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

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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.

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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

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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.

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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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The resilience demonstrated by the S&P 500 is a reassuring sign for investors. WestRock (WRK), Arista Networks (ANET), EPAM Systems (EPAM), Domino's Pizza (DPZ) and Constellation Energy (CEG) are a few stocks that kept the S&P 500 steady in the past three months.

Can S&P 500 Keep Up Its Winning Momentum? Stock Picks

Arista Networks demonstrated impressive performance in Q2 2023, achieving an EPS of $1.58 with strong revenue and margins. The Company stands out in the enterprise sector with robust demand and steady growth in data center and campus domains. ANET's strategic positioning in generative AI applications presents growth potential and future opportunities.

Arista Networks: Resilience And Future-Forward Strategy

Arista Networks, Inc. specializes in software-driven cloud networking solutions for data centers and cloud computing environments. The rise of AI and Cloud Computing will bring great demand for data centers, and Arista is one of the largest players in this sector. Despite the high quality of the business, I consider that the current valuation gives a little margin of safety. However, Arista is a great option to keep on a watchlist.

Arista Networks: Paving The AI Highway, But Unattractive Returns

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The S&P 500 returned an average of 285% during the last five bull markets. Bank of America recently named HubSpot a top pick among artificial intelligence (AI) stocks.

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Arista Networks, Inc. (NYSE:ANET ) Piper Sandler Growth Frontiers Conference September 12, 2023 12:30 PM ET Company Participants Ita Brennan - Chief Financial Officer Liz Stine - Director, Investor Relations Conference Call Participants James Fish - Piper Sandler James Fish All right, thanks everybody for joining us. We have the pleasure of having Ita and Liz from Arista with us.

Arista Networks, Inc. (ANET) Piper Sandler Growth Frontiers Conference (Transcript)

Arista Networks, Inc. (NYSE:ANET ) Bank of America Securities Global A.I. Conference 2023 September 12, 2023 12:00 PM ET Company Participants Jayshree Ullal - President and CEO Conference Call Participants Tal Liani - Bank of America Merrill Lynch Tal Liani Hi.

Arista Networks, Inc. (ANET) CEO Jayshree Ullal Presents at Bank of America Securities Global A.I. Conference 2023 Transcript

Global Payments

Eli Lilly

Arista Networks stock soared 26% last month as the demand for its cloud-networking technology surged. Eli Lilly's shares jumped 22% with diabetes drug Mounjaro fueling its revenue growth.

Should You Still Buy the S&P 500's Best-Performing August Stocks?

AUCKLAND, New Zealand & SYDNEY--(BUSINESS WIRE)--Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client to cloud networking for large data centre, campus and routing environments, announced that it has been appointed by Spark as a private cloud networking provider to support Spark's data centre networking services for a new private telecommunications cloud platform. The new private cloud network will host applications to service Spark's mobile voice and data customers and.

Arista Appointed by Spark as Private Telecommunications Cloud Networking Provider

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Arista Networks, Inc. (NYSE:ANET ) Citi's 2023 Global Technology Conference September 7, 2023 1:00 PM ET Company Participants Ita Brennan - CFO Conference Call Participants Atif Malik - Citi Atif Malik Good afternoon everyone. Welcome to day-two of Citi Global Technology Conference.

Arista Networks, Inc. (ANET) Citi's 2023 Global Technology Conference Transcript

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Ross Stores

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The S&P 500 had its worst month since February, losing 1.4% in August. Despite the losses, some stocks in the ETF stood tall.

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Arista reported better-than-expected earnings and increased revenue guidance for the year. An analyst also upgraded shares on Aug. 31.

Why Arista Networks Soared 26% in August

Arista Networks has been a consistent outperformer against the S&P 500 over the past three years. Long-term buyers who held on steadfastly have benefited significantly. The company is a critical beneficiary of AI-driven growth, bolstering its near-term growth drivers. However, for how long more? Caution is urged as ANET's price action suggests it has failed to regain decisive control and may experience a steeper pullback.

Arista Networks: Growth Could Slow - Don't Get Caught Napping (Technical Analysis)

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Growth stocks in the technology sector have led the market to rebound in 2023. After companies like Nvidia and Amazon reported blow-out earnings results, investors are on the hunt for the next no-brainer growth stocks.

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Axcelis Technologies

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Equinix

QUALCOMM

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Nvidia (NASDAQ: NVDA ) proved the artificial intelligence ( AI ) boom is here to stay. Revenue jumped by 101% year-over-year, as net income soared by 843% year-over-year.

7 Up-and-Coming AI Stocks to Put on Your Must-Buy List

Advanced Micro Devices

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NIKE

Pfizer

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Cisco Systems

Atlassian

For much of Thursday, it looked drug stocks would be August's biggest gainers in the Dow, S&P 500 and Nasdaq 100, but tech firms took the top spots.

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Arista Networks, Inc. (NYSE:ANET ) Deutsche Bank's 2023 Technology Conference August 31, 2023 11:45 AM ET Company Participants Matthew Niknam - Deutsche Bank Martin Hull - VP, Cloud and Platform Product Management Liz Stine - Head of IR Conference Call Participants Matthew Niknam All right. If everybody can go ahead and - please take your seats.

Arista Networks, Inc. (ANET) Deutsche Bank's 2023 Technology Conference (Transcript)

Carnival

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Catalent

Intel

Warner Bros Discovery Inc

Zions Bancorp

Some investors might be satisfied with a 5% risk-free return. But those who pick S&P 500 stocks well are doing much better than that.

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

Why Is Arista Networks (ANET) Down 0.1% Since Last Earnings Report?

Uber

Strong top line performance leads to meaningful earnings growth. And when it comes to growing sales, these three companies stick out in a big way.

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Headquartered in Santa Clara, California, Arista Networks Inc. ( ANET , Financial) is a prominent provider of networking solutions for data centers, cloud computing and enterprise networks. The company has experienced rapid growth in recent years, leading to a steady increase in its market share.

News for Arista Networks Stock (ANET)