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Arista Networks (ANET) investor relations material
Arista Networks Analyst Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Analyst Day 2025 summary11 Sep, 2025
Strategic vision and market opportunity
Targeting $10.5 billion revenue in 2026, representing 20% growth, with a TAM expected to reach $105 billion by 2029.
AI and campus markets are projected to grow 60%-80% and 60% respectively, with AI revenue targeted at $2.75 billion and campus at $1.25 billion in 2026.
Multi-year growth is anticipated, driven by AI infrastructure buildouts, migration from InfiniBand to Ethernet, and expansion into NeoClouds and specialty providers.
Focus on innovation, quality, and reliability, with R&D investment maintained at 10%-13% of revenue.
Maintains leadership across key networking segments, as recognized by Gartner in 2025 for data center switching, enterprise LAN, and SD-WAN.
Technology and product innovation
Etherlink portfolio and next-gen platforms address scale-up, scale-out, and scale-across AI networking, with bandwidth up to 204.8T and support for up to 500,000 XPUs by 2028.
NetDI (Network Diagnostics Infrastructure), NetDL (Network Data Lake), and AVA (Autonomous Virtual Assist) provide diagnostics, telemetry, and AI-driven network operations.
Blue box strategy offers flexibility to run multiple NOS options (EOS, SONiC, F-BOSS), appealing to hyperscalers and NeoClouds.
EOS software suite and CloudVision enhance operational efficiency, observability, and multi-tenant support.
Investment in liquid cooling, linear pluggable optics (LPO), high-radix switches, and cognitive campus platforms with Wi-Fi 6/6E/7 and SD-WAN integration.
Financial guidance and business model
Gross margin outlook for 2026 is 62%-64%, with operating margin at 43%-45% and R&D spending at 10%-13% of revenue.
Long-term model targets 15% CAGR from 2026-2029, aiming for $16 billion+ revenue by 2029.
Capital allocation remains focused on organic investment, share repurchases, and strategic tuck-in M&A.
Deferred revenue is expected to remain dynamic, with multi-year purchase commitments supporting future growth.
Channel expansion and new logo acquisition are key drivers for enterprise and campus growth, with the channel acting as a force multiplier.
What specific Arista tech improves Time to First Job?
What is the Blue Box strategy for market choice?
What are key CPO adoption hurdles for customers?
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Next Arista Networks earnings date
Q3 20254 Nov, 2025
Next Arista Networks earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
Arista Networks, Inc. develops, markets, and sells cloud networking solutions primarily in the Americas, Europe, the Middle East and Africa, and the Asia-Pacific. The company offers extensible operating system, a set of network applications, as well as gigabit Ethernet switching and routing platforms, including universal leaf, spline, and universal spine products. It provides its products for use in large data center and computing environments. The company sells its products to value-added resellers or distributors; and original equipment manufacturers. Arista Networks, Inc. was founded in 2004 and is headquartered in Santa Clara, California
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