Arista Networks
ANETQ3 2025(ANET Q2 FY2025)Derived18% AI
AI Revenue %
18%
AI Fair Value
$24.2B
AI Revenue (Q)
$587.1M
Total Revenue (Q)
$3.3B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
10-Q for Q2 2025 (period ending Jun 30, 2025). Revenue: $2,204.8M. Filing maintains same AI-focused business description. Strong sequential growth. Deferred revenue surged to $2,788M (current) from $1,727M at FY2024 end -- indicating massive forward orders, likely AI-driven. Q2 allocation: ~$400M. Math: $400M / $2,205M = 18.1%, rounded to 18%. 800G AI networking products ramping strongly.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI