| 指标 | Q4 FY2024 | Q3 FY2024 | Q/Q | Q4 FY2023 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $1,930M | $1,811M | +7% | $1,540M | +25% |
| 毛利率 Gross Margin (GAAP) | 63.8% | 64.2% | -0.4 ppt | 64.9% | -1.1 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 64.2% | — | — | 65.4% | -1.2 ppt |
| 研发费用 R&D | $285M | $236M | +21% | $212M | +35% |
| 销售及管理 SG&A | $146M | $141M | +4% | $148M | -1% |
| 折旧摊销 D&A | N/A | $16M | — | — | — |
| 股权激励 SBC | $101M | $98M | +3% | $81M | +24% |
| 营业利润 Operating Income (GAAP) | $800M | $785M | +2% | $640M | +25% |
| 利息费用 Interest Expense | $0M | $0M | — | — | — |
| 净利润 Net Income (GAAP) | $801M | $748M | +7% | $614M | +31% |
| 净利润 Net Income (Non-GAAP) | $830M | — | — | $664M | +25% |
| 指标 | Q4 FY2024 | Q3 FY2024 | Q/Q | Q4 FY2023 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $0.62 | $2.33 | -73% | $0.48 | +29% |
| 每股收益 EPS (Non-GAAP) | $0.65 | — | — | $0.52 | +25% |
| 稀释股数 Diluted Shares | 1,283M | 320M | +301% | 1,275M | +1% |
| 实际税率 Effective Tax Rate | 9.9% | 15.3% | -5.4 ppt | 11.6% | -1.7 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Product | $1,608M | 83.3% | +6% | +23% |
| Service | $322M | 16.7% | +12% | +40% |
本季度数据
| 指标 | Q4 FY2024 | Q3 FY2024 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"2024 年是势头强劲的一年，收入创下 70 亿美元的历史纪录。我为团队的执行力感到自豪，他们实现了卓越增长与盈利能力的最佳组合。我们持续为客户创新，提供一流平台，赋能 AI 网络和网络 AI。" — Jayshree Ullal, Arista Networks, Inc.
暂无数据
| 指标 | 数值 | 备注 |
|---|---|---|
| annual_operating_cashflow | $3,708.2M | FY2024 全年经营现金流 $3,708.2M，同比增长 82.3%（FY2023: $2,034.0M）。季度数据未单独披露 |
| annual_capex | $32.0M | FY2024 全年资本开支 $32.0M（PP&E + 无形资产），轻资产模式持续 |
| annual_fcf | $3,676.2M | FY2024 全年自由现金流 $3,676.2M（OCF $3,708.2M - Capex $32.0M），FCF margin 52.5% |
| annual_share_buyback | $423.6M | FY2024 全年回购普通股 $423.6M（FY2023: $112.3M），同比大幅增加 |