Revenue segments as reported by the company.

Product

Service

Revenue Segments

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

Gross Margin

Operating Margin

Profit Margin

Margins

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.

Revenue Y/Y

OpEx Y/Y

Growth

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.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

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.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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.

Arista Networks, Inc. NYSE: ANET is the latest technology company to get punished for a slowdown in cloud computing demand. Shares of the Santa Clara-based cloud networking leader fell more than 17% in the two days that followed its May 1st report.

Arista Networks: Cloud Computing Selloff Creates an Opportunity

Arista Networks beat expectations on the top and bottom lines to kick off 2023. Shares fell some 20% anyway, perhaps because management didn't provide a more significant upgrade to full-year financial guidance.

This Top AI Stock Tanked After Earnings -- Time to Buy the Dip?

Arista Networks' supply chain issues are easing, yet investors are unhappy.

Arista Networks Stock Plunged After Earnings -- Is This a Buying Opportunity?

NVIDIA

Arista Networks helps optimize the cloud networks that are key for these technologies. Nvidia's A100 GPUs are sought out for their ability to power cutting-edge AI uses.

Missed Out on ChatGPT Mania? My 2 Best AI Stocks to Buy and Hold

Trade Desk

Investors should be confident to assume the S&P 500 index will eventually recoup its losses. The Trade Desk is gaining market share thanks to a transparent business model, unmatched data marketplace, and advanced AI.

A Bull Market Is Coming: 2 AI Growth Stocks to Buy Now and Hold Forever

Align Technology

West Pharmaceutical Services

Given the S&P 500's 7.3% year-to-date advance and the threat of a recession in the second half of the year or early 2024, overvalued S&P 500 stocks are more prevalent than investors realize.   At the end of February, JPMorgan Chase strategists suggested that because of real interest rates, stocks were 2.5 times too expensive.

3 Overvalued S&P 500 Stocks to Dump Now

Fastly

As the broader technology space nurses its wounds from a massive beat down last year, savvy investors wouldn't want to overlook the massive potential of the best edge computing stocks to buy. This burgeoning sector revolves around the concept of edge computing, where networks and devices are near end users.

The 3 Most Promising Edge Computing Stocks to Buy in May 2023

Arista (ANET) reported revenue growth year over year in the first quarter 2023 owing to solid performance in the cloud networking business, healthy customer engagement and improvement in the supply chain.

Arista (ANET) Tops Q1 Earnings Estimates on Solid Revenues

The company beat Wall Street's expectations for the first quarter.  But investors are worried about large customers slowing their spending with Arista.

Why Arista Networks Stock Is Falling Today

Arista Networks, Inc. (NYSE:ANET ) Q1 2023 Earnings Conference Call May 1, 2023 4:30 PM ET Company Participants Liz Stine - Director, Investor Relations Jayshree Ullal - President and Chief Executive Officer Ita Brennan - Chief Financial Officer Anshul Sadana - Chief Operating Officer Conference Call Participants Aaron Rakers - Wells Fargo Antoine Chkaiban - New Street Research Samik Chatterjee - JPMorgan David Vogt - UBS Meta Marshall - Morgan Stanley Sebastien Naji - William Blair Tal Liani - Bank of America Michael Ng - Goldman Sachs Alex Henderson - Needham Amit Daryanani - Evercore Matt Niknam - Deutsche Bank Michael Genovese - Rosenblatt James Fish - Piper Sandler Ittai Kidron - Oppenheimer Ben Bollin - Cleveland Research Tim Long - Barclays Erik Suppiger - JMP Securities Simon Leopold - Raymond James Sami Badri - Credit Suisse George Notter - Jefferies Operator Welcome to the First Quarter 2023 Arista Networks Financial Results Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded and will be available for replay from the Investor Relations section at the Arista website following this call.

Arista Networks, Inc. (ANET) Q1 2023 Earnings Call Transcript

Sprouts Farmers Markets

Shares of Sprouts Farmers Market rose after hours Monday on favorable results and guidance. Arista Networks' share price declined after hours despite its solid business performance in Q1.

These 2 Stocks Could Move Markets on Tuesday

Arista Networks reported Q1 earnings and revenue that topped analyst estimates amid high expectations for ANET stock. Arista stock fell on the news.

Arista Networks First-Quarter Results Top Estimates Amid High Expectations

Arista Networks Inc. shares slipped in the extended session Monday after the cloud-networking software company's quarterly results and outlook both topped Wall Street estimates.

Arista Networks stock falls even as results, outlook top expectations

SANTA CLARA, Calif.--(BUSINESS WIRE)--Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client to cloud networking for large data center, campus and routing environments, today announced financial results for its first quarter ended March 31, 2023. “Amid macroeconomic uncertainty and a gradually recovering supply chain, Arista continues to bring innovative, leading-edge platforms to market, while delivering superior customer and financial outcomes," said Jayshree Ullal, Pre.

Arista Networks, Inc. Reports First Quarter 2023 Financial Results

Arista Networks' cloud-based, high-speed integrated networks have made significant inroads in cloud networking solutions. Its focus on cloud and hyperscalers gives it commanding heft and a huge competitive advantage in that user segment.

Arista, The Network Stalwart

Chart Industries

Hershey

Progressive

Zoetis

Women hold a tiny fraction of the CEO jobs at America's biggest companies. That number is steadily increasing.

5 Women-Led Businesses Absolutely Crushing the Stock Market Right Now

Arista Networks is the IBD Stock of the Day ahead of its first-quarter earnings on May 1 as investors mull cloud computing capital spending. The post Arista: Artificial Intelligence, Profit Outlook Could Move Stock appeared first on Investor's Business Daily.

Arista: Artificial Intelligence, Profit Outlook Could Move Stock

Apple

DraftKings

AAPL stock has been rallying ahead of its upcoming earnings report, but ANET stock has come under pressure as it tests a key support level. The post AAPL Stock Ramps Higher Ahead Of Quarterly Results.

AAPL Stock Ramps Higher Ahead Of Quarterly Results. Wall Street Eyes Reports From DraftKings, Arista Networks

Fortinet

Microsoft

The two highly-ranked tech stocks we explore today operate in critical areas of the economy and boast strong growth outlooks to extend impressive streaks. And neither stock is bloated in terms of valuation.

Highly-Ranked Growth Tech Stocks to Buy and Hold as the Bulls Fight Back

This cloud computing stock is expected to post 60% Q1 earnings growth. Shares have gained 29% this year so far.

Cloud Computing Stock Builds AI Position

Lattice Semiconductor

As the sentiment towards tech stocks continues to grow, here are two top-rated Zacks Computer and Technology sector stocks that investors may want to consider before earnings next week.

Buy into the Growth of These Tech Stocks as Earnings Approach

Corning

TESSCO Technologies

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

3 Communication Stocks Likely to Transcend Industry Headwinds

Arista (ANET) is likely to have recorded higher revenues year over year in first-quarter 2023, supported by healthy demand trends.

Will Healthy Top-Line Growth Buoy Arista (ANET) Q1 Earnings?

SANTA CLARA, Calif.--(BUSINESS WIRE)--Arista Networks (NYSE:ANET), a leading provider of cloud networking solutions, today announced at the RSA Conference (Booth #1443) a cloud-delivered, AI-driven network identity service for enterprise security and IT operations. Based on Arista's flagship CloudVisionⓇ platform, Arista Guardian for Network Identity (CV AGNI™) expands Arista's zero trust networking approach to enterprise security. CV AGNI helps to secure IT operations with simplified deploymen.

Arista Networks Introduces AI-Driven Network Identity

Advanced Micro Devices

SPS Commerce

Scorpio Tankers

AI plays AMD and Arista Networks lead stocks finding key support with possible buying opportunities, as earnings season ramps up. The post AI Plays AMD, Arista Networks Lead 5 Stocks Finding Key Support appeared first on Investor's Business Daily.

News for Arista Networks Stock (ANET)