms offer 800G/400G systems compatible with Ultra Ethernet Consortium. CLB is currently available on select platforms (7260X3, 7280R3, 7500R3, 7800R3), with support for 7060X6 and 7060X5 platforms scheduled for Q2 2025. CV UNO enhancements for AI are in customer trials, with general availability planned for Q2 2025.
Arista Networks (ANET) reported strong financial results for Q4 and full year 2024. The company achieved record annual revenue of $7.003 billion, representing a 19.5% increase from 2023. Full-year GAAP net income reached $2.852 billion ($2.23 per diluted share), up from $2.087 billion in 2023.
Q4 2024 performance showed revenue of $1.930 billion, up 25.3% year-over-year, with GAAP net income of $801.0 million ($0.62 per diluted share). The company maintained strong margins, with Q4 GAAP gross margin at 63.8%.
Key developments included Meta's deployment of Arista's 7700R4 Distributed Etherlink Switch, the introduction of new campus network capabilities, and the completion of a four-for-one stock split in December 2024. For Q1 2025, Arista projects revenue between $1.93-1.97 billion with non-GAAP gross margin of approximately 63%.
Arista Networks (NYSE: ANET) has scheduled its Q4 2024 financial results announcement for Tuesday, February 18th, 2025, after U.S. markets close. The company will host a conference call at 1:30 p.m. PT (4:30 p.m. ET) on the same day to discuss financial results and business highlights.
Investors can access the call via phone at (888) 330-2502 (US) or +1 (240) 789-2713 (International) using Conference ID 5655862. A live webcast will be available on Arista's Investor Relations website. Additionally, Chief Platform Officer John McCool will participate in the Morgan Stanley Technology, Media and Telecom Conference on March 4, 2025, from 9:15 am to 9:50 am PT.
Arista Networks (NYSE: ANET) has announced new innovations for campus networks with the introduction of Switch Aggregation Group (SWAG™) capability in Arista EOS® and CloudVision® Leaf Spine Stack (LSS™) Management. These solutions allow customers to manage multiple switches through a single IP address using standard Ethernet, breaking away from traditional proprietary stacking protocols.
The new technology supports flexible network topologies and enables management of up to 16 switches in a stack, offering significant reduction in IP address consumption and operational expenses. The solution provides broader multi-domain modern operating stacking approach that simplifies operations, eliminates downtime, and reduces costs.
Arista Networks (NYSE: ANET) announced its Q3 2024 financial results, showcasing strong growth and financial performance. Revenue reached $1.811 billion, a 7.1% increase from Q2 2024 and a 20% rise from Q3 2023. GAAP gross margin was 64.2%, down from 64.9% in Q2 2024 but up from 62.4% in Q3 2023. Non-GAAP gross margin was 64.6%, compared to 65.4% in Q2 2024 and 63.1% in Q3 2023. GAAP net income was $747.9 million ($2.33 per diluted share), up from $545.3 million ($1.72 per share) in Q3 2023. Non-GAAP net income was $769.1 million ($2.40 per share), compared to $581.4 million ($1.83 per share) in Q3 2023.
Arista's CFO, Chantelle Breithaupt, highlighted the company's consistent innovation and value delivery. Notable developments include Alabama Fiber Network selecting Arista for a statewide project, advancements in the CloudVision platform, and collaboration with Meta on AI networking. Additionally, Arista announced a four-for-one stock split effective December 3, 2024.
For Q4 2024, Arista expects revenue between $1.85 billion and $1.90 billion, with a non-GAAP gross margin of 63%-64% and an operating margin of 44%.
Arista Networks (NYSE:ANET) has announced it will release its Q3 2024 financial results on Thursday, November 7th, 2024 after U.S. markets close. The company will host a conference call at 1:30 p.m. PT (4:30 p.m. ET) on the same day to discuss the results and business highlights. Interested parties can access the call via phone or live webcast from Arista's Investor Relations website.
Additionally, Arista has announced its participation in three upcoming investor events in December 2024:
- UBS Global Technology Conference on December 3
- Wells Fargo TMT Conference on December 4
- Raymond James TMT and Consumer Conference on December 10
Live audio webcasts of these events will be available on Arista's Investor Relations website.
Arista Networks (NYSE: ANET) has announced significant new capabilities in its CloudVision® platform, enabling a modern network operating model for customers. CloudVision simplifies operations with automation, observability, and zero trust security capabilities across all enterprise networking domains, including campus, data center, WAN, and cloud.
Key features include:
- Multi-domain management platform eliminating different network operating models
- Unified Network Data Lake (NetDL™) architecture for advanced automation and analytics
- CloudVision Universal Network Observability™ (CV UNO™) for faster issue detection and resolution
- Guided workflows for campus network operations
- WAN operator dashboards and CloudVision Pathfinder for modernized WAN management
- Multi-domain orchestration for zero trust networking
These new CloudVision features will be available in Q4 2024.
HyperLight , a provider of thin film lithium niobate (TFLN) photonic integrated circuits (PICs), has secured a $37 million Series B investment led by Summit Partners. The funding round includes participation from existing investors Xora Innovation and Foothill Ventures. Peter Chung, Managing Director and CEO of Summit Partners, will join HyperLight's Board of Directors.
HyperLight's TFLN PICs offer superior bandwidth and energy efficiency for AI/data center infrastructure, telecommunications optical networks, and high-performance computing. The company has delivered industrial-scale TFLN PICs with a trusted supply chain since its founding in 2018.
The new financing will enable HyperLight to accelerate product development and meet growing customer demand. The investment is expected to enhance the company's ability to serve as a trusted innovation partner in the photonics industry.
Arista Networks (NYSE:ANET) has been chosen by Alabama Fiber Network (AFN) to provide routing and switching equipment for a statewide middle-mile network project. This initiative, part of the Be Linked Alabama program, aims to deliver affordable, high-capacity internet access across rural Alabama. The project involves a $340 million investment to create a 6,600-mile open-access network reaching all 67 counties.
AFN will utilize Arista's 7280SR3 platform, Ciena's WaveLogic 5 Nano 400G ZR+ transceivers, and Reconfigurable Line System. The network will support last-mile providers and large enterprises, bridging the digital divide and boosting economic development, healthcare, and education access. Arista's CloudVision® platform and Professional Services will also be leveraged for network management and implementation.
