Arista Networks

10-K for FY2024 (period ending Dec 31, 2024). Q4 2024 revenue: ~$1,931M (FY2024 ~$7,004M minus 9-month $5,073M). The 10-K describes Arista as 'industry leader in data-driven, client-to-cloud networking for large AI, data center, campus and routing environments.' Customers categorized as 'Cloud and AI Titans' and 'AI Neoclouds.' Management confirmed ~$750M CY2024 AI networking. Remaining Q4 allocation: ~$230M. Math: $230M / $1,931M = 11.9%, rounded to 12%. Full-year check: $130M + $170M + $220M + $230M = $750M. Matches management guide.