0HHR.L
Arista Networks Inc
Q2 2025 Report
Arista Networks Inc Q2 2025 Financial Results: Strong Growth and Market Resiliency...
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Executive Summary
Arista Networks Inc (0HHR.L) delivered remarkable financial results for QQ2 2024, reporting a revenue of $1.69 billion, a significant increase of 15.87% year-over-year and 7.57% quarter-over-quarter. The company's net income surged to $665 million, translating to an EPS of $0.53, marking a 35.28% increase year-over-year. This performance can be attributed to robust demand for their cloud networking solutions across various sectors, indicating strong market positioning amidst intense competition. Management emphasized the importance of innovation in driving growth, as they continue to expand their product offerings and improve operational efficiencies.
Overall, the results signal Arista's ability to navigate market volatility while maintaining a strong financial foundation. With a current ratio of 4.55, indicating exceptional liquidity, and a gross margin of approximately 64.9%, investors can be optimistic about Arista's ongoing profitability and cash flow generation.
Key Performance Indicators
Revenue
1.69B
QoQ: 7.57% | YoY:15.87%
Gross Profit
1.10B
64.91% margin
QoQ: 9.57% | YoY:24.10%
Operating Income
699.57M
QoQ: 5.96% | YoY:31.98%
Net Income
665.43M
QoQ: 4.35% | YoY:35.28%
EPS
0.53
QoQ: 3.92% | YoY:32.50%
Revenue Trend
Margin Analysis
Key Insights
**Revenue Growth**: Arista reported total revenues of $1.69 billion in QQ2 2024, up 15.87% YoY and up 7.57% QoQ, showcasing continuous demand for its solutions. **Profitability**: The gross profit for the quarter was $1.1 billion, resulting in a gross margin of 64.9%, while operating income climbed to $699 million, representing a 31.98% YoY increase. Net income also saw growth, reflecting lean operational structures and effective cost management with a net margin of 39.36%. **Liquidity Ratios*...