Arista Networks
ANETQ3 2024(ANET Q2 FY2024)Derived10% AI
AI Revenue %
10%
AI Fair Value
$8.2B
AI Revenue (Q)
$169.0M
Total Revenue (Q)
$1.7B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
10-Q for Q2 2024 (period ending Jun 30, 2024). Revenue: $1,690.4M. Filing continues single-segment reporting with no AI breakout. However, management's $750M CY2024 AI networking guide (stated on earnings calls) and sequential acceleration imply Q2 was ramping toward the annual target. Allocation: ~$170M in Q2. Math: $170M / $1,690M = 10.1%, rounded to 10%. 800G AI Ethernet products beginning to ship in volume.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI