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 ) UBS 50th Annual Global TMT Conference December 6, 2022 3:00 PM ET Company Participants David Hood - Enterprise Hardware Networking Analyst Conference Call Participants John McCool - Chief Platform Officer, SVP of Engineering and Operations David Hood Great, good afternoon, everyone. Thanks for joining us at the UBS Global TMT Conference.

Arista Networks, Inc. (ANET) UBS 50th Annual Global TMT Conference Transcript

Baidu

IMAX

JD.com

PayPal

Taiwan Semiconductor Manufacturing

Despite the challenges presented by the current economic downturn, there are still plenty of reasons to be optimistic about the tech sector's future. 2022 has been nothing less than a nightmare for investors in tech stocks.

7 Tech Stocks to Take Seriously in 2023

DCP Midstream

HF Sinclair Corp

Fortinet

Texas Pacific Land Trust

We have narrowed our search to five momentum stocks that have solid upside left for December. These are: ANET, FTNT, DINO, DCP and TPL.

Top 5 Momentum Stocks for December After a Solid November

Arista Networks, Inc. (NYSE:ANET ) Wells Fargo 6th Annual TMT Conference November 30, 2022 5:30 PM ET Company Participants Aaron Rakers - Wells Fargo Conference Call Participants Anshul Sadana - COO Aaron Rakers So thanks for joining us. Looking forward to the conversation.

Arista Networks, Inc. (ANET) Wells Fargo 6th Annual TMT Conference Transcript

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

Arista Networks (ANET) Up 4.7% Since Last Earnings Report: Can It Continue?

Arista Networks, Inc. (NYSE:ANET ) Credit Suisse 26th Annual Technology Conference November 29, 2022 2:20 PM ET Company Participants Ita Brennan - Chief Financial Officer Conference Call Participants Sami Badri - Credit Suisse Sami Badri All right. Thank you everyone for joining us.

Arista Networks, Inc. (ANET) Presents at Credit Suisse 26th Annual Technology Conference

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

Here's Why Arista (ANET) is a Promising Portfolio Pick

Arista Networks recently reported a strong Q3 with revenue and operating margin coming in nicely above expectations. The company also hosted an investor day where they provided long-term financial targets, including revenue growing at ~25% CAGR.

Arista Networks: Positive Long-Term Outlook Keeps Me Bullish

CrowdStrike

Trade Desk

Business is booming for CrowdStrike, Arista Networks, and The Trade Desk. The stock prices could follow.

Investing in These 3 Cloud-Based Tech Stocks Could Be a Genius Move

Arista Networks (ANET) has seen solid earnings estimate revision activity over the past month, and belongs to a strong industry as well.

Is Arista Networks (ANET) Stock a Solid Choice Right Now?

Block

These tech companies have continued to grow quickly through the stock market downturn.

2 Spectacular Growth Stocks to Buy in the Worst Nasdaq Bear Market of the Decade

Arista Networks, Inc. (NYSE:ANET ) 16th Annual Needham Virtual Security, Networking, & Communications Conference Call November 15, 2022 3:00 PM ET Company Participants Liz Stine - Director, Investor Relations Ita Brennan - Chief Financial Officer Conference Call Participants Alex Henderson - Needham & Co. Alex Henderson My name is Alex Henderson. I'm the Needham's Security and Networking Analyst.

Arista Networks, Inc. (ANET) 16th Annual Needham Virtual Security, Networking, & Communications Conference - (Transcript)

Arista Networks was Monday's IBD Stock Of The Day and recently broke out above a near-term high.

ANET Stock Call Option Gives Leveraged Exposure With Less Capital

Arista Networks, which has outperformed rival Cisco Systems as well as the S&P 500 in 2022, is the IBD Stock Of The Day as it becomes actionable. The post Arista Rides Facebook Spending Spree To Outperform Rival Cisco, S&P 500 appeared first on Investor's Business Daily.

Arista Rides Facebook Spending Spree To Outperform Rival Cisco, S&P 500

Datadog

Pinterest

Technology investors have had a difficult year in 2022, but here are opportunities worth considering in this bear market.

3 Growth Stocks to Buy In the Worst Nasdaq Bear Market In 10 Years

AudioCodes

TESSCO Technologies

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

3 Communication Stocks Likely to Ride on Solid Demand Trends

Digi

Gevo

Harmonic

Super Micro Computer

Apple (NASDAQ: AAPL ) became the latest member of the FAANG-plus-Microsoft (NASDAQ: MSFT) group to deliver bad news on Nov. 6. Specifically, AAPL reported that shipments of its iPhone 14 Pro and iPhone 14 Pro Max would be below its previous outlook.

7 Strong Tech Stocks to Buy Now for the Upcoming Bull Market

Is it a good or bad thing when a stock experiences a golden cross technical event?

Arista Networks (ANET)'s Technical Outlook is Bright After Key Golden Cross

Santa Clara-based best-in-class computer networking company Arista Networks (NASDAQ: ANET) supplies multilayer network switches delivering software defined

The Analysts Can't Keep Up with Arista Networks Stock

Albemarle

Albemarle and Arista Networks are among several stocks near buy points after reporting earnings, eliminating one big risk in a wild market. The post Albemarle, Arista Lead 5 Stocks Near Buy Points Without This Big Risk appeared first on Investor's Business Daily.

Albemarle, Arista Lead 5 Stocks Near Buy Points Without This Big Risk

Arista Delivers Continuous Integration Pipeline for Network as a Service Automation

Arista Networks just turned in an incredible third-quarter 2022 report card thanks to next-gen data center spending.

This Metaverse Stock You've Probably Never Heard of Is a Top Buy

Arista Networks Inc. ( ANET , Financial) is one of the few tech companies that has had a relatively solid year in 2022. Its stock price has declined just 12.35% compared to the S&P 500's 19.57% loss and the Nasdaq's 31.07% tumble.

Microsoft and Meta Make Arista a Risky Bet

Investors were happy with the company's third-quarter results.

Why Arista Networks Stock Popped Today

Record third-quarter revenues driven by solid customer additions and healthy demand trends enable Arista (ANET) to beat third-quarter 2022 earnings estimates.

News for Arista Networks Stock (ANET)