Arista Networks Inc. (ANET) Revenue-to-Profit Sankey Flow & SEC XBRL Financials
$184.22 -1.34% NYSE • Public Delayed / 60s Snapshot
Arista Networks Inc. (ANET) carries a Roarable Rating of C+ (Hold) with 67/100 RQD Confidence. The underlying business is intact, so current owners don’t need to panic-sell—but mixed big-money flow or rich pricing means new buyers can afford to wait for either a pullback or a B-or-higher upgrade.
ROARABLE C+ • HOLD / WATCH
Cap $232.34B
INTERACTIVE SCENARIO DECK:
RQD QUANT TACHOMETERHOLD / WATCH • C+
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
5-PILLAR SNOWFLAKE RADARRw C+ · Rk C+
Each axis scored 0–20
12M PRICE TARGET CONE+4% Base Target
WHALE OPTIONS TUG-OF-WAR:52% Call Buyers ($21.8M)
48% PutsMax Pain: $181.00
VISUAL REVENUE-TO-PROFIT SANKEY WATERFALL • FY 2025 (10-K)
How ANET Turns Every Dollar of Sales Into Real Bottom-Line Profit
Free Cash Flow:$3.97B (44% FCF Margin)
Multi-Year SEC EDGAR XBRL Revenue, Net Profit & Free Cash Flow Trajectory
■ Revenue■ Net Profit■ Free Cash Flow
FY23
Rev $5.86B
FY24
Rev $7.00B
FY25
Rev $9.01B
| Fiscal Year | Revenue | Gross Margin | Op Margin | Net Profit | Free Cash Flow | ROIC % |
|---|---|---|---|---|---|---|
| FY 2025 | $9.01B | 64.1% | 42.8% | $3.5K | $3.97B | 22.4% |
| FY 2024 | $7.00B | 64.1% | 42% | $2.9K | $3.39B | 25.7% |
| FY 2023 | $5.86B | 44% | 38.5% | $2.1K | $1.77B | 2.3% |
🔴 SUNDAY NIGHT PREP • 7:00 PM ETHosted Live by Perry Belcher & Guest Forensic Quant Desk
Red-Light Warning Desk: How Pros Profit When Overhyped Stocks Crack (Featuring ANET)
- ✓Live walkthrough of ANET's RQD Radar, SEC cash-conversion gap & downside levels
- ✓3 asymmetric Bear/Hedge setups institutions use when 10-year yields stay elevated
- ✓Includes instant 24/7 email alert whenever any of your stocks flip to Red
RQD INSIDER CLUB UPGRADE$49/YEAR
Want Plain-English AI Custom Indicators, Daily Pro Trader Video Clips & SMS Crash Alerts?
ANET // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -2.23%▼ SUPPORT BREAKDOWN
2026-10-30O $173.6H $175.0L $166.9C $168.9VOL 8.34M
RES: $223.1SUP: $179.2SMA50: $195.2SMA200: $165.2
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
ANET Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor (#25)
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle (#30)
48.0%/yr Implied 5Y Growth
vs. +28.6% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger (#33)
TRIGGERED · 800G Ethernet Post-Revision Reclaim
Trigger: $182.01 • Invalidation: $170.96
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
ANET → META Confirmed Filing
Arista Networks supplies 400G and 800G EOS Ethernet spine-leaf switching fabrics connecting Meta Platforms back-end AI training clusters and front-end recommendation data centers.
AI Analyst Theses, Washington Policy & Company Video
💡 The Second-Order AI Bottleneck: Hyperscaler CapEx Is Shifting Pricing Power to Custom Networking, Switchgear & Baseload IPPs (mara-quenwick)
💡 What Changed Our Mind: High-Speed 800G AI Ethernet Caught Up Faster Than Our Initial Model Assumed (mara-quenwick)
🎬 No recent verified company-specific video clip queued for ANET today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
ANET Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDHow profitable is Arista Networks Inc. (ANET)?
In FY 2025 (10-K), ANET converted $9.0B of revenue into a 64.1% gross margin, 42.8% operating margin, and $4.0B in free cash flow (44% FCF margin).