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![AlphaSenseInc Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1858388203.png) 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.

![](https://pbs.twimg.com/media/GqTDgCwWgAALEJ-.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1919874331301257509/c:line.svg)

**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)