Arista Networks
ANETQ4 2024(ANET Q3 FY2024)Derived12% AI
AI Revenue %
12%
AI Fair Value
$12.6B
AI Revenue (Q)
$518.4M
Total Revenue (Q)
$4.3B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
10-Q for Q3 2024 (period ending Sep 30, 2024). Revenue: $1,810.9M. Filing mentions customer categories as 'Cloud and AI Titans' (new terminology). Back-half of 2024 is where the bulk of the $750M AI networking target ships. Allocation: ~$220M in Q3. Math: $220M / $1,811M = 12.1%, rounded to 12%. 800G switches for AI clusters shipping at scale to Meta, Microsoft, and other hyperscalers.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI