Arista Networks
ANETQ4 2025(ANET Q3 FY2025)Derived19% AI
AI Revenue %
19%
AI Fair Value
$25.8B
AI Revenue (Q)
$963.8M
Total Revenue (Q)
$5.1B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
10-Q for Q3 2025 (period ending Sep 30, 2025). Revenue: $2,308.3M. Deferred revenue continued growing to $3,521M (current), signaling massive forward commitments from cloud and AI customers. Q3 allocation: ~$450M. Math: $450M / $2,308M = 19.5%, rounded to 19%. 9-month total: ~$1,190M, on pace to meet or exceed $1.5B full-year AI networking guide. Next-gen Ultra Ethernet and 800G products driving AI cluster connectivity.
Analyzed by claude-opus-4-6
Confidence Tier
DerivedCalculated from reported segments primarily serving AI