[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  AlphaSense [@AlphaSenseInc](/creator/twitter/AlphaSenseInc) on x 24.7K followers Created: 2025-05-06 21:58:04 UTC Key Takeaways from $ANET's Earnings Call - Arista Networks achieved its first $X billion quarter with Q1 2025 revenues of $XXXX billion, representing XXXX% year-over-year growth. - The company reported a strong gross margin of 64.1%, influenced by efficient supply chain and a balanced mix of enterprise and cloud customers. - Operating income was $XXXXX million, representing XXXX% of revenue. - Software and service renewals contributed approximately XXXX% of revenue. - International contribution was XX% with Americas being particularly strong at 80%. - The company remains confident in achieving its $XXX million back-end AI goal in 2025. - Arista is progressing well with all four AI customers and continues to add smaller ones. - The company aims to reach $XX billion revenue sooner than previously expected. - For Q2 2025, Arista expects revenues of approximately $XXX billion with a gross margin of approximately 63%. - Despite macro uncertainty, the company remains confident in demand from cloud, enterprise, and provider customers.  XXXXX engagements  **Related Topics** [networks](/topic/networks) [quarterly earnings](/topic/quarterly-earnings) [$anets](/topic/$anets) [$anet](/topic/$anet) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/AlphaSenseInc/status/1919874331301257509)
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AlphaSense @AlphaSenseInc on x 24.7K followers
Created: 2025-05-06 21:58:04 UTC
Key Takeaways from $ANET's Earnings Call
Arista Networks achieved its first $X billion quarter with Q1 2025 revenues of $XXXX billion, representing XXXX% year-over-year growth.
The company reported a strong gross margin of 64.1%, influenced by efficient supply chain and a balanced mix of enterprise and cloud customers.
Operating income was $XXXXX million, representing XXXX% of revenue.
Software and service renewals contributed approximately XXXX% of revenue.
International contribution was XX% with Americas being particularly strong at 80%.
The company remains confident in achieving its $XXX million back-end AI goal in 2025.
Arista is progressing well with all four AI customers and continues to add smaller ones.
The company aims to reach $XX billion revenue sooner than previously expected.
For Q2 2025, Arista expects revenues of approximately $XXX billion with a gross margin of approximately 63%.
Despite macro uncertainty, the company remains confident in demand from cloud, enterprise, and provider customers.
XXXXX engagements
Related Topics networks quarterly earnings $anets $anet stocks technology
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