Revenue segments as reported by the company.

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Service

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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Arista Networks

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its cloud networking solutions consist of Extensible Operating System (EOS), a set of network applications and Ethernet switching, and routing platforms. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in October 2004 and is headquartered in Santa Clara, CA.

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Arista Networks reports record 2022 growth, addresses supply chain challenges

Arista Networks delivered a strong performance in 2022, driven by strategic partnerships and product innovation. While facing challenges such as supply chain disruptions and potential revenue deceleration concerns, the company remains optimistic about growth opportunities in cloud, enterprise, and data center markets. By focusing on core strengths and addressing challenges proactively, Arista is poised for continued success in 2023.

Arista Networks excels in Q1 earnings, eyes growth in high-speed tech and AI applications

Arista Networks delivered robust financial performance, showcasing strength in high-speed technologies and customer wins across sectors. Challenges include visibility issues with cloud titan customers and potential sales cycle slowdowns. The company is well-positioned for growth with opportunities in AI applications and new technology introductions.

Arista Networks excels in Q2 earnings, eyes AI networking growth

Arista Networks delivered robust financial results in Q2 2023, driven by improved gross margins and international revenue growth. The company's focus on AI networking and enterprise market strength positions it well for future growth. Challenges include a cloud titan's CapEx slowdown and the transition to 800 gig WAN.

Arista Networks reports robust Q3 earnings, eyes cloud business growth

Arista Networks delivered strong financial results in Q3 2023, showcasing resilience and growth potential. While facing challenges in supply chain and product development timing, the company is well-positioned for future success with a focus on new products and strategic partnerships. Opportunities in cloud business and operational cost advantages present avenues for continued growth.

Arista Networks surpasses Q4 revenue expectations, eyes AI networking growth

Arista Networks delivered strong financial performance in Q4 2023, driven by international contributions and a focus on AI networking. While facing challenges in a dynamic market, the company is strategically positioned to capitalize on opportunities in adjacent sectors and AI innovation.

Arista Networks excels in Q1 2024, eyes growth opportunities

Arista Networks delivered robust financial results in Q1 2024, showcasing growth and profitability.
The company's strategic initiatives around technology innovation and market expansion position it well for future success.
Challenges in technology adoption and competitive landscape require proactive strategies and adaptability.
Opportunities in new markets, organizational enhancements, and customer segments offer avenues for sustained growth.

Arista Networks excels in Q2 with strong financials and AI focus

Arista Networks delivered a strong performance in Q2 2024, driven by robust financials, innovative products, and customer success.
While facing challenges in maintaining margins and navigating competition, Arista's focus on AI networking presents growth opportunities.
The company's financial stability, customer satisfaction, and strategic guidance for Q3 signal a promising outlook for future growth.

Arista Networks posts robust Q3 results, eyes AI network growth

Arista Networks (ANET) delivered a strong Q3 performance with robust financials, driven by international growth and product innovation.
While facing competition and supply chain challenges, the company remains well-positioned with opportunities for revenue growth and market expansion.
Strategic initiatives like the stock split and focus on AI networking underscore Arista Networks' (ANET) commitment to future growth and innovation.

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Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

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Artificial intelligence (AI) isn't just a buzzword. According to Goldman Sachs, this transformative technology will disrupt industries and boost global economic growth.

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With healthy fundamentals, Arista (ANET) appears to be an enticing investment option for the volatile market.

Arista (ANET) Seems a Promising Investment Pick: Here's Why

Arista Networks (ANET) concluded the recent trading session at $289.98, signifying a +0.54% move from its prior day's close.

Arista Networks (ANET) Laps the Stock Market: Here's Why

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The tech industry is filled with innovative companies that can outperform the market and generate long-term gains for investors. Some tech stocks in this industry have become generational winners and have minted millionaires.

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Andy Bechtolsheim, the co-founder of Sun Microsystems and Arista Networks, reached a settlement with the SEC on insider trading charges.

SEC settles insider trading charges against Andy Bechtolsheim, co-founder of Arista, Sun Microsystems

The Wall Street regulator alleged that while he was serving as chair of Arista in July 2019, Bechtolsheim learned about an impending acquisition of Acacia Communications and profitably traded on that confidential information.

SEC Fines Arista Co-Founder $1 Million Over Insider Trading Claims

Andy Bechtolsheim, a co-founder of Arista Networks, will be barred from serving as an executive or public company board member for five years as part of an insider trading settlement with the SEC, said a report.

Arista Stock Falls Amid Co-Founder, Board Member's Insider Trading Settlement

Washington, D.C.--(Newsfile Corp. - March 26, 2024) - The Securities and Exchange Commission today announced insider trading charges against Andreas “Andy” Bechtolsheim, the founder and Chief Architect of Silicon Valley-based technology company Arista Networks, Inc. To settle the SEC's charges, Bechtolsheim agreed to pay a civil penalty of nearly $1 million.

SEC Charges Former Arista Networks Chairman Andy Bechtolsheim with Insider Trading

Selling this spread would generate roughly $120 in premium, which would be a 31% return in four weeks.

Option Trade On Arista Stock Can Return 31% Even With Minor Movement

Arista Networks has experienced explosive growth driven by cloud computing and AI workloads, gaining market share from legacy switch vendors. The company's scalable and affordable hardware, along with their Extensible Operating System, make them a preferred choice for data center operators. Arista's recent financial results show strong growth, and their outlook for FY24 is positive, with expectations of continued revenue growth and expansion into new markets.

Arista Networks: AI Networking Party Just Starting (Rating Upgrade)

Arista Networks stock broke out of a base and is in a buy zone after hitting new highs.

AI Stock Arista Networks Bounces Off Key Level To Buy Zone

AudioCodes

Turtle Beach

Increased fiber densification, cloud focus and accelerated pace of 5G deployment should help the Zacks Communication - Components industry thrive despite short-term headwinds. ANET, AUDC and HEAR are well-positioned to make the most of the demand for seamless connectivity solutions.

3 Communication Stocks Set to Profit From Cloud, Fiber Focus

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Alphabet

Tesla, a major S&P 500 loser in 2024, was Monday's big winner. Google and other AI stocks also rallied.

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Disney

Dow Jones media giant Disney, along with AI stock Arista and Duolingo, are in or near buy zones in today's stock market action.

Dow Jones Media Giant Disney, AI Stock Arista In Or Near Buy Zones

Investors looking for stocks in the Communication - Components sector might want to consider either AudioCodes (AUDC) or Arista Networks (ANET). But which of these two companies is the best option for those looking for undervalued stocks?

AUDC or ANET: Which Is the Better Value Stock Right Now?

HubSpot

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Neurocrine Biosciences

Artificial intelligence plays HubSpot and Arista Networks are among five stocks near buy points with big market news on tap.

AI Plays HubSpot, Arista Networks Lead Five Stocks Near Buy Points In Classic Base

Broadcom

Cadence Design Systems

Salesforce

Hewlett Packard

NVIDIA

Company executives in the fourth quarter produced the second-highest amount of talk about artificial intelligence for any quarter in at least a decade, according to a tally from FactSet.

AI talk is surging during company earnings calls — and so are those companies' shares

Arista Networks, Lululemon among 23 names on this screen for Warren Buffett stocks based on the strategy of Berkshire's CEO.

Warren Buffett Stocks: Arista Networks, 4 Chip Stocks Make This Screen

Arista Networks (ANET) reachead $280.71 at the closing of the latest trading day, reflecting a -0.41% change compared to its last close.

Why Arista Networks (ANET) Dipped More Than Broader Market Today

Arista Networks (ANET) reported earnings 30 days ago. What's next for the stock?

Why Is Arista Networks (ANET) Up 6.2% Since Last Earnings Report?

AI stock Arista Networks is rebounding from a key support level. That places the stock market leader in a new buy area.

AI Stock Arista Networks Hits New Buy Area After Support At Key Level

Arista Networks, Inc. (NYSE:ANET ) Morgan Stanley Technology, Media and Telecom Conference Call March 6, 2024 1:15 PM ET Company Participants Jayshree Ullal - CEO Chantelle Breithaupt - CFO Conference Call Participants Meta Marshall - Morgan Stanley Meta Marshall I'll just read some brief disclosures. If you need to see any disclosures, please check out morganstanley.com/researchdisclosures or talk to your Morgan Stanley sales representative.

Arista Networks, Inc. (ANET) CEO Jayshree Ullal presents at Morgan Stanley Technology, Media and Telecom Conference (Transcript)

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If picking the top tech stocks with potential was easy, we'd all have a portfolio full of surprising breakout stocks like Nvidia (NASDAQ: NVDA ). Unfortunately, it isn't that easy.

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Arista Networks (ANET) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

News for Arista Networks Stock (ANET)