How did Arista's revenue growth in Q2 2025 compare to the consensus estimates and prior quarter results? | ANET (Aug 06, 2025) | Candlesense
ANET

How did Arista's revenue growth in Q2 2025 compare to the consensus estimates and prior quarter results?

Answer

Based on the excerpt you provided, the specific figures needed to evaluate Arista Networks’ Q2 2025 revenue performance are not included. The summary mentions that Arista announced its second‑quarter financial results and includes a quote from CEO Jayshree Ullal, but it does not give:

  • Actual Q2 2025 revenue (or the percentage growth versus the prior quarter)
  • Consensus analyst revenue estimates for Q2 2025
  • Revenue results from the preceding quarter (Q1 2025) for a direct comparison

Without those data points, we cannot determine:

  1. Whether Arista’s Q2 2025 revenue met, beat, or missed the consensus estimates.
  2. How the Q2 2025 growth rate compares to the growth rate reported in Q1 2025 (or to the prior quarter’s actual results).

What you would need to answer the question fully

To provide a comprehensive comparison, the following information would be required from the full press release or earnings report:

Metric Q2 2025 Q1 2025 (or prior quarter) Consensus Estimate
Revenue (in $ millions)
Revenue growth YoY (or QoQ)
% variance vs. consensus

Suggested next steps

  • Locate the complete press release (often available on Business Wire, Arista’s investor relations site, or the SEC’s EDGAR system).
  • Check the “Financial Highlights” section for the reported revenue figure and growth rate.
  • Compare the reported revenue to the consensus estimate (typically disclosed in the same release or in analyst coverage summaries).
  • Review the prior‑quarter results (Q1 2025) to see the quarter‑over‑quarter change.

If you can provide the missing numbers (e.g., “Revenue was $1.2 billion, up 15% YoY, versus a consensus estimate of $1.15 billion, and representing a 5% increase from Q1 2025”), I can then give you a precise, data‑driven comparison.

Other Questions About This News

What was the reported GAAP and non‑GAAP net income, and how do those margins compare to the prior quarter and year‑over‑year? How did the performance of Arista's AI‑driven networking segment perform versus other segments? What risks did management highlight, and how might they affect long‑term growth prospects? What was the cash flow situation (operating cash flow, free cash flow) and how does it affect the company’s ability to invest in R&D and acquisitions? Were there any changes to the management team or guidance on future product road‑maps that could affect investor sentiment? What is the outlook for the AI and data‑center market, and how is Arista positioned relative to competitors such as Cisco, Juniper, and Hewlett Packard Enterprise? What were the year‑over‑year percentage changes for total revenue, product revenue, and services revenue? How does the current valuation (P/E, EV/EBITDA) compare to historical levels and to the broader networking sector? What were the key drivers (e.g., customer standardization, AI workloads) behind the revenue trends? Did the company provide guidance for Q3 2025 and full‑year 2025, and how does that compare to analysts' expectations? How has the stock reacted immediately after the earnings release, and what is the current market sentiment? What macroeconomic or supply‑chain factors might impact Arista’s performance in the upcoming quarters? Are there any updates on the company's capital allocation strategy, such as share buybacks, dividend policy, or debt repayment plans? Did the company announce any new product launches, strategic partnerships, or large customer wins that could impact future revenue?