ANET Rides on Strong Operating Margin Expansion: Will it Persist?
Key Takeaways Arista reported record Q2 non-GAAP operating income of $1.08B, topping $1B for the first time.Operating margin rose to 48.8% from 46.5%, driven by robust sales and efficient cost control.ANET expects operating margins of 47% in Q3 and 48% for 2025, signaling continued strength.Arista Networks Inc. (ANET) reported a non-GAAP operating income of $1.08 billion during the second quarter, up from $770.4 million in the prior year quarter. This is the first time the company has reported an operating ...